Industry Social Media and Updates

Mearsheimer: No Viable Deal to End Iran War
SocialMar 25, 2026

Mearsheimer: No Viable Deal to End Iran War

Distinguished UChicago Prof. John Mearsheimer on ending the war in Iran:  “When you look at the demands on both sides… there’s just no way you get a deal here.” https://t.co/yJ9abF5l9f

By Steve Hanke
Waaree Launches $415M Solar Glass Plant, Expands Kotsons Stake
SocialMar 25, 2026

Waaree Launches $415M Solar Glass Plant, Expands Kotsons Stake

Waaree to build US$415 million solar glass plant, increases holding in Kotsons #energysky -- via pv-tech: https://t.co/B3eNdTAj3A

By Tor “SolarFred” Valenza
NASA Unveils Vision; NOAA Seeks Input on Mission Authorization
SocialMar 25, 2026

NASA Unveils Vision; NOAA Seeks Input on Mission Authorization

As NASA was laying out its new exploration vision yesterday, NOAA's Office of Space Commerce was releasing an update of its Mission Authorization proposal, seeking stakeholder input. https://t.co/zdjJBR62HO https://t.co/7Ly27Fdunk

By Marcia Smith
Trovo to End Livestreaming, Shift Focus to Gaming
SocialMar 25, 2026

Trovo to End Livestreaming, Shift Focus to Gaming

Trovo is shutting down its livestreaming service on June 30, 2026. It will instead focus on its gaming business.

By Zach Bussey
War‑Driven Gas Prices Add $530 to Every Household Annually
SocialMar 25, 2026

War‑Driven Gas Prices Add $530 to Every Household Annually

For every $1 increase at the pump, the typical American household spends an extra $530 per year. Gas is costing Americans $300 million more a day than before the war. My latest newsletter, "This War Will Make You Poorer" (bit.ly/ThisWarWillMakeYouPoorer),...

By Andrew Elson (Ed Elson)
2026 Grand Highlander Hybrid Delivers 30+ MPG City Driving
SocialMar 25, 2026

2026 Grand Highlander Hybrid Delivers 30+ MPG City Driving

I've been testing out the 2026 @Toyota Grand Highlander Hybrid for almost a week now and it's awesome I've been getting practically 30+ mpg city driving with this 3-row SUV. And it's crazy quiet turning on! 🤫 @toyota #toyota ...

By John Velasco
Oman/Dubai Crude Plunges $45, Defying Brent Rally
SocialMar 25, 2026

Oman/Dubai Crude Plunges $45, Defying Brent Rally

CHART OF THE DAY: The idea was that Brent/WTI was going to catch up higher towards where Oman/Dubai crude was trading (>$150 a barrel) Instead, we are witnessing Oman/Dubai crude plunging >$45 a barrel in a single day to ~$110 a...

By Javier Blas
US Residential Solar Forecasts 33% Drop in 2026
SocialMar 25, 2026

US Residential Solar Forecasts 33% Drop in 2026

US residential solar set for 33% decline in 2026, says Roth Capital Partners #energysky -- via pv magazine global: https://t.co/CJZCEQ2xTK

By Tor “SolarFred” Valenza
New “Okay, Computer” Episode Covers AI Race, Tech Investments
SocialMar 25, 2026

New “Okay, Computer” Episode Covers AI Race, Tech Investments

We have a new edition of 'Okay, Computer' in your feed now with @jrichlive of @notablecap 🎙️ 🤖 State of the AI Race 🚧 Hardware & Infrastructure Buildout 💻 Software Sectors to Buy 💸 Private Credit Cracks YouTube: https://t.co/B2joLLvVlF Apple: https://t.co/tStqaQZbnk Spotify: https://t.co/OmbpjEAkD3

By Dan Nathan
No Congressional Bans, No Safeguards for Admin Traders
SocialMar 25, 2026

No Congressional Bans, No Safeguards for Admin Traders

If we can't get legislation to make it illegal for members of Congress to trade stocks, I doubt any serious effort will be made to prevent administration employees from trading in this new and opaque prediction market...

By John Kicklighter
Saudi Red Sea Oil Shipments Near 5 Million‑Barrel Target
SocialMar 25, 2026

Saudi Red Sea Oil Shipments Near 5 Million‑Barrel Target

Saudi oil shipments via the Red Sea have been ramping up rapidly and are getting close to the five million BPD target https://t.co/SkPyeLTXbO https://t.co/nmq5Kt89xT

By Joe Weisenthal
Data Centers Power Up Grid with Self‑Generation, Flexible Connections
SocialMar 25, 2026

Data Centers Power Up Grid with Self‑Generation, Flexible Connections

Today on Volts: how can we get data centers hooked up without screwing over the grid or other ratepayers? Two of my favorite thinkers, Astrid Atkinson & Jesse Jenkins, lay out a new model whereby data centers bring some of...

By David Roberts (Volts)
Army's FY27 Ammo Funding Peaks, Then Slashes
SocialMar 25, 2026

Army's FY27 Ammo Funding Peaks, Then Slashes

A tiny peak at the upcoming DOD budget: The Army is looking to continue high spending on GOCO ammo production in FY27 before a sharp drop off in the following years, according to new slides. https://t.co/hCSeV8VFbd

By Brian Everstine
Solar Sheep Grazing Beats Traditional Farm Benchmarks
SocialMar 25, 2026

Solar Sheep Grazing Beats Traditional Farm Benchmarks

Study finds solar sheep grazing business models outperform agricultural benchmarks #energysky -- via pv magazine usa: https://t.co/Xhp7QpDsfD

By Tor “SolarFred” Valenza
Fact‑check Debunks False Claims in UK North Sea Debate
SocialMar 25, 2026

Fact‑check Debunks False Claims in UK North Sea Debate

NEW FACTCHECK: There has been A LOT of debate in the UK on the North Sea Sadly much of it is built on false or misleading claims Team @carbonbrief tried to straighten things out (link in reply) https://t.co/mScWF3mEPr

By Simon Evans
AI Surge Fast-Tracks China's Chip Industry, Straining Supply
SocialMar 25, 2026

AI Surge Fast-Tracks China's Chip Industry, Straining Supply

AI boom accelerates China's chip industry growth as demand strains supply chain Growth in the industry "is coming faster than expected" this year... no kidding... https://t.co/NOedZy15kH

By Paul Triolo
Bridging Virtual Cells to Real Patients: The Next Frontier
SocialMar 25, 2026

Bridging Virtual Cells to Real Patients: The Next Frontier

Virtual biology burst onto the scene a few years ago. The idea was simple. Model the cell well enough, and you can predict biology before you test it. Large pharma has been thinking about this longer than most. PK/PD models, systems biology,...

By John Cumbers
Gold and Miners Face Upside Gaps to Fill
SocialMar 25, 2026

Gold and Miners Face Upside Gaps to Fill

"There are a couple gaps on the upside that need to be filled... that might have been a decent low for a period of time here in gold and the gold miners." 🎙️@GuyAdami | $GLD $GDX https://t.co/ZVXyArkxOD

By Dan Nathan
Earn $400 Bonus with High‑Yield Savings & Checking
SocialMar 25, 2026

Earn $400 Bonus with High‑Yield Savings & Checking

What's that number for you? 👇🏾 Whatever it is, the right account makes it easier to get there. My favorite High Yield Savings + Checking account combo just bumped their welcome bonus to $400 for new members. That's $400 closer on...

By Tiffany Aliche (The Budgetnista)
Hormuz Closure Threatens World Economy, Outweighs US Strikes
SocialMar 25, 2026

Hormuz Closure Threatens World Economy, Outweighs US Strikes

...and yet Hormuz remains closed. The US bragging about how many targets we've hit in Iran while Hormuz remains closed is the geopolitical equivalent of "Every kid gets a trophy", because Hormuz closure means the world economy is on the clock. Another...

By Luke Gromen
Cox V. Sony Undermines Original Intent of Section 512
SocialMar 25, 2026

Cox V. Sony Undermines Original Intent of Section 512

I like the Cox v. Sony result, but it does seem contrary to what the intent of the drafters of Sec. 512 actually intended in 1998. Mind you, this confusion is in part a measure of the effed-up process by...

By Harold Feld
Bipartisan Bill Seeks to Ban Officials From Prediction Market Trading
SocialMar 25, 2026

Bipartisan Bill Seeks to Ban Officials From Prediction Market Trading

bipartisan legislation introduced to ban members of congress, the president, and senior executive branch officials from trading prediction markets. the right move and long overdue. we already banned it at eurasia group.

By Ian Bremmer
Speculative $1B Fracking Deal Sparks Impeachment Talk
SocialMar 25, 2026

Speculative $1B Fracking Deal Sparks Impeachment Talk

Tried to game out what it would look like if President Kamala Harris pressured an oil company into accepting a $1-billion payoff to cancel a fracking project in Texas and build a wind farm in CA. Screaming headlines for months. Talk...

By Sammy Roth
Truck Spot Rates Stable; Fuel Adjustments Skew Perception
SocialMar 25, 2026

Truck Spot Rates Stable; Fuel Adjustments Skew Perception

Trucking spot rates are not down, despite the data in the Bloomberg terminal suggesting that is the case. Traders are looking at a calculated linehaul rate, which takes gross (what brokers pay to carriers) and then subtracts fuel on a predetermined...

By Craig Fuller
Middle East Tensions Spike, Hitting Energy and Infrastructure
SocialMar 25, 2026

Middle East Tensions Spike, Hitting Energy and Infrastructure

Iran hit Israeli cities AND US bases. Saudi Arabia intercepted a drone. Kuwait's power grid is down. Day 25. $XLE $USO $GLD https://t.co/FhexaYgwcd

By Michael A. Gayed, CFA (Lead-Lag Report)
Royal Road Drills Gold‑copper‑silver Project in Colombia
SocialMar 25, 2026

Royal Road Drills Gold‑copper‑silver Project in Colombia

@RYR_RoyalRoad is drilling at its Güíntar-Aleman-Margaritas gold-copper-silver project in Antioquia Province, Colombia. Tim Coughlin spoke to Mining Stock Daily this week. https://t.co/WkV56EiiWe https://t.co/oyKbSYxeEN

By Michael McCrae
Mystery: 50k‑selling Book Abruptly Stalls in Jan 2025
SocialMar 25, 2026

Mystery: 50k‑selling Book Abruptly Stalls in Jan 2025

As long as I live I don't think I'll ever know what the hell happened in January 2025 to cause a book that had sold 50,000 copies to suddenly flatline. https://t.co/tyGrHKvNVa

By David Kadavy
Friendly Bubble Robot Tackles Senior Loneliness in U.S.
SocialMar 25, 2026

Friendly Bubble Robot Tackles Senior Loneliness in U.S.

EXCLUSIVE: in a sea of Terminator-looking bots, Aussie founder Grace Brown took a different direction for her robot, Abi: color, bubbles, and fun. Now her startup Andromeda, which has raised $16.6M, is launching for senior homes across the U.S. - with...

By Alex Konrad
Political Cost, Not Air Power, Will Decide Israel‑Iran Clash
SocialMar 25, 2026

Political Cost, Not Air Power, Will Decide Israel‑Iran Clash

Israel's fissile material red line & Iran's terrain-enabled asymmetric capability that allow it to control the Strait of Hormuz are on a collision course that the US cannot resolve through air superiority alone. The war ends when one side's political...

By Constance Hunter
Own Your Choices: Physicians Must Set Values‑Driven Boundaries
SocialMar 25, 2026

Own Your Choices: Physicians Must Set Values‑Driven Boundaries

No one is going to come save you. That line is the center of this episode of The Podcast by KevinMD, and it lands because it names something many physicians feel but rarely say out loud. Hospice and palliative care physician Sarah...

By Kevin Pho, MD
India Signs Major Solar PPAs, Expands Coal Project
SocialMar 25, 2026

India Signs Major Solar PPAs, Expands Coal Project

INDIA ROUND-UP: Ceigall inks two PPAs, Adani completes 300MW of PV, Coal India backs 875MW project #energysky -- via pv-tech: https://t.co/DWLD23tIkf

By Tor “SolarFred” Valenza
Executives Keep 2026 Drilling Plans Steady
SocialMar 25, 2026

Executives Keep 2026 Drilling Plans Steady

This is important to understand. The "drill, baby, drill" mentality is OVER. "Half of the executives surveyed said the number of wells their firms expect to drill in 2026 has not changed since the start of the year."

By Ellen Wald
China's EV Export Boom Hides Domestic Industry Woes
SocialMar 25, 2026

China's EV Export Boom Hides Domestic Industry Woes

China’s EV export surge is masking a deeper problem at home. Read more and sign up to my newsletter here: https://t.co/sSMtOnd89z https://t.co/13bGOG2Ste

By Henry Sanderson
FDA Clears Denali's AVLAYAH, 91% CSF
SocialMar 25, 2026

FDA Clears Denali's AVLAYAH, 91% CSF

FDA clears Denali's AVLAYAH (macro), 91% CSF HS drop and analysts lift estimates (key). Risk: COMPASS confirmatory readout, infusion reactions. Trade: buy DNLI on 50‑day pullback 🚀 — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov

By Viktor Kopylov, PhD, CFA
Spare Capacity Meaningless without Effective Oil Extraction
SocialMar 25, 2026

Spare Capacity Meaningless without Effective Oil Extraction

""Spare capacity is only as good as the ability to get the oil out of where it's being produced," Wald says. In this case, no good at all." https://t.co/VgSc08fl58

By Ellen Wald
China's Primary Oil Sources Revealed in Chartbook
SocialMar 25, 2026

China's Primary Oil Sources Revealed in Chartbook

Where China gets is oil from. This and more in the today's Chartbook Top Links. https://t.co/o4m9jIk6D4

By Adam Tooze
Private Ownership Gives Freight Edge Through Culture, Tech
SocialMar 25, 2026

Private Ownership Gives Freight Edge Through Culture, Tech

Private ownership can be an edge in freight. On Talking Transports, I speak with Jarrett CEO Mike Jarrett about staying debt-free, focusing on culture, navigating market volatility & why tech supports — not replaces — relationships. 🎧 Listen to Episode 131...

By Lee Klaskow
Past Home Price Booms Surpassed Covid, No Crash
SocialMar 25, 2026

Past Home Price Booms Surpassed Covid, No Crash

The hottest home price growth period was 1943-1947, with no bubble crash afterward, and 1977-1979 had even hotter price increases than during Covid, also without a bubble crash. If people bothered to read books instead of burning them, they would...

By Logan Mohtashami
Markets Care About Oil Flow, Not Hormuz Control
SocialMar 25, 2026

Markets Care About Oil Flow, Not Hormuz Control

Markets don’t really care who controls the Strait of Hormuz as long as the oil starts to flow again — “give markets what they want” doesn’t necessarily mean a US win.

By Conor Sen
Russia's Rapid Kyiv Takeover Plan Falters
SocialMar 25, 2026

Russia's Rapid Kyiv Takeover Plan Falters

Meanwhile in Russia. I’m starting to feel like the “special military operation” to take Kyiv in three days in February 2022 isn’t going very well. https://t.co/b9iO0ZcVsI

By Illia Ponomarenko
Stop Guessing: Master Seller Motivation, Condition, Value, Rent
SocialMar 25, 2026

Stop Guessing: Master Seller Motivation, Condition, Value, Rent

If you’re guessing on deals… you’re already losing them Every deal comes down to 4 things: - seller motivation - condition - value - rent Miss one, and you’re just hoping it works Comment “DEAL” if you’re trying to get your first one #realestateinvesting #wholesalinghouses #offmarketdeals #realestatetips #realestatebeginner

By Justin Pickell
Venlafaxine Shows Unexpected -15.2 HAM‑D Drop in TAD Trial
SocialMar 25, 2026

Venlafaxine Shows Unexpected -15.2 HAM‑D Drop in TAD Trial

See this for just 1 of the TAD trials from recent @psybalazs and @QuantPsychiatry comparative analysis. 1 of several deck stacks favoring TADs. This trial reported a surprising -15.2 HAM-D drop with venlafaxine. Not so surprising when you look closer......

By Robin Carhart‑Harris, PhD
UK Businesses
SocialMar 25, 2026

UK Businesses

UK businesses face a jump of up to 80% in gas bills on Iran war https://t.co/THZNalojSw via @EamonFarhat https://t.co/vr4PvVdKFc

By Zöe Schneeweiss
Copper Slumps, Gold Soars: Recession vs Fear
SocialMar 25, 2026

Copper Slumps, Gold Soars: Recession vs Fear

Copper down 10% this month. Gold at $4,550+. Same planet. Completely different signals. One screams recession. One screams fear. $CPER $GLD https://t.co/kChEJn36lH

By Michael A. Gayed, CFA (Lead-Lag Report)
Russia's Oil Exports Plunge 40% After Drone Attacks
SocialMar 25, 2026

Russia's Oil Exports Plunge 40% After Drone Attacks

Cool, cool, cool... "At least 40% of Russia's oil export capacity is at a halt following Ukrainian drone attacks, a disputed ​attack on a major pipeline and the seizure of tankers ... the most severe oil supply disruption in the modern...

By Rory Johnston
Comcast Traffic Remains Overwhelmingly Text, Video Still Negligible
SocialMar 25, 2026

Comcast Traffic Remains Overwhelmingly Text, Video Still Negligible

Today at #CableNextGen Comcast's network chief Elad Nafshi said that AI data on the company's network today is: text=97.1% images=2.6% videos=0.3% This is all noteworthy amid the collapse of OpenAI's Sora video generator app: https://t.co/9dkJoqn3VY https://t.co/hwXpM3TwfH

By Mike Dano
Happy Pay Secures $5M Seed to Expand BNPL Across Africa
SocialMar 25, 2026

Happy Pay Secures $5M Seed to Expand BNPL Across Africa

𝗥𝗲𝗶𝗻𝘃𝗲𝗻𝘁𝗶𝗻𝗴 “𝗕𝘂𝘆 𝗡𝗼𝘄, 𝗣𝗮𝘆 𝗟𝗮𝘁𝗲𝗿” 🇿🇦 South African fintech Happy Pay has raised $5 million in seed funding, in a round led by global venture capital firm Partech, 𝗮𝘀 𝗶𝘁 𝗹𝗼𝗼𝗸𝘀 𝘁𝗼 𝘀𝗰𝗮𝗹𝗲 𝗮 𝗻𝗲𝘄 𝗺𝗼𝗱𝗲𝗹 𝗼𝗳 𝗰𝗼𝗻𝘀𝘂𝗺𝗲𝗿 𝗰𝗿𝗲𝗱𝗶𝘁 𝘁𝗵𝗮𝘁 𝗿𝗲𝗺𝗼𝘃𝗲𝘀...

By Talk Cents
Robot Dog Gathers Data in U.S. Chip Factories
SocialMar 25, 2026

Robot Dog Gathers Data in U.S. Chip Factories

Robot Dog Deployed for #Data Collection in U.S. Semiconductor Production by @TXInstruments #AI #Robotics #Technology #Engineering #Innovation https://t.co/sZ6drs9A4a

By Ron van Loon
AI Matches Dermatologists in Melanoma Diagnosis, Study Shows
SocialMar 25, 2026

AI Matches Dermatologists in Melanoma Diagnosis, Study Shows

How good is AI for diagnosing melanoma? A systematic review of 11 studies, 2500 patients, finds accuracy and performance comparable to 50 dermatologists, with promise for broad use requiring further validation @JAMADerm This is important with the big shortage of dermatologists...

By Eric Topol