Australia Secures Fixed‑Price Power for Tomago Smelter Post‑2028
Australia moves toward a fixed-price power deal to keep Rio Tinto’s Tomago aluminium smelter running after 2028. https://www.metalnomist.com/2026/02/tomago-aluminium-smelter-power-purchase.html
Vevye Rapidly Narrows Gap to Miebo Despite Head Start
So the key here is look at how quickly $HROW's Vevye is catching up with $BLCO's Miebo - this is happening despite the Miebo head start (which provides a waterfall effect from refills) and way more extensive detailing and DTC...
Trillion-Dollar Aid Can't Fix Crumbling Logistics Infrastructure
The Arsenal of Freedom needs trucks, ships, barges, but our infrastructure is crumbling. @PeteButtigieg had a trillion dollars and failed, Army Corps is failing. @PeteHegseth didn’t just answer my question, he beat me to the punch by hours. https://t.co/L63oHDrDlQ
Spammers Spoof UPS Number to Threaten Customers
Hey @UPS I think spammers are spoofing your number. Got a call from 800-742-5877, which is UPS but came up "SPAM" on iPhone. "Ronathan" claiming to be from UPS support wanted me to apologize for tweeting my package arrived late,...
Fortescue Bets on Green Iron Amid
Fortescue’s green iron bet in a €300 per tonne iron world #energysky -- via Renew Economy: https://t.co/o9SQlmpEPc https://t.co/oEuy12U2pf
Investors Overvalue Cagrisema Despite
Who are the people who thought cagrisema was worth this much for $NVO? I want to find and study them. The cross trial comparison data that we already had clearly showed Cagrisema was worse than $LLY by essentially the...
Secretary of War: Merchant Marine Essential for Industrial Rebuild
Here it is folks. The moment my 100k followers have been waiting for…. “We can not rebuild our industrial base without the US Merchant Marine. They are critically important,” @PeteHegseth, Secretary of War 🫡 https://t.co/HYvWum8qFA
Trump's Tariff War Sparks Court Battles, Supply‑Chain Uncertainty
Trump tariff vendetta picking up. Will all this go to the courts? Supply chain uncertainty.
AI Governance, Trust, and Safety Drive Future Innovation
The new frontier is not just adopting AI. It is mastering its governance. The companies that prioritize trust and safety will be the ones that lead the next decade of innovation. https://t.co/MqiUbVHQVO
Clarity Beats Uniform AI: Define Your Customer Identity
If everyone has the same AI, AI isn’t the advantage. Clarity is. Who are you to your customers? : #AI #Strategy #Leadership #Business #Innovation https://t.co/JZtALylZ7J
Colorado Invests $6.9M in Wildfire Prevention, Jobs
Colorado is no stranger to devastating wildfires. This year, we are experiencing record drought numbers. Now more than ever, it is important to invest in wildfire prevention strategies to protect our communities. By investing $6.9 million into these local wildfire...
Xbox's Messy Leadership Shakeup Signals Decline or Rebirth
Microsoft's rollout of its big Xbox leadership shakeup is as messy as everything else this console generation. Is Xbox going back to its roots or is the company intent on managing the decline of the only Microsoft brand left anyone...
AI Ambition Outpaces Governance, Threatening Shareholder Value
74% of firms will deploy agentic AI by 2028. Only 21% have mature governance. A 53-point gap between ambition and readiness. That is a ticking time bomb for shareholder value. https://t.co/TsiQpfm0tL
Play LUCID Demo at Steam Next Fest
Looking for a demo to play for Steams Next Fest? Check out LUCID #LUCID #indiegame #steamnextfest #metroidvania
AMC's $10K Debt Revives Bankruptcy Risk
$AMC 10K firmly puts bankruptcy back on the table. To quote: In order to achieve net positive cash flows from operating activities, revenues will need to increase from current levels to levels at least in line with pre-COVID-19 revenues. However, there...
Trump’s 15% Tariff Set to Expire, Supply Chains Uncertain
US House not likely to codify Trump’s 15% tariff. So the tariff will expire after 150 days. What will Trump do then? More Trump unpredictability for supply chains?
Winter Greenland Deployment of Navy Hospital Ships Impractical
“Sending the U.S. Navy’s hospital ships USNS Mercy or USNS Comfort to Greenland in late winter would face major obstacles from peak sea ice, a lack of available icebreaker escorts, and ports too shallow for the ships’ deep drafts” https://t.co/xI3xIjrRbh
Companies Issue Equity Under Pressure,
$WHR. Typical. Corporate strategy has always been Issue equity when you have to NOT when you can. Stocks down 7% on a forced issuance. $ORCL same story still dumping ATM every day https://t.co/vIGKQDwhZB
Cyabra Mislabels Real Palestinian Accounts as Bots
If we want to talk about manipulation I think it's important to note Cyabra (company POLITICO's story is based on) is an Israeli AI startup that does not have a good record of identifying who is and who isn't bots....
Brazilian Thriller “The Secret Agent” Sets UK Record
Meanwhile at the British #BoxOffice, Brazilian sensation #TheSecretAgent aka #OAgenteSecreto had a strong debut for a Latin American film in the UK, beating even #SentimentalValue’s. #WagnerMoura had spectacular $560k opening weekend, including $228k from previews. #2 biggest local debut ever for...
EU Nations Show Mixed Progress on Energy Storage Plans
European Union members make mixed progress in implementing energy storage strategies #energysky -- via Energy Storage News: https://t.co/kTQpOX2ldX
Industrial Housing Cuts Labor Costs in Pricey Cities
It's also bc site-built home construction is so labor intensive ... which means cities with high housing costs have high CONSTRUCTION costs That's exactly why @americanhousing is doing industrial manufacturing of high quality, non-combustible, beautiful, dense, attached housing We are bringing down...
H
Kinda says everything about what the state’s new approach on housing does and doesn’t do that Huntington Beach has been in litigation over it for the entirety of Gov. Gavin Newsom’s tenure
USCF Launches Iron Ore Index Fund for Futures
New: @USCFInvestments files for a an Iron Ore Index Fund. Will invest in Iron order futures contracts. https://t.co/RHtnD2joQb
UK Parts Director Jailed for Fraud That Grounded Planes
UK aircraft parts company director jailed for fraud that led planes to be grounded https://t.co/EY2dfisdKf
Drafting
The fact that I need to stop working on moving deals forward for a few minutes and draft four (4) commission agreements ... is a good sign
Pentagon Speeds up Navy Stealth Fighter, Boosting Boeing, Northrop
Just in on long-delayed F/A-XX (Bloomberg) -- The Pentagon will accelerate development of a next-generation stealth fighter jet for the Navy after previously pushing back — a move that could benefit either Boeing Co. or Northrop Grumman Corp., which are...
Two Federal Appellate Judges Share Real‑World Insights
Appellate Practice and Procedure Class (@MercerLAWSchool) No. 6 (Spring 2026), featuring Judge Patrick J. Bumatay (Ninth Circuit) and Judge Kevin C. Newsom (Eleventh Circuit). https://t.co/G0o60T8pBL
JPM Beats NII Forecast, Anticipates Deposit Growth in 2026
$JPM just raised NII to $104.5B vs $102.9B expectation. Expenses in line. Expects retail deposit growth to resume in 2026 from underlying customer growth and a reduction in yield seeking behavior.
Direct-to-Consumer Infrastructure Powers J. Cole’s Album Sales
Direct-to-consumer is still a big opportunity, even for the biggest artists in the world. That’s the opportunity EVEN saw. Build the infrastructure once, make it work at every scale, and help artists turn moments into sales. The company just powered J....
Box Spreads: Low‑cost Synthetic Loans Explained
In recent years, a new form of 'synthetic' lending has emerged as a potential alternative to margin loans or SBLOCs for short- and medium-term borrowing: The "box spread". https://t.co/xmNXcFkoUQ Kitces Nerd Ben Henry-Moreland shares the mechanics of box spreads, why the...
Mansion Tax Repeal Initiative Secures Ballot Spot
Looks like the statewide initiative that would chop Los Angeles' ULA "mansion tax" is going to qualify for the November ballot per @JeremyBWhite in Playbook PM. Backers are turning in 1.2m signatures and need just 874k valid ones https://t.co/WVH0LOnGQi
Paramount Submits Upgraded Offer to Acquire WBD
New: Paramount has made a new and improved offer for WBD. Expect WBD to respond soon. https://t.co/CW7caCn4xm
Prime-Edited Therapy Restores Immune Function in Teen
Below is the story of the first patient treated with a prime-edited therapeutic, developed by @PrimeMedicine in a trial led by Dr. Élie Haddad and his team at CHU Sainte-Justine. This teenager suffered from chronic granulomatous disease (CGD), an immunodeficiency,...
Anthropic Fined Billions for Massive Training Data Theft
Anthropic is guilty of stealing training data at massive scale and has had to pay multi-billion dollar settlements for their theft. This is just a fact.
Rapid Chaos Creation Gave US Army Edge in Baghdad
“We created chaos faster than they could adapt.” The American Army’s ability to operate in ambiguity became a decisive advantage inside Baghdad. https://t.co/Icc6ylQSli
Google's Proxy Attacks Meta, Shifts Child Safety Debate to Age‑Gating
Google proxy Chamber of Progress has really unleashed on Meta over its debate on the right and wrong way to protect children from harm. Playing out in LA, New Mexico and NdCal courts. Making it all about age-gating rather than...
Online News Act: Game‑Changer for Press, Irritant to Tech Giants
Online News Act is a “trade irritant “to Google and Meta, and govt carrying its water, but it’s a “game changer” for a free and plural press living with a massive imbalance in bargaining power - now in the case...
Offices Evolve Into Performance‑Boosting Social Ecosystems
The office is no longer a "container" for desks ... it’s a catalyst for performance. As we hit 2026, the workplace has shifted from static square footage to a dynamic ecosystem built on social health & hospitality.
Stablecoin Rewards Undermine Community Bank Growth
Our savings yield for @bankonroger is 3.61 APY. I’m not worried about competition with stablecoin yields, I’m concerned how it robs community growth. Stablecoin funds gov’t debt while community banks fund community growth.
SigmaLithium Forecasts 240k‑tonne Annual Output, 520k
.@SigmaLithium providing formal guidance just a few weeks after restarting mining under owner/operator model: ◦12 months annualized forward production: 240,000 tonnes ◦24 months annualized forward production: 520,000 tonnes $SGML 👇
Streets Cleared to Asphalt Within 30 Minutes
30 mins post snowfall and some streets are already at asphalt. Mayor Mamdani I wasn’t familiar with your game.
Online News Acts Force Google Deals, Meta Hostility
For all who moved on once Australia then Canada passed their Online News Act, “it’s been a gamechanger” as Google was brought to the table to do deals noting Meta took a different approach by going hostile on news. 1/3...
BESS Bankability Shifts to Operational Performance in 2026
Redefining BESS bankability in 2026: from installed capacity to operational performance #energysky -- via Energy Storage News: https://t.co/oeWGFHHUsy
OpenAI Teams Up With Consulting Firms for Enterprise AI
🚨 ANALYST TAKE: OpenAI just partnered with the very management consulting firms AI is supposed to replace. Here’s why this is NOT really a contradiction. It’s actually one of the key endgames of enterprise AI. Thread 🧵👇 https://t.co/wTKfR4kW6t
Global Imbalances Drive International Payments Problems
A bit more on section 122 -- Adam Tooze noted that the simplest read of "international payments problems" is a problem of global imbalances manifest by large surpluses and large (U.S.) deficits 1/ https://t.co/86nmn36jP7
AT&T Uses Transparency as Competitive Edge
.@ATT is becoming even more transparent. After opaque reporting under previous leadership, the Q4 disclosure of 40+ new metrics proves transparency is the new competitive weapon in wireless. 📊🔥
Oil Service Stocks Decouple From Oil
$DSPX $OIH the miracle of dispersion/factor and narrative herding- OIH, oil service companies (and XLE) have stopped caring about the price of oil https://t.co/KSEm3I1wDU
Panama Transfers CK Hutchinson Terminals to Maersk, Sparks China Speculation
Panama gives two former CK Hutchinson terminals to Maersk. Will China do something to retaliate?
General Minihan Warns U.S. Airlift Shortfalls Amid China Threat
Straight Talk On State Of U.S. Airlift Capabilities From General Who Ran Air Mobility Command General Minihan's frankness about the China threat ended his career, but now as a civilian, he has much more to say. Exclusive: https://t.co/voeW7vfCc8