Industry Social Media and Updates

State Laws, Not President, Govern Facility Power Plant Decisions
SocialFeb 25, 2026

State Laws, Not President, Govern Facility Power Plant Decisions

State laws decide whether industrial computing facilities can build their own power plants. The President can't change those laws. That said, I appreciate that the 'pledge' is about 'ratepayers' and not customers.

By Ari Peskoe
Dr. Hotez Warns of America's Vaccination Crisis
SocialFeb 25, 2026

Dr. Hotez Warns of America's Vaccination Crisis

Stand Up! with Pete Dominick: 1538 Dr Peter Hotez on the state of Vaccination in America. My latest with ⁦@PeteDominick⁩ https://t.co/LsuvmglNBx

By Peter Hotez
CTA Calls for Reclaiming and Auctioning TV Spectrum
SocialFeb 25, 2026

CTA Calls for Reclaiming and Auctioning TV Spectrum

D.C. Memo: @CTATech Official Says It’s Time to Reclaim and Auction TV Station Spectrum. ‘It’s long past time to reset the system,’ says CTA SVP of Government & Regulatory Affairs Michael Petricone https://t.co/8whWM4pmAU

By Ted Hearn
Purchase Index Falls Weekly, Still Up 12% YoY
SocialFeb 25, 2026

Purchase Index Falls Weekly, Still Up 12% YoY

MBA: "The seasonally adjusted Purchase Index decreased 5 percent from one week earlier. The unadjusted Purchase Index decreased 1 percent compared with the previous week and was 12 percent higher than the same week one year ago."

By Bill McBride (Calculated Risk)
UK’s Single Trade Window: Shaping Tomorrow’s Customs Efficiency
SocialFeb 25, 2026

UK’s Single Trade Window: Shaping Tomorrow’s Customs Efficiency

I wrote a short blog on the future of the UK’s Single Trade Window on the back of last week’s FT article co-authored by @pmdfoster /1 https://t.co/b4rmt3AXzu

By Dr. Anna Jerzewska
Gold's Historic Premium Signals Potential 2025 Bust
SocialFeb 25, 2026

Gold's Historic Premium Signals Potential 2025 Bust

The 2026 Gold Rush Risks a 2025 Bitcoin-Like Bust - At almost 3x, gold has never sustained a greater stretch vs. its 120-month moving average with inflation so low. The graphic highlights a historic oxymoron for the traditional haven: its...

By Mike McGlone
Retail Lithium Investors Should Prioritize Proven Production Assets
SocialFeb 25, 2026

Retail Lithium Investors Should Prioritize Proven Production Assets

Nobody likes to hear it but these are dangerous times for retail #lithium investors that throw money at projects that shouldn’t (and ultimately won’t) be built. Buy quality assets - currently producing or with a clear path to production. Traders?...

By Joe Lowry ("Mr. Lithium")
Cathay Pacific Unveils Final 80th‑anniversary Livery on 777-300ER
SocialFeb 25, 2026

Cathay Pacific Unveils Final 80th‑anniversary Livery on 777-300ER

Cathay Pacific just dropped their third and last 80th anniversary livery on Boeing 777-300ER B-KQU at Xiamen Taikoo today... “New Hong Kong Spirit” with extra sticker-art vibes. They covered big parts with white sheets so fans couldn’t snap it immediately.

By Fahad Naim
ILi Markets: Rare, Timely Lithium Market Insight Source
SocialFeb 25, 2026

ILi Markets: Rare, Timely Lithium Market Insight Source

Thanks @D_Jimenez_Sch - there are limited sources of useful, timely information on the #lithium market. Daniel (& his team at iLi Markets) is one of them. Great podcast guest too.

By Joe Lowry ("Mr. Lithium")
Experts Deem Nuclear-Powered Carrier Extremely Likely
SocialFeb 25, 2026

Experts Deem Nuclear-Powered Carrier Extremely Likely

"“It increases my confidence that this will be a nuclear-powered carrier—to the point that I’d call it extremely likely,” Shugart said, noting similarities to early construction images of the U.S. Navy’s Ford-class carriers, which use two reactors." https://t.co/n8sDQyYJv6

By Tom Shugart
Bureaucracy Stifles Innovation: Decision Latency Kills Supply Chains
SocialFeb 25, 2026

Bureaucracy Stifles Innovation: Decision Latency Kills Supply Chains

🔴 Red Tape is quietly killing innovation in your business. Here's how. Let me be blunt. In most companies I've worked with — across continents, across industries — the biggest enemy of innovation isn't a lack of ideas. It's bureaucracy. Red tape. The...

By Dr. Muddassir Ahmed
Starlink Blackout Isolates Russian Troops, Fuels Ukrainian Gains
SocialFeb 25, 2026

Starlink Blackout Isolates Russian Troops, Fuels Ukrainian Gains

Starlink cut service to Russian forces along the front line, leaving these troops largely isolated. Ukraine has taken advantage of the situation by launching localized offensives and reclaiming a nice chunk of land. Full Newsletter: https://t.co/Q0eHcVCvu2 #ukrainewar #geopolitics

By Peter Zeihan
Wired's “Gay Mafia” Cover Sparks Editorial Backlash
SocialFeb 25, 2026

Wired's “Gay Mafia” Cover Sparks Editorial Backlash

Wired's cover displays shockingly bad editorial judgment. 'Wired' cover on tech's 'gay mafia' ignites controversy https://t.co/RPQthrkQGm

By Jeff Jarvis
Semafor Claims Media Trust Amid Controversial Allies
SocialFeb 25, 2026

Semafor Claims Media Trust Amid Controversial Allies

Wha? Semafor wants to restore trust in media (as if media ever had it) with the FCC's chief censor run rampant, the editor who's killing the WaPo, a Sunday host some do not trust, a Fox Sunday host, Germany's Murdoch,...

By Jeff Jarvis
2026’s Top 100 Digital Health & AI Innovators Unveiled
SocialFeb 25, 2026

2026’s Top 100 Digital Health & AI Innovators Unveiled

I’m proud to introduce 𝐓𝐡𝐞 𝐌𝐞𝐝𝐢𝐜𝐚𝐥 𝐅𝐮𝐭𝐮𝐫𝐢𝐬𝐭’𝐬 𝟏𝟎𝟎 𝐃𝐢𝐠𝐢𝐭𝐚𝐥 𝐇𝐞𝐚𝐥𝐭𝐡 𝐚𝐧𝐝 𝐀𝐈 𝐂𝐨𝐦𝐩𝐚𝐧𝐢𝐞𝐬 𝐨𝐟 𝟐𝟎𝟐𝟔! The digital health and AI fields are saturated with hype, and distinguishing the promising players from the noise is a challenge. The annual list is our...

By Bertalan Meskó, PhD
China's Asset Prices Rise, Ending Bargain-Basement Era
SocialFeb 25, 2026

China's Asset Prices Rise, Ending Bargain-Basement Era

Assets from China are ubiquitous but China is no longer the 'bargain basement' in terms of deals. Will be interesting to see how rising prices impact deal interest https://t.co/yM3P28QCDc $XBI $IBB $BBC https://t.co/W61XACPX7O

By Daphne Zohar
Legacy Friction: Modern AI Meets Outdated Iron Infrastructure
SocialFeb 25, 2026

Legacy Friction: Modern AI Meets Outdated Iron Infrastructure

The Legacy Friction: Integrating Intelligence into Iron - the structural, technical, and cultural resistance that occurs when you try to integrate 21st-century autonomous intelligence into 20th-century physical iron. https://t.co/6dgJ5aZe4w

By Dez Blanchfield
Politics Decide Whether Energy Transition Accelerates or Stalls
SocialFeb 25, 2026

Politics Decide Whether Energy Transition Accelerates or Stalls

🔥 LIVESTREAM TODAY 4pm UK 🎙 Redefining Energy @OrielOxford Is the energy transition accelerating, stalling or being rewritten by politics? Join me & @MegaWattXinfo for an unscripted, audience-driven debate. 👉 https://t.co/2bbMhmCKed https://t.co/JXpJbINxtA

By Jan Rosenow
Mercy Heads South From Mobile Toward Yucatan Channel
SocialFeb 25, 2026

Mercy Heads South From Mobile Toward Yucatan Channel

Mercy is in the Gulf and heading south from Mobile. She is not showing her next destination, but is on course for the Yucatan Channel. https://t.co/jURUO0nrgF

By Sal Mercogliano
US Electricity Hits Record, Solar Leads Non‑fossil Surge
SocialFeb 25, 2026

US Electricity Hits Record, Solar Leads Non‑fossil Surge

U.S. ELECTRICITY net generation at utility-scale facilities climbed to a record 4,430 billion kilowatt-hours (kWh or TWh) in 2025 up from 4,309 billion kWh in 2024. Nearly four-fifths of the increase came from non-fossil generators (+94 billion kWh) led by...

By John Kemp
My First Course
SocialFeb 25, 2026

My First Course

"Atari 2600 Programming" was the first course I recorded, and it's still one of my favorites. ❤️

By Gustavo Pezzi (Pikuma)
Consumers Misunderstand Finance; Industry Thrives on Confusion
SocialFeb 25, 2026

Consumers Misunderstand Finance; Industry Thrives on Confusion

Two leading economists spent years studying how ordinary people interact with the financial system. Their conclusion: most consumers don't understand what they're buying.. and the industry profits from that confusion. My latest for @IFAdotcom 👉 https://t.co/wJzz7eYwJx @PrincetonUPress #Investing #FinancialLiteracy #FinancialRegulation

By Robin J Powell
Cookieless Server‑side Tracking Still May Require Consent
SocialFeb 25, 2026

Cookieless Server‑side Tracking Still May Require Consent

Cookieless server side tracking does not automatically mean you don't need consent for tracking. Depends on the data you track.

By David Wippel
Lagarde Likely to Exit Early, Knot Poised as Successor
SocialFeb 25, 2026

Lagarde Likely to Exit Early, Knot Poised as Successor

Christine Lagarde is expected to leave the ECB before her term ends, paving the way for Klaas Knot to succeed her as president, according to a Bloomberg survey of economists https://t.co/rjUbI1zZMG via @jrandow https://t.co/aOgFWMclPG

By Zöe Schneeweiss
Dell, Lenovo to Launch Thin‑And‑Light Gaming Laptops Early 2024
SocialFeb 25, 2026

Dell, Lenovo to Launch Thin‑And‑Light Gaming Laptops Early 2024

Dell and Lenovo laptops with Nvidia CPUs 'could come in the first half of this year' — so get ready for some thin-and-light gaming powerhouses (hopefully) https://www.techradar.com/computing/cpu/dell-and-lenovo-laptops-with-nvidia-cpus-could-come-in-the-first-half-of-this-year-so-get-ready-for-some-thin-and-light-gaming-powerhouses-hopefully

By Lance Ulanoff
BofA Records Highest Euro Allocation, Cuts US Exposure
SocialFeb 25, 2026

BofA Records Highest Euro Allocation, Cuts US Exposure

Bank of America show the biggest positive allocation to #euro assets on record in an impressive global rebalancing. A net 22% say they hold a lower-than-benchmark allocation to US, from just 6% at end of 2025. The backlash appears to...

By Ashraf Laidi
Kratos Defense Dominates Satellite Contracts with OpenSpace Platform
SocialFeb 25, 2026

Kratos Defense Dominates Satellite Contracts with OpenSpace Platform

.@KratosDefense: Our space/satellite division is booming; 'virtually everything we bid on we win.' Late-arriving software-defined satellites are catchinp up w/ our #OpenSpace software-defined ground platform. @NATO @SES @AirbusSpace. https://t.co/BoWNnZdEOZ https://t.co/jxaKAluvmv

By Peter B. de Selding
AI Agents Now in 80% of Fortune 500; Governance Crucial
SocialFeb 25, 2026

AI Agents Now in 80% of Fortune 500; Governance Crucial

80% of Fortune 500 use active AI Agents: Observability, governance, and security shape the new frontier @Microsoft has released its latest Cyber Pulse report, offering practical insights into emerging cybersecurity risks as AI agents become embedded in everyday business operations. https://t.co/nYODu6iNVB...

By Glen Gilmore
Blend Experience and Fresh Talent for S/4HANA Success
SocialFeb 25, 2026

Blend Experience and Fresh Talent for S/4HANA Success

A complete team needs diverse skills. Avoid only having SAP gurus or ops experts. Mix seasoned pros with fresh perspectives for a successful S/4HANA transformation. #TeamBuilding #SAP #DigitalTransformation https://t.co/hlYw6dVy3X

By Eric Kimberling
China’s Scale‑Subsidy Strategy Decimates Global Industries
SocialFeb 25, 2026

China’s Scale‑Subsidy Strategy Decimates Global Industries

China didn’t compete. It demolished entire industries through one ruthless strategy: build massive scale, use subsidies and currency manipulation, export at prices no one can match. Furniture, Solar Panels, Telecom Infrastructure, Textiles, Toys, etc. Gone. And 10 more industries are already under attack. My...

By Ram Charan
EV Charging Costs a Fraction of Diesel Fuel
SocialFeb 25, 2026

EV Charging Costs a Fraction of Diesel Fuel

I pay 7ppkwh at home. That’s 10% of the cost of an equivalent diesel vehicle on a like for like consumption cost comparison. Yesterday I paid 40ppkwh at a public charger. That’s still a lot cheaper than running an ICE

By Bob Cushing
SEforALL's Framework Boosts Zambia’s 1,000 Mini‑Grid Goal
SocialFeb 25, 2026

SEforALL's Framework Boosts Zambia’s 1,000 Mini‑Grid Goal

Zambia’s 1,000 Mini-Grid Initiative is an ambitious, government-led project aimed at deploying over 1,000 solar mini-grids in 🇿🇲 by 2030. In support of this initiative, @SEforALLorg has designed an Integrated Electrification Framework to catalyze the DRE market in #Zambia. https://t.co/3GwDqMLzBQ

By Damilola Ogunbiyi
Green Energy Needed to Break Rising Oil‑Gas Dependency
SocialFeb 25, 2026

Green Energy Needed to Break Rising Oil‑Gas Dependency

The price of energy is tied to the international price of gas. Since we sold off our oil and gas in the 80s we don’t control the price of our “own” gas and oil. One of the reasons for pushing...

By Bob Cushing
QIBs Pile Into Clean Max, Accord, Shree Ram IPOs
SocialFeb 25, 2026

QIBs Pile Into Clean Max, Accord, Shree Ram IPOs

QIB Applied upto 2:30 PM. Clean Max Enviro IPO QIB : 1493 cr Accord Transformer SME QIB : 275 CR SHREE RAM TWISTEX IPO QIB : 147 cr Mobilise APP SME QIB : 47 cr Kiaasa Retail SME QIB : 1.9 cr #ipo #ipoalert #ipogmp

By Yogesh Mantri
KIA-to-Wounded Multiplier Drops as Russians Use Expendable Assault Layer
SocialFeb 25, 2026

KIA-to-Wounded Multiplier Drops as Russians Use Expendable Assault Layer

Good thread here. My own view is the multiplier for KIA to seriously wounded is now unusually low due to the battlefield dynamics and RF fighting with an expendable assault layer within the force. Officially many are counted as MIA...

By Michael Kofman
Net‑Zero 2050 Dead, Fossil Fuels Essential, Solar Booms
SocialFeb 25, 2026

Net‑Zero 2050 Dead, Fossil Fuels Essential, Solar Booms

COLUMN: Net zero by 2050 is effectively dead: Oil, natural gas and coal will remain crucial for meeting the world's energy needs. But that doesn't mean the end of renewable energy. Solar, in particular, is thriving, and will continue to...

By Javier Blas
Autonomous Telco Networks Demand Mandatory Human Oversight
SocialFeb 25, 2026

Autonomous Telco Networks Demand Mandatory Human Oversight

When Telco #Networks Become #Autonomous Human Oversight Becomes Mandatory by @antgrasso #Innovation #EmergingTech #Technology #Tech https://t.co/OVDT6uDMa3

By Ron van Loon
Focus Over Variety: 3‑5 Products Drive Shopify Success
SocialFeb 25, 2026

Focus Over Variety: 3‑5 Products Drive Shopify Success

I've analysed 200+ Shopify stores. Here's the pattern: Stores with 50+ products struggled with scaling. Stores with 3-5 core products crushed it. Your assumption that more choice is better is wrong. Focus does.

By Kamil Sattar
UK Energy Bills Near Two-Year Low Despite Green Costs
SocialFeb 25, 2026

UK Energy Bills Near Two-Year Low Despite Green Costs

UK energy bills hit almost 2-year low amid green cost shakeup https://t.co/1c5Ujc3rWO via @EamonFarhat https://t.co/i1fmG0aib3

By Zöe Schneeweiss
Curiosity: The Strategic Imperative Driving Modern Sales
SocialFeb 25, 2026

Curiosity: The Strategic Imperative Driving Modern Sales

#TimTalk - Many people view curiosity as a “soft skill” you argue it’s a “strategic imperative” why is this? with Dr. Debra Clary https://t.co/FNshO7hVg4 via @DLAIgnite #SocialSelling #DigitalSelling #Sales #SalesLeader #Leadership #Culture #Marketing #Success #Mindset #Entrepreneur #Management

By Tim Hughes
Enders Regrets Abandoning 50‑year BAE Partnership
SocialFeb 25, 2026

Enders Regrets Abandoning 50‑year BAE Partnership

Tom Enders - "We should have kept and nurtured our relationship with [Britain’s] BAE Systems. We are looking back to more than 50 years of successful co-operation in fighter aircraft development with the United Kingdom,” #avgeek

By Tim Robinson
AI-Generated Rumors Trigger Real Market Swings
SocialFeb 25, 2026

AI-Generated Rumors Trigger Real Market Swings

An AI-generated doomsday scenario was enough to rattle real markets. Shares in Uber, Mastercard and American Express dipped, not because of fundamentals, but because narrative spread faster than verification. When synthetic analysis triggers real capital flows, we’re in a feedback loop with...

By Spiros Margaris
Public Bank Posts Record Profit, Highest Dividend Yield
SocialFeb 25, 2026

Public Bank Posts Record Profit, Highest Dividend Yield

Public Bank. Highest Annual Net Profit •4Q Net Profit RM1.88b, up 2% •Total 2025 RM7.22bn, highest ever. •ROE ~12%, upper league among banks •Div 12 sen, 2025 total 22.5 sen (2024: 21 sen). Record high div payout ~60%. Annual div yield around...

By Azharuddin | Azha Investing
Fortescue Fully Acquires Alta Copper, Expands Peru Copper Push
SocialFeb 25, 2026

Fortescue Fully Acquires Alta Copper, Expands Peru Copper Push

Fortescue buys Alta Copper outright, deepening its copper expansion strategy around Peru’s Canariaco project. https://www.metalnomist.com/2026/02/fortescue-alta-copper-acquisition.html

By The Metalnomist
Andaz Scottsdale's WiFi Disappoints Guests
SocialFeb 25, 2026

Andaz Scottsdale's WiFi Disappoints Guests

I'm at the @Andaz in Scottsdale. You should be embarrassed that the hotel #WiFi is this bad https://t.co/BNLmdVCz8U

By Zeus Kerravala
Ernst Vows to Cover Iowa’s $2.55 Price Gap
SocialFeb 25, 2026

Ernst Vows to Cover Iowa’s $2.55 Price Gap

$2.55 Iowa average https://t.co/qKoxDrbRtX, but Senator Ernst promises to make up the difference compared to what you'll pay

By Dean Baker
Yuan Deposits Rise, Household Growth Slows, Non‑bank Surge Persists
SocialFeb 25, 2026

Yuan Deposits Rise, Household Growth Slows, Non‑bank Surge Persists

Yicai: "Chinese yuan deposits saw strong year-on-year growth in January, but the pattern of slower household deposit growth alongside faster non-bank deposit growth persisted. Industry insiders said this does not mean that money is leaving the banking system, nor does...

By Michael Pettis
Trump Mentions Rockets, Omits Artemis in SOTU
SocialFeb 25, 2026

Trump Mentions Rockets, Omits Artemis in SOTU

No Mention of Artemis in SOTU, But Trump Briefly References Rockets to the Stars https://t.co/XF6QIU0DyH

By Marcia Smith
Spring Festival 2026 Consumer Sales Jump 13.7% YoY
SocialFeb 25, 2026

Spring Festival 2026 Consumer Sales Jump 13.7% YoY

1/3 Xinhua: "According to China's value-added tax invoice data, the 2026 Spring Festival holiday saw the average daily sales revenues of consumer-related industries increase by 13.7 percent from last year's Spring Festival holiday." https://t.co/kWT8ZTr29T

By Michael Pettis