Atai Capital Management posted a 5.0 % net loss for Q4 2025, underperforming the S&P 500, Russell 2000 and Russell Microcap benchmarks. The quarter’s top performer was Bel Fuse, which the firm subsequently exited, while a new undisclosed position in Kitwave Group was added and later acquired. The manager cited difficulty finding high‑conviction ideas and elevated cash levels as constraints. To accommodate future growth, Atai announced raising its AUM cap from $50 million to $100 million.
Mid-keynote. New brand. Nobody saw it coming. David Osborne paused his @CongaHQ Connect 2026 keynote this morning and unveiled a completely new identity — while CMO Celia Fleischaker's team was still finishing the rebrand across the venue in real time. The new...
Lovable, the Stockholm‑based vibe‑coding startup valued at $6.6 billion, reported a 33 percent jump in annual recurring revenue, climbing from $300 million to $400 million in a single month. The company now serves over 15 million daily active users and generates 200,000 new projects each...

There are many narratives that are regularly spun by the spinners. One is that the UAE is more than a sunny place where shady people reside. Another is that it is a booming economy. Wrong. When you look at the data, the...
Partners Group Holding AG released its Analyst/Investor Day slide deck, providing a comprehensive view of the firm’s strategic direction. The presentation highlights a focus on sustainable private‑equity opportunities and a targeted 12% annual AUM growth. Geographic expansion, particularly in Asia,...

Pharmacy Brands Canada has partnered with Horizon Healthcare to launch Horizon Pharmacy inside Edmonton's Covenant Community Health Centre. The integrated care model co‑locates pharmacy, medical, infusion and home‑health services, enabling real‑time linking of prescribing and dispensing. Pharmacy Brands Canada will...

Jared Smith will step down as CEO of Alterra Mountain Company at the end of the 2026 ski season, with the board’s executive committee assuming interim control. The company has not named a successor yet but will launch a comprehensive...

Founders in the MENA region often postpone marketing, treating it as a downstream activity after product development. The article argues that early marketing is essential for establishing a clear identity, positioning, and trust with investors and enterprise buyers. In a...

Investment in MENA startups slowed sharply in February 2026, with total capital deployed falling 42% month‑on‑month to $326.6 million across 62 deals. The UAE remained the dominant ecosystem, contributing $162.8 million from 23 companies, while fintech led sector funding at $94.7 million. Early‑stage...
I wrote about Bluesky's CEO switch. Jay Graber deserves lasting credit for building a big and bustling community. But the challenges ahead of the company are significant: https://www.platformer.news/bluesky-ceo-change-graber/
I feel like there’s war discourse and there’s Strait of Hormuz/energy discourse and some people are conflating the two in unhelpful ways even if they’re obviously linked.

The People’s Bank of China set the USD/CNY reference rate at 6.8824, a 35‑month low for the dollar and a record‑strength yuan. The fixing, announced around 0115 GMT, follows a managed‑float system that permits a ±2% trading band. By choosing...
I was interviewed two weeks ago by Mark Sobel at OMFIF about the outlook for the Chinese economy. It just came out. https://t.co/d6LFlYcl14

At @fiftyyears we gave fast loans and even connected our personal bank accounts to portfolio companies' payroll systems to ensure they could pay their employees.

VinFast has pledged roughly $2 billion to expand in India and has hired more than half a dozen senior executives from Hyundai, Honda, Nissan, Renault, BMW and MG. The talent drive is designed to accelerate the launch of affordable electric cars,...
Just when cooling oil prices promised a bit of relief to the market, the US CPI report threatens to revive inflation fears. #inflation #CPI #StockMarket #OilShock #crudeoil #macro #trading https://t.co/2xB2LsqJuF

China’s exports SURGED by 21.8% in the first 2 months of 2026. Trump’s international trade war is BACKFIRING. Thanks to Trump, CHINA IS WINNING THE TRADE WAR, BIG-TIME. https://t.co/h0s5xlnA1N

IATA’s 2025 World Cargo Symposium report finds air freight was pivotal in cushioning severe trade‑policy shocks, enabling $157 bn of front‑loaded U.S. imports in Q1. By accelerating shipments and opening new lanes, air cargo helped global trade expand 2.4%, pushing global...

Supply of Single-Family Homes Surges to Highest for February in 9 Years, Demand Stuck in the Deepfreeze. Condo sales plunged to a record low shared with two other months https://t.co/U3vgbxThRe https://t.co/3Dk5D9QugD
China’s Export Machine Keeps Pumping Ahead of Trump Visit—After record trade surplus in 2025, new figures suggest tensions will persist @LandersWSJ @TByGraceZhu https://t.co/siI2mnk49t https://t.co/siI2mnk49t

Subaru of America reported that 141,184 “Gifts for Good” were redeemed by customers during its first year, each supporting a nonprofit or social enterprise. The initiative, part of the Love‑Encore post‑delivery program, let buyers choose mission‑aligned products or direct donations...

Gasoline Prices Spike, Now up 25% since January, Diesel Prices 40%, Heating up Inflation. California is back over $5. Prices in Texas jumped by 25% month to month, to over $3.23. https://t.co/hv90K5cgPf https://t.co/NCe7JLzqmA

"Beijing is not allergic to spending. It is just not confident about spending that gives households too much autonomy over how to use the money." --@ZichenWanghere Very good read on the need for rural pension reform, among other things https://t.co/HMmzkQ9ZMn https://t.co/sEMkJotQeP

India’s Bangalore‑based on‑demand household‑help platform Snabbit is negotiating a new funding round that would value the company at roughly $450 million. The startup, founded in 2024, has already raised $56 million across its seed and Series C rounds, up from a $180 million valuation...
Australia's wage price index shows real wages slipped 0.3% in 2025, leaving earnings about 6% below the pandemic‑era high of late 2011. The Reserve Bank of Australia’s February monetary policy statement signals no near‑term recovery, projecting real wages will stay...
Kontoor Brands reported record 2025 results, with full‑year revenue rising 18% to a new high and adjusted operating earnings up over 20%. The Helly Hansen acquisition contributed more than $700 million of pro‑forma revenue and $0.44 of earnings per share, while...
Broadwind Inc. posted Q4 2025 revenue of $44.2 million, a 25% year‑over‑year increase, driven by strong heavy‑fabrication shipments and a surge in power‑generation orders. Total orders jumped 90% YoY to $44 million, with gearing orders up 260% and industrial‑solutions backlog reaching a...
Kennametal reported a 10% year‑over‑year organic sales increase in Q2 2026, marking its second straight quarter of organic growth. Adjusted EBITDA margin expanded to 17.1% from 13.9% and adjusted EPS rose to $0.47, driven by price realization, a $13 million buy‑ahead effect,...
Japan's corporate goods price index (wholesale PPI) for February 2026 rose 2.0% year‑on‑year, slightly under the 2.1% forecast and down from 2.3% in January. On a month‑to‑month basis, the index slipped 0.1%, missing the expected 0.2% increase. The data indicates...
Sonida Senior Living announced a $1.8 billion merger with CNL Healthcare Properties, slated to close in late Q1 2026. The deal is positioned to upgrade the portfolio’s real‑estate quality, boost AFFO per share and cut leverage toward a six‑times target. In Q3 2025...
Sprinklr reported Q1 FY2026 revenue of $205.5 million, a 5% year‑over‑year increase, with subscription revenue growing 4% to $184.1 million. Non‑GAAP operating income reached $36.7 million, delivering an 18% margin, and free cash flow hit a record $81 million. The company announced a $150 million...
The latest Acquirer’s Multiple® Large‑Cap screen highlights a cluster of capital‑intensive cyclicals, discounted financials and mature global franchises that are trading at historically low acquisition multiples despite robust operating income, free cash flow and active shareholder returns. Valuations remain anchored...
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A bookout is an early termination of an OTC swap or derivative, settled in cash rather than through physical delivery. It allows market participants, especially in commodities and energy, to unwind positions quickly when market conditions change. The process reduces...
If you're a founder, picking the nice investor won't get you far. You don't need someone to tell you you're smart. That's what your mom is for. You need someone who can dole out the hard truths about your business,...
ANZ‑Roy Morgan consumer confidence dropped 3.7 points to 73.4, pulling the four‑week moving average down to 77.0. At the same time, the four‑week average of inflation expectations rose 0.3 percentage points to 5.5%, while weekly inflation expectations climbed 0.8 points to...

Bank of America’s Merrill Lynch division, led by co‑president Dean Athanasia, announced a more aggressive push to recruit financial advisors, aiming to expand its 15,000‑advisor platform. The bank has revived veteran‑focused hiring, backed by a 48% YoY rise in forgivable...
WHEN THE ARTERY THAT SUPPLIES A FIFTH OF GLOBAL OIL NEEDS, THE STRAIT OF HORMUZ, IS WEAPONISED. Iran says it won’t let traffic through, bills its continued closure as victory. US wants to reopen it, proposes naval escorts if necessary. Here’s Iran’s Araghchi...

Founded in the early 1980s by Ted and Joyce Rice, T.J. Cinnamons expanded from a mobile bakery to 200 mall locations before Arby's acquired it in 1996. The acquisition was intended to leverage co‑branded bakery counters to attract customers during...
Independent senator David Pocock highlighted that Australia’s Petroleum Resource Rent Tax on offshore gas exports generates less revenue than the excise on beer. Treasury Deputy Secretary Shane Johnson confirmed the comparison during a February Senate estimates hearing. The revelation underscores...
Some of the most productive people in the world still rely on a surprisingly simple tool: a notebook and a pen. ✍️📓 Writing things down by hand activates a different part of the brain. It slows your thinking just enough to...

#HankeInflationDashboard: By my measurements, this week's top 5 inflators are: 🇻🇪Venezuela — 668.1%/yr 🇰🇵North Korea — 111.3%/yr 🇮🇷Iran— 66.2%/yr 🇱🇾Libya — 65.9%/yr 🇨🇺Cuba — 47.4%/yr https://t.co/hmt2ECWysz
JOYY Inc. posted unaudited Q4 2025 results showing net revenues of $581.9 million, a 5.9% year‑over‑year increase, and a full‑year 2025 revenue of $2.124 billion. Advertising revenue surged 62.4% YoY to $145.4 million, driven by the AI‑powered BIGO Ads platform, while operating income...
🗞️@AnthropicAI is expanding to Australia 🇦🇺and New Zealand🇳🇿, opening a Sydney office in the coming weeks—its fourth APAC office alongside Tokyo🇯🇵, Bengaluru🇮🇳, and Seoul🇰🇷—to support growing demand and better serve the region’s AI ecosystem. https://t.co/DGe5jbueVm
David Ellison is out prove he can succeed where others have failed $PSKY $WBD The LightShed Podcast, Ep. 304. With @BrandoLightShed and @WaltLightShed https://t.co/Bs2ZMjBSA8

AdHoc Studio’s founders Nick Hermand and Dennis Lenart pushed through investor skepticism to launch the narrative‑driven game Dispatch, citing a mix of "arrogance and stupidity" as their motivation. Investors repeatedly labeled single‑player, story‑heavy titles as niche or dead, pointing to...

Sequoia Capital partner Ravi Gupta and former Meta Chief Revenue Officer John Hegeman are launching Ithaca Holdings, targeting at least $1 billion in capital. The new holding company will pursue acquisitions of public or private firms, aiming to embed emerging technologies...

WUSF Public Media announced the promotion of three long‑time employees to Senior Managing Director, reshaping its leadership across content, operations, and membership. Mary Shedden will steer journalism and cultural programming, Christopher Sampson will oversee technical infrastructure, and Danielle Wright‑Landry will...
Oracle’s leadership used its earnings call to dismiss the so‑called SaaSpocalypse, arguing that AI‑driven disruption will spare the company. Larry Ellison said Oracle’s AI‑enabled coding tools let it build end‑to‑end, agent‑based solutions for sectors like healthcare and finance. CEO Mike...

Disney announced Thomas Mazloum as Chairman of Disney Experiences, succeeding Josh D’Amaro, who will become CEO after Bob Iger. Mazloum brings luxury‑hospitality and cruise‑line experience, having overseen Disney’s Signature Experiences and the recent launch of Disney Adventure in Singapore. The...
Paramount’s David Ellison Addresses Warner Bros. Execs at Town Hall: CEO Says ‘Turbulent’ Deal Process Is ‘Now Behind Us,’ Praises HBO as ‘Gold Standard’ in TV https://t.co/lNtW2mfuLg via @variety