diff --git a/data/briefings.json b/data/briefings.json index 0619fb0..92013d7 100644 --- a/data/briefings.json +++ b/data/briefings.json @@ -640,6 +640,16 @@ "tasks": "Claude usage: Session 11% | Weekly 42% | Sonnet 50%. Tracking S short position β€” very favorable.", "summary": "BOMBSHELL: Anthropic Claude Code is nuking IBM and cybersecurity stocks. IBM -13.2% (worst day since 2000) after Claude Code COBOL announcement. SentinelOne short looking good (-5% Mon, earnings March 12). Trump tariffs came in at 10% not 15%. Dow -821 pts Monday, mild premarket recovery today. Gold at $5,134 (safe haven). New Dutch PM Rob Jetten sworn in.", "created_at": "2026-02-24T10:02:14.772877111-05:00" + }, + { + "id": "f50d7cd7", + "date": "2026-02-24", + "title": "Evening Briefing β€” Tuesday Feb 24, 2026", + "markets": "🟒 REBOUND: S\u0026P +0.8% | Nasdaq +1.1% | Dow +0.8% β€” recovering from Mondays -1.5% tariff massacre. AMD +9% on Meta AI chip deal. Software led rally on Anthropic enterprise news. SentinelOne (S) opened $12.36, near 52-wk low ($12.23) β€” short thesis intact.", + "news": "πŸ›οΈ SCOTUS kills IEEPA tariffs: Supreme Court ruled Trump's emergency-powers tariffs illegal (Learning Resources v. Trump). U.S. stopped collecting as of Feb 24. Trump vowed to find other authority. Markets shrug β€” but this is a big legal setback. | πŸ€– Anthropic 10 new enterprise plugins: investment banking, wealth mgmt, HR, PE, engineering. Partners: LSEG, FactSet, Salesforce Slack, DocuSign. Salesforce +4%, FactSet +5%, DocuSign +6% on the news. | βš”οΈ Hegseth vs Anthropic: Pentagon threatening to blacklist Anthropic and invoke Defense Production Act to force military use of Claude. Dario Amodei held firm on no AI-directed warfare / mass surveillance lines. xAI and OpenAI approved \"lawful use\" β€” Anthropic alone is holding out. | πŸ” OpenClaw 2026.2.23: Security hardening release β€” SSRF browser policy now trusted-network mode by default (BREAKING CHANGE for private network users β†’ run openclaw doctor --fix). Adds HTTP HSTS headers, Claude Opus 4.6 support, session disk-budget controls. | πŸ“‰ NABL: Hit new 52-wk low $4.47 after analyst downgrade. Q4 earnings: 2026 full-year guidance $554M–$559M revenue, $581M–$586M ARR, 30–31% EBITDA margin. Released AI cyber resilience report with Futurum. | πŸ‡³πŸ‡± NL–Iran: Netherlands summoned Iranian ambassador after Tehran airport staff searched Dutch diplomat's luggage and found Starlink gear (banned in Iran). Diplomatic spat ongoing.", + "tasks": "πŸ”΄ Azure Files Backup [HIGH, in-progress]: Feature complete (31 tests passing). Blocked on: configure Azure Files share for real E2E test. | 🟑 Cloudflare DNSSEC [MEDIUM, pending]: 3 domains (zavtra.nl, busel.nl, muskepo.nl) stuck β€” need DS records removed at Openprovider before Cloudflare migration can complete.", + "summary": "Markets bounced back Tuesday after Monday's tariff panic. Big legal news: SCOTUS struck down IEEPA tariffs as illegal β€” huge if it holds. Anthropic had a busy day: launched 10 enterprise plugins AND got into a standoff with Hegseth/DoD over AI weapons use. OpenClaw shipped a security-heavy update (2026.2.23) β€” check if the SSRF breaking change affects your setup. NABL at multi-year lows post-downgrade. SentinelOne short still looking good at $12.36. Dutch diplomat caught with Starlink gear in Tehran causing a minor diplomatic row.", + "created_at": "2026-02-24T20:03:43.366285242-05:00" } ] } \ No newline at end of file diff --git a/data/claude-usage-history.json b/data/claude-usage-history.json index c04b634..7c1962f 100644 --- a/data/claude-usage-history.json +++ b/data/claude-usage-history.json @@ -5573,5 +5573,105 @@ "session_percent": 10, "timestamp": "2026-02-24T23:00:02.174640Z", "weekly_percent": 46 + }, + { + "session_percent": 11, + "timestamp": "2026-02-24T23:02:07.556221Z", + "weekly_percent": 46 + }, + { + "session_percent": 11, + "timestamp": "2026-02-24T23:02:12.141037Z", + "weekly_percent": 46 + }, + { + "session_percent": 13, + "timestamp": "2026-02-24T23:31:04.819092Z", + "weekly_percent": 46 + }, + { + "session_percent": 17, + "timestamp": "2026-02-25T00:00:01.766575Z", + "weekly_percent": 46 + }, + { + "session_percent": 17, + "timestamp": "2026-02-25T00:02:06.429073Z", + "weekly_percent": 46 + }, + { + "session_percent": 17, + "timestamp": "2026-02-25T00:02:08.617139Z", + "weekly_percent": 46 + }, + { + "session_percent": 17, + "timestamp": "2026-02-25T01:00:01.766809Z", + "weekly_percent": 46 + }, + { + "session_percent": 19, + "timestamp": "2026-02-25T01:01:07.100878Z", + "weekly_percent": 47 + }, + { + "session_percent": 19, + "timestamp": "2026-02-25T01:04:45.286365Z", + "weekly_percent": 47 + }, + { + "session_percent": 19, + "timestamp": "2026-02-25T01:04:56.537362Z", + "weekly_percent": 47 + }, + { + "session_percent": 0, + "timestamp": "2026-02-25T02:00:02.034320Z", + "weekly_percent": 47 + }, + { + "session_percent": 0, + "timestamp": "2026-02-25T02:03:36.762717Z", + "weekly_percent": 47 + }, + { + "session_percent": 0, + "timestamp": "2026-02-25T02:03:37.166982Z", + "weekly_percent": 47 + }, + { + "session_percent": 2, + "timestamp": "2026-02-25T03:00:01.401528Z", + "weekly_percent": 47 + }, + { + "session_percent": 2, + "timestamp": "2026-02-25T03:02:07.067636Z", + "weekly_percent": 47 + }, + { + "session_percent": 2, + "timestamp": "2026-02-25T03:02:09.908879Z", + "weekly_percent": 47 + }, + { + "session_percent": 3, + "timestamp": "2026-02-25T04:00:01.529532Z", + "weekly_percent": 47 + }, + { + "session_percent": 3, + "timestamp": "2026-02-25T04:02:08.424309Z", + "weekly_percent": 47 + }, + { + "session_percent": 3, + "timestamp": "2026-02-25T04:02:11.780556Z", + "weekly_percent": 47 + }, + { + "session_percent": 5, + "timestamp": "2026-02-25T05:00:01.989657Z", + "weekly_percent": 47 } ] \ No newline at end of file diff --git a/data/news.json b/data/news.json index 69de180..882e4a6 100644 --- a/data/news.json +++ b/data/news.json @@ -1,114 +1,131 @@ { "items": [ { - "id": "f8ac3109", - "title": "Dutch Minority Government Faces Tough Legislative Path", - "body": "New cabinet requires opposition backing for agenda in fractured politics.", + "id": "91880015", + "title": "OpenClaw 3-month anniversary β€” 839 contributors", + "body": "@steipete celebrated 3 months of OpenClaw (started as \"warelay\" / WhatsApp relay). 40+ cities, 6 continents, sold out meetups in Manila, Bangkok, Singapore, 1,300 waitlisted for NYC.", "type": "info", - "source": "Reuters", - "url": "https://www.reuters.com/world/new-dutch-pm-jetten-faces-uphill-task-minority-government-installed-2026-02-23/", - "topic": "netherlands", - "timestamp": "2026-02-24T18:00:41.834092713-05:00" + "source": "X/@steipete", + "url": "https://x.com/steipete/status/2026474687576916024", + "timestamp": "2026-02-24T23:02:30.012293301-05:00" }, { - "id": "fea56d8b", - "title": "Rob Jetten Sworn In as Netherlands Youngest PM", - "body": "Centrist leads minority coalition, vows pro-EU policy and Ukraine support.", + "id": "2b43b5f9", + "title": "Cloudflare One: first SASE with post-quantum encryption", + "body": "Cloudflare One adds Hybrid ML-KEM post-quantum encryption for all network configs. Protects against harvest-now-decrypt-later attacks.", "type": "info", - "source": "AP News", - "url": "https://apnews.com/article/netherlands-government-jetten-king-politics-897876739f2ce60e41167a1040956353", - "topic": "netherlands", - "timestamp": "2026-02-24T18:00:41.817448404-05:00" + "source": "X/@Cloudflare", + "url": "https://x.com/Cloudflare/status/2025934942950019169", + "timestamp": "2026-02-24T23:02:29.992624366-05:00" }, { - "id": "91a34932", - "title": "Trumps SOTU Speech Expected to Last 2-3 Hours", - "body": "Preview indicates a lengthy address, possibly approaching three hours.", + "id": "585596b1", + "title": "Cloudflare rebuilt Next.js in a week for Workers", + "body": "Cloudflare ported Next.js to run natively on Cloudflare Workers, eliminating Node.js dependencies. Edge-first architecture proof-of-concept. Blog post linked from tweet.", "type": "info", - "source": "PBS NewsHour", - "url": "https://x.com/zerohedge/status/2026398427190345990", + "source": "X/@Cloudflare", + "url": "https://x.com/Cloudflare/status/2026415441149571095", + "timestamp": "2026-02-24T23:02:29.971249216-05:00" + }, + { + "id": "165c091c", + "title": "US F-22s land in Israel as Iran tensions rise", + "body": "Dozen stealth jets deployed; CIA messages Iranians amid bomber positioning.", + "type": "warning", + "source": "@zerohedge", + "url": "https://x.com/zerohedge/status/2026469727430713755", "topic": "news", - "timestamp": "2026-02-24T18:00:41.801040403-05:00" + "timestamp": "2026-02-24T22:01:26.326031738-05:00" }, { - "id": "677fae09", - "title": "70 Democrats to Skip Trumps State of the Union", - "body": "Congressional Democrats and one independent boycott the address.", + "id": "6ec5542f", + "title": "Trump SOTU live: Insider trading ban, corp home buy ban", + "body": "Calls to pass Stop Insider Trading Act; ban investment firms from buying homes; VP to lead war on fraud.", "type": "info", - "source": "Fox News", - "url": "https://x.com/zerohedge/status/2026417190824767745", + "source": "@DeItaone / @zerohedge", + "url": "https://x.com/DeItaone/status/2026491943845278014", "topic": "news", - "timestamp": "2026-02-24T18:00:41.783731694-05:00" + "timestamp": "2026-02-24T22:01:26.32501091-05:00" }, { - "id": "82d99795", - "title": "Trump to Unveil Tax Cuts via Reconciliation in SOTU", - "body": "President plans announcement of tax cut measures using budget reconciliation process.", + "id": "a2b497e1", + "title": "N-able report: AI-driven cyber risks for SMBs", + "body": "New research on shifting from fragile to resilient cybersecurity.", "type": "info", - "source": "CNBC", - "url": "https://x.com/DeItaone/status/2026410507297599800", - "topic": "news", - "timestamp": "2026-02-24T18:00:41.766892607-05:00" + "source": "StockTitan", + "url": "https://www.stocktitan.net/news/NABL/new-n-able-and-futurum-report-reveals-how-ai-is-reshaping-cyber-hz86vj80puvf.html", + "topic": "nabl", + "timestamp": "2026-02-24T22:01:26.324020034-05:00" }, { - "id": "b44be7a3", - "title": "Grok Imagine Tops Image-to-Video Arena Leaderboard", - "body": "xAIs Grok secures #1 spot with 1402 score among 33 models.", + "id": "acec0a18", + "title": "N-able Q4 earnings: Strong growth, AI integration", + "body": "Exited FY25 with momentum; Adlumin acquisition boosts AI SOC.", "type": "info", - "source": "xAI Arena", + "source": "GuruFocus", + "url": "https://www.gurufocus.com/news/8644254/nable-inc-nabl-q4-2025-earnings-call-highlights-strong-revenue-growth-and-strategic-ai-integration", + "topic": "nabl", + "timestamp": "2026-02-24T22:01:26.323028854-05:00" + }, + { + "id": "0ee4bc68", + "title": "Grok Imagine Video tops image-to-video arena", + "body": "xAI's Grok leads leaderboard with 1402 score.", + "type": "info", + "source": "@elonmusk", "url": "https://x.com/elonmusk/status/2026330684630130739", "topic": "ai", - "timestamp": "2026-02-24T18:00:41.749538687-05:00" + "timestamp": "2026-02-24T22:01:26.322076089-05:00" }, { - "id": "7a05f679", - "title": "Anthropic Maintains Military Usage Restrictions", - "body": "Company confirms no plans to ease limits on AI for military applications.", + "id": "f0d4e030", + "title": "Anthropic accuses Chinese AI firms of free-riding", + "body": "DeepSeek and others blamed for copying without contributing to training data.", "type": "info", - "source": "Company Source", - "url": "https://x.com/DeItaone/status/2026391179416502465", + "source": "@zerohedge", + "url": "https://x.com/zerohedge/status/2026463434766696829", "topic": "ai", - "timestamp": "2026-02-24T18:00:41.733457349-05:00" + "timestamp": "2026-02-24T22:01:26.321081889-05:00" }, { - "id": "cc620dbf", - "title": "U.S. Judge Dismisses xAI Trade Secrets Lawsuit Against OpenAI", - "body": "Federal judge rules in favor of OpenAI, ending xAIs trade secrets case.", - "type": "info", - "source": "Court Ruling", - "url": "https://x.com/DeItaone/status/2026386415051829313", - "topic": "ai", - "timestamp": "2026-02-24T18:00:41.71747768-05:00" - }, - { - "id": "a3491f0a", - "title": "Reuters Poll: S\u0026P 500 to End 2026 at 7,500", - "body": "Poll forecasts S\u0026P 500 up nearly 10% to 7,500 by year-end driven by earnings and growth.", - "type": "info", - "source": "Reuters", - "url": "https://x.com/DeItaone/status/2026349744423854192", + "id": "670ac816", + "title": "Trump SOTU: Tariffs to replace income tax", + "body": "President vows tariffs remain, will fund govt replacing income tax. No congressional action needed.", + "type": "warning", + "source": "@DeItaone", + "url": "https://x.com/DeItaone/status/2026488554839314647", "topic": "markets", - "timestamp": "2026-02-24T18:00:41.701349619-05:00" + "timestamp": "2026-02-24T22:01:26.320139796-05:00" }, { - "id": "0ce10e3e", - "title": "Warner Bros Reopens Sale Talks with Paramount", - "body": "Warner Bros indicates Paramount proposal could lead to superior bid, influenced by DOJ.", + "id": "8d553058", + "title": "CoreWeave to raise $8.5B chip-backed debt", + "body": "AI cloud provider seeks massive funding amid data center boom.", "type": "info", - "source": "Warner Bros", - "url": "https://x.com/zerohedge/status/2026408443532206560", + "source": "@zerohedge", + "url": "https://x.com/zerohedge/status/2026481356759335040", "topic": "markets", - "timestamp": "2026-02-24T18:00:41.684483129-05:00" + "timestamp": "2026-02-24T22:01:26.319117286-05:00" }, { - "id": "181fd6e0", - "title": "Stripe Considering Acquisition of PayPal", - "body": "Stripe is eyeing a deal for all or parts of PayPal, sending shares up sharply amid market volatility.", + "id": "34428a77", + "title": "AMD surges on Meta AI chip deal", + "body": "Shares jump following announcement of AI chip supply to Meta.", "type": "info", - "source": "Bloomberg", - "url": "https://x.com/DeItaone/status/2026395421296251286", + "source": "Yahoo Finance", + "url": "https://finance.yahoo.com/news/live/stock-market-today-dow-sp-500-nasdaq-futures-rise-after-ai-tariffs-ignite-wall-streets-latest-sell-off-234004429.html", "topic": "markets", - "timestamp": "2026-02-24T18:00:41.668797956-05:00" + "timestamp": "2026-02-24T22:01:26.318152721-05:00" + }, + { + "id": "fcc10c04", + "title": "S\u0026amp;P 500 +0.77% to 6890, rebound from AI sell-off", + "body": "Dow +0.76% to 49,174, Nasdaq +1.04%. Software stocks recover amid tariff concerns.", + "type": "info", + "source": "CNBC", + "url": "https://www.cnbc.com/2026/02/23/stock-market-today-live-updates.html", + "topic": "markets", + "timestamp": "2026-02-24T22:01:26.317039289-05:00" } ] } \ No newline at end of file diff --git a/data/status.json b/data/status.json index 3fdcf41..fccda6c 100644 --- a/data/status.json +++ b/data/status.json @@ -2,9 +2,9 @@ "items": { "claude": { "key": "claude", - "value": "46% used Β· 6:00 PM", + "value": "47% used Β· 12:00 AM", "type": "info", - "updated_at": "2026-02-24T18:00:02.235778461-05:00" + "updated_at": "2026-02-25T00:00:02.047847744-05:00" }, "claude-code-update": { "key": "claude-code-update", @@ -14,15 +14,15 @@ }, "claude-usage": { "key": "claude-usage", - "value": "πŸ“Š Weekly: 45% used", + "value": "πŸ“Š Weekly: 47% used", "type": "info", - "updated_at": "2026-02-24T17:02:26.746834644-05:00" + "updated_at": "2026-02-24T23:02:11.525197094-05:00" }, "claude_usage": { "key": "claude_usage", - "value": "Session 11% Β· Weekly 42% Β· Sonnet 50%", + "value": "47% weekly used (53% remaining)", "type": "info", - "updated_at": "2026-02-24T10:02:46.947085866-05:00" + "updated_at": "2026-02-24T20:01:13.775598242-05:00" }, "claude_weekly": { "key": "claude_weekly",