Paramount CEO: No Asset Sales if WBD Merger Proceeds
Paramount CEO David Ellison says no asset sales planned at this time if WBD deal goes through.
Flare's GU26 Targets Undruggable PPAR‑γ, Yet Caveats Remain
Who's heard of Flare Therapeutics? #GU26 late-breaker shows promise in hitting "undruggable" PPAR-γ target, with a few major caveats. Via @ApexOnco -> https://t.co/1GepvywtL0
Japan Poised to Rejoin US‑Canada Lithium Battery Alliance
Happy Monday & March. #Lithium is back. One of my hopes is Japan makes a comeback in lithium-ion battery working with the U.S. & Canada. https://t.co/xcJ04Pczo1
Paramount CEO's Forced Excitement Masks Warner Deal Hype
Paramount CEO David Ellison calls deal to acquire Warner, "a unique and thrilling moment." Alas he said it with the enthusiasm of a parking attendant telling you to head to the roof for a space. Pre-recordings never sound exciting.
Paramount to Merge Paramount+ with HBO Max
On investor call, Paramount confirms it plans to put P+ and HBO Max together, making one service from the two.
Charter's Mobile Surge Contrasts Home Internet Decline
.@charter is crushing it in mobile and bleeding in home internet. So Charter just hired the operator who made Frontier acquisition-ready. 🧵📉
Par‑WBD Forecasts $69B Revenue, $18B EBITDA
Combined Par-WBD estimated to have $69 billion in proforma revenue and $18 billion in EBITDA.
Europe Braces for Fallout of Trump's Drug Pricing Plan
“Nobody wants to feel cornered:" Europe braces for the fallout of Trump's drug pricing plan https://t.co/HZjZH0mdCU
Paramount Targets $6
Paramount COO Andy Gordon says $6 billion in synergies can be realized in three years from consolidating streaming structures, optimizing real estate holdings, combining various units, etc.
Starlink Hints at Extended Viasat/EchoStar 2GHz Licenses
Starlink is effectively confirming (or at least treating as a fait accompli) what I've been told previously, that the incumbent Viasat and EchoStar 2GHz licenses will be extended for a period of time beyond 2027
Munition Penetrates Fortified Ops Center, Killing U.S. Soldiers
Hegseth, asked how U.S. soldiers were killed over the weekend, says an incoming munition hit a fortified tactical operations center as other incoming rounds were knocked down by U.S. air defenses.
Paramount Pledges 30 Films, 45‑day Window; HBO Stays Independent
Paramount CEO David Ellison commits to 30 theatrical movies and a 45-day window and says HBO will continue to have the resources and independence to "do what it does best."
Starlink's Consumer Antenna Thrives Amid Warzone Jamming
Ukraine, @Starlink on maintaining connectivity of a network designed for consumer broadband in a war zone. Example: Starlink antenna, designed to avoid interruption from foliage, is also good for maneuvering around electromagnetic jamming attempts.https://t.co/l2cyeqqLWW https://t.co/tkv4jUz8s4
Android Auto to Soon Control Car Radio Tuner
Android Auto is one step closer to controlling your car's built-in radio tuner The feature could soon let users search for and play radio stations through its interface. ✅ Details - https://t.co/JDI5bKE1sn https://t.co/eoCk55HXgJ
Ellison Sees Warner Deal as Next‑gen Media Catalyst
Paramount CEO David Ellison says deal with Warner is opportunity to help shape the future and build the next generation media and entertainment company.
Spain’s King Declares Connectivity a Global Economic Priority
MWC26 opens with a powerful signal: connectivity is no longer just an industry conversation, it’s a national and global priority. When the King of Spain, Felipe VI, government, and @GSMA stand together, it reinforces that intelligent networks, AI, and digital infrastructure...
Paramount Investor Call Initiates Warner Merger Discussions
Paramount investor call to discuss merger w Warner is about to begin.... $PARA $WBD https://t.co/fMPs2jSr2O
Advocacy Bias Keeps Unproven DMD Therapy, Blocks HD Progress
The Duchenne muscular dystrophy patient & advocacy community keeps a gene therapy and multiple drugs on the US market, stopping the FDA from taking action, despite failed confirmatory clinical trials showing no efficacy and questionable safety. The Huntington's disease patient and...
U.S. Deploys More Troops to Middle East, Pentagon Confirms
Additional U.S. troops are still deploying to the Middle East, Gen. Dan Caine says in briefing at Pentagon.
Citizens Should Lead New Community Bank Formation
I don’t think this is what community banks had in mind when we advocated for new bank formations. Hope to see more groups of normal citizens, pooling capital to serve their community’s needs.
March Cold Snap Won’t Significantly Raise Consumer Gas Prices
A cold spell in Europe in March would definitely put the cat among the pigeons, but worth remembering that it takes a while for gas prices to feed through to consumer prices, so "flash in the pan" shift won't matter,...
Pentagon Admits More Losses Are Expected, Says Gen. Caine
"We expect to take additional losses," Gen. Dan Caine acknowledges in Pentagon briefing this morning.
Solar Module Prices Surge Faster Than Forecast in February
Solar module prices rise faster than expected in February #energysky -- via pv magazine global: https://t.co/IthL40gLnT https://t.co/eJ2paazz7a
BiotechTV Welcomes New Contributor Wassim Laroussi
BiotechTV is growing today. I’m happy to welcome @WassimLaroussi3 as our newest contributor. I’ve been impressed with his own videos, and he is going to do some very cool stuff for @BiotechTV. https://t.co/LUcm1sTqGz
Hegset Admits Iran Operation Effectively Changed Regime
"This is not a so-called 'regime change war,' but the regime sure did change," @PeteHegseth says of operations in Iran this morning at the Pentagon. He previously had said this Trump administration is uninterested in regime change.
US Strike on Iran Could End Low‑oil Price Relief
Low oil prices for much of the past year have helped cool inflation & given Trump license to tout more affordable prices at the pump. But if there was one scenario most likely to upset that trend, it was a...
Planning Trumps Strategy, Empowering Technocrats Over Strategists
Welcome to Chapter Two of the Playing to Win/Practitioner Insights (PTW/PI) book club. I am reprising the 37 pieces that were ranked highest by readers – and they make up one books-worth of content. The second is Why Planning over Strategy? https://t.co/L7EbtoalCF In...
Strait of Hormuz Carries Significant LNG Alongside Oil
Very interesting > The Strait of Hormuz is not just oil - but also LNG. https://t.co/jlv7Hrp9LJ
Future of Work: People, Agents, Robots Collaborate
The future of work isn’t Human vs. Machine. We’re moving toward a "tripartite" workforce: People + Agents + Robots Despite AI’s ability to automate 57% of tasks, the human element remains the competitive edge. See why: https://t.co/akYPtsI3GU @McKinsey_MGI #AI #MWC26 #IoT #5G #FutureOfWork
FDA Limits NTLA Gene Therapy to Mild Cases, Undermining Demand
$NTLA drug is off hold but now being restricted by the FDA to the least severe/sick patients, which would logically be those least likely to want/need an experimental gene editing therapy. Existing options will dominate. Target/disease selection is a...
ISM Miss Could Cool Yields, Boost Growth Stocks
March 2, 2026 Economic Events : 0945 – S&P Global Manufacturing PMI (Feb): Exp 51.2 | Prior 51.2 1000 – ISM Manufacturing PMI (Feb): Exp 51.7 | Prior 52.6 1000 – ISM Manufacturing Prices: Exp 60.6 | Prior 59.0 1130 – ATL Fed GDPNow (Q1):...
Brent Climbs, USD Rise Temporary; Real Set to Rally
Brent has jumped to $79 per barrel from $72 on Friday. We're currently getting risk-off price action that's lifting USD, including against commodity exporters like Brazil. But that will fade and the Real will rally like it did after the...
Fourth U.S. Soldier Dies From Iranian Attack
A fourth U.S. soldier has been killed, dying from his wounds after the Iranian attack that killed 3. RIP 🙏🫡
Batteries Accelerate Data Center Grid Connections, Cutting Costs
Great conversation with @Edison_Electric this morning focused on using new technologies to get more data centers connected to the grid faster. Connecting data centers to the grid is critical to bringing electricity rates down. Batteries are key. https://t.co/6SD5BHtq4g
Early Investor Spotlights Cactus Mine Before Management
One of the first investors long before current management team even heard of cactus mine. My newsletter subs knew before day 1! @ArizonaSonoran https://t.co/8TjtUzluWj
Fedorov Poised to Become Ukraine's Greatest Defense Minister
At this rate, @FedorovMykhailo risks going down as the best defense minister Ukraine has had in all the years of its independence
Leadership Emphasizes Real Constraints Over Hype in Chipmaking
Had the opportunity last week to share my perspective with the top 200 leaders at $AMAT as they plan the next phase of chipmaking. These are the discussions that matter to me: real technology constraints, hard tradeoffs, and long-term industry impact,...
All Six Aircrew Safely Ejected, Recovered and Stable
“All six aircrew ejected safely, have been safely recovered, and are in stable condition.” 🙏
MRK's Ovarian Cancer Claim Rejected by FDA, EMA
$MRK claims a survival benefit in ovarian cancer irrespective of PD-L1 status, but FDA & EMA say BS. Via @ApexOnco -> https://t.co/Cld1O7Uuvp #ESGO26
Key FCC and Broadband Policy Moves Unveiled
Policyband Headlines ■ @FCC Merger Approval a Breeze for Charter-Cox ■ How Far Can @BrendanCarrFCC Go to Keep @NFL on Free TV? ■ @FSFthinktank's Long Calls for New Cable Rules if 39% Cap Goes ■ Malone Seeks @FCC Approval to Take Control of...
Economic Wild
Today's topic is #economic wildcards; this was prepared before the Iran situation began, but that topic was discussed. @housingwire @sarahteresa6 #mortgagerates #realestate #housing #chartdaddy
Samsung Blocks Galaxy S26 Pre‑order Cancellations, May Violate Consumer Law
Samsung India isn't allowing easy cancellation of Galaxy S26 Ultra pre-orders. There's no cancellation button on the order page. Pretty sure this amounts to "unfair trade practice" under the Consumer Protection Act, especially since the product hasn't shipped yet @SamsungIndia
Iran Strikes US‑Flagged Stena Imperative, Re‑targeting Feb 3 Vessel
Reports that Iran hit the 🇺🇲 flagged commercial tanker Stena Imperative. This was the ship harassed by Iran transiting the Strait of Hormuz back on Feb 3.
Heating Oil Spikes 15% as Gas Hogs Headlines
While gas prices will get all the attention, it is worth pointing out the near 15% increase in heating oil this morning.
FDA Demands Sham‑controlled Trial for uniQure’s AMT‑130
$QURE AMT-130 update: Still blocked The FDA stated that it cannot agree that data from the Phase I/II studies, compared to an external control, are sufficient to provide the primary evidence of effectiveness required to support a marketing application for...
One Clear CTA Beats Multiple Choices Every Time
Spotted three different CTAs on a single landing page yesterday: "Request a Demo" "Discuss Your ROI" "Explore the Platform" Two of them went to the same form. None had clear visual hierarchy. Users were getting decision paralysis. Most teams don't realize that every additional CTA...
Abu Dhabi Airport Restarts Flights, Sign of Slow Recovery
Abu Dhabi Airport... roughly ten flights are now open for booking at Zayed International Airport, including services to Moscow. it’s a sign that things are slowly getting back to normal after the chaos, but we’re not fully out of the...
IBM Shifts From Tech Milestones to Business KPIs
Early start at #MWC26 with Rahul Kumar at the @IBM booth. We talked Autonomous Networks, AI-driven operations, and the shift from technical milestones to real business KPIs. Barcelona is where strategy meets execution, and #IBM is leaning into both. #Quantum @IBM @MWCHub...
PLA Rocket Force Poised to Overwhelm Regional Missile Defenses
While I share some concerns about key munitions being pulled out of INDOPACOM, folks should understand that even with full stocks of interceptors, the PLA Rocket Force is highly likely to be able to overwhelm U.S. and allied BMD in...
Three F-15Es Downed by Friendly Fire in Kuwait
3 F-15Es shot down by friendly fire over Kuwait We continue to update our original story: https://t.co/bRgLdhX3sx