EPA Repeal Undermines Climate Superfund Litigation Strategy
📣NEWS: EPA's repeal of the endangerment finding is *already* surfacing in separate #climate litigation. Intervenors defending Vermont's "climate superfund" law today filed a motion saying repeal undercuts the EPA/DOJ position against the Vermont law. #energy #OOTT
Solar‑backed Roofs Can Replace Gas‑fueled AI Data Centers
AI data centers powered by gas are bad "bad for climate, bad for air quality, bad for the environment' "Fastest & cheapest thing to do is to pay homeowners to deploy roof solar with battery backup. Could be done in 6...
Acquired Nextivity’s HPUE Line to Boost AirG Portfolio
"I'm excited to announce that we recently acquired the HPUE or High Power User Equipment product line from Nextivity." https://t.co/qJSVIM8AGg $AIRG
J. Cole's 2014 Track Beats Pop Giants in Streams
J Cole’s “No Role Modelz” is the third-most-streamed song from 2014 on Spotify. More daily and total streams than “Blank Space”, “Uptown Funk”, “Sugar”, and “Shake It Off.” Great example of why it’s hard to know in the moment which songs will...
De Novo Proteins Expected in Clinics Within Two Years
“The era of de novo proteins is coming a lot faster than probably people recognize,” Generate's CEO Mike Nally tells me. “I think within the next year or two you’ll start seeing de novo designs enter the clinic.” https://t.co/u3WQcDD3jL
Power Price Hikes Barely Dent Big Tech Spending
When (any) price is right: Rising power prices are still a small slice of Big Tech's spending. https://t.co/FLLrii1nD4 via @McKinsey in @axios
Glencore Secures $115M Cobalt Deal with Weisfisch
ICYMI: Glencore to buy almost $115 million of cobalt from industry veteran Weisfisch, sources say https://t.co/mu9OLpnjiO
Buyers Favor Fresh Listings Over Last Year's Inventory
Buyers are liking new supply. So many of the stats right now are showing spring vibes as crusty listings from last year expired, and buyers are focusing on the new stuff. https://t.co/OoyH4E4hAI
GKN Scraps Magnet Factory, Europe Rare Earths Setback
Exclusive: GKN cancels plans for magnet factory in setback for Europe's rare earths plans https://t.co/KLadnSKxvw
Meta Claims Data Scandal Immaterial; FTC Sees Antitrust Evidence
For those still doubting antitrust and privacy law don't intersect, Meta just argued in DC privacy suit its biggest data scandal in its history wasn't material as users didn't exit whereas FTC has argued users sticking when its reputation was...
Financial Fluency Doubles Owners' Cash Extraction From Revenue
If you don't have financial fluency, your chances of turning business revenue -> personal cash plummet. I have the data to prove it. I surveyed 200+ store owners as part of the 2026 eComFuel Trends Report (full report coming soon). One of the...
Deal Secures Beloved IP, Expands Monetization, Locks AI Control
The Paramount-Warner Bros. Discovery Bros. deal can be best understood through four objectives. 1. Buying IP that audiences already love — because nobody builds DC or Harry Potter from scratch. 2. Protecting valuable IP—after this deal closes, Netflix will lose "fat tail"...
Shen Announces 10% Workforce Cut for Glo Fiber Completion
"On February 23, we announced a workforce reduction of approximately 10% of our employees to better align our staffing levels with the planned completion of the construction phase of Glo Fiber." https://t.co/GzjBeZOwWx $SHEN
Chip Industry Surge: $1.7B Funding, $100B GPU Deal
Latest: Rapidus’ new $1.7B infusion; Intel & UMC exec moves; faster EUV; $100B GPU deal; Arm-Tensor robocar; smartphone market decline; HBF; $1B in AI chip funding; mCFET study; 1T1C 3D DRAM; automotive edge; chip industry earnings...https://t.co/rjAKYW2Kxa
US Renewables Surge: 93% of New Capacity Wind, Solar, Batteries
Despite significant federal headwinds, US renewables just had a record year. Notably, 93% of new generation capacity expected to be added to the US grid this year is projected to come from wind, solar and batteries. https://t.co/XSZdvMLYWX
Hospitals Now Demand Deep Integration of Virtual Care
Hospitals aren’t asking IF they need virtual care anymore — they’re asking how deeply it integrates. Insightful take from @_artisight's Jay Lyonett at #ViVE2026. 👉 https://t.co/ckEzNYH8oS
Robinhood Push Alerts Push Margin Trading Like a Dealer
Robinhood using push alerts to suggest trading on margin… like a dealer tempting a junkie https://t.co/NEGFyQTVzg
New CNAS Report Warns of Taiwan's Hellish Future
Many thanks to @TheBaseLeg for highlighting @molkathcam & my new @CNASdc report on a Hellscape for Taiwan in @BreakingDefense https://t.co/qdUJFvpsrx
PM Pre-Announces Black Hawk as NMH Winner
For the full Whitehall #NMH chaos experience, we now need a prescheduled tweet from the PM saying that he "is delighted to announce the winner of New Medium Helicopter is the Black Hawk"
Effective Data Strategy Needs Governance, Not Just Storage
A strong data strategy is more than storage. Its context, quality, & governance. The “useless” data may hold insights GenAI needs, but without curation, access controls, and trust, innovation risks becoming noise instead of value. https://t.co/ParkENiwRg
AI Automation Threatens Life Sciences Lab Jobs
The Block layoff news was a big deal yesterday. I’m sorry to say that ML driven automated labs are going to do the same to lab jobs in life sciences that AI is starting to do to other industries.
DAF Donors Lose Legal Control, Case Highlights Risks
Donor-Advised Funds can be a good planning tool, but you give up legal control after the irrevocable donation. Peterson v. Christian Community Foundation dba WaterStone involves a $21M DAF sponsor ignoring a donor-advisor. @CNBC article by @HCuccinello https://t.co/KzEWeax1ER
Maritime Alumni Showcase Jacksonville Port Operations
Great couple of days in Jacksonville, Florida. Yesterday I spoke at the @JAXPORT State of the port. That afternoon, classmate of mine from @MaritimeCollege, Captain John Redman took me out for a berth shift on board @McAllisterTugs Janet McAllister under another...
Banks Fund Equipment, Not Your Business Goodwill
"Most commercial banks will lend against machines & equipment... Do you know what the bank won’t finance? Goodwill… the intangible value of the fact that you’ve built up a great clientele" –12 Things to Do Before You Consider Selling Your...
Massive Media Mergers Keep Missing Value Creation
AT&T paid $85.4B for Warner Bros. and failed to create value. Disney paid $71.3B for Fox and has struggled to consistently wring value out of it. Discovery paid $43B for Warner Bros. and failed to create value. Paramount will pay $111B...
Study Finds Inconsistent Patient Safety in ChatGPT Health
An important study just came out that is the first to evaluate patient safety when it comes to ChatGPT Health. Millions of people are using LLMs every week to triage health conditions, but this new study has found concerning inconsistencies. https://t.co/etjthA2olM
Amazon Backs OpenAI with $50B, Co‑develops Custom Models
AMZN confirms today, in addition to $50b backing of OpenAI, it will co-develop custom models to power Amazon consumer tools, as reported by The Information I first reported details in @ReadTheAisle last week on Rufus shopping assistant being involved https://t.co/60Z6WBfyvh
Mobile Pilot Goes Live; Full Rollout Planned Q1
"we launched a mobile pilot in 6 markets, and the service is live today with a small number of customers. ... the team is preparing for a broader launch across the footprint expected in late Q1." https://t.co/TfblnhevIq $CABO
Paramount Gains, Ellisons Burdened by Massive Debt
Who really won in Paramount’s acquisition of Warner Discovery? Plus new details on the mountain of debt awaiting the Ellisons. My debate with Bill Cohan @PuckNews ⬇️⬇️ https://t.co/xl4sfxLQQD
Core Wholesale Prices Jump 0.8% in January, Outpacing Forecasts
"Core wholesale prices rose 0.8% in January, much more than expected" https://t.co/LVa2AuC787 "For the full year, core wholesale prices accelerated 3.6%" Big Jan26 drivers: -professional & commercial equipment wholesaling services -Trade services -metals https://t.co/SIuJIRE7bD
Artemis Announcement Signals Needed Shift After Years of Neglect
Today's Artemis announcement by Jared Isaacman is bold and necessary. Astute observers have recognized serious flaws in Artemis for years, but NASA officials have largely whistled beyond the graveyard. Now, possibly, that could change.
NASA Plans Annual Artemis Flights, Simplified Moon Missions
A significant announcement coming from nasa right now about Moon landings. Simplifying the rocket/spaceship, increasing the number of Artemis flights, and launching them at least once per year. Meanwhile the SLS rocket is back in the barn getting its helium...
California May Counter Warner‑Paramount Merger with Robust State Law
California legislators could hit back at the Warner-Paramount deal by passing a strong state level merger law.
Smartphone AI Beats Endocrinologists in Acromegaly Diagnosis
AI is helping to make the diagnosis of rare diseases. A new multicenter study in Japan showed smartphone AI diagnosis of acromegaly via hands was better than experienced endocrinologists https://t.co/qBiazetToV https://t.co/dSZpJ2us84
Wearable Rhythm & Activity Predict Inflammation‑Driven Aging
I used to teach that "aging is just wear-and-tear." A new Nature paper used 7 days of wrist-wearable data from ~62,000 adults and found your circadian rhythm patterns (amplitude + stability) and MVPA predict inflammation-linked biological aging. Low rhythm amplitude and poor...
War Historically Fuels U.S. Trucking Demand
I was asked if a war with Iran would be bad for the trucking market. We looked at the data and have yet to find a single American military engagement in the past 50 years that didn’t stimulate goods movement across...
Dragon CRS-33 Completes Deorbit, Trunk Jettison, Splashdown
The Dragon CRS-33 cargo ship made its deorbit burn around 0652 UTC Feb 27, and jettisoned the Boost Trunk at about 0710 UTC. The Trunk reentered over the Pacific near 127W 25N at ca. 0725-0730 UTC and the CRS-33 capsule...
Former Surgeon General Urges Senate Reject Unqualified SG
Former surgeon general: The Senate must not approve an SG who can’t practice medicine https://t.co/TfgRw59xFd
Watch Webinar Linking Top 100 Biotech VCs Insights
Here's the link to watch yesterday's webinar on venture capital, a companion to this year's top 100 biotech VCs list with @ChrisDoko Lots of positive feedback here. Post your thoughts. https://t.co/c16y04mFsD
Lithium May Mirror Silver's March‑April Surge?
Is Lithium about to pull 'a Silver' in March and April? $ALB $SQM $LIT $LAC https://t.co/Db55dIPSLT
OpenAI Poised for $10 B Infusion, $850 B Valuation
As noted in Axios Pro Rata: OpenAI expected to add another $10 billion to the round, which would bring it to $120b at an $850b post-money valuation. Would be from sovereigns and other fin investors (including existings). https://t.co/xDMSkiZRiR
Private Credit BDCs Plunge From Premium to Deep Discount
In just 12 months, private credit went from red hot to ice cold One year ago, the average BDC traded at a +6.2% premium to NAV Now, the average BDC trades at nearly a -20% discount to NAV, a level only exceeded...
Thin Retail Margins Force Sellers to Pass Tariffs
"Many sellers simply don’t have much of a choice but to pass on the cost of tariffs. 'At a certain point—because retail is, as you know, a mid-single digit operating margin business—if people’s costs go up by 10%, there aren’t...
Illinois Trucking Fraud: State Insurers Allow Under‑insured Carriers
Trucking has become a cesspool of fraud - this time involving the State of Illinois and its insurance pool. Carriers are criminally under insured and the state agency is aware of it. Often, they will own many trucks and only...
Jared Isaacman Unveils Major Overhaul of Artemis Program
NASA's Jared Isaacman just announced sweeping changes to the Artemis Program. Here's what is happening: https://t.co/Hq3zpK2fv2
NASA to Standardize SLS Near Block 1, Boost Flight Rate
NASA Administrator Jared Isaacman announces at a briefing this morning plans to standardize the SLS to a "near Block 1" configuration (no Block 1B) as part of efforts to increase flight rate.
Chiplets Transform Semiconductor Architecture with Modular Flexibility
#Technology #Thread #Semiconductor #Manufacturing #Chiplet The Semiconductor Let Us Explore Chiplet State: 1/ - Chiplets Are Redefining How Modern Semiconductor Systems Are Architected. - Instead Of Building One Large Monolithic Die, The Industry Is Moving Toward Modular Integration To Improve Flexibility And Scalability.
Amazon MGM Begins Production on God of War Series
#AmazonMGM is full on their iconic video game adaptations era, releasing our first look at the #GodofWar streaming series, unveiling a still of #Kratos and #Atreus, to announce that production of the series based on the popular game has officially...
Trump Should Launch TRUMP Program for Resilient National Grid
For his next move, Trump should create a muscular Transmission Resilience & U.S. Modernization Program (TRUMP) to plan, finance and then solicit competitive bids to build out the Trump Interstate Electricity System (high voltage backbone grid for resilience & industrial...
Netflix Rejects Warner Bros. Deal Amid Price War Concerns
Nuance and Depth are Paramount to Understanding this Story ... @crupicrupicrupi Delivers. See What I did There? Netflix Says No to Warner Bros. After Price War, Beltway Concerns: https://t.co/Yhskq9nksa via @sportico