Social•Feb 27, 2026
Iran's Regime at Weakest in 46 Years, US‑Israel Action Possible
Spot on analysis by @gen_jackkeane as always. Islamic Regime in Iran at the weakest point in 46 years, a joint U.S.-Israel military operations could set the conditions for a regime change.
By John Spencer
Social•Feb 27, 2026
Iran Misreads U.S. Stance, Undermines Negotiation Credibility
Islamic Regime in Iran thinks they are negotiating with past U.S. administrations, not taking the military course of action seriously IMO.
By John Spencer
Social•Feb 27, 2026
Anti-Fraud Measures Often Backfire, Despite Regulator Assurances
This genre of unintended consequence is fairly frequent in anti-fraud implementations, and when you tell regulators/legislators that, they say obviously it won’t happen because businesses would lose money. (I have no knowledge of this specific purchasing pathway.)
By Patrick McKenzie
Social•Feb 27, 2026
Companies Rebrand Routine Restructuring as ‘AI’ Overhype
Block built two parallel company structures during COVID and is now collapsing them. That's a management correction, not an AI story. Worth watching which other companies use "AI restructuring" as branding for decisions they would've made anyway. Expect a...
By Lex Sokolin
Social•Feb 27, 2026
MBS Spread Re
After the White House confirmed that Fannie Mae/Freddie Mac would increase their retained MBS by $200B, the 'spread'—which had already been compressing—slipped sub 200 bps for the first time in more than 3 years Today is first +200 bps spread since...
By Lance Lambert
Social•Feb 27, 2026
Company Secures Record Private Funding Amid Cofounder Lawsuit
Remarkable that a company raises largest private round ever, while in the midst of being sued by a cofounder who also happens to be the world' richest man.
By Dan Primack
Social•Feb 27, 2026
Revenue Growth Trumps Profit as Companies Form Interlinked Borg
I take @sama point on circular dealmaking concerns -- that the revenue growth is key metric. And will leave profit concerns for another day. But also true that these companies are becoming something of a borg. If one goes down, it's...
By Dan Primack
Social•Feb 27, 2026
Warner Execs Stunned by Paramount Deal, Consider Sale
Warner Town Hall: Management sounds shell shocked about the Paramount deal. Do they really want to sell? https://t.co/XWnrLMB7zM
By Claire Atkinson
Social•Feb 27, 2026
CEOs Must Prioritize Talent over AI Rollout Hype
“AI rollout is the focus for most leaders at the moment—but it may not be the right priority.” CEOs should be scrutinizing “the capability of the people who are going to be dealing with the AI.” Many good points here via @FT. #technology...
By Sigi Osagie
Social•Feb 27, 2026
Maersk Reroutes Around Cape, Pushing Rates Higher
Red Sea Comeback Falters as Maersk Diverts Ships Back Around Cape. Throw in the chance of a US war with Iran. Their Houthi friends. And staying with the longer transit and what that means to container line rates and excess...
By Tom Craig
Social•Feb 27, 2026
This Exchange Will Define IEEPA Tariff History
When we write the definitive history of IEEPA tariffs, this exchange - and what it represents - should get its own chapter.
By Scott Lincicome
Social•Feb 27, 2026
Verizon Upgrades to Massive MIMO; T‑Mobile’s C
According to $SBAC --Verizon to add massive MIMO to existing AWS and PCS deployments. --T-Mobile's C-band "has not been deployed at all yet that at some point, we would expect them to start to deploy." https://t.co/gOupPOZlDu
By Mike Dano
Social•Feb 27, 2026
Lower 48 Oil Output Flat, Barely up 90k B/D
U.S. CRUDE and condensate production from the Lower 48 states excluding federal waters in the Gulf of America/Mexico has flattened in response to the downturn in prices and drilling. Lower 48 onshore production was up by just 90,000 b/d in...
By John Kemp
Social•Feb 27, 2026
Atrium Launches to Tackle Rare Heart Diseases with RNA
Atrium spins out of Avidity, aiming to target rare heart diseases with RNA https://t.co/xLp2oQDHGy $RNA $NVS #startups
By Ben Fidler
Social•Feb 27, 2026
Charter Ends DEI, Pushes Cox Merger and Onshoring
NEW Charter tells @BrendanCarrFCC that it ended DEI, as it continues to pursue its merger with Cox: https://t.co/s4uJ8LIA1d Charter also said it will do some onshoring: https://t.co/JqEELKcoU4 $CHTR
By Mike Dano
Social•Feb 27, 2026
Paramount‑Warner Merger Unites Film, News, and Social Media
Paramount, Warner Bros deal would unite film, news and social media forces in the age of Trump My analysis for NPR: https://t.co/zsdkP7wB8K
By David Folkenflik
Social•Feb 27, 2026
Digital Experience Ownership Drives Modern Financial Relationships
Primary financial relationship used to be about history and proximity. Now it’s about convenience and daily engagement. If you own the digital experience, you own the relationship. https://t.co/g0okHl57Ma
By Jim Marous
Social•Feb 27, 2026
Efficiency Revolution: Companies Will Trim Workforce by Half
Could you operate your company with half the people? Jack Dorsey’s announcement yesterday, reducing Block’s headcount from 10,000 to 6,000, should provoke this question in every management team. The stock surged 24%. Dorsey’s memo framed it as inevitable : Within...
By Tomasz Tunguz
Social•Feb 27, 2026
Tariff Refunds Spark Unexpected Market Reaction
I run a family account that is very light on profanity, but I'm making an exception here because this is highly relevant re: policy - i.e., the market response to tariff refunds - and is also kinda funny https://t.co/W4w9escVzV https://t.co/5sIpIX72ON
By Scott Lincicome
Social•Feb 27, 2026
Albania Lifts TikTok Ban After Safety Upgrades
TikTok returns to Albania after government-imposed ban Albania has lifted its government-imposed ban on TikTok. The suspension followed the death of a teenage boy, with officials citing online bullying concerns. The Albanian government says TikTok has introduced stronger safety and moderation measures. The platform...
By Matt Navarra
Social•Feb 27, 2026
Data‑driven Debate, Not Magical Thinking, Drives Solutions
A “serious and responsible discussion” would start with the data, name the trade-offs, and propose fixes. Magical thinking isn’t a program; it’s an alibi. https://t.co/wtjQL4ly9p
By Justin Wolfers
Social•Feb 27, 2026
Limited B‑52 Fleet Hampers Engine, Radar Upgrade Scheduling
Small B-52 Fleet Size Creates Challenges For Engine, Radar Upgrade Plans With just some B-52s equipped for the nuclear mission and all of them in high demand around the globe, finding time to install the upgrades is an issue. ...
By Tyler Rogoway
Social•Feb 27, 2026
AI Success Demands Dedicated Agent Management Teams
To Thrive in the AI Era, Companies Need Agent Managers https://t.co/5kEKrzEC7v [Reg Req] #ArtificialIntelligence #Innovation #Technology #Tech #TechNews https://t.co/UUV6jamuJD
By Tim Hughes
Social•Feb 27, 2026
Info on 1st Multi-Domain Task Force Being Suppressed
There seems to have been a general attempt to restrict information about the whole 1st Multi-domain Task Force that operates Typhon and Dark Eagle. https://t.co/odFObLuaEz
By Jeffrey Lewis
Social•Feb 27, 2026
Financials Lead Market Weakness with Biggest Daily Loss
The real market story today is the weakness in financials and not the hyperscalers @ScottWapnerCNBC @HalftimeReport @dougkass Observe these massive individual financial stock losses: $C -$7 $AXP -$25 $GS -$72 $MS -$13 $APO -$10 Since this is the single largest daily loss, it might...
By Doug Kass
Social•Feb 27, 2026
Luxury Builds Reduce Affordable Housing, Not Trickle‑down
As Max and others often point out: The more apartments you build for the wealthy, the fewer wealthy people living in moderate- and lower-priced apartments... thereby creating more affordable supply. It's not "trickle down economics." (Different thing.) It's just common sense.
By Jay Parsons
Social•Feb 27, 2026
World’s Smallest Robot Arm Achieves Sub‑Micrometer Precision
The world's smallest industrial robot arm Built for sub-micrometer precision. Here’s a behind-the-scenes look at how to control what is likely the world’s smallest and most precise industrial robot arm using custom software. The stack includes online and offline programming...
By Ilir Aliu
Social•Feb 27, 2026
Five Years On, Aviation Workers Still Feel Pandemic’s Shadow
The long shadow of Covid - how 5 years year on from the pandemic - some aviation professionals are still struggling to cope. Only in March 2026 AEROSPACE https://t.co/Mpa5ZPsFX8 https://t.co/KDDHedHkBp
By Tim Robinson
Social•Feb 27, 2026
CNN Staff Fear Sale to Paramount Amid Shaky Stewardship
Anderson, cooped. Jake, tapped. Erin, burnt. Kasie, hunted. Wolf, blitzed. Fears are running high among CNN staff after parent company Warner cleared the way for a sale to Paramount, which has been a shaky custodian of its own journalism assets https://t.co/c3LvI7HQXl
By Brian Steinberg
Social•Feb 27, 2026
CNN Staff Fear Warner‑Paramount Merger Will Damage Journalism
CNN Staffers Fear Warner Bros.-Paramount Deal Will Hurt Their Journalism and Network’s Financial Health https://t.co/c3LvI7Hj7N via @variety
By Brian Steinberg
Social•Feb 27, 2026
UK Public EV Chargers Outnumber Fuel Pumps Nearly Twofold
FUN FACT: The UK has nearly twice as many public EV chargers as fuel pumps https://t.co/eTmP6dF5Mi https://t.co/iplVZrJGcf
By Simon Evans
Social•Feb 27, 2026
Emerald Fennell Holds #1, Targets $100M U.S. Run
#EmeraldFennell felt the impact of #Scream7 monstrous previews, but remains at #1 and only 1M+ grosser among holdovers yesterday at US #BoxOffice, as romance #WutheringHeights starring #MargotRobbie & #JacobElordi grossed a solid 1.1M on 2nd THU, a -53.9% drop from...
By Luiz Fernando
Social•Feb 27, 2026
New CEO Bullish on Mobile, Convergence Takes Time
Jim Holanda, Cable One's new CEO, is bullish about mobile but warns that the operator's budding convergence strategy will take time to drive results. @Light_Reading https://t.co/aH0YccspLJ
By Jeff Baumgartner
Social•Feb 27, 2026
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
By Ben Geman
Social•Feb 27, 2026
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...
By Mark Z. Jacobson
Social•Feb 27, 2026
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
By Mike Dano
Social•Feb 27, 2026
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...
By Dan Runcie
Social•Feb 27, 2026
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
By Andrew Dunn
Social•Feb 27, 2026
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
By Amy Harder
Social•Feb 27, 2026
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
By Ernest Scheyder
Social•Feb 27, 2026
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
By Ryan Lundquist
Social•Feb 27, 2026
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
By Ernest Scheyder
Social•Feb 27, 2026
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...
By Jason Kint
Social•Feb 27, 2026
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...
By Andrew Youderian
Social•Feb 27, 2026
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"...
By Andrew Rosen
Social•Feb 27, 2026
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
By Mike Dano
Social•Feb 27, 2026
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
By Ed Sperling
Social•Feb 27, 2026
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
By Jan Rosenow
Social•Feb 27, 2026
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
By Colin Hung
Social•Feb 27, 2026
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
By Jason Mikula