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Investors see ANOTHER return from Masterworks (!!!!)

That’s 6 sales in 7 months. 29 all time. And the performance?

16.5%, 17.6%, and 17.8%, net annualized returns on sold works held longer than one year (See all 29 at Masterworks.com)

It’s not from stocks, private equity, or real estate… it’s from contemporary and post war art. Crazy, right?

With Masterworks, you don’t need to be a BILLIONAIRE to invest in multi-million dollar art anymore.

Historically, the segment overall has had attractive appreciation and low correlation to stocks.*

Masterworks targets works featuring legends like Banksy, Basquiat, and Picasso, identifying what they believe to have significant long-term appreciation potential, not just at the artist level but at the level of individual artworks.

As one of the largest players in the art market, with $1.3 billion invested over 500 artworks, they pass critical advantages through to their 70,000+ members to add art to their portfolios strategically.

Looking to diversify your investments in 2026?

*According to Masterworks data. Investing involves risk. Past performance is not indicative of future returns. See important Reg A disclosures at masterworks.com/cd.

⚖️ POLICY & REGULATION

Bipartisan Call for Tighter AI Regulations: A new survey reveals that voters from both major parties show strong support for legislation aimed at regulating powerful AI systems. This poll underscores a growing consensus on the need for government oversight in AI development. Link

Tech Companies React to New White House AI Policies: The tech industry, having relied on the former administration's laissez-faire stance on AI development, is currently adjusting to a shift in policies emerging from the White House. This change has left many within the industry scrambling to realign their strategies in response to the latest governmental directives. Link

Supermicro Offices Raided in Taiwan Amid Nvidia Chip Smuggling Probe: Authorities in Taiwan have conducted raids on Super Micro Computer offices and associated sites as they investigate alleged smuggling activities involving Nvidia AI chips to China. The probe is part of broader enforcement around U.S. export controls on advanced AI hardware. Link

Palantir and Nvidia Partner to Enhance AI Capability in U.S. Government: The Nemotron initiative is set to give U.S. government agencies sovereign control over the training and deployment of AI models in classified environments. The move signals deeper AI integration inside sensitive public-sector systems. Link

States

Delaware Proposes Legislation to Ease AI Company Regulations: A Delaware committee has drafted legislation to temporarily ease regulations on companies deploying artificial intelligence in an effort to encourage deployment and experimentation. Link

Legislating AI: A Premature Stance on Consciousness: An analysis argues that state laws declaring AI lacks legal personhood are too categorical and could block more nuanced legal approaches as the technology evolves. Link

Michigan Senate Candidate Proposes Robust AI Regulations: Michigan Senate candidate Abdul El-Sayed unveiled an AI policy plan he says would impose tougher regulations than current proposals. Link

New Oklahoma Education Laws Introduce AI Oversight and Testing Changes: Oklahoma’s new education laws will add AI oversight in classrooms while also changing testing policies and addressing teacher pipeline issues. Link

Tech Community Urges Caution on Data Center Legislation: Pennsylvania’s tech community is urging lawmakers to move carefully on data center legislation tied to AI growth, warning that the issue requires deeper understanding before new rules are passed. Link

🛡️ SAFETY & SECURITY

The Silent Erosion of Human Capability in the Face of AI: This commentary argues that AI’s greatest risk may be less about visible failures and more about weakening human judgment and capability over time. It highlights a softer, harder-to-regulate class of harms that current rulebooks do not address. Link

Microsoft Edge Introduces Enhanced Security Features with AI Capabilities: Edge for Business is rolling out new enterprise protections, including an AI-powered security feature that can analyze what appears on a user’s screen. The update adds stronger defenses but may also trigger scrutiny from IT teams over privacy and enforcement. Link

💰 POWER & CAPITAL

Lenovo's AI Server Backlog Reaches $21 Billion Amid HBM Shortage: Lenovo’s AI server backlog has climbed to $21 billion as shortages in high-bandwidth memory constrain shipments and slow China’s compute build-out. The crunch shows how memory supply is becoming a bottleneck in AI infrastructure. Link

OpenAI's Ambitious Ventures: Custom Chips and the Fight Against the Common Cold: OpenAI is pushing toward vertical integration with plans spanning custom silicon, a large share of the global DRAM supply, and a $500 million health-science bet. The moves suggest the company is expanding far beyond model development into compute and applied research. Link

Google Restricts Meta's Access to AI Models: Google has reportedly limited Meta’s access to Gemini models as industry demand for compute continues to outstrip capacity. The restriction underscores how infrastructure scarcity is shaping competitive dynamics among major AI players. Link

🏛️ INDUSTRY IMPACT

AI Startups Address Key Post-Merger Challenges in M&A: Three AI startups are building tools to quantify leadership and cultural risks before deals close, targeting one of M&A’s biggest blind spots. The trend shows AI moving deeper into high-stakes corporate decision-making. Link

AI-Embracing Companies See Workforce Expansion: New research from Ramp finds that companies adopting AI are also increasing hiring, challenging the assumption that AI deployment automatically reduces headcount. The data points to AI driving expansion in at least some parts of the labor market. Link

Nvidia's AI Chip Sales Decline as Huawei Gains Ground in China: Nvidia’s AI chip sales in China have stalled while domestic players like Huawei gain share in their home market. The shift highlights how geopolitics and local industrial policy are reshaping the global AI hardware race. Link

📡 PRODUCTS & SIGNALS

Meituan Launches LongCat-2.0: China’s Most Advanced AI Model Yet: Meituan has introduced LongCat-2.0, a 1.6 trillion-parameter model with a million-token context window. The launch signals continued progress in large-scale model development on domestic Chinese chips. Link

Anthropic Launches Claude Models on Microsoft Azure: Anthropic has introduced its Claude models on Microsoft Azure, powered by NVIDIA GB300 GPUs. The deployment expands Claude’s enterprise reach and reinforces Azure’s position as a major home for frontier AI workloads. Link

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