Thursday links: a more absorbing life

MarketsMaterials and energy are leading in 2026. (capitalspectator.com)Does it matter that the Mag 7 is undeperforming? (trendlabs.com)CompaniesNvidia ($NVDA) is in its third boom phase. (tomtunguz.com)Bitmine ($BMNR) is investing $200 in Beast Industries. (statnews.com)Prediction marketsKalshi and Polymarket are both working on parlay solutions. (ft.com)The two biggest prediction markets, Kalshi and Polymarket, have Don Jr. as an advisor. (nytimes.com)Health carePharma companies are on an acquisitions spree. (sherwood.news)Boston Scientific ($BSX) is buying Penumbra. (medtechdive.com)OpenAIA look at the value of all the AI companies founded by OpenAI alumni. (spyglass.org)A failure of OpenAI doesn't mean AI will have failed. (nytimes.com)AIWhy voice matters for AI. (spyglass.org)Why everyone is talking about Claude Code. (theatlantic.com)Morningstar ($MORN) has launched an index tracking late-stage pure-play GenAI companies. (wealthmanagement.com)Background checks are more important i