Industry Social Media and Updates

California Utilities See Fire Liability Threatens Their Existence
SocialMar 11, 2026

California Utilities See Fire Liability Threatens Their Existence

"I think the utilities in California recognize that they are operating in a different world today: if they cause fires, they will not have a business." https://t.co/j6Ht8D35SR

By Alex Morris (TSOH Investment Research)
Russia Confirms Sharing UAV Tactics with Iran
SocialMar 11, 2026

Russia Confirms Sharing UAV Tactics with Iran

Good thread from Nicole below on reports that Russia is sharing specific tactics with Iran. I agree, this would not be surprising to me at all. The community of learning between Russia, Iran, China, and DPRK is active...

By Dara Massicot
Oil Poised Above $102 as Pattern Confirms Bullish Move
SocialMar 11, 2026

Oil Poised Above $102 as Pattern Confirms Bullish Move

Interestingly, crude oil is up after the IEA reserve release. If this head and shoulders pattern on the near term charts plays out, we are looking at oil back above $102 a barrel. https://t.co/WA4Ceo89fg

By Ilya Spivak
Elon Needed an Affordable,
SocialMar 11, 2026

Elon Needed an Affordable,

The EV-SUV Elon should've built for mass adoption and sales over the "cyber" truck (jesus, that name...) -330M range -29 min 10% --> 80% charge -$57,990 -looks great and non-cyber-truckery https://t.co/Xf9sLhm7Ck

By Joseph G. Allen
Emerging KRAS Combo Therapies Show Promising Progress
SocialMar 11, 2026

Emerging KRAS Combo Therapies Show Promising Progress

The KRAS niche has been a deluge of new selective and pan/multi inhibitors. Now there are combos to watch out for – we may be making progress. Here are insights on 7 of them: https://t.co/F9HmM8A4ud https://t.co/IqWw6n2m3k

By Sally Church
Murkowski Warns Against Treating SPR as a Piggy Bank
SocialMar 11, 2026

Murkowski Warns Against Treating SPR as a Piggy Bank

And shout out to @lisamurkowski, who has been on top of this issue for years and warning about using the SPR like a piggy bank for other things. And to current @EIAgov administrator Tristan Abbey @EIA_One who did such good...

By Jason Bordoff
Aramco Restores 70% Flow, Yet Critical 30% Still Blocked
SocialMar 11, 2026

Aramco Restores 70% Flow, Yet Critical 30% Still Blocked

Saudi Aramco resumed 70% of oil shipments via Red Sea pipeline. Markets celebrated. But 30% is still offline. And the Strait of Hormuz — the main artery — remains contested. 70% of normal isn't normal. https://t.co/8vfhBzo9cZ

By Michael A. Gayed, CFA (Lead-Lag Report)
GLP‑1 Drug Linked to Longer Survival in Brain Metastases
SocialMar 11, 2026

GLP‑1 Drug Linked to Longer Survival in Brain Metastases

Another potential GLP-1 drug benefit seen in people with diabetes and brain metastases for improved survival; a retrospective study that needs further assessment but intriguing https://t.co/nZm3xEYQMH https://t.co/V76S7o1MJb

By Eric Topol
Recap: Our MWC26 Highs and Lows Unpacked
SocialMar 11, 2026

Recap: Our MWC26 Highs and Lows Unpacked

More #MWC26 fallout: Here, Mark Giles, Luke Kehoe, Karim Yaici and I go over our highs and lows from the show last week. https://t.co/vj52qeHWwO

By Mike Dano
Artemis Launch Revives Apollo’s Global Awe
SocialMar 11, 2026

Artemis Launch Revives Apollo’s Global Awe

I came across this @life magazine back-issue. Hundreds of thousands came to nasakennedy to watch the launch live, with hundreds of millions (like me) tuned in on TV. Makes me wonder where the naysayers think the gigantic Saturn V rockets...

By Chris Hadfield
SPR Capacity Crippled by Decade‑old Modernization Neglect
SocialMar 11, 2026

SPR Capacity Crippled by Decade‑old Modernization Neglect

Sure. But the technical release capacity of SPR is supposed to be 4.4mbd. https://t.co/TMmRyYNOeL It’s a fraction of that because we failed to modernize the SPR, as I recommended to Senate (3rd bullet) in testimony a decade ago. https://t.co/wGjrmZHFpr https://t.co/yFTv4lJfSw

By Jason Bordoff
Lilly's Market Cap per Employee Rivals Tech Giants
SocialMar 11, 2026

Lilly's Market Cap per Employee Rivals Tech Giants

One fun takeaway from my Lilly story: looking at $LLY from a market cap/employee ratio. Far more in line with tech giants like $META $GOOG $MSFT than pharma peers like $MRK $AZN $PFE: https://t.co/pVIADCH8AU https://t.co/FJE8JLIrmO

By Andrew Dunn
Media VC Deals Plunge 70% While AI Soars
SocialMar 11, 2026

Media VC Deals Plunge 70% While AI Soars

.@thewrap looks at M&A so far this year: media VC deals are falling – 70% year over year – compared to AI which is soaring. Here’s the story in charts, in partnership with @PitchBook : https://t.co/dQDSQqFM6m

By Sharon Waxman
Alzheimer’s Blood Markers Also Flag Certain Amyloidosis Types
SocialMar 11, 2026

Alzheimer’s Blood Markers Also Flag Certain Amyloidosis Types

The blood neuromarkers p-tau181 and p-tau217 that can predict and diagnose Alzheimer's disease are also abnormal in certain types of amyloidosis, indicating both some non-specificity and potential help in diagnosis of these conditions https://t.co/jodvMY6TNK

By Eric Topol
Rebel Audio Debuts Invite-Only AI Podcast App, Adds Mark Burnett
SocialMar 11, 2026

Rebel Audio Debuts Invite-Only AI Podcast App, Adds Mark Burnett

AI Podcast Start-Up Rebel Audio Launches App With Invite-Only Access, Taps Mark Burnett as Adviser (EXCLUSIVE) https://t.co/C0nR4IG3VQ

By Todd Spangler
How to Defend Privacy Against Government Overreach
SocialMar 11, 2026

How to Defend Privacy Against Government Overreach

What does it take to stare down the government—and win? 🔐⚖️ Cindy Cohn joins Remarkable People to unpack encryption, metadata, Section 230, and the constitutional battles shaping your digital life. We also talk about her powerful new memoir, Privacy’s Defender. @efforg

By Guy Kawasaki
Discussed Spotify Royalties and Loud & Clear with LA Times
SocialMar 11, 2026

Discussed Spotify Royalties and Loud & Clear with LA Times

had a great chat with the @latimes about everything loud & clear and spotify artist royalties. appreciated the nuanced convo —

By Sam Duboff
Skydance CEO Misspells
SocialMar 11, 2026

Skydance CEO Misspells

" Paramount Skydance Chief David Ellison addressed Warner Bros. Discovery’s David Zaslav as “Daivd” over text last year while trying to strike a deal" https://t.co/MuseqOSmYe https://t.co/v8pi9V4wvQ

By Gunjan Banerji
Europe Scrambles to Mitigate Prices After Trump’s Iran War
SocialMar 11, 2026

Europe Scrambles to Mitigate Prices After Trump’s Iran War

Europe rushes to deal with price fallout from Trump’s Iran war https://t.co/khA8dhNhMj via @johnainger @donatopmancini https://t.co/3tcyP5Pu0U

By Zöe Schneeweiss
Google Earns 4× YouTube’s Ad Revenue, Still Monopolist
SocialMar 11, 2026

Google Earns 4× YouTube’s Ad Revenue, Still Monopolist

And Google generates 4x as much ad revenue as YouTube. And guess what? Google owns YouTube and provides most user data "signal" and discovery that has boosted it. And Google is a 'recidivist monopolist' according to DOJ + 4 federal...

By Jason Kint
1997’s Independence Day Game Launches on PlayStation, Saturn, PC
SocialMar 11, 2026

1997’s Independence Day Game Launches on PlayStation, Saturn, PC

#ThisDayInTechHistory. March 11, 1997. Independence Day video game is released for the Sony Playstation, Sega Saturn and PC. #Gaming #Technology #History https://t.co/R5v8DyVpeo

By James Gingerich
Severe COVID/Flu May Boost Lung Cancer Risk
SocialMar 11, 2026

Severe COVID/Flu May Boost Lung Cancer Risk

A causal link between severe Covid or flu and lung cancer risk by impairing immunity and promoting inflammation, as shown in multiple murine models https://t.co/NvE6uIYFZh

By Eric Topol
CallTower Streams PSTN Calls Straight Into Dynamics 365
SocialMar 11, 2026

CallTower Streams PSTN Calls Straight Into Dynamics 365

CallTower is enabling inbound PSTN calls from its Operator Connect service to flow directly into Dynamics 365 workstreams. That might sound simple. In practice, connecting telephony with CRM and service systems has traditionally required multiple vendors, custom routing, or dedicated...

By Rich Tehrani
Exploring Our Florida Facilities – Ask for Photos!
SocialMar 11, 2026

Exploring Our Florida Facilities – Ask for Photos!

Had an awesome time getting familiar with our facilities in Florida. Let me know if you guys are interested in seeing any of the pic’s https://t.co/dUW9Uv6JOP

By Tory Bruno
Rising Taxes Trigger Housing Supply Surge, Fuel Doom Loop
SocialMar 11, 2026

Rising Taxes Trigger Housing Supply Surge, Fuel Doom Loop

if you keep increasing the taxy levy without real benefits, eventually new supply (some forced) comes into market and lowers price, which then increases the tax rate burden as a % of asset that makes it very unattractive this is the...

By Jeff Park
Lawmakers Push to Close Huawei Loopholes in US
SocialMar 11, 2026

Lawmakers Push to Close Huawei Loopholes in US

ICYMI US lawmakers urged the Trump administration to close the loopholes that have allowed a unit of blacklisted Chinese tech giant Huawei to operate freely in the US https://t.co/OW33O82sVC

By Paul Triolo
Hormuz Shutdown Spikes Brent Upside Risk Despite Parity
SocialMar 11, 2026

Hormuz Shutdown Spikes Brent Upside Risk Despite Parity

The Strait of Hormuz remains almost shut, even as the risk premium priced into Brent currently (blue) is on par with that after Ukraine (black). The Strait is 3 times more important for global oil supply than Russia, so risk...

By Robin Brooks
Disturbing Report Shows Trump Preempting AI Regulation
SocialMar 11, 2026

Disturbing Report Shows Trump Preempting AI Regulation

wow, this is an incredibly disturbing research report by CNN and CCDH, it should chill both sides of Congress as Team Trump continues to try to pre-empt state AI laws. The analysis including receipts brings it home as to the...

By Jason Kint
Lilly's CEO Pursues Sustainable ‘Exit Velocity’ to Reach Trillion‑Dollar Milestone
SocialMar 11, 2026

Lilly's CEO Pursues Sustainable ‘Exit Velocity’ to Reach Trillion‑Dollar Milestone

NEW: I took a step back in looking at Lilly's ascent to the trillion-dollar club, and CEO David Ricks' actions in attempting to find "exit velocity" in the pharma industry + stay there: https://t.co/pVIADCH8AU

By Andrew Dunn
Middle East Conflict Squeezes India's LPG Supply, Spikes Black‑market Prices
SocialMar 11, 2026

Middle East Conflict Squeezes India's LPG Supply, Spikes Black‑market Prices

The primary driver is the escalating conflict in West Asia involving Iran, Israel, and the US. This has effectively choked the Strait of Hormuz, the maritime gateway for nearly 90% of India's LPG imports. ​While the government has prioritized domestic supply...

By stock_n_trade
High‑speed Rail Would Slash NYC‑Toronto Travel by Nine Hours
SocialMar 11, 2026

High‑speed Rail Would Slash NYC‑Toronto Travel by Nine Hours

High speed rail can connect NYC and Toronto in 3 hours and 20 minutes, which would be 9 hours faster than it currently takes by train today.

By Hayden Clarkin (The Transit Guy)
Sánchez Pledges New Measures to Curb Online Abuse
SocialMar 11, 2026

Sánchez Pledges New Measures to Curb Online Abuse

Sánchez vows to cut online abuse in Spain with new social curbs https://t.co/ZZoMfWU25y via @basteiro https://t.co/FBvlRczNV8

By Zöe Schneeweiss
Ten Seafarers Dead After 13 Merchant Ship Attacks
SocialMar 11, 2026

Ten Seafarers Dead After 13 Merchant Ship Attacks

Ten seafarers have now been killed in 13 attacks on merchant vessels since the Iran conflict erupted on February 28.

By Mike Schuler
Japan's 80 Million‑Barrel Release Beats IEA's Forecast
SocialMar 11, 2026

Japan's 80 Million‑Barrel Release Beats IEA's Forecast

Rather than the IEA's own 400 million barrels, the most important number right now is Japan's announcement that's releasing from Monday (March 16th) ~80 million barrels from its reserve. Those are actual flow barrels that will hit the market immediately...

By Javier Blas
Crude and Gas Prices Mirror Each Other After Nine Days
SocialMar 11, 2026

Crude and Gas Prices Mirror Each Other After Nine Days

9 trading days into the conflict, crude and gas price trajectory has been very similar oil: https://t.co/O0orfuxpnw

By Axel Merk
Russia Teaches Iran Ukraine Drone Tactics for Gulf Attacks
SocialMar 11, 2026

Russia Teaches Iran Ukraine Drone Tactics for Gulf Attacks

"Russia is helping Iran with advanced drone tactics from its war in Ukraine to hit US and Gulf nation targets in the Middle East, according to a Western intelligence official." https://t.co/7hTxSdMNpO

By Franz‑Stefan Gady
Supply Surge, Not Weak Demand, Drives Rent Cuts
SocialMar 11, 2026

Supply Surge, Not Weak Demand, Drives Rent Cuts

Here's a crazy-yet-telling apartment stat: Among the top 15 markets CUTTING rents, they collectively had 2x more demand (absorption) than the top 15 markets INCREASING rents. Why? Because it's all about supply, not weak demand or affordability etc. Among the top 15 markets...

By Jay Parsons
Choose Credible Outlets, Not Random Social Media Posts
SocialMar 11, 2026

Choose Credible Outlets, Not Random Social Media Posts

Yup. "Farid said the best way to remain accurately informed is to make a choice to get your news from credible journalistic outlets instead of scrolling through posts from 'random accounts' on social media." https://t.co/BYB495AEqW

By Jason Kint
NFL Expands Thanksgiving Eve Slot, Seeks New TV Windows
SocialMar 11, 2026

NFL Expands Thanksgiving Eve Slot, Seeks New TV Windows

New: The NFL is plotting a new Thanksgiving Eve game and other potential new windows as it continues to dominate the TV landscape. https://t.co/5gWYad1A2P

By Alex Weprin
Iran's Strategy Forces Costly US Munitions Depletion
SocialMar 11, 2026

Iran's Strategy Forces Costly US Munitions Depletion

The US is firing limited advanced munitions - TLAMs, PAC-3s, JASSMs - at a breakneck pace, but replenishing them will take years and billions. Iran is waging a cost-imposing battle on the US defense industrial base -- and its working. @business...

By Becca Wasser
Digital Health Device Evolution: Past Decade, Next Ten Years
SocialMar 11, 2026

Digital Health Device Evolution: Past Decade, Next Ten Years

A 25-page executive overview of how six major categories of digital health devices evolved, and what their trajectories tell us about the future. If you want to understand the past decade of wearable evolution and the next decade of healthcare innovation,...

By Bertalan Meskó, PhD
Senators Say Treasury Chief’s Acting IRS Role May Have Ended
SocialMar 11, 2026

Senators Say Treasury Chief’s Acting IRS Role May Have Ended

About a month before the close of the 2026 tax filing season, there’s a big question in Washington: who is running the IRS? Senators warn that Treasury Secretary Scott Bessent’s legal authority to serve as Acting IRS Commissioner appears to have...

By Kelly Phillips Erb
Surcharges Delay Relief From Falling Gas Prices
SocialMar 11, 2026

Surcharges Delay Relief From Falling Gas Prices

As economists forecast falling gas prices later in 2026, I encourage you to consider this chart. Once surcharges are imposed, the benefits of falling prices are very slow to follow... https://t.co/pl5zUkZK7h

By Peter Atwater
Dynamic Toll Lane Could Solve Denver Airport Congestion
SocialMar 11, 2026

Dynamic Toll Lane Could Solve Denver Airport Congestion

Hey @denversmayor, congestion to DEN airport keeps getting worse. But we can fix it. Let’s add a third lane to Pena Blvd and make it a smart dynamically priced toll lane. Here’s how: - increase speed limit to 75 - lane is...

By Blake Scholl
Hormuz Threat Persists: Vessels Still Hit by Projectiles
SocialMar 11, 2026

Hormuz Threat Persists: Vessels Still Hit by Projectiles

🚨HORMUZ UPDATE 11 MARCH🚨 ▶️The story in the Persian Gulf and Strait has changed. ▶️The initial shutdown of shipping was due to insurance. That has largely been resolved through commercial contracts. ▶️The issue now is not fiscal security, by the physical security of...

By Sal Mercogliano
Big‑Box Spaces Pivot to Fitness, Pickleball, Entertainment
SocialMar 11, 2026

Big‑Box Spaces Pivot to Fitness, Pickleball, Entertainment

That empty big box store in your shopping center might not become another retailer. Fitness, pickleball, and entertainment concepts are taking over second-generation retail space as goods retailers shrink. Landlords are repurposing boxes instead of waiting years for another anchor. Still marketing retail...

By Hendo Realty
South Korea, Japan, Taiwan Should Doubt Trump's Promises
SocialMar 11, 2026

South Korea, Japan, Taiwan Should Doubt Trump's Promises

On the plus side, hopefully South Korea, along with Japan., and Taiwan, will know that a commitment from Donald Trump isn't worth shit and plan accordingly

By Dean Baker
FAA Attributes 118 of 659 Interference Reports to Lower C‑band
SocialMar 11, 2026

FAA Attributes 118 of 659 Interference Reports to Lower C‑band

"The FAA tracks reports of interference, and by the summer of 2025, it had received 659 reports of potential C-band interference. After analyzing the reports, the FAA identified 118 events that were directly attributable to lower C-band interference" https://t.co/8hpXQnKjlq

By Mike Dano
Insurance Secured, Now Focus on Regional Security
SocialMar 11, 2026

Insurance Secured, Now Focus on Regional Security

According to everyone I have spoken to, the insurance issue has been largely resolved and ships have sufficient war risk coverage. The issue now, is the safety and security of the region, which falls upon @CENTCOM and @US5thFleet and the regional...

By Sal Mercogliano