Intelligence Feed · Curated by Rami Rafeh
What matters in AI, healthcare, technology, and strategy — daily signals and weekly deep-dives, filtered for what actually moves the needle.
Daily signals — the sharpest stories as they break.
Google shipped native E2EE for Gmail on Android and iOS — no extra apps needed. Enterprise users can now send encrypted mail to anyone, finally making encrypted email frictionless.
HSBC and a Standard Chartered-led consortium won Hong Kong's inaugural stablecoin licenses from 36 applicants. HSBC plans to put it in PayMe — stablecoins are going mainstream retail.
Gilead's ADC shopping spree continues with a $5B Tubulis acquisition — its third buy since February after Arcellx ($7.8B) and Ouro ($2.2B). Oncology M&A is white-hot.
TSMC revenue jumped 35% to a new record on relentless AI chip orders. The infrastructure buildout behind every foundation model is nowhere near peaking.
GPT-5 Turbo can now run Python and JavaScript natively within responses. Priced at $5/M input tokens, directly competing with Claude's tool-use capabilities.
CVS is splitting Aetna into commercial, government, and specialty segments with separate P&Ls. The move signals potential for future divestitures.
Framework's modular laptop earns top recommendation for its user-swappable GPU, RAM, and storage — a direct challenge to Apple's soldered-component approach.
Google closes its $32B Wiz acquisition after a year of regulatory review. The deal vaults Google Cloud into the #1 position in cloud-native security.
The partnership bundles Azure AI with Epic's clinical documentation tools, targeting 200 health systems by year-end. Cerner customers are notably excluded.
Rivian turned its first profit driven by 150K R2 reservations and improved manufacturing efficiency. Stock surged 18% after-hours.