
In this episode, host discusses value investing in the modern era with George Kailas, CEO and co‑founder of Prospero.ai, a platform that transforms complex financial analytics into actionable investment signals. Kailas explains how Prospero.ai leverages AI and data science to distill large datasets into clear, quantitative metrics that help investors identify undervalued assets. He also shares his perspective on the evolving definition of a value investor, the challenges of data overload, and the practical benefits of integrating AI‑driven insights into traditional investment workflows.

Anthropic announced that its Claude Code platform will now include Claude Code Security, an AI‑driven vulnerability‑scanning feature that reads and reasons about code like a human researcher. The tool, launched in a limited research preview, aims to uncover complex issues...
![Microsoft Gaming CEO Phil Spencer Retires, Xbox President Sarah Bond Resigns [Update]](/cdn-cgi/image/width=1200,quality=75,format=auto,fit=cover/https://www.gematsu.com/wp-content/uploads/2026/02/Xbox-Changes_02-20-26.jpg)
Microsoft Gaming announced that longtime CEO Phil Spencer will retire on February 23, and Xbox president Sarah Bond has resigned. Asha Sharma, formerly head of CoreAI and with experience at Instacart and Meta, will take over as CEO, while Matt Booty...
JetBrains has launched a Java‑to‑Kotlin converter extension for Microsoft Visual Studio Code, available on the VS Marketplace since February 19. The tool leverages the same conversion engine used in IntelliJ IDEA and augments it with large language models to produce idiomatic Kotlin...

The U.S. Supreme Court struck down President Trump’s proposed Section 122 global tariff, removing a major trade escalation risk. Meanwhile, the advance estimate for Q4 GDP posted a 1.4% annual gain, well below the 3.0% consensus, while PCE inflation edged higher...

In this episode, Richard Hanbury of Sana Health discusses the company’s recent FDA De Novo clearance for a novel audio‑visual neuromodulation device targeting neuropathic pain, marking the creation of a new therapeutic class. He outlines decades of research that led...

Microsoft announced that longtime Xbox chief Phil Spencer will retire after 38 years, stepping down this summer. Asha Sharma, previously head of Microsoft CoreAI, is named the new CEO of Microsoft Gaming, with Matt Booty promoted to chief content officer....
Tunisia’s post‑2011 democratic breakthrough delivered expanded civil liberties but failed to translate into lasting economic gains. A 2021 presidential power grab dismantled key checks, curbing judicial independence and reversing many political freedoms. Meanwhile, the economy remains hampered by high inflation,...
Otello Corporation announced that its share buyback program, launched on 9 February 2026, has purchased a further 128,441 shares between 16 and 20 February at an average price of NOK 18.08, bringing the total repurchased shares to 273,954 at an average...

Armada Hoffler announced a strategic reset, rebranding as AH Realty Trust and narrowing its portfolio to retail and office assets. The REIT will divest most of its multifamily holdings, exit its construction and financing platforms, and use the proceeds to...
Korn Ferry is partnering with the LA28 organizing committee to recruit roughly 5,000 employees for the 2028 Summer Olympics, targeting agile skillsets and strong soft‑skills. The firm is shaping an employee value proposition that brands the roles as a “job...

The post‑2020 DEI surge, driven by social unrest, led many firms to adopt quick, surface‑level initiatives rather than sustained change. DEI practitioner Lily Zheng argues that these flash‑in‑the‑pan programs proved ineffective and flooded consultants with low‑quality, performative requests. Her new...
German carrier Hapag-Lloyd plans to leverage its $4.2 billion acquisition of Zim Integrated Shipping Services to expand its intra‑Asia footprint through Zim’s Hong Kong‑based affiliate Gold Star Line. Gold Star operates 20 liner services with a fleet of 40 vessels totaling roughly 100,000 TEU,...
The State of TA 2026 As the talent acquisition landscape continues to evolve, your perspective plays a key role in shaping what comes next. By taking part in this survey, you’ll have the option to opt in for first access to the...
Ryerson Holding Corp reported Q4 2025 revenue of $1.105 billion, a 4.9% QoQ decline but a 9.7% YoY increase, while full‑year revenue slipped 0.6% to $4.57 billion. The company posted a Q4 net loss of $37.9 million and a full‑year loss of $56.4 million,...
Reframe (@usereframe) automates the hardware supply chain, starting with procurement. Upload your BOM, connect your ERP, and their system will handle sourcing, ordering, vendor coordination, delay resolution, and real-time build plans. Hardware procurement still runs on spreadsheets and emails, until today....

The Danish Maritime Authority seized the container vessel Nora, a ship blacklisted by the United States for violating Iran sanctions. Authorities say the vessel was sailing under an unauthorized Comoros flag and abruptly raised the Iranian flag when questioned, indicating...
Ten63 Therapeutics, an AI‑driven drug‑discovery firm spun out of Duke and TTIC, announced a strategic investment from Chugai Venture Fund and the Bill & Melinda Gates Foundation, bringing total capital to over $45 million. The company leverages its BEYOND generative‑chemistry platform...

Check Point Software has been named a Leader and Fast Mover in the GigaOm Radar for Cloud Network Security 2025, marking its third consecutive year at the top. GigaOm highlighted the company’s prevention‑first Infinity architecture, unified cloud security platform, and...

The episode reviews the overnight futures market, noting mixed grain movements and modest profit taking in soybeans. A pivotal moment came when the U.S. Supreme Court, in a 6-3 decision, ruled that President Trump’s tariffs were invalid because only Congress...

Tenke Fungurume Mining (TFM) told Mining Indaba delegates it has delivered roughly US$8 billion to the Democratic Republic of Congo’s public treasury since 2006 and supports about 20,000 jobs. The mine, a Copper Mark‑certified operation, allocates 0.3% of revenue to community projects...
Fannie Mae and Freddie Mac reported a sharp decline in 2025 net earnings, falling roughly 12% year‑over‑year. The drop coincides with an 8% contraction in bank holdings of agency residential mortgage‑backed securities in Q4 and a reduced share of correspondent...

The episode announces that Downtown Music Holdings has finalized its $775 million acquisition and merger with Virgin Music Group, a deal first revealed in December. Founder Justin Kalifowitz is exiting Downtown, marking a leadership transition as the combined entity positions itself...
Representative Hill voiced strong skepticism toward President Trump’s proposal to launch an initial public offering of the government‑sponsored enterprises, Fannie Mae and Freddie Mac. He warned that a rushed IPO could destabilize the secondary mortgage market and raise borrowing costs...
SmartCraft ASA completed a share‑buy‑back on 20 February 2026, purchasing 4,166,666 shares at NOK 18 each, representing up to NOK 75 million of capital. The offer, run through a reverse book‑building process, reduced the free‑float and increased the company’s own holdings to 11,293,403 shares out...
The Federal Housing Finance Agency (FHFA) announced the repeal of its longstanding fair‑lending and fair‑housing rule that imposed heightened nondiscrimination standards on GSE‑originated mortgages. A recent GAO review gave FHFA a clean bill of health on its accounting, while noting...
The Federal Housing Finance Agency (FHFA) announced plans to tighten supervision of non‑bank mortgage lenders following a GAO recommendation. A GAO review gave FHFA a clean bill of health on its financial statements but highlighted $32.9 million in costs tied to...
Creator of Claude Code Boris Cherny on where Claude Code is going next: 1. Coming up with product/feature ideas 2. Taking on work adjacent to engineering
A recent study shows that loans backed by government‑sponsored enterprises (GSEs) for investor purchases are increasingly displacing first‑time homebuyers (FTHBs) in the mortgage market. Investor‑originated, GSE‑secured loans grew 12% year‑over‑year, while FTHB loan share slipped 8% in Q3 2025. The...

Fried chicken sandwiches now appear on 12.3% of full‑service restaurant menus, a 30% increase over four years, while consumer awareness sits at 95% and trial at 86%. Hormel Foodservice’s FLASH 180™ Battered Sous Vide Chicken offers a pre‑cooked, batter‑coated product that...
Oil States International posted Q4 2025 revenue of $178.5 million, an 8% year‑on‑year increase, but reported a GAAP net loss of $117.2 million due to one‑time asset impairment and restructuring charges. Adjusted EBITDA improved 22% to $22.8 million, and adjusted net income rose...
Iran’s leadership has repeatedly misread regional dynamics, turning potential strategic gains into costly setbacks. After hesitating to mobilize Hezbollah during the October 7 Hamas offensive, Tehran launched a large‑scale missile and drone barrage against Israel in April 2024, prompting a robust Israeli‑U.S....
Efficient Computer announced a $60 million Series A round led by Triatomic Capital, bringing its total capital raised to $76 million. The financing will accelerate its product roadmap and expand engineering and developer teams. The startup is developing the world’s most energy‑efficient general‑purpose...

In this episode, host Bainbridge critiques SEC Rule 14a-8, arguing it should be repealed or substantially reformed due to high costs, procedural flaws, and misuse, while proposing higher ownership thresholds and stricter materiality standards as alternatives. He then evaluates Joseph...
President Donald Trump announced an executive order imposing a 15% global tariff under Section 122 of the Trade Act of 1974, following a Supreme Court decision that invalidated his earlier emergency‑law tariff plan. The new tariffs include exemptions for critical minerals, metals...
I'm going on the WORLD TOUR 🌍 I've spent the last few months building marketing skills for Claude Code — automating the work I've done with 60+ startups over the last two and a half years. The repo has over 8,400+ stars...

Airbus recorded a $500 million impairment on its A220 program as the aircraft’s production ramp slowed and order growth lagged expectations. The write‑down reflects weaker cash‑flow projections and higher unit costs, casting doubt on the A220’s earnings contribution. CEO Guillaume Faury remains...
Jump, an AI platform for financial advisors, closed an $80 million Series B round led by Insight Partners. The financing, which also attracted new backers such as F‑Prime, Allianz Life Ventures, TIAA Ventures and Peterson Partners, brings the company's total capital to...
KPMG has been elevated to SAP’s Global Strategic Service Partner tier, positioning its cloud‑native Velocity platform as a core delivery engine for large‑scale ERP transformations. The partnership emphasizes modular accelerators and an AI‑first approach that streamline design, configuration, and testing...
The episode examines the latest round of U.S.-Iran nuclear negotiations in Geneva, noting modest progress on nuclear issues but stark disagreement over missiles and regional proxies, while the U.S. escalates its Middle East military presence with an additional aircraft carrier....
4 years stuck at $2.5M ARR. I had no idea if this was my retirement plan or the thing that broke me. Then I built a $7.3M ARR company in 18 months with 3 employees and zero funding. The weapon turned out to...

Xbox’s Matt Booty Matt will become Executive Vice President and Chief Content Officer, reporting to Asha, CEO Microsoft Gaming https://t.co/HI9rkd4LEH

The Supreme Court struck down the broad tariffs imposed under the International Emergency Economic Powers Act, but left Section 232 duties untouched. Because most pharma tariffs were issued under Section 232, the ruling does not eliminate the targeted tariffs on drug imports....
Founders: Opportunity disqualification framework: 🚩 Can't articulate specific pain costs 🚩 Gatekeepers blocking access to decision-makers 🚩 No comparable solution investments 🚩 Absence of compelling events 🚩 Refuses to discuss financial constraints Two or more? Remove from your forecast.
T-minus 5 days until $NVDA reports. I expect guidance to come in ahead of expectations for CY26. That said, the real question is: what about 2027? My take: Growth in CY27 will be closer to 40% vs. the Street at...
A reason to ship in 1 month instead of 6 is to incorporate feedback. Another is that a 6-month codebase will be a lot hard to to change than a 1-month. You could even still start from scratch. At the beginning, anything...
Deposits are US banks’ primary funding source; they are typically cheap, abundant, and slow to reprice. Many households keep substantial balances in bank accounts that pay little or no interest. https://t.co/jTcFqJyFST
All OECD countries other than Israel now have a total fertility rate below 2 https://t.co/jvolvyD3YP
2025 saw a modest recovery of venture capital investment in Europe after three years of decline, with a total of €66.2 billion deployed. Even so, this was only 22% of the amount invested in the US, despite the two economies...
The European Commission has launched another attempt to reform capital markets, rebranded as the ‘Savings and Investment Union’. https://t.co/UQ2DvCgG3f