Northwest Natural Holding Co. reported fourth‑quarter 2024 adjusted earnings of $2.33 per share, slightly below the prior year due to regulatory lag, and set 2025 adjusted EPS guidance at $2.75‑$2.95. The company completed its largest Oregon gas utility rate case, adding $93.3 million to revenue requirements and $334 million to the rate base. A strategic acquisition of Texas‑based SiEnergy, which grew 22% annually from 2021‑2024, expands the firm’s footprint and fuels double‑digit growth expectations. Capital expenditures are projected at $450‑$500 million for 2025, raising the 2030 capex target to $2.5‑$2.7 billion.
Treace Medical Concepts reported third‑quarter 2025 revenue of $50.2 million, an 11% year‑over‑year increase, while adjusted EBITDA loss narrowed 49% to $2.6 million. The mix shifted toward lower‑ASP bunion correction systems, pulling gross margin down to 79.1% from 80.1% a year earlier....
An expression of concern has been issued for a 2003 Nature paper that reported the gene product Murr1 restricts HIV‑1 replication in resting CD4⁺ lymphocytes. The editors identified duplicated control panels in Figure 3b, which were meant to demonstrate siRNA activity,...
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...
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,...
Delek US Holdings reported adjusted Q3 EPS of $1.52 and adjusted EBITDA of $319 million, excluding Small Refinery Exemption (SRE) impacts. Management highlighted a $60 million contribution from its Enterprise Optimization Plan (EOP) and raised the annual EOP run‑rate target to at...
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...
Fitch Ratings announced a series of senior promotions, elevating three analysts to its structured‑finance rating committee, while ABF appointed a former Saluda Grade executive to head its asset‑backed securities division. The moves come amid a surge in securitisation activity, with...
Epic Games rolled out its February learning catalog on Unreal Engine, spotlighting three new content tracks: visual effects (VFX), 2D animation, and digital twins. The release adds twelve VFX tutorials, a multi‑part 2D animation series, and a digital‑twin module that...
Senator Ron Johnson (R‑WI) is urging Congress to draft a “Right to Try 2.0” bill that would force the FDA to grant broader, faster access to experimental therapies for rare diseases. FDA Commissioner Martin Makary pushed back, defending the agency’s...
Dear Ted, Take 10% of the $2.8B breakup fee—roughly $280 million—and go hire the best investigative journalists in the world. Build a next-gen 60 Minutes. A better CNN. Think of the revenge possibilities.
True North Copper secured a $400,000 Queensland Government grant to assess legacy waste at its Mt Oxide project, aiming to determine reprocessing potential. The non‑dilutive funding supports drilling, laboratory assays, and metallurgical testing, with a partnership with Regeneration Enterprises for...

Catalyst OrthoScience announced FDA 510(k) clearance for its Archer® Patient‑Specific Instrumentation (PSI), a suite of humeral and glenoid guides designed to translate 3D pre‑operative plans into the operating room. The system pairs with Archer® 3D Planning Software, supporting both anatomic...

In March 2026 American Airlines will operate 2,016 domestic flights equipped with lie‑flat seats across its A321T, A321XLR, 777‑300ER, 777‑200, 787‑8, 787‑9 and select Flagship Suite aircraft. The compact A321T carries 30 First‑Class and 20 Business lie‑flat seats on four coast‑to‑coast...
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...

About 32.6 million people tuned into President Trump’s 107‑minute State of the Union address, according to Nielsen. The audience size is essentially identical to President Biden’s final 2024 address, which drew 32.2 million viewers, but it fell short of the 36.6 million that...
Ontario International Airport reported a 3.7% rise in January 2026 passenger volume, reaching 492,895 travelers. International traffic surged 64% to a record 66,281, while domestic numbers slipped 1.9% to 426,614. The airport added a new daily nonstop service to Boise...

The real opportunity right now? Understanding product-level demand. Not all industrial is equal in 2026. If you’re evaluating an industrial deal in California and want a disciplined underwriting perspective, DM me “INDUSTRIAL.” #CaliforniaCRE #IndustrialInvesting #WarehouseSpace #CREStrategy #CommercialInvestor

U.S natural gas comparative rose 70 bcf to a deficit of 24 bcf week ending February 20 Henry Hub spot price decreased $0.19 from $3.27 to $3.08 Price is reverting to ~$3.07 May - October average after the polar vortex shock #energy #NaturalGas...
Globally, roughly 300 million individuals live with a rare disease, confronting isolation, diagnostic delays, and fragmented care. The Rare Diseases International–Lancet Commission argues that the language used by clinicians perpetuates stigma and hampers coordinated treatment. It calls for a systemic overhaul...

The Albanese government has asked Treasury to examine limiting negative gearing deductions to a maximum of two investment properties. Data from the ATO shows fewer than 100,000 Australians currently own three or more negatively geared homes, but the figure has...

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...

The latest *Uncanny Valley* episode spotlights a growing clash between AI startup Anthropic and the Pentagon over a $200 million defense contract that includes strict prohibitions on domestic surveillance and autonomous weapons. The hosts also dissect the rise of “agentic” versus...

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...
Guardian says it has read the three missing Epstein files. Epstein files contain explicit but unsubstantiated claim that Trump abused minor https://t.co/fe3OEmOU2v

Guardians in the Space Force’s orbital warfare unit, Mission Delta 9, received a live satellite launched on Feb 12 as part of the USSF‑87 mission, giving them a realistic platform for offensive and defensive space‑maneuver training. The new asset replaces earlier on‑orbit...

Pressure mounts for mandatory disclosure of home energy efficiency ratings #energysky -- via Renew Economy: https://t.co/CLftU6aMdH https://t.co/OeCYml8kTt
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.
Arbitration finance has shifted from a niche service to a mainstream strategic tool for mining companies facing investor‑state and commercial disputes. Multi‑million‑dollar claims and lengthy litigation have driven firms to seek third‑party funding to cover legal costs and manage balance‑sheet...
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

Screen Australia has appointed acclaimed filmmaker Rachel Perkins as its inaugural Director of First Nations Strategy, effective 2 March 2026. Perkins, an Arrernte and Kalkadoon woman and co‑founder of Blackfella Films, brings over three decades of experience creating Indigenous‑focused television...
Your "copper cliff" assumes demand is unlimited @simonnextclick It isn’t Grid bottlenecks, permitting delays, power shortages & capital constraints will cap electrification long before geology does #Copper #EnergyTransition #Grid #Electrification #Commodities @ctindale @wbaltzley02
BURNING QUESTION: What did Ted Sarandos learn in his White House meetings today that ended his bid for Warner Bros? @thewrap
On February 3, a 28‑mile gas pipeline belonging to the Delfin LNG project exploded near Holly Beach, Louisiana, creating an 80‑foot fire and injuring an operator who has filed a $1 million lawsuit. The blast occurred on a 50‑year‑old pipeline repurposed...
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...
There goes CNN into the clutches of Bari Weiss and Scott Jennings: state media for the authoritarians. This is fucked. Netflix drops out of bidding after WBD deems Paramount’s takeover bid ‘superior’ https://t.co/BFoQBv1MBa

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...
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
Hudson Pacific Properties posted a Q4 net loss of $277.9 million despite a revenue increase to $256 million, driven partly by a termination fee from Riot Games. The REIT signed 518 K SF of leases, lifting office occupancy to 76.3% and moving its leased‑percentage...
The Federal Motor Carrier Safety Administration (FMCSA) has renewed Wilson Logistics' exemption allowing commercial learner’s permit (CLP) holders to serve as team drivers without a front‑seat trainer, extending the waiver through February 2031. The renewal adds a 30‑day limit on...

Rocket announced a three‑year strategic alliance with Compass, linking Rocket Pro brokers to Compass’s nationwide real‑estate agents and offering an 80‑basis‑point purchase credit. The partnership promises to feed more than 500,000 new listings into Redfin, expanding the searchable inventory for homebuyers....

Congress is juggling two housing bills—the House‑passed Housing for the 21st Century Act and the Senate’s ROAD to Housing Act of 2025—both aimed at easing affordability pressures. The House bill concentrates on construction regulations and expanding supply, while the Senate...

The U.S. Space Force activated U.S. Space Forces Northern (SPACEFOR‑NORTH) on Jan. 30, 2026, shifting its posture from global support to dedicated homeland defense. Headquartered at Peterson Space Force Base, the component serves as the space service arm of U.S. Northern...
I spoke at a property management event today, and the general consensus is the rental market is somewhat like the resale market. Slightly lower rents, it’s taking longer to market properties, the good stuff goes quickly, and overpriced listings sit.

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...
New Found Gold released a positive preliminary economic assessment for its Hammerdown gold project, reporting an after‑tax net present value of $199.2 million at a $3,475/oz gold price. The open‑pit mine is slated to reach commercial production in the second half...

The Grattan Institute proposes that New South Wales could add up to one million homes by adopting Victoria’s “as‑of‑right” planning framework. Victoria’s model automatically approves terraces, townhouses and three‑storey apartments that meet objective design standards, removing council vetoes. Extending this...
Talonvest Capital arranged $42.6 million of permanent financing for three Class A self‑storage properties owned by The William Warren Group. The largest loan, $25 million, funds a 1,261‑unit facility in Hawthorne, California, with a five‑year interest‑only structure. Two additional loans of $9 million and...