Starbucks is using AI to build its own software and cut Microsoft and IBM out — we trade the store-count market where those savings land.

Netflix is eyeing live TV channels, Peacock bundles, and a Letterboxd acquisition — a spending spree that historically ends in a price hike.

Ben Bernanke lands inside Anthropic's oversight trust, right as talk of a US government stake gains steam.

And OpenAI and Meta ship new frontier models in the same 24 hours, both chasing Anthropic's spot atop the leaderboard. Concrete entries, real catalysts, no filler.

Trades covered: SBUX stores Above 41,600 (45¢), Netflix price increase Yes (19¢), US stake in Anthropic Yes (26¢), OpenAI (35¢) + Meta (19¢) top-ranked model.

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