Kalshi Punishes MrBeast’s Editor for Insider Trading & Claude Used to Hack Mexico

What It Covers

Morning Brew Daily covers three major stories: NVIDIA's record $68B quarterly revenue validating AI investment, Kalshi's first public insider trading enforcement action against a MrBeast editor, and a hacker using Anthropic's Claude to steal 150GB of Mexican government data, plus stats on gaming decline and South Korea's rising birth rates.

Key Questions Answered

• •NVIDIA Valuation Paradox: Despite posting 73% revenue growth to $68B and 94% profit growth to $43B in a single quarter, NVIDIA's stock has moved only 5-6% over six months. Markets appear to have priced in exceptional performance, meaning investors now require results beyond what was previously considered record-breaking to reward the stock further.
• •Prediction Market Self-Regulation: Kalshi has opened 200 insider trading investigations, with 12 ongoing, and publicly acted against two traders for the first time. This self-regulatory push is strategic — a jurisdictional battle with the CFTC over who governs prediction markets means platforms that police themselves reduce the case for external federal oversight and state-level bans.
• •AI Jailbreaking Methodology: A hacker bypassed Claude's safety guardrails by framing prompts in Spanish, instructing the model to adopt an elite hacker persona. When Claude refused certain requests, the attacker switched to ChatGPT for lateral network movement techniques. This multi-model attack strategy extracted 150GB of Mexican government data including 195M taxpayer records.
• •Anthropic Safety Policy Reversal: Anthropic has dropped its core policy of withholding dangerous models until safety issues are resolved. The company now cites competitive pressure from OpenAI and XAI, plus the absence of federal AI regulation, as justification for releasing models regardless of identified risks — a significant shift from its founding safety-first mission established in 2021.
• •Gaming Attention Share Loss: US video game participation has dropped up to four percentage points below pre-pandemic levels, with mobile game installs at a twelve-year low. Combined US spending on sports betting, online gambling, and OnlyFans reached $33B in 2025, up from $1.25B in 2019, directly competing for the discretionary time previously captured by gaming.