How I made this call

[newsapi/major_news] [Bloomberg] ASM Outlook Beats Estimates as AI Boosts Demand for Chip Tools

[newsapi/major_news] [Bloomberg] LNG Vessel Demand Climbs as US Leads Project Growth, GTT Says

[newsapi/major_news] [Bloomberg] S&P Acquires Nigerian Rating Agency to Deepen Africa Coverage

[newsapi/major_news] [Bloomberg] Frasers Group Takes a Position in UK Luxury Brand Burberry

[newsapi/major_news] [Bloomberg] Private Equity Firm Unloads Mental Health Chain Into Muni Market

[newsapi/major_news] [Bloomberg] EssilorLuxottica Sales Miss Views on Unsettled Global Climate

[newsapi/major_news] [Bloomberg] Tullow Mulls Refinancing With Cheaper Debt After Oil Price Boost

[newsapi/major_news] [BBC News] Powell says student loan system at top of her in-tray

[newsapi/narrative_search] [GlobeNewswire] Skyworks Delivers Solid Third Quarter Fiscal Year 2026 Results; Announces Key Steps Toward Qorvo Combination (q: recession)

[newsapi/narrative_search] [KPBS] California pension ruling limits how many vacation hours workers can count for retirement (q: recession)

[newsapi/narrative_search] [PRNewswire] CAPITOL FEDERAL FINANCIAL, INC.® ANNOUNCES QUARTERLY DIVIDEND AND STOCK BUYBACK UPDATE (q: recession)

[newsapi/narrative_search] [PRNewswire] SR BANCORP, INC. ANNOUNCES FOURTH QUARTER AND FULL YEAR FINANCIAL RESULTS (q: bank failure)

[newsapi/narrative_search] [PRNewswire] Omnicom Reports Second Quarter 2026 Results (q: bank failure)

[newsapi/narrative_search] [GlobeNewswire] Allen Matkins Wins $79.54 Million Judgment for Balboa Capital Founder Patrick Byrne Against Ameris Bank (q: bank failure)

[newsapi/narrative_search] [Fortune] ‘A lot of panic around the AI investment’: How a chip slump is driving the Nasdaq toward correction (q: rate cut)

[newsapi/narrative_search] [Crypto Briefing] Meredith Whitney warns of US economic reckoning in Q4 as World Cup and fiscal boosts fade (q: rate cut)

[newsapi/narrative_search] [Skift] Hilton Cuts Fees to Rebuild Hotel Owners’ Margins as Costs Stay Sticky (q: rate cut)

[newsapi/narrative_search] [PRNewswire] KLA CORPORATION REPORTS FISCAL 2026 FOURTH QUARTER AND FULL YEAR RESULTS (q: tariff)

[newsapi/narrative_search] [Crypto Briefing] Senate confirms Jay Clayton as Director of National Intelligence, moving crypto’s most consequential regulator to the spy world (q: crypto regulation)

[newsapi/narrative_search] [Crypto Briefing] Zelenskyy meets Trump at White House as frozen Russian assets and crypto compliance loom over peace talks (q: crypto regulation)

[hackernews/tech_sentiment] [HN 80pts] Kimi K3-256k SUMMARY: Skip to contentMenuReturn to topModel Configuration ​ This page covers the models Kimi Code provides and how to switch between them in each client. Kimi Code currently offers two models—Kimi K3 and Kimi K2.7 Code—across four model IDs, selectable by model ID in…

[hackernews/tech_sentiment] [HN 479pts] Show HN: Open-source engine running Gemma 4 26B in 2 GB RAM on any M-series Mac SUMMARY: GitHub - drumih/turbo-fieldfare: Gemma 4 26B-A4B inference in ~2 GB of RAM on any M-series MacBook · GitHub Skip to content Sign in Appearance settings AI CODE CREATIONGitHub CopilotWrite better…

[hackernews/tech_sentiment] [HN 144pts] Anatomy of a Frontier Lab Agent Intrusion: A Technical Timeline of the Incident SUMMARY: Anatomy of a Frontier Lab Agent Intrusion: A Technical Timeline of the July 2026 Incident Models a]:hidden"> Anatomy of a Frontier Lab Agent Intrusion: A Technical Timeline of the July 2026…

[hackernews/tech_sentiment] [HN 343pts] Superlogical SUMMARY: Superlogical We are building the multiplexer for all work.all work.local development.remote access.coding agents.background jobs.production applications.live debuggingsandboxes.shared terminals.incident response.humans and machines.operational history.multiplayer…

[hackernews/tech_sentiment] [HN 152pts] Keychron announces first open-source firmware for gaming mice

[hackernews/tech_sentiment] [HN 581pts] KOReader

[hackernews/tech_sentiment] [HN 248pts] Handbook.md shows that long policy documents do not reliably govern agents

[hackernews/tech_sentiment] [HN 287pts] Document-borne AI worms can self-propagate through Copilot for Word

[hackernews/tech_sentiment] [HN 125pts] A.I. companies are recruiting electricians and carpenters by the thousands

[podcasts/podcast] [The Journal · <1h ago] Confused About Automated Driving Features? You’re Not Alone. — Tickets for our live show in New York are on sale now! Get yours here. Hands-free driving technology is changing the way people drive, and in some cases leading to accidents. WSJ's Ryan Felton reports on how Ford…