News•Feb 13, 2026
Nektar, Evommune Capitalize on Positive Phase II Readouts in Atopic Dermatitis: Public Equity Report
Nektar Therapeutics announced robust Phase II results for its IL‑2R modulator rezpegaldesleukin in atopic dermatitis, propelling its stock 51% higher. Leveraging the momentum, the company closed an upsized $400 million PIPE financing consisting of common stock and pre‑funded warrants. Evommune also secured a nine‑figure financing after similar positive readouts. The wave of catalyst‑driven deals underscores investor appetite for promising dermatology assets.
By BioCentury
News•Feb 13, 2026
Export Momentum Carries Corn Market Into New Year
U.S. corn prices remain buoyed by robust export demand that persisted into early 2025, according to Compeer Financial economist Megan Roberts. While prices are still below target levels, the export momentum offsets downward pressure. Roberts noted that a nationwide E15...
By Brownfield Ag News
News•Feb 13, 2026
Central Alabama Water Downgraded by S&P
S&P Global Ratings lowered Central Alabama Water’s revenue‑bond rating to AA‑minus from AA and placed the issue on CreditWatch Negative. The downgrade reflects weakening liquidity, high debt levels and aging infrastructure, compounded by delayed budget adoption after a state‑mandated governance...
By The Bond Buyer (municipal finance)
News•Feb 13, 2026
Figures on Automotive Securitization Tapes: Definitions Report - February 2026
The Fixed‑Asset Securitization Tracker (FAST) released its February 2026 Definitions report, detailing the data fields used in automotive securitization tapes. The document supplies precise definitions, code tables, and cross‑references to related transaction disclosures. By standardizing terminology, the report aims to simplify...
By DBRS Morningstar – Research/News
News•Feb 13, 2026
Auto Parts Suppliers Rise Thanks To Easing Tariff Headwinds
Magna International and Atmus Filtration posted strong earnings, propelling their stocks higher as tariff pressures ease. Magna beat EPS estimates ($2.18 vs $1.80) and lifted its adjusted EBIT margin to 7.5%, while forecasting 2026 sales up to $43.5 billion and announcing...
By Investor’s Business Daily (IBD) – Markets/Business
News•Feb 13, 2026
Milan-26: India’s Maritime Diplomacy Comes of Age
India’s 13th Milan naval exercise, Milan‑26, will run Feb 18‑25 in Visakhapatnam, coinciding with the International Fleet Review and the IONS summit, forming the “Vizag trifecta.” The biennial drill has grown from four regional navies in 1995 to 70 confirmed participants...
By The Diplomat – Asia-Pacific
News•Feb 13, 2026
BTG Pactual Acquires Brazilian Fintech Meutudo
BTG Pactual announced the acquisition of up to a 48% stake in Brazilian digital‑credit platform meutudo, valuing the fintech at roughly $200 million. meutudo specializes in FGTS‑backed and payroll‑deducted loans, leveraging workers' severance funds to lower interest rates. The app also...
By LatamList
Podcast•Feb 13, 2026•4 min
Why a Tariff Ruling Could Mean Consumer Relief
Arunima Sinha explains that a pending U.S. Supreme Court ruling on the president's authority under the International Emergency Economic Powers Act (IEEPA) could sharply reduce tariffs on many consumer goods, lowering the effective tariff rate from about 15% to the...
By Thoughts on the Market
News•Feb 13, 2026
Bond Yields Fall After CPI Report Shows Tamer Inflation
U.S. Treasury yields fell after the January CPI came in cooler than expected, pulling municipal bond yields lower as well. Despite the softer inflation print, analysts say the Federal Reserve will likely keep rates on hold and consider only a...
By The Bond Buyer (municipal finance)
News•Feb 13, 2026
From Perimeter to Protocol: Reducing Telecom Attack Surface with Privacy-First Mobile Technology
Telecom operators are confronting nation‑state campaigns such as Salt Typhoon and Volt Typhoon that exploit signaling and subscriber identity systems, rendering traditional perimeter defenses inadequate. In a briefing hosted by the Institute for Critical Infrastructure Technology, experts advocated privacy‑first mobile‑carrier...
By SC Media
Blog•Feb 13, 2026
Key Development in the Nonstatutory Labor Exemption to the Antitrust Law
A Colorado district court dismissed antitrust claims in Morgan v. Kroger, holding that the employers' informal coordination during parallel collective‑bargaining fell within the nonstatutory labor exemption. The ruling distinguished the case from the Ninth Circuit’s Safeway decision by noting simultaneous...
By The Antitrust Attorney Blog
News•Feb 13, 2026
US Supreme Court Says Next Friday Will Be a Decision Day
The U.S. Supreme Court announced three decision days—Feb. 20, 24, and 25—when it will issue opinions, though it has not disclosed which cases will be decided. Lawmakers in the House have voted against new tariffs and the Senate is expected...
By ForexLive — Feed
Blog•Feb 13, 2026
QQQ Is Hedging Hard, But Not Panicking
The episode dissects the current QQQ options market, highlighting that skew and risk reversals are at historic highs, indicating expensive downside protection and a defensive bias among investors. Despite heavy put activity, call participation remains steady and speculative far‑out‑of‑the‑money buying...
By Trend & Trigger, by Trading Volatility
Blog•Feb 13, 2026
Concerns About Employee’s Off-Duty Social Media Posts on Politics?
Employers facing concerns about a new hire’s off‑duty political posts must proceed cautiously. California law and the National Labor Relations Act protect lawful political expression outside work, limiting an employer’s ability to discipline based solely on beliefs. However, conduct that...
By California HRWatchdog
News•Feb 13, 2026
FedEx Plans to Close over 475 Stations Due to Network 2.0
FedEx will shut more than 475 stations, roughly 30% of its U.S. and Canada footprint, as part of its Network 2.0 consolidation. The initiative merges Ground and Express operations, shifting focus to large metros such as San Francisco. Already, over 200 sites...
By Supply Chain Dive
News•Feb 13, 2026
AI’s New Land Grab: Meta’s Indiana Megaproject and the Rise of Europe’s Neocloud Challengers
Meta announced a $10 billion, near‑gigawatt data‑center campus in Lebanon, Indiana, marking one of the largest U.S. AI infrastructure projects. At the same time, European AI‑infrastructure specialist Nebius unveiled a 240 MW campus in Béthune, France, repurposing a former industrial site. Both...
By Data Center Frontier
News•Feb 13, 2026
Trump Unveils White House Maritime Action Plan to Restore U.S. Seapower
President Trump released the White House Maritime Action Plan (MAP), the most ambitious U.S. shipbuilding strategy since the 1936 Merchant Marine Act. The 35‑page document proposes a fee on foreign‑built vessels, a dedicated Maritime Security Trust Fund, Maritime Prosperity Zones,...
By gCaptain
Social•Feb 13, 2026
Investors Choose Safe Bonds, Accepting Low Real Returns
One way to interpret recent price action in the bond market is that large pools of investment capital have made the determination that a 3.6%-4.1% guaranteed nominal return over the next 5-10 years is preferable to taking on the risk/reward...
By Quinn Thompson
News•Feb 13, 2026
How to Avoid Making the Same Fatal Mistake That Led to the Demise of Sears
Jeff DeGraff warns that leaders repeatedly repeat Sears' fatal mistake of forcing new initiatives into legacy structures. Sears, once a diversified proto‑digital empire, tried to blend emerging platforms with its old retail model, suffocating innovation. The article argues that integrating...
By Inc. — Leadership
News•Feb 13, 2026
Fed's Goolsbee Sees Encouraging and Concerning Parts of the CPI Report
Chicago Fed President Austan Goolsbee highlighted a mixed CPI report, noting a modest 0.2% month‑over‑month rise in headline inflation and a steady 2.5% year‑over‑year rate. While core inflation matched expectations, services inflation remains elevated, keeping overall inflation around 3% and...
By ForexLive — Feed
News•Feb 13, 2026
Cameroon Suspends International Registry Citing Fraud
Cameroon’s Ministry of Transport announced a suspension of its international ship registry after uncovering multiple fraudulent registrations. The halt, effective immediately, follows pressure from the EU, IMO and U.S. authorities concerned about the flag’s role in the shadow fleet and...
By The Maritime Executive
News•Feb 13, 2026
Bucking a Trend, One Out-of-State Bank Will Exit North Carolina
First National Corp., a $2 billion Virginia community bank, announced it will exit North Carolina by selling its two branches and has already closed two loan production offices. The exits are slated for the second half of 2026 and are part...
By American Banker
News•Feb 13, 2026
Gen Z Men Are Flocking to This 87‑Year‑Old Self‑Help Book for Success Hacks
Napoleon Hill’s 1937 classic *Think and Grow Rich* is experiencing a resurgence among Gen Z men, especially those early in startup careers. The book’s core messages are circulating on TikTok and being amplified by influencers like Ben Mercer and Joe Rogan. Young...
By Inc. — Leadership
Social•Feb 13, 2026
US Should Avoid Iran Strike During Ramadan, Preserve Allies
This is the last weekend before Ramadan (2/17 - 3/26) and it happens to be a 3 day US holiday. Not that someone with Trump's risk appetite couldn't strike Iran during the holiest month of the Islamic calendar, it certainly...
By Quinn Thompson
News•Feb 13, 2026
Steven Fulop’s ‘Centrist’ Vision for the Partnership in the Age of Mamdani
Steven Fulop, former Jersey City mayor, became president and CEO of the Partnership for New York City in January, pledging to transform the group into the city’s premier centrist advocacy organization. The shift follows criticism that the Partnership failed to...
By Crain’s New York Business
News•Feb 13, 2026
Trump Tells Troops 'Fear' Is Powerful Motivator in Difficult Iran Talks
President Donald Trump addressed troops at Fort Bragg, warning that fear may be necessary to compel Iran in stalled nuclear negotiations. He highlighted the recent deployment of a second U.S. aircraft carrier to the Middle East as a contingency if...
By Al-Monitor – All
Blog•Feb 13, 2026
Sean Duffy Orders Airlines to Halt DEI Pilot Hiring Or Face Enforcement Action
Transportation Secretary Sean Duffy directed the FAA to issue an Operations Specification that bars U.S. airlines from using diversity, equity and inclusion (DEI) criteria when hiring pilots. The order, framed as a merit‑based safety measure, applies to all Part 121...
By Paddle Your Own Kanoo
News•Feb 13, 2026
British Gas Boss Warns UK Electricity Bills Will Soar by 2030
British Gas chief executive Chris O’Shea warned that UK electricity bills will exceed the 2022 peak by 2030 as the country scrambles to fund massive grid upgrades. He attributed the surge to years of under‑investment, with two‑thirds of future costs...
By OilPrice.com – Main
News•Feb 13, 2026
AI Agent Traffic Drives First Profitable Year for Fastly
Fastly reported its first profitable fiscal year, posting $172.6 million in Q4 2025 revenue, a 23% year‑over‑year increase. The growth is driven by a surge in AI agent traffic, which now represents 29% of all web requests on Fastly’s edge network....
By Network World
Social•Feb 13, 2026
Lenders Cut Ties on Deeply Underwater Properties
Valuations are dropping fast. If a deal isn’t performing, lenders try to save it to avoid losses. But when a property is too far underwater, there’s simply no reason to keep the original owner involved. #RealEstate #Finance #cashflowisking
By Ken McElroy
Social•Feb 13, 2026
Boards Must Prioritize Cyber‑Risk Oversight, Says Expert
My comments on the role of corporate boards in overseeing the management of cyber-risk. In today's New York Post. Link on my website... Type JS.TC into any web browser.
By Joseph Steinberg
News•Feb 13, 2026
How Red Hat and the Nvidia Ecosystem Are Standardizing AI Factories
Nvidia’s ecosystem is evolving into the control plane for AI infrastructure, moving beyond GPUs to a full stack that integrates Linux and Kubernetes. A deep partnership with Red Hat provides day‑zero support for new hardware like Vera Rubin and Blackwell, delivering...
By SiliconANGLE
News•Feb 13, 2026
District Court Vacates FTC Changes to Premerger Notification Rules
On February 12, a U.S. District Court in Texas vacated the Federal Trade Commission’s final rule that altered pre‑merger notification requirements under the Hart‑Scott‑Rodino Act. The rule had expanded the HSR filing form and imposed additional reporting obligations on merging firms....
By AHA News – American Hospital Association
News•Feb 13, 2026
New Rules for M&A Financing, Loans Against Shares
The Reserve Bank of India issued final guidelines allowing banks to fund acquisitions only when the acquirer already controls the target and seeks to increase its stake from 26% to 90%. Borrowers must have at least ₹500 crore net worth, three...
By The Economic Times (India) – Economy
Social•Feb 13, 2026
Defensive Sectors Exhausted, Market Poised for Broad Correction
While sectors like staples (XLP), energy (XLE), materials (XLB) and industrials (XLI) have all provided a safe haven in recent weeks as large cap tech has sucked wind, most of these are all now reaching exhaustion. This means that from...
By Quinn Thompson
Social•Feb 13, 2026
Broadening Value and Cyclical Rotation Driven by Fundamentals
We now have the longest and strongest breadth rotation in recent years. Notably, it’s the only rotation that has been propelled by broader macro and micro fundamentals rather than lower rates. We first recommended a broadening trade of value and...
By Michael Kantro
News•Feb 13, 2026
Tariffs, Supplier Fire Continue to Batter Ford
Ford Motor Co. reported a roughly $2 billion tariff hit in 2025, double the amount projected just months earlier, after a miscommunication about the effective date of auto‑part tariff offsets. A fire at Novelis’ Oswego aluminum plant added another $2 billion headwind,...
By Supply Chain Dive
Social•Feb 13, 2026
Crude Swings on Hormuz Alert, US‑Iran Talks, Venezuela Relief
🛢️ OIL CONTEXT WEEKLY 🛢️ 📈📉Crude prices rise on Hormuz advisory before falling back on the prospect of longer US-Iran talks, with headlines dotted with a flurry of US sanctions relief on Venezuela’s oil sector. Summary below, link to full report in...
By Rory Johnston
Social•Feb 13, 2026
Trump Tariffs Add $1,300 Hidden Tax per Household
According to a new report by the Tax Foundation, Trump’s latest tariffs amount to a $1,300 hidden tax per household. US TARIFFS = A SALES TAX ON AMERICANS. https://t.co/w3pnoqPIdP
By Steve Hanke
Social•Feb 13, 2026
BOE's Pill: Rates Slightly Too Low, Should Stay
BOE’s Pill says interest rates are ‘a little too low’ and should be held https://t.co/wMBsLKECUz via @irinaanghel12 https://t.co/axOKBgzYCV
By Zöe Schneeweiss
Social•Feb 13, 2026
China's Massive Surplus Threatens IMF Balance
China's reported current account surplus for q4 was $242b (close to $1 trillion annualized), and the 2025 surplus was $735b -- well over 3.5% of China's GDP. This has big implications for the IMF, for Secretary Bessent and and the world...
By Brad Setser
Social•Feb 13, 2026
Germany Mulls Debt Brake Exemption for Raw Materials Fund
Germany weighs debt brake exemption to boost raw materials fund https://t.co/lsvcwd09Y5 via @mcnienaber @ocrook https://t.co/wmKMMM7Dgu
By Zöe Schneeweiss
Social•Feb 13, 2026
Ramp and Rippling Are Less Overlapping Than Assumed
Ramp and Rippling don't have as much overlap as people think. So says @rabois 👀 @eglyman @parkerconrad https://t.co/6Xh1bcpnjw
By Eric Newcomer
Social•Feb 13, 2026
Rabois Predicts Trump May Block China's Nvidia Chip Access
Here's @rabois saying he thinks the Trump administration may ultimately reverse course on letting China get access to Nvidia's best chips https://t.co/XImO09oRyf
By Eric Newcomer
Social•Feb 13, 2026
S&P 500 Mirrors US M2‑to‑GDP Ratio Trends
There's a general and logical correlation between money supply and capital markets. But what about money supply relative to GDP? Here's $SPX overlaid with the ratio of US M2 / real GDP: https://t.co/UA5X14bWEk
By John Kicklighter
Social•Feb 13, 2026
Rapid Growth Crushed Margins and Infrastructure
$2M to $9M ARR in one year. Sounds amazing but... Support went from 200 to 20K tickets/month Servers crashed for a full day Gross margin went from 90% to 20% They threw money at AWS because there was no other option. https://t.co/eT4oChv5G3
By Omer Khan
Social•Feb 13, 2026
Key Differences Between OFAC's New GL
This is actually the best way to describe the difference between GL 49 and GL 50 (the two Venezuela-related General Licenses issued by OFAC today)
By Rory Johnston
Social•Feb 13, 2026
Regulation Entrenches Incumbents, Stifling Innovation and Growth
Why is the mkt so centralized? Well, only megacorps survive the red tape & regulatory fees. “Regulation favors the incumbent” Most scaled companies extract value instead of innovate. They use short-vol strategies that extract from the middle class instead of grow...
By Tyler Neville
Social•Feb 13, 2026
CPI Slowdown Fuels Falling Yields, Bullish Duration, Utilities, Gold
Post Hedgeye's Nowcast nailing another decel in CPI Growth decelerates → yields fall → correlations re-assert That’s the whole #Quad3 playbook ✔️ Duration bullish ✔️ Utilities work ✔️ Gold works ❌ Financials don’t
By Keith McCullough