CAR‑T Therapy Shows Promise for Autoimmune Diseases
CAR T therapy, originally developed to fight blood cancers, is now being tested as a potential way to “reset” the immune system in autoimmune diseases like MS, lupus, Graves’ disease and stiff person syndrome. Early results are promising, but risks remain, including immune suppression, inflammation, long term toxicity questions and very high costs. Still, for patients with few options, this could become an important new frontier in autoimmune treatment. https://t.co/P18dMXDOl2
Hormuz Closure Threatens Model Supply and Prices
On 28 February the Strait of Hormuz closed. It is still not fully open. We have a new commentary out this week and model supply and price impacts under three closure scenarios. The results are concerning. Write-up on Bright Spots soon: https://t.co/nBMZPS4HTp https://t.co/iw30Xy5RJe
Federal Agencies Must Begin Post‑Quantum Crypto Transition Now
Transitioning to Post-Quantum Cryptography: What Federal Agencies Must Do Now - Intelligence Community News https://t.co/LAVSLjjCUB
Russia's Asian LNG Shift Slashes Revenue, Doubles Logistics Costs
MOSCOW, May 18 (Reuters) - Russia's diversification of its liquefied natural gas exports to Asia after the loss of the European market will cut its revenue due to at least a doubling of logistics costs, industry sources and analysts told...
2025 Gene Therapy Sales: New Top 10 Entrants Revealed
18May: Which were the Top 10 Best-Selling Gene Therapies based on 2025 sales? Which gene therapies made this year's list but missed last year's, and vice versa? Check out my latest A-List for @GENbio: https://t.co/pbUP8lI82X
Amazon's Precise Ad Personalization Outshines Generic AI Ads
Amazon’s advertising advantages To the extent that consumers detect the AI-generated nature of ads — or even care about the provenance of ads in the first place — through genericity or contextual irrelevance, Amazon is certainly well-positioned to mitigate that penalty...
Ground AC Ensures Ventilation Despite GPU Failure on A320
On yesterday’s 6E657 at Vadodara… If the A320 was already plugged into the GPU and ground AC hose, then even if the GPU failed, there should still be ventilation. The ground air conditioning connects directly and doesn’t need the packs or...
Starship Launch Critical for US Space Future
The stakes for this week's Starship launch are high. The US commercial space industry is depending on lower launch costs and higher capacity. NASA’s lunar ambitions, to a great degree, hinge on its success. And the stakes are highest of...
AI Turns One Tool Into Full‑Scale Viral Content Agency
This is wild. Last month they let you generate AI influencers. Now they turned it into a full-blown viral content machine. > paste your website > Fastlane learns your product > generates endless TikToks/Reels/Shorts > clones viral formats automatically > schedules 30 days of content in seconds And...
Intel EMIB Yields Near‑perfect, Cost‑effective Packaging
It's a function of package reticle size (and EMIB vs EMIB-T) , but the contacts I have at Intel say 'almost perfect' and 'never an issue'. It's also worth noting that once you make the emibs, you test for known good...
Russia Engages Cuba to Counter U.S. Oil Blockade
MOSCOW, May 18 (Reuters) - Russia is in constant contact with Cuba's leadership to determine what can be done to ease the impact of the U.S. oil blockade on the Caribbean island, the Kremlin said on Monday.
EU Bill Caps Single-Supplier Imports at 40%, Forces Diversification
Proposed EU law would set ceilings, expected to be about 30 to 40 per cent, for what can be bought from a single supplier, like China. The rest of the components would need to be sourced from at least three...
ABBV's BLA for Pivekimab Sunirine Remains Pending
$ABBV announced BLA submission for pivekimab sunirine back in Sep 2025, but no news since on whether this was accepted/Pdufa date set.
A24 Snags ‘Club Kid’ for $17M After Cannes Bidding War
A24 Takes Jordan Firstman’s ‘Club Kid’ For $17 Million After Cannes Bidding War @thewrap https://t.co/kZMLlG3YsX
FDA Greenlights Enhertu for Early HER2‑positive Breast Cancer
#AZN Enhertu approved by US FDA both before and after surgery for treating patients with HER2-positive early breast cancer.
Seeking Treasurer's Help to Prevent Economic Malaise
We are very much looking forward to engagement with the Treasurer to ensure the Australian economy isn't hit with years of malaise and falling productivity as an unintended consequence of trying to address the property crisis.
AI Is Transforming Insurance Underwriting, Report Finds
AI in insurance: how technolgy is reshaping the underwriting function ? → https://t.co/7DZRLbwbfx This is what Bain & Capital explored in a recent report. https://t.co/pNbaShixNn
Solar Eclipses Coal as Pakistan's Top Power Source
Pakistan: solar just overtook coal as the largest single source of electricity. 21% of power from solar in 2025. Up from 2% in 2019. Coal peaked at 20% in 2020. Want to read more about one of the fastest solar transitions? Sign up to...
Pentagon Pours $200
Some interesting details in this BBG story about the Pentagon's critical minerals team - 200bln in financing over three years (overkill for REs) -Pentagon's most optimistic forecasts suggest will take at least until 2030 for US production to ramp up. https://t.co/ZtaURjJGgc
China's Coal Use Rises as LNG Cuts Spur Fossil Reliance
China’s power plants burned more fossil fuels for a fourth straight month 🇨🇳🏭 The closure of Hormuz has choked a fifth of global LNG supply, putting more pressure on China to use coal for thermal generation Meanwhile, clean energy output has lagged https://t.co/9XGRqJ6tPV
China's Property Prices Midway Through Adjustment, Study Finds
Nice write up by @toby_n__ of the Rogoff and Yang paper where authors suggest China is half to 2/3rds of the way through its property price ‘adjustment’, depending on if its following a Japan or U.S. path. I have...
Iran Conflict Strains Airlines, yet European Summer Flights Stay Safe
COLUMN: The war in Iran is squeezing airlines, but your European summer holiday flights should still be fine. Right now, oil refiners are squeezing more jet-fuel than ever from each barrel of crude to prevent a shortage. @Opinion https://t.co/6OFW2L6lky
Free Open‑Source Tool Turns Any EPUB Into Audiobook
Audible is cooked after this. A developer built an open-source tool that turns any EPUB into a full audiobook on your own laptop. It's called Audiblez. You drop in an ebook. It generates a proper .m4b audiobook. You listen in VLC, Apple Books, or any...
Housing Prices Fall in 25 of 33 Pricey U.S. Cities
The Most Splendid Housing Bubbles in America: Price Drops & Gains in 33 Big Expensive Cities, April 2026. Home prices fell yoy in 25 of the 33 big expensive cities in April, a bunch set multi-year lows (Oakland & Austin -26%...
Secured 130k Lb Boomalloy For
We've received about 130,000lbs of powder metal "Boomalloy" billet, to be forged into turbine discs. This is enough metal for ~1.3GW of turbines. This stuff normally takes over a year to procure—but we partnered deeply with our supplier and got it...
US Home Prices Edge Up, YoY Growth Slows
U.S. home prices, as measured by the Zillow Home Value Index, rose +0.6% month-over-month between the March 2026 to April 2026 reading That's a soft spring arch Year-over-year came in at +0.7% (decelerated from last month's +0.8% YoY) Table via @ResidentialClub https://t.co/g7V9gP9I0T
ASTS Faces Revenue Miss and $155M Satellite Write‑Off
⚠️ $ASTS Red Flags: • Q1 2026 revenue miss of $24.27M against consensus, despite significant YoY growth, raises questions about commercialization pace. • Loss of Block 2 BB7 satellite post-Q1, leading to a $155M-$160M write-off in Q2, indicates significant operational and launch...
China's AI-Driven Port Operates Fully without Human Workers
Fully #Automated: China’s #AI-Powered Port Moves Cargo Without Humans by @_fluxfeeds #ArtificialIntelligence #MachineLearning #ML #MI https://t.co/pNEu6UX9En
Emirates Flight Circles 17 Hours, Misses Two Miami Landings
'Mayday For Low Fuel': After 17 Hours In The Air, Emirates Missed Two Miami Landings - View from the Wing https://t.co/zuMMDonokN
Zusduri Demonstrates Real-World Efficacy for Low-Grade UTUC
UroGen’s Zusduri shows strong real-world results for low-grade upper tract urothelial cancer, matching clinical trial efficacy. A promising kidney-sparing option, though durability and reimbursement remain key hurdles. Urology
Basel III Overhaul Redefines Bank Capital, Stress Test Rules
OUT NOW - incredibly deep dive on the massive new changes for Basel III implementation: significant consequences for bank capital rules for Stress Tests, GSIB Surcharges, mortgage/corp loan risk-weights Apple 🔊https://t.co/u0VXsrSK15 Spotify 📽️https://t.co/ExMyPkPRcY https://t.co/KTZbO1LAUt
Hyundai Pushes Partner to Deliver Tens‑thousands of Humanoid Robots
"...the company is under pressure to speed the delivery of working humanoids to Hyundai, which said it wants to integrate “tens of thousands” of them into its own carmaking plants in the next few years."
Ancient Pearl Highlights 8,000-Year Gulf Trade Shift to Land
The world's oldest pearl testifies to 8000 years of Gulf trade Now Strait of Hormuz disruption is forcing Gulf transit towards pipelines and rail Maritime trade routes are re-orienting towards land https://t.co/CJdDSmHqdj
Citizen Armed Resistance Essential for Taiwan's Hellscape Defense
"Hellscape Defense in Taiwan: Would It Work?" great article @WarInstitute What I've learned in my studies is that without men and women with the will and means (weapons) to take up arms, total defense concepts won't work. https://t.co/22Ae7zBtaj The second difficulty...
Concentrated Chinese Manufacturing: Efficient yet Risky, Partners Must Manage Trade
Good piece "It’s no longer controversial to say that while having so much manufacturing concentrated in one place might be efficient, it is also dangerous" China's trading partners are increasingly concluding that their trade with China needs to be managed --
Renewables Power 86% of California Demand, Gas Hits Record Low
Even if you are tired of seeing these plots, you want to see this. WindWaterSolar breaks two more records on May 16, supplying 80.75% of 24-hour demand and >100% of demand for 10.25 hours on the @CaliforniaISO grid Fossil gas also drops...
Invest in Clean Energy, Not More Oil Infrastructure
Bet On The Tractor, Not The Horse A "theory of change" to explain today's global energy disruptions. ...and why Canada MUST NOT invest in more oil production, more pipelines, more LNG. #cdnpoli #energytransition https://markhamhislop.substack.com/p/bet-on-the-tractor-not-the-horse
Hormuz Blocked, Talks Falter, Pipeline Expansions Accelerate
Hormuz is all Blocked Up with Ships - Week 11 | Iran and US Blockade Update 1⃣Qatar LNG Shipments Resume? 2⃣Iran and US Peace Talks Breakdown 3⃣Pipeline Expansions on the Arabian Peninsula 4⃣US and China Agree on No Hormuz Toll 5⃣Iran Agreements with India, Pakistan,...
Project Hail Mary Nears $700M Global Box Office
#ProjectHailMary refuses to die at Global #BoxOffice, after grossing STELLAR 3M on 9th weekend overseas, just a -21.1% drop, hitting a 333M intl. cume over 83 markets. Allied to its 334.9M cume in the US, the sci fi with a 190M price...
First-Price RTB Bidding Requires Joint Causal Value Learning
Can causal value be learned jointly with auction mechanics in a first-price RTB setting? A new paper from researchers at NYU and elsewhere argues that RTB bidding in first price auctions is fundamentally a causal inference problem, not simply an auction...
The Devil Wears Prada 2 Tops $500M, Outshines Mandalorian
#TheDevilWearsPrada2 surpasses $500M mark globally with $18M third weekend stateside Film has amassed $370.3M overseas, $175.9M stateside for $546.2M worldwide Could this actually be a bigger global film for Disney than #TheMandalorian? https://t.co/Uc6dCTo8sT
Rocket Tests Need Massive Thrust, Not Static Explosions
For everyone who thinks the recent explosion near Beit Shemesh in Israel is "too big" to be a static test of a solid rocket motor ... rockets require tons of thrust (literally) to reach space. Watch a US test, for...
Science Advisor Joins OtterPlanet: Water‑Focused, Heart‑Centered Game
So proud to be lead science advisor to @OtterPlanet (via blue.revolution.games). It's a science-aligned, heart-centered game about water, wonder, and repair. You can play the alpha or support the project through collectible Creature Cards. https://www.instagram.com/p/DYcWvb1pgMy/
Journalist Georgia Fort Still Silenced After Arrest
NEW: I sat down with Georgia Fort, who was arrested in January while covering a protest at a St. Paul church. Months later, she says she is still being silenced. https://t.co/ghecg4GyYW
Flatbed Rates Surge to Record High, Favor Compliant Truckers
Flatbed trucking rates hit new all-time high as industrial demand and a crack down on bad actors continues to shape trucking economics. It is a great time to be a compliant trucker in America. https://t.co/24j4HeOXf3
Cuba Amasses 300+ Drones, Eyes Attacks on U.S. Targets
"Cuba has acquired more than 300 military drones and recently began discussing plans to use them to attack the U.S. base at Guantanamo Bay, U.S. military vessels and possibly Key West, Fla., 90 miles north of Havana, according to classified...
Ukrainian Naval Drones
Videos of Ukrainian naval drones equipped with rocket launchers and FPVs targeted by Lancet loitering munitions and fiber optic cable FPVs. https://t.co/6gaAtZJTKt https://t.co/tp5EUEqrv2 https://t.co/34LxcC2Gco https://t.co/OryhO8MakI https://t.co/qgf4vqVuKV
Ukrainian Kamikaze Drones Hit Russian Ship, Train, Command Posts
Another long video of strikes by Ukraine’s @usf_army with FP-1, FP-2, and other kamikaze UAS on a Russian Project 10410 patrol ship, Tor-M2, train, command posts, cranes, communications tower, and other targets. https://t.co/OoZSpyOR3l https://t.co/BA9bRypahs
Postpartum Deaths Surge: U.S. Lacks Home Care Support
60 percent of maternal deaths happen after a woman gives birth. The U.S. system sends mothers home from delivery and schedules the next appointment six weeks later. In those six weeks, a mother manages a healing body, a newborn, often...
Samsung Strike Could Wipe Out ₩100T, Hedge KOSPI Tech
Macro: Samsung strike threatens S.Korea semiconductors and exports. PM readies emergency arbitration; 1-day loss ≈₩1T; union resists. Risk: damage up to ₩100T. Trade insight: hedge KOSPI tech. — Viktor Kopylov, PhD, CFA. More insights: t.me/si14Kopylov