Thursday, January 29

Thursday, January 29, 2026

Everything we published on this day.

2 stories

A Kalshi contract on whether Starbucks would mention “condiment bar” on its earnings call rose from 30 cents to $1 after the term went…

First Strike Research Jan 29

Meta’s 4Q25 revenue rose 24% as AI lifted ad performance, but 2026 costs are guided up about 41% and capex to $115–135 billion.

Speedwell Memos Jan 29 1 click