Edition #51

The One Thing

• Japan’s $1.8 trillion pension giant might bring money home. That could jolt U.S. stocks and the Fed.

Signals

• Trump maps out 200% tariffs for generic pharmaceuticals
• Canada tariffs put pressure on concrete, cement prices
• Moonshot AI accessed Nvidia's chips despite Chinese export ban, White House official says
• Firm hacked by rogue OpenAI models says it is 'a wake-up call'
• The back-to-school denim wars are starting earlier and lasting longer
• Kroger’s new CEO, a Walmart veteran, is focused on speed and execution
• American Airlines slashes 2026 earnings outlook as fuel costs spike
• Lockheed Martin’s stock leaps as push to build more missiles faster pays off
• 3rd Circuit: Employers need not ‘go digging for disabilities’
• New grads have to compete with AI for entry-level roles, hiring managers say

Watch Your Back

• Waco Jeweler and Co-Conspirator Arrested, Indicted for Allegedly Buying Known Stolen Jewelry
• CISA Adds Two Known Exploited Vulnerabilities to Catalog

Antics

• Abu Dhabi's Mubadala Capital joins tokenization push as Coinbase takes stake in onchain fund
• ServiceNow bets $40 million on Indian banking software specialist to expand its financial services push
• Google slapped with $1 billion fine under landmark EU digital law

What's Being Built

• Teable 3.0 — AI Spreadsheet for Business
• PodcastorAI — Your AI twin hosts your video podcast
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