The Checkout Button That Wants A Bank Charter and a Spot in Your Portfolio

That little “pay with…” button is trying to grow up. It just filed to become a real bank (Utah + FDIC vibes), aiming to turn checkout clicks into small-business loans and savings.

If you own the stock, this is a watch-the-milestones moment; if you don’t, the market’s “ew, banks” knee-jerk could hand you a better entry.

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Open Source

Open Models, Massive Scale, and a Blueprint for the Agentic Era

Nvidia (NASDAQ: NVDA) is pushing its AI platform beyond chatbots and straight into coordinated, multi-agent systems, rolling out a new open model family designed for scale, speed, and long-horizon reasoning.

The newly launched Nemotron 3 lineup introduces a tiered approach to agentic AI, giving developers models purpose-built to run many AI agents at once without ballooning costs or losing context.

Instead of a single massive model handling everything, workloads are split intelligently, resulting in faster decisions and cleaner outputs as tasks become more complex.

From Solo Bots to AI Swarms

Nemotron 3 arrives in Nano, Super, and Ultra sizes, each tuned for different workloads.

Smaller agents handle quick tasks, while larger reasoning engines tackle planning, research, and coordination across long workflows.

That architecture leans on a hybrid mixture-of-experts design, activating only the parts of the model needed for each task.

You get more output with less compute burn, which matters when AI agents start running nonstop.

Open Models With Enterprise Muscle

Nvidia is pairing the models with massive training datasets and reinforcement learning tools, all released openly.

That combo lets teams move from prototype to production without rebuilding their stack at every step.

Support across major clouds and inference platforms also means you can deploy where your data already lives, rather than moving everything into a single ecosystem.

Why This Matters Now

Agentic AI is becoming the default architecture for serious automation.

Nvidia is positioning itself as the backbone that makes those systems practical, efficient, and scalable, before others catch up.

Autonomous Vehicles

Why This Shift Changes the Timeline for Driverless Ride Hailing

Tesla (NASDAQ: TSLA) has taken its most consequential step yet toward fully autonomous ride-hailing by allowing its Robotaxi test vehicles to operate without a human safety monitor on board.

Cars are now navigating city streets entirely on software, marking a transition from supervised experimentation to real-world autonomy.

For years, autonomy lived behind disclaimers and driver interventions.

Removing the safety monitor collapses that buffer and puts Tesla’s full self-driving stack directly in control of every decision, every turn, and every unexpected edge case.

From Assisted Driving to Autonomous Operation

The current Robotaxi setup evolved in stages, starting with human oversight and gradual software confidence.

Now the system operates independently within a defined service area, relying on onboard cameras, neural networks, and real-time decision making.

Fleet size remains limited, but the technical shift matters more than scale. Software maturity, not car count, defines whether autonomy is real or theoretical.

A Different Regulatory Playing Field

Texas presents fewer barriers for driverless testing, giving Tesla room to iterate faster than markets with stricter permitting.

That flexibility allows software updates to translate directly into operational changes without months of approvals.

Unsupervised driving moves autonomy from promise to accountability. Every mile now tests whether software can replace human judgment at scale, without backup.

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Consumer Tech

iOS 26 Turns Apple Wallet From Decoration Into Utility

Apple (NASDAQ: AAPL) has finally fixed one of Apple Wallet’s most ignored features, order tracking, by rebuilding it around Apple Intelligence in iOS 26.

What once felt like a half-finished idea now behaves like a real system that understands how people actually shop.

For years, Wallet order tracking barely worked unless purchases were made with Apple Pay and supported by compliant merchants.

That combination quietly broke the feature for most users, turning a promising idea into a forgotten icon.

How Apple Changed the Engine

iOS 26 flips the model by pulling order data directly from email instead of relying on merchant integrations.

Shipping confirmations, tracking numbers, and delivery updates are now automatically detected and organized in Wallet.

This approach works across retailers, payment methods, and carriers, making Wallet useful for real-world shopping habits.

Why Apple Intelligence Is the Gatekeeper

The upgrade depends on device AI processing, which limits access to newer iPhone models only.

Older devices running iOS 26 still miss out, even though the rest of the update is supported.

That trade-off preserves privacy but creates a clear hardware divide. The feature must be manually enabled and remains labeled as beta.

Some orders fail to sync perfectly, and others require cleanup.

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Everything Else

• 🇺🇸 President Trump’s new AI executive order is shaking up Washington as Democrats and consumer groups warn that loosening oversight could hand too much power back to Big Tech.

• 📉 Broadcom’s 10% post-earnings dive took the shine off the AI trade, reminding everyone that even chip darlings can catch gravity when expectations climb faster than margins.

• ⚡ Rivian is trying to fuse AI brains with EV muscle, betting that smarter software, not just longer range, will get drivers and investors back in the driver’s seat.

• 🤝 The U.S. just suspended a major tech-sharing deal with the U.K., a rare diplomatic chill that could ripple through cross-Atlantic cybersecurity and semiconductor partnerships.

• 🎮 EA, the studio behind Battlefield, trimmed its 2026 outlook as players spend less and competition crowds the field.