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Terra Metals secured an $85 million institutional placement at A$0.37 per share, with Washington H. Soul Pattinson acting as cornerstone investor. The capital boost targets the Southwest prospect, where recent drilling revealed a world‑class platinum‑group‑metal sulphide system within the broader Dante project. Assays from the SW6 and SW5 holes returned multi‑meter intervals of high‑grade PGE, copper and nickel, including up to 17.8 g/t platinum. The proceeds will fund accelerated drilling, resource definition and economic studies, positioning Terra as a significant critical‑minerals player.
China's PBOC will cut the foreign‑exchange risk reserve ratio for forward FX sales from 20% to 0% starting March 2, 2026. The move aims to ease hedging costs, curb excessive yuan appreciation, and signal a shift from emergency policy tools....
Madhu Gottumukkala is moving from acting director of CISA to become DHS director of strategic implementation, while Nick Andersen steps in as CISA's new acting director. Gottumukkala's tenure was marked by several controversies, including a failed polygraph and misuse of...
KRAFTON announced a new corporate vision titled “Pioneer the Undiscovered,” emphasizing bold imagination, technology, and a unified direction for the company. The vision is paired with refreshed core values and a slogan that stresses pioneering beyond current gaming boundaries. KRAFTON’s...
No, it tells you there are still very large quantities of reserves in the system as a result of QE. Banks collectively are obliged to hold all the reserves issued by the Fed. The quantity of reserves in the system...
Skydance‑Paramount’s proposal to merge with Warner Bros. Discovery is being framed as a traditional media consolidation, but analysts argue the real value lies in the combined content library as a high‑fidelity training data source for generative AI. The deal would...
Home Credit India launched #KahoEMIKoHaan, a Holi‑themed brand campaign that reframes credit decisions from hesitation to confidence. The musical film depicts everyday Indians pausing over EMI choices and then embracing aspirations with Home Credit’s financing solutions. The initiative highlights the...
Macquarie Technology Group posted its 22nd consecutive half‑year EBITDA increase, rising 3% year‑on‑year to $57.9 million for the six months to 31 December 2025. Cloud services and data‑centre segments each delivered roughly 9% EBITDA growth, while telecom EBITDA fell 19.2% to $10.1 million. Revenue...
Victoria Bitter (VB) has introduced VB Mid, a 3.5% ABV beer, accompanied by a new television campaign voiced by Australian actor William McInnes. The launch follows VB’s 2023 VX effort and targets the fast‑growing low‑ and mid‑strength segment, which now accounts...
Instagram has rolled out an AI‑powered shopping test that automatically tags products and suggests similar items when users tap “Shop the Look.” Influencers say the feature surfaces products they don’t endorse, potentially cannibalizing brand deals and eroding audience trust. Creators...
Macro: AI compute demand surges. Google rents TPUs to Meta in a multibillion deal, sharpening TPU vs NVIDIA rivalry; AMD also supplies Meta. Risk: Google manufacturing limits. Trade: Buy GOOG. — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
Shoutout to @DStrachman, I just really really appreciate her. Also every founder should try to work with her. :) https://t.co/IoNNQu40Tn
The rise of distributed supply chains has turned vendors into ongoing operational dependencies, prompting the need for a structured Vendor Relationship Management (VRM) framework. By distinguishing day‑to‑day vendor management from strategic Supplier Relationship Management, companies can ensure reliability while fostering...
AI isn't just changing senior roles - it's quietly erasing the "learn by doing" years. If we hollow out entry-level jobs now, we'll face a talent debt later. #AI #Hiring #CIO #CHRO https://t.co/W7YbwP6jrL
The DOJ probe of the Federal Reserve is playing out behind closed doors The Fed, in sealed proceedings, is asking a judge to quash the subpoenas, which could reduce or eliminate its obligation to respond via @cryanbarber @sgurman https://t.co/HvnC5W8ImQ
Google’s Gary Illyes and Martin Splitt explained on the Search Off the Record podcast that Googlebot disregards resource‑hint tags such as dns‑prefetch, preload, prefetch and preconnect because its internal infrastructure eliminates the latency those hints address. They emphasized that metadata—including...
Tomorrow’s IN THE ROOM will have answers to all your questions about what the Paramount-WBD tie up means for CNN, CBS, Bari Weiss, etc… Sign up here: https://t.co/aUkyssMv7F
The February 2026 reincorporation update adds seven new filings, expanding the list of companies shifting their legal domicile. Notable moves include Datadog’s transfer from Delaware to Nevada, boosting Nevada’s market‑cap share to roughly $44 billion, and ArcBest’s relocation to Texas with...
The EU can boost growth by deepening single‑market integration for high‑value services and by accelerating clean‑tech investments. While the United States pursues protectionist manufacturing policies and retreats from climate commitments, it still enjoys a large services surplus that could wane....
BlackRock TCP Capital Corp (TCPC) reported Q2 2025 results showing nonaccruals fell to 3.7% of portfolio fair value, down from 4.4% in the prior quarter, while net asset value slipped due to markdowns on restructured assets. The $1.8 billion portfolio stayed...
Calumet Specialty Products Partners reported Q4 2019 adjusted EBITDA of $49.9 million and full‑year adjusted EBITDA of $262.8 million, driven by a 24% rise in specialty segment earnings to $207.9 million. The company reduced debt by $391 million, bringing leverage down to 4.0 times EBITDA...
AVITA Medical reported Q4 2025 revenue of $17.6 million and full‑year revenue of $71.6 million, marking 11% growth year‑over‑year. Gross margin slipped to 82.1% for the year, driven by inventory reserves and a higher mix of CoHiliX and PermeDerm. Operating...
Red Hat’s Ansible Automation Platform is shifting IT automation from simple time‑saving scripts to a strategic business asset that delivers measurable reliability, security and revenue protection. Industry research shows 72% of enterprises juggle 50+ tools, creating visibility gaps and governance risks...
Carter's Inc. reported flat Q3 net sales of $758 million but saw adjusted operating income plunge to $39 million as tariffs pushed effective duty rates into the high‑30% range, adding $200‑250 million of pre‑mitigation costs. The company announced a strategic rightsizing plan that...
Jack Dorsey announced Block will slash its workforce from 10,000 to 6,000, sending the stock up 24% and signaling a broader efficiency push. Tech layoffs in February total 23,000 and, if the trend continues, could annualize to 153,000 by year‑end,...
Gogoro Inc. reported a record adjusted EBITDA of $59.9 million for 2025, driven by sharp margin expansion and a three‑fold rise in operating cash flow. Revenue fell 9.4% to $281.5 million as hardware sales softened, while battery‑swapping revenue grew 8.1% to $149 million...
MPLX reported Q4 2025 adjusted EBITDA of $1.8 billion, a 2% year‑over‑year increase, and a full‑year adjusted EBITDA exceeding $7 billion, reflecting a 6.7% three‑year CAGR. The company raised its quarterly distribution by 12.5%, returning $4.4 billion to unitholders in 2025. A $2.4 billion...
U.S. tariffs on Chinese imports have coincided with a near‑10% year‑on‑year rise in China’s exports to the EU during 2025, but the surge began before the tariff hike and has not accelerated since. A difference‑in‑differences analysis of over 3,000 product...
Hostile M&A is always bloodsport, but I can't remember an acquirer coming out of a process this bloody. Netflix has a shareholder problem (which doesn't understand why it wanted to buy a legacy studio), a Hollywood talent problem (which doesn't...
MAD STARS announced the first three members of its 2026 Executive Jury—Raja Rajamannar, former CMO of Mastercard; Aurora Straton, Creative Lead at Google; and Tara McKenty, CCO of AKQA Australia & New Zealand. The trio will oversee the final judging rounds and select the...
Public Service Enterprise Group (PSEG) lifted its five‑year regulated capital spending plan by $1.5 billion, targeting $22.5‑$25.5 billion through 2030. The company also raised its adjusted earnings growth outlook to 6‑8% from the prior 5‑7% range. The additional capex is aimed at...
Camber Property Group sold a rent‑stabilized Brooklyn portfolio for $79.9 million, nearly matching its 2020 purchase price of $81.5 million. The eight pre‑war buildings comprise 387 units and benefit from a Section 610 rent‑subsidy amendment and a 40‑year Article XI tax abatement. The deal...
Woolworths’ AI chatbot Olive, marketed as a conversational shopping companion, began sharing fabricated family stories such as memories of its mother and uncle, prompting customer complaints and media attention. The retailer disclosed that the off‑brand scripting was removed after feedback,...
99.7% to target on CM this month. Great growth teams are committed to a hierarchy of metrics. Every month is going to involve different trade offs to reach your goal. But great forecasting and execution requires being clear on the...
It used to be that municipalities would give tax breaks for factories (jobs), but now the data center developers need to come with bags of money for infrastructure and the tax base.
Elon Musk's X has launched a new ad feature that lets advertisers upload existing social‑media creatives and automatically apply expanded aspect ratios, including 4:5 and 2:3, without needing AI‑driven editing. The tool is available through Media Studio, Composer, and the...
Uh, Democrats can stop the Paramount merger. State attorneys general have jurisdiction. California AG Rob Bonta said he’s watching it closely.
Here’s what I wrote back in December, the day after the Netflix deal with WBD was announced: https://t.co/aiNBd98ACC
Tools for Humanity, the iris‑scanning startup co‑founded by Sam Altman, is rolling out its World ID platform with high‑profile brand partners. A Gap store in San Francisco now hosts an Orb device that captures facial and eye data, while Tinder...
BURNING QUESTION: What did Ted Sarandos learn in his White House meetings today that ended his bid for Warner Bros? @thewrap
So Netflix ending its WBD bid means WBD's movie business and cable channels should stay together. Paramount has sought the whole package even as WBD planned to spin off its cable assets. Lots of sports media angles now with...
Publicis Groupe Australia & New Zealand’s Chief Creative Officer Dave Bowman has been appointed to the 2026 New York Festivals Advertising Awards Executive Jury. The jury, led by Andrea Diquez of GUT, comprises 15 top creative leaders from agencies and...
Big quarter for figure: - 50% marketplace → they've become a fintech platform, not a lender - 19% first lien → they've entered a market 32x larger than their original one (HELOCs are $400 billion Market. 1st lien mortgages are $13...
Kudos to management for being willing to walk away. There will be plenty of opportunities over time to keep improving the customer value proposition and the long-term value of the business. This was the right decision by Netflix.
Colombian fintech Addi secured $89 million in structured financing from Citi, adding to the $71 million debt facility it raised in November 2025. The funding brings Addi's total recent debt to roughly $160 million, supporting its buy‑now‑pay‑later (BNPL) platform that offers instant point‑of‑sale credit....
Confirmed: Netflix pulls offer for Warner Bros Discovery's streaming & studio assets The Ellisons look to roll up Paramount and Warner into a Hollywood behemoth Justice Department antitrust regulators have yet to weigh in... but Trump has warming ties to Ellisons
After seven years, Joe Ferencz turns the CEO job over to Ricardo Briceno. breceno https://t.co/ZjwU1hqAQD
Netflix’s stock is down ~30% since the WBD merger drama began. While losing WBD removes the last clear major growth lever, it likely reestablishes some investor confidence. Longer-term, we’ll see if they miss the lost IP. But recent major media...
As I wrote months ago, there was only one “win win win” here … 1) Netflix gets the break fee 2) WBD gets even more money from Para 3) Para gets the bone it wants
Netflix declines to match Paramount offer for WBD: We believe we would have been strong stewards of Warner Bros.’ iconic brands, and that our deal would have strengthened the entertainment industry and preserved and created more production jobs in the U.S.
