James Altucher:

AI Model Invents Completely New Viruses Unknown to Nature

In case you weren’t already feeling paranoid about how AI is shaping our future, scientists for the first time have used an AI model to create new and viable viruses that have never been seen in nature.

Before you panic, the work, detailed in a study published in the journal Science, involved creating viruses that only target bacteria and are harmless to humans. Bacteriophages, as they’re called, are an important medical intervention for targeting drug-resistant pathogens.

Still, it’s an alarming testament to AI’s power and trajectory. The researchers at Stanford University and the Arc Institute trained an AI model to recognize patterns of genetic structure in nature to create new DNA molecules. These molecules were inserted into bacteria that, over time, turned into wholly new viruses, at the expense of killing their hosts.

In their research, the scientists used an AI model called Evo. Unlike a general purpose large language model, Evo is trained on billions of lines of genetic sequences, and for this work in particular, millions of bacteriophage genomes. But it still functions like an LLM, predicting what DNA building blocks (or nucleotides) should follow each other like a chatbot predicts what words to spit out to finish a sentence.

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Davis Wilson:

The Pentagon's 240X Trade (Still A Buy!)

The Pentagon is seeking $55 billion for drones and autonomous warfare in its fiscal 2027 budget – a dramatic 240x increase from the $225 million it spent just a year earlier.

Investors can play this trend by picking the best stocks at each “layer” in the drone ecosystem.

There are the companies actually manufacturing the drones, like AeroVironment (AVAV), Red Cat Holdings (RCAT), and Kratos Defense (KTOS).

Then there are companies like Ondas Holdings (ONDS) and Palantir (PLTR), which are building the software capable of coordinating hundreds of systems simultaneously, sharing information, assigning targets, and adapting in real time.

Finally, there are the “picks-and-shovels” stocks that make it all possible. This includes Unusual Machines (UMAC), Redwire (RDW), and even SpaceX (SPCX) who owns the Starlink network many of these drones operate on.

Or you can buy an ETF that spreads your money across the broader autonomous warfare ecosystem. DRNZ is a pure drone ETF. JEDI takes a broader approach. Instead of focusing almost exclusively on drones, it invests across the autonomous defense ecosystem.

Whether you invest through individual stocks or a diversified ETF, one thing is clear: The future of warfare is autonomous. And the money is starting to follow.

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Ray Blanco:

TSMC Sales Jumps 45% as Nvidia-Driven AI Boom Powers Chip Demand

TSMC just posted numbers that would make most companies blush. The Taiwanese semiconductor giant is reporting roughly 45% year-over-year growth in its July 2026 monthly sales, continuing a streak that has turned the chipmaker into the most critical link in the global AI supply chain.

The July figure follows an even more eye-popping June, when TSMC logged consolidated revenue of $13.7 billion. That’s a 67.9% year-over-year surge and a 6.2% bump from the prior month.

Meanwhile, TSMC’s entire first half of 2026 tells a story of relentless acceleration. Total revenue for the six-month period hit $75 billion, up 35.6% compared to the same stretch last year.

That momentum prompted management to revise guidance upward. TSMC now expects full-year 2026 revenue growth to land slightly above 40%. The previous forecast had called for growth exceeding 30%.

Capital expenditure guidance got a matching upgrade. TSMC raised its spending plan to between $60B and $64B for the year.

The capex commitment carries geographic implications. TSMC has been building facilities in Arizona, Japan, and Germany as part of a global diversification strategy encouraged by governments worried about concentrating so much critical manufacturing capacity in Taiwan.

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