AI Chip IPOs Surge: Malaysia and US Lead
Two company from different side of the world, IPO, caught everyone attention, same industry: the AI IC chip. Malaysia = SkypeChip USA = Cerebras https://asia.nikkei.com/business/markets/ipo/skyechip-soars-in-ipo-at-open-as-malaysia-bets-on-chip-design https://www.thestar.com.my/business/business-news/2026/05/15/ai-chipmaker-cerebras-raises-us56bil-in-biggest-ipo
European Car Makers Boost Output in China, Shipments Surge 61%
"Momentum is increasing. Shipments for the first four months of 2026 stood at 3.1mn cars, up 61 per cent on the same period a year earlier." Great piece in the FT -- Would have called it "the growing Chinese production base of...
Social Apps Add TikTok‑Style Discovery and Creator Tools
Newsletter is out: 📲A breakdown of why video streaming platforms are adding TikTok-like discovery feeds to their mobile apps 📸Instagram launches Instants, a BeReal-meets-Snapchat feature and standalone app ✈️TikTok officially annouces TikTok Go to help travelers book accommodations and hotels 📺LinkedIn is expanding its...
SpaceX Reschedules Starship IFT‑12 Launch for Tonight
SpaceX's website says they are "preparing to launch" Starship IFT-12 today, Friday, May 22, after yesterday's scrub. Same launch window (6:30-8:00 pm ET). https://t.co/WmDymzCeJd
Shippers Tighten Safety and Financial Compliance Underwriting
Shippers are going to ramp up their safety and financial compliance underwriting among transportation providers. https://t.co/LrLWJGU3RN
Twitter Now Suppresses Tweets with Handles and Links
Actually, an unfortunate nuance here. Twitter changed its algorithm post-Elon so that tweets with user handles and/or links in them get very little visibility (suppressed). So the norm evolved. So authors/brands lose credit, links (context and value) gets cut off....
Illinois Gov. Pritzker Signs Bill Shielding Broadband From Junk Fees
D.C. Memo: Illinois @GovPritzker to Sign 'Junk Fees' Bill That Exempts Broadband ISPs, Cable TV, and Satellite TV | 'Illinois consumers have been nickel-and-dimed out of thousands of dollars per year by unnecessary and deceptive junk fees,' Pritzker...
Falling Natural Gas Could Trigger Post‑Inflation Deflation
Natural Gas May Guide Energy Post-Inflation Deflation Natural gas -- the primary US source of heat, electricity and fertilizer -- is down about 10% year-over-year to May 21 and may shape post-inflation deflation patterns for crude, corn, soybeans and wheat. The...
Modern Turbofan Pegasus Outshines Mythic Gods Daily
The Turbofan Pegasus… … but it flies higher, faster, further and with more comfort than any Greek mythologist could have ever dreamt. Way way way more capable than the Pegasus itself, but for… regular people, daily. Our machines are already more powerful...
Bellwether's Volar Aims for Flying Cars by 2028
Bellwether’s Volar Could Make Flying Cars a Reality by 2028 by @spaceandtech_ #Aviation #Innovation #EmergingTech #TechForGood https://t.co/o1RmborfTa
Middle East Nuclear Sites: A Chronology of Attacks
The history of attacks on Middle East nuclear facilities in one map. Source: IISS https://bit.ly/4dlRPdo
CATL Launches Autonomous Robot for On-Demand EV Charging
CATL Unveils #Autonomous #Robot That Drives to Your #EV for On-Demand Charging by @IntEngineering #Robotics #Engineering #Innovation #Technology https://t.co/8OrOPNF52y
Albemarle Launches $3.1B DLE Project to Boost Chile Lithium Recovery
Albemarle plans $3.1bn DLE project in Chile to raise lithium recovery and reduce brine extraction. https://www.metalnomist.com/2026/05/albemarle-dle-project-targets-higher.html
France Holds Oil Reserves Pending War Duration Clarity
FRANCE says cannot release more oil reserves until there is greater clarity about the likely duration of the war: https://t.co/mWxLU2DWvM
SpaceX's $80B War Chest Enables Rapid Revenue Surge
If SpaceX is valued at $1.5T on $20b revenue run rate, which increases to $32b with the Anthropic data center leases, then its valued at 46x revenues Cursors is doing $3b in revenue and with its $60b acquisition of 20x revenues,...
No First-to-File Rule; Federal Removal Grants Priority
There is no "first-to-file" rule when competing lawsuits are filed in state and federal court on the same day, as both courts have concurrent jurisdiction. However, I expect Kalshi to promptly "remove" the state court case to RI federal court,...
Battery Firm Secures Lifetime Service Deal Amid Growing Demand
Big battery seals lifetime service deal as it sizes up to meet market and regulatory demands #energysky -- via Renew Economy: https://t.co/2Sf4jrz21o https://t.co/DNSj5Nahr3
Rethinking US Missile Defense: From Golden Dome to Zones
New from me: a preview for @AtlanticCouncil of a broader rethink of US homeland missile defense policy that I expect to publish on in longer form later this year: think Golden Zones, not a Golden Dome. https://t.co/WLDsjwrAhG
Argentina Ramps up Lithium, Copper Output with Incentives
Argentina targets major lithium and copper output growth with reserves, tax incentives and new projects. https://www.metalnomist.com/2026/05/argentina-lithium-production-push.html
U.S. Deploys Half Missile Stockpile, Israel Holds Back
US reportedly used half its missile stockpile defending Israel - as Israel conserved much of its own defensive arsenal
Pentagon Doubts Rare‑earths Deal, Sparking White House Clash
These deals are getting worse all the time: "Pentagon Doubts Over Rare Earths Deal Provoke White House Clash" https://t.co/IYZCwjqctC https://t.co/53rpPevoJu
Austin, Dallas, Tampa Lead Metro Housing Declines; Milwaukee Rises
Among the 50 largest metro area housing markets... DOWN the most YoY: -6.0% -> Austin, TX -3.3% -> Dallas, TX -3.2% -> Tampa, FL UP the most YoY: +5.3% -> Milwaukee, WI +5.2% -> Hartford, CT +4.8% -> Buffalo, NY Table via @ResidentialClub
20 Phase‑3 Trials Poised to Redefine Cancer Care
In the wake of the #ASCO26 data drop, we reflect on 20 key phase 3 trials which could make a significant impact. Some of these may make their competitors irrelevant if they change the standard of care: https://t.co/EGtw35EsSk https://t.co/CG0Oe4QxDg
Genomics Predict Venetoclax Response in T(
Genomic Determinants of Clinical Outcomes in Multiple Myeloma with t(11;14)(CCND1;IGH) Treated with Venetoclax [Dec 7, 2024] @MKaddouraMD et al. @lbaughn #ASH24 Abst 249 https://t.co/TLon5bCQ3i #mmsm #PrecisionMedicine
KB Home Expands Into Fast‑growing Atlanta Market
KB Home—America's 7th largest homebuilder—to enter the Atlanta housing market Builders go where population is rising, land is available to entitle, and the regulatory and demand environment makes it feasible to build at prices the market can absorb https://t.co/MIOQgDjpvw
New Trial Compares Dara‑Bor‑Dex vs Cy‑Bor‑Dex for Myeloma‑Induced Kidney
EAA241 - Ph 2 RCT Dara-Bor-Dex vs Cy-Bor-Dex in the treatment of Newly Diagnosed Multiple Myeloma with Light Chain Cast Nephropathy (LCCN) [Study activated 8/11/25] @keruakous https://t.co/1NgvVZ3fTA #NCT07085728 #mmsm @eaonc
Ninth Circuit Denial Clears Path for State Gambling Lawsuits
Ninth Circuit stay denial in the remand appeals means that state court civil enforcement lawsuits vs. PMs over unlicensed/illegal gambling can proceed in state court, allowing NV and WA cases to move forward and boosting prospects for similar cases in...
EU Ferro‑Titanium Imports Drop to 2009 Low Post‑Sanctions
EU ferro-titanium imports hit a 2009 low in 2025 after Russian sanctions reshaped supply. https://www.metalnomist.com/2026/05/eu-ferro-titanium-imports-fell-to-2009.html
Home Batteries and Grid Push Consumers Out of Market
When the grid and home batteries teach consumers to withdraw from the market #energysky -- via Renew Economy: https://t.co/XEH3RVjIgu https://t.co/njisLTKfvs
SpaceX Plans 10‑GW Solar Factory in Bastrop, Texas
SpaceX details NOT in the S-1: the plan for Bastrop, Texas solar factory is a MASSIVE 10-gigawatt facility. Bloomberg (@KaraCarlson2 @markchediak) found the docs. The site will include two floors that each would make five gigawatts of solar cells https://t.co/EmQkpf4yLl https://t.co/8UV1hNjfXP
Threads Adds Web DMs, Fueling 30% Messaging Surge
ICYMI: Threads rolled out messaging on its web experience. Since the start of the year, users are sending 30% more messages per week, with an average of 350M DMs being sent weekly. The lack of desktop DMs has been a...
Zipline Dominates Drone Deliveries, Saving 17,000 Lives Annually
This is how your next Chipotle burrito, online package, and medical prescription will be delivered. And it might be my favorite company in all of robotics right now. Zipline has done over 2 million autonomous drone deliveries to date. That's more than every...
NASA Opens Cubesat Slots on Artemis, Deadline June 1
Organizations interested in launching cubesats on any of the next three Artemis missions have until Monday, June 1, to reply to this RFI: https://t.co/q4Npxb5b9r NASA press release: https://t.co/VnqdXPK62d
Frontier's "Optional" Fee Costs $25 at the Airport
Frontier Says Its Online Booking Fee Is "Optional" — But Avoiding It Costs $25 At The Airport - View from the Wing https://t.co/I7xGj2pqBs
Kelun's MRK ADC Shows Promise Over Akeso in Lung Cancer
The #ASCO26 abstracts are live. I wrote a story about the Kelun $MRK ADC sac-TMT, which looks very good in lung cancer, potentially better than Akeso / $SMMT 's ivonescimab https://t.co/exfmgabTLa
Mortgage Rates Surge From Historic Lows to 2025 High
Average 30-Year Mortgage Rate in the US… 1970s: 8.9% 1980s: 12.7% 1990s: 8.1% 2000s: 6.3% 2010s: 4.1% 2020s: 5.3% --- All-Time Low (Jan 2021): 2.65% 2023 Peak (Oct 2023): 7.79% Today's Rate: 6.51% (highest since Aug 2025) Video: https://t.co/GD9q22Ck0Y
Night Stalkers' MH-47 Chinooks Could Become Aerial Tankers
Night Stalker MH-47 Chinooks May Get Aerial Refueling Tanker Role Special ops MH-47 Chinooks that could refuel other aircraft midair would give the Night Stalkers their own organic tanker capability. https://t.co/CUb3fRgYyA
WTHealth Podcast Explores Senate HELP Future, Ebola, Insurance Denials
New #WTHealth podcast up: @SherylNYT, @AliceOllstein, @JoanneKenen on what's next for the Senate HELP committee, the latest on ebola, and more shakeups at HHS. Also an interview with @mirandayaver on her book on insurance denials. https://t.co/j57hHvfz9Y
Hormuz Closure Threatens Recession-Scale Economic Downturn
A closure of the Strait of Hormuz through August raises the risk of an economic downturn that comes close to the scale of the Great Recession in 2008, according to Rapidan Energy Group https://t.co/BO69wnSivn via @MiaGindis https://t.co/Sdbohmrflw
Your Step‑by‑Step Guide to Health Equity Accreditation
Wondering what health equity accreditation really involves? From readiness assessments to data strategy, this guide breaks down the full process. 👉 https://t.co/EGVUOfJbVQ @URAC #HealthEquityData #HITSM
US Loses 24+ Reapers, $1 B Cost, Production Lag
Fighting wars from a distance still comes at a cost: the US has lost 24+ MQ-9 Reaper drones in the Iran war -- nearly $1B. But with no active production line, these drones are too expensive and too few to...
Angstrom Era Resets Semiconductors; LAM Accelerates New Geometries
Enjoyed kicking off the day with @LamResearch CEO Tim Archer and discussing why this moment for semis is different, how the angstrom era is causing a reset in semis, and what LAM is doing to help accelerate the adoption of...
YFQ-42A Returns After Software Fixes for Autopilot CG Error
Inbox: General Atomics YFQ-42A back to flight following software updates. April 6 crash was “an autopilot miscalculation for the weight and center of gravity of the aircraft”
Hormuz Disruptions Demand True Supply Chain Elasticity
The Strait of Hormuz has become a geopolitical pinball machine, disrupting 20% of global petroleum flows through a single chokepoint. From GPS spoofing to drone harassment, this is “attrition by algorithm.” Boards must stop planning for likely scenarios and build...
BTR Units Mostly Apartment‑style, some with Small Yards
Fantastic and thorough article on BTR by @_brianpotter I particularly appreciated the breakdown of the different *kinds* of units that are Built-To-Rent. Most of them are ~essentially apartments, sometimes with small yards https://t.co/FppH1yRySt
U.S. Depletes Half Its THAAD Stock Defending Israel
“The U.S. military has depleted much of its inventory of advanced missile-defense interceptors after expending far more high-end munitions defending Israel amid hostilities with Iran than Israeli forces used themselves, according to Defense Department assessments described to The Washington Post. … The...
Prison Break Reboot Moves Production to Los Angeles
Excl: Some good news for local production as the new PRISON BREAK reboot will be shooting in Los Angeles after shooting its pilot in West Virginia. The series will shoot on stages at Radford Studio Center. W/@winstonscho https://t.co/SoKQz5tCw4
Spirit Airlines Spent $1.61 for Every $1 Earned.
Spirit Airlines Spent $1.61 For Every $1 It Took In — New Filing Shows Why It Couldn’t Be Saved - View from the Wing https://t.co/Fwc1cG5SPG
China's Crude Import Slump
🚨 NEW POST 🚨 𝗖𝗵𝗶𝗻𝗲𝘀𝗲 𝗗𝗲𝗺𝗮𝗻𝗱 𝗗𝗲𝘀𝘁𝗿𝘂𝗰𝘁𝗶𝗼𝗻 𝗼𝗿 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗰 𝗦𝘂𝗽𝗽𝗹𝘆? Despite a ~40% collapse in Chinese crude imports, data point to massive Chinese SPR releases rather than true demand destruction. Read in full: https://t.co/FyXzWX8Ch4
The Times Introduces AI-Generated Audiences for Better Ads
The Times has launched a product that allows advertisers to use AI-generated audiences to improve ad effectiveness. They laid out how it works to me for The Current https://t.co/UXFE7hq9qk