Social•Mar 5, 2026
Lithium Price Swings Are Noise, Not Strategy Guide
All the commentary on daily or even weekly #lithium price changes is more noise than meaningful insight. Oversimplification abounds. Price volatility is the current reality but shouldn’t drive your actions unless you make your living as a trader. In that case - good luck. https://t.co/BYoMYbEoM1
By Joe Lowry ("Mr. Lithium")
Social•Mar 5, 2026
FCC to Allocate Spectrum for Emerging Space Activities
The FCC is outlining plans to provide spectrum for novel space activities, or what it calls "weird space stuff." https://t.co/blttdrzzp3
By Jeff Foust
Social•Mar 5, 2026
Elon Musk Announces BAAS Beta Test for X Money
Elon Musk confirms the BAAS setup for X money as beta testing has shyly started https://t.co/2l00gddeOG
By Efi Pylarinou
Social•Mar 5, 2026
Supply Chains Must Prioritize Flexibility Over AI Solutions
6 years of upstream supply chain disruption. From covid thru the global unpredictability of President Trump with trade wars and actual war. The continuing takeaway is the need for a new supply chain with flexibility and adaptability. It goes...
By Tom Craig
Social•Mar 5, 2026
Goldman Banker Hides Employer; Barclays Banker Doesn’t.
The Goldman banker was smart enough not to let them print that he works there. The Barclays banker though... https://t.co/XQUyhDbCNS
By Liz Hoffman
Social•Mar 5, 2026
First Container Ship Hit in Hormuz; Crew Evacuates
First container ship struck by an "unknown projectile" in the the Strait of Hormuz today. The Safeen Prestige, a 1700 TEU ship operated by Global Feeder Systems (owned by Abu Dhabi Port Group) The attack caused a fire and the crew...
By Ryan Petersen
Social•Mar 5, 2026
Blue Scarab's Equinox: Homecoming Receives Rave Reviews
Congrats to our friends at Blue Scarab on the release of Equinox: Homecoming. And all "very positive" reviews, and no visible demons. https://t.co/8FjKntkw92
By John Romero
Social•Mar 5, 2026
Exploring SpaceX IPO, Covid Legacy, iPod's Music Revolution
✍️ Longform links: a look at a potential SpaceX IPO, the long-term health impacts of Covid, and how the iPod changed our relationship with music. https://t.co/6bSrheJuzD image: https://t.co/vMSvzVUcJK https://t.co/8bTwTklNAR
By Tadas Viskanta
Social•Mar 5, 2026
MRAs Key to Trade Expansion, Diversification, Resilience
#tradeXpresso: how important are #MRAs for trade expansion, export diversification and supply chain resilience? If you missed it, catch up with the latest insights from an excellent panel of experts at the @wto #TBT thematic session 👇 https://t.co/NMNgTHfYkC
By Lucian Cernat
Social•Mar 5, 2026
Singapore Petrochemical Firm Cites War, Declares Force Majeure
I said before that force majeure could be the result of the war. Here we go. Singapore petrochemical firm declares it. More to come. Add shipping contracts. And other areas.
By Tom Craig
Social•Mar 5, 2026
Software Streamlines Manufacturing for Defense, Space, Energy, Automotive
Software that helps hardware companies in the defense, space, energy and automotive industries streamline their manufacturing processes. Nominal's @CameronLMcCord and FF's @traestephens join us on the show today.
By Ed Ludlow
Social•Mar 5, 2026
Restricting Bank Foreclosure Threatens New‑Build Lending
I understand the principle of precluding large firms from buying existing homes. They do “compete” with young families and raise prices. But the ROAD to Housing needs to be **clearly** re-written. Preventing "investors" from owning homes they built not only affects...
By Bobby Fijan
Social•Mar 5, 2026
Labubu Sues Bambu Lab Over User-Created
Labubu sues 3D printer maker Bambu Lab for items made by its users — MakerWorld design repository in hot water over IP theft by its users https://t.co/j5PlQ5wuG6 @stlDenise3D
By Anj Bryant
Social•Mar 5, 2026
South Korea's LNG Reserves Hover at Critical Nine‑day Minimum
South Korea. Supply of LNG at critical. Impact on people and manufacturing. The regional Middle East war is becoming a global supply chain risk.
By Tom Craig
Social•Mar 5, 2026
CBS Morning Show Embraces Soft Segments After Years of Resistance
CBS' morning show has for years taken pride in its resistance to the softer side of AM news, like cooking segments and lifestyle reporting. But now the program is poised to reverse its stance.... https://t.co/b2KevEZz2g via @variety
By Brian Steinberg
Social•Mar 5, 2026
FDA Veteran Decries Huntington Therapy Refusal as “Evil”
Amazing quote in this NYT story on the FDA from @By_CJewett. Janet Woodcock, a top drug regulator for decades, said reversals for a promising therapy send shock waves through the industry. “The Huntington’s refusal I thought was truly evil,” she told NYT....
By Matthew Herper
Social•Mar 5, 2026
CBS This Morning Shifts to Lifestyle, EP Shawna Thomas Departs
More shake-ups at 'CBS This Morning,' where EP Shawna Thomas will leave as the program gets set to pursue some of the lifestyle and soft-news content it previously avoided.... https://t.co/b2KevEZz2g via @variety
By Brian Steinberg
Social•Mar 5, 2026
Merger Threats Undermine TNT Sports Strategy and Leadership
This week’s CNBC Sport newsletter is out: *Why TNT Sports’ strategy no longer makes sense if WBD & Paramount come together *Jeff Shell’s future up in the air *There will be no David Ellison/David Zaslav “men in blazers” photo on the...
By Alex Sherman
Social•Mar 5, 2026
State-Backed Hackers Ready for Undetectable OT Attacks
State-affiliated hackers set up for critical OT attacks that operators may not detect | CSO Online https://t.co/bvLvNOk8Fn
By Chuck Brooks
Social•Mar 5, 2026
Gold Prices Still Unmoved Despite Gulf Turmoil
Regardless of how bad things are in the Gulf, the gold price does not appear to reflect it... yet.
By Haplo
Social•Mar 5, 2026
Sergey Brin Joins Tech Elite with $51M Miami Purchase
Another boldface #tech name decamps to #SoFla. #Google cofounder #SergeyBrin pays $51M for waterfront home of #LVMH boss #MichaelBurke on #AlisonIsland, joining the #Zuckerbergs+fellow Google creator #LarryPage. #realestate #mortgage #Miami #CoconutGrove https://t.co/3BfAXAnLCz
By David Levitt
Social•Mar 5, 2026
Delayed Coverage of $20 Million Loan Write‑down Emerges
Not sure why the write-down of a $20 million loan that was disclosed nearly two months ago is news but here we are https://t.co/lfuuXrqdYg
By Julian Klymochko
Social•Mar 5, 2026
Revolut Seeks U.S. Banking Charter After Securing UK License
Revolut, which struggled but eventually obtained its U.K. bank charter, has applied for one in the U.S., the company announced this morning: https://t.co/rNHcC6IgWC
By Jason Mikula
Social•Mar 5, 2026
Call for a Balanced, Transparent FDA Approach
My friend @adamfeuerstein delivers some great reporting and smart commentary on the FDA's direction that $QURE conduct a new randomized trial for its Huntington's drug. A senior FDA official and the company disagree on the basic question of whether the...
By Matthew Herper
Social•Mar 5, 2026
US Shifts to Abundant PGMs, Yet JDAM Shortages Warn
The US air campaign is shifting from using scarce high-end weapons to precision guided munitions. PGM inventory is high, but there are still risks: the US ran dangerously low on JDAMs during ISIS strikes and had to pull from other...
By Becca Wasser
Social•Mar 5, 2026
Iran Conflict May Accelerate Solar and Battery Adoption
Past fossil-fuel price spikes left import-dependent countries with two options: pay up or cut fuel use. Now there is an alternative in solar and batteries. I looked at recent examples in Europe, Pakistan and Cuba to glean what might happen...
By Akshat Rathi
Social•Mar 5, 2026
Pasqal‑Bleichroeder Deal Targets $2B Valuation by 2026
Pasqal / Bleichroeder Acquisition II deal overview Quantum computing company $2.0 billion enterprise value Closing H2 2026 PR: https://t.co/Y8kjd8LJdO IR deck: https://t.co/27uxUkWA9t Disclosure: Long $BBCQ shares + warrants in $ARB.to https://t.co/EfgkoWpFiI
By Julian Klymochko
Social•Mar 5, 2026
IRobot’s Supply Chain Turns Into Last Resort
Now playing on @artofsupply > How iRobot’s Supply Chain Became Its Last Resort https://t.co/p5hFTiS2fr https://t.co/nVLSFLgEOt
By Kelly Barner
Social•Mar 5, 2026
China Hikes Military Budget, Seeks Tech Self‑reliance
In a Riskier Era, China Bets on Technology to Resist U.S. Pressure China announced a 7 percent increase in military spending and a five-year plan to try to reduce its military and industry’s reliance on Western technology. https://t.co/c3cRysLtmX via @NYTimes
By Paul Triolo
Social•Mar 5, 2026
Battery Tech Slashes Data Center Power Costs by 90%
Glad to see a recognition that batteries and grid enhancing technologies can integrate 100GW of new data centers at 90% less cost than business-as-usual. https://t.co/H1IIqfo7u3
By Jigar Shah
Social•Mar 5, 2026
Modern Nuclear Subs Can't Safely Rescue Survivors at Sea
PSA regarding the fact that the U.S. submarine that sank IRIS Dena did not pick up survivors: due to the configuration of modern nuclear submarines, it is generally going to be infeasible to pick up such survivors in open ocean...
By Tom Shugart
Social•Mar 5, 2026
Five Unexpected Companies That Could Acquire PayPal
Who Should Acquire PayPal? 5 Potential Acquirers Nobody’s Talking About PayPal is now considered to be a prime acquisition target. Who besides Stripe would be a good acquirer? Here are 5 potential candidates. Try to keep an open mind. https://t.co/rrD4BdDrG8
By Ron Shevlin
Social•Mar 5, 2026
Second‑Generation Restaurant Spaces Offer Ready‑Made Opportunity
Touring a second-generation restaurant in Dupont Circle today and I’ve been getting a lot of calls about it. 3,700 square feet across two floors on Connecticut Ave with the Dupont Metro two minutes away. Second-generation restaurants create real opportunity because the infrastructure...
By Hendo Realty
Social•Mar 5, 2026
Beyond Features: Redefine Value in an AI-Driven Market
Your products are no longer differentiators. Digital is expected. Rates are aligned. AI compares features instantly. Competing on what you offer is a losing game. We discuss a different path with Allison Netzer, founder and CEO of BrandThnk. Watch the...
By Jim Marous
Social•Mar 5, 2026
CNN Team First US Network Inside Iran Since War
CNN Senior International Correspondent Frederik Pleitgensays and his team are in Iran—the first US network to cross into the country since the start of the war.
By Dylan Byers
Social•Mar 5, 2026
US Submarine Fires Torpedo at Iranian Warship in Indian Ocean
Our take: The Iranian warship IRIS Dena was in the Indian Ocean when the USS Charlotte, a Los Angeles-class US attack submarine, fired an MK-48 torpedo: https://t.co/TxvPCM9QEI
By Tony Capaccio
Social•Mar 5, 2026
Iranian Drone Boat Hits Bahamas‑Flagged Oil Tanker in Iraq Waters
BASRA, Iraq, March 5 (Reuters) - An Iranian remote controlled boat laden with explosives was used on Thursday to target and damage the Bahamas flagged crude oil tanker Sonangol Namibe anchored in Iraqi waters, according to initial assessments from two...
By Sal Mercogliano
Social•Mar 5, 2026
Midterm Elections Will Test Q1 Energy Price Surge
Peak Energy Price Inklings in 1Q? Midterms in 4Q a Top Test - The leader of the world's largest energy producer -- and net crude oil and natural gas exporter -- wants lower prices, and elections are in November. The...
By Mike McGlone
Social•Mar 5, 2026
FDA's Extremist Shifts Harm Rare Disease Stakeholders
In this week's Biotech Scorecard newsletter: The extremism of the FDA’s Peter Marks and Vinay Prasad has come with costs Two regulators, two extreme regulatory philosophies, one replacing the other. The rare disease community is suffering whiplash. Drugmakers ( $QURE...
By Adam Feuerstein
Social•Mar 5, 2026
Natural Gas Slides Toward $2 Trough After $5 Resistance
$2 Natural Gas Support vs. $5 Resistance - The inability of the front US natural gas future to stay above $5 per million British thermal units may be emphasized by the price just below $3 on March 4 despite a...
By Mike McGlone
Social•Mar 5, 2026
Knee Pain Signals Years of Inactivity, Not Surgery Need
The hardest conversation I have in my office isn't about surgery. It's about time. A 58-year-old sat across from me with knee pain. She’s otherwise healthy, but menopause has been rough on her. Her MRI shows some cartilage changes — age-appropriate,...
By Howard Luks, MD
Social•Mar 5, 2026
Supreme Court's Power to Reshape Supply Chains Challenges Its Relevance
When nine justices can redirect global supply chains overnight, it’s fair to ask whether the Court’s structure still fits the modern economy. #SupplyChain #GlobalTrade https://t.co/N2tgQ7sgEX https://t.co/kCnjdrx0CX
By Jim Tompkins
Social•Mar 5, 2026
US Doesn't Control Strait of Hormuz, Claim Debunked
This is complete nonsense. Literally the only ships I've seen going through the Strait are Iranian and those indicating their crews are Chinese. And we don't "control" the SoH at all right now. Having Sea Control means that you get to...
By Tom Shugart
Social•Mar 5, 2026
Insist on Direct Client Contact to Avoid Scope Drift
I was chatting with someone this week who's stuck working through an intermediate. They've got a freelancer between them and the actual client, and decisions keep getting made without them in the room. I've been in this situation more times than...
By Paul Boag
Social•Mar 5, 2026
Free Press Tension Strengthens Democracy Amid White House Critique
press tension fuels democracy. appreciate a free and plural press doing the work they’re doing. and Collins holding the line here in a completely reasonable manner despite the rhetoric thrown at her.
By Jason Kint
Social•Mar 5, 2026
US Pressures Ukraine to Spare Russian Energy Assets
The U.S. is pressuring Ukraine to avoid striking specific Russian energy infrastructure. As you could imagine, this all has to do with American economic interests. Full Newsletter: https://t.co/XGHjzTaHH8 #ukrainewar #militarystrike #geopolitics https://t.co/lB8qnpN0Kx
By Peter Zeihan
Social•Mar 5, 2026
Autonomous Networks Evolve Into KPI‑Driven Economic Strategy
At #MWC26 one theme stood out at the @Ericsson pavilion: Autonomous networks are no longer just about automation. They are becoming an economic strategy, where intent-driven architectures align network behavior directly with business KPIs. My latest analysis. https://t.co/eC7D8S6bFP #AI @MWCHub @GSMA
By Harold Sinnott
Social•Mar 5, 2026
CBS Postpones JD Vance Town Hall Indefinitely
New: The CBS News town hall with @JDVance, which had been slated to air on March 14, has been postponed indefinitely.
By Dylan Byers
Social•Mar 5, 2026
Brent Backwardation Hits 98th Percentile Amid Hormuz Closure
BRENT futures have surged into a severe backwardation as the closure of the Strait of Hormuz threatens to create an acute shortage of barrels. The six-month calendar spread has soared into a backwardation of almost $11 per barrel from less...
By John Kemp
Social•Mar 5, 2026
TikTok's 2026 Discover List Spotlights 50 Emerging Creators
TikTok revealed its Discover List 2026, highlighting 50 creators to watch across categories like Educators, Foodies, Icons, Innovators, and Originators. The list acts as both a cultural barometer and a pre-vetted talent pipeline for brands looking to partner with emerging...
By Lindsey Gamble