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1.
Blue Owl shares surge after private credit firm cites 10X gains from SpaceX (cnbc.com)
2.
Wall Street Is Sorting Software Companies Into Winners and Losers (feeds.content.dowjones.io)
3.
Orlando Bravo says some software names hit by AI deserve a valuation cut (cnbc.com)
4.
Tech hiring evolves as candidates ask for AI compute alongside pay and perks (techspot.com)
Today's top topics: anthropic fable 5 mythos 5 us government ai models project glasswing cybersecurity claude openai mythos
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