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Daily Briefing

4 verified stories a day — AI, Markets, Canada, Global. No speculation. No filler.

AI & TECHMARKETS & MACROCANADA & TSXGEOPOLITICS & WAR
NEWSEarningsApr 13, 2026

Goldman Sachs just posted record equities trading. Here's what that actually means for Wall Street.

Goldman Sachs hit record equities trading revenue in Q1 2026, catapulting the firm to its second-highest quarterly revenue ever [1]. The question: is this a sign of a healthy market or a last hurrah before the next storm?

Q1 2026 Equities Trading Revenue:Record

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NEWSTechApr 13, 2026

When AI Chips Run Out: Why Control of Demand Is the New Control of Everything

As AI compute becomes the bottleneck in tech, a decades-old theory about platform power is facing its biggest test yet. The company that controls who gets access to chips—not just who makes them—might win the next era of the internet.

Core Question:Does Aggregation Theory survive in a world of constrained compute?

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NEWSM&AApr 13, 2026

Canada's Growth Fund Bets $113M on Quebec's Graphite Play

Canada Growth Fund is putting US$82 million (C$113 million) into Nouveau Monde Graphite through a private placement deal [1]. The investment signals confidence in Quebec's graphite sector as demand for the material continues to reshape resource markets.

Investment Amount (USD):US$82 million

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NEWSDefenseApr 13, 2026

The $1 Trillion Defense Budget Is Here to Stay—But Congress Isn't Sure How to Pay for It

The chair of the House Armed Services Committee says trillion-dollar defense budgets are now the 'new normal,' but the administration's military space priorities depend on budget maneuvers that may not stick around. With reconciliation less certain, the path to sustaining these spending levels is getting murkier.

Defense Budget Baseline:$1 trillion

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