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Summary: In today’s briefing, we analyze "The Institutional Capital War and Automated Vulnerabilities." We deconstruct Nvidia's massive re-architecture of the silicon stack around autonomous agents at COMPUTEX 2026, detailing the Vera CPU and the 550B Nemotron 3 Ultra model. We break down Alphabet’s surprise $80 billion equity raise alongside Warren Buffett's Berkshire Hathaway, evaluating its macro impact on Anthropic's confidential IPO filing. We explore the alarming security failure inside Meta, where hackers successfully weaponized Meta's AI support agent to hijack high-prof ...