Social•Feb 26, 2026
Netflix's M&A Bloodbath Exposes Shareholder, Talent, Political Crises
Hostile M&A is always bloodsport, but I can't remember an acquirer coming out of a process this bloody. Netflix has a shareholder problem (which doesn't understand why it wanted to buy a legacy studio), a Hollywood talent problem (which doesn't trust them on theater releases), and a BIG political problem.
By Liz Hoffman
Social•Feb 26, 2026
Sarandos' White House Meeting Ends Warner Bros. Bid
BURNING QUESTION: What did Ted Sarandos learn in his White House meetings today that ended his bid for Warner Bros? @thewrap
By Sharon Waxman
Social•Feb 26, 2026
Paramount's Full-Asset Bid Keeps WBD Movies and Cable United
So Netflix ending its WBD bid means WBD's movie business and cable channels should stay together. Paramount has sought the whole package even as WBD planned to spin off its cable assets. Lots of sports media angles now with...
By Daniel Kaplan
Social•Feb 26, 2026
Product-Level Demand Separates Winning Industrial Deals
The real opportunity right now? Understanding product-level demand. Not all industrial is equal in 2026. If you’re evaluating an industrial deal in California and want a disciplined underwriting perspective, DM me “INDUSTRIAL.” #CaliforniaCRE #IndustrialInvesting #WarehouseSpace #CREStrategy #CommercialInvestor
By Sumanjeet Singh
Social•Feb 26, 2026
CNN Becomes Authoritarian
There goes CNN into the clutches of Bari Weiss and Scott Jennings: state media for the authoritarians. This is fucked. Netflix drops out of bidding after WBD deems Paramount’s takeover bid ‘superior’ https://t.co/BFoQBv1MBa
By Jeff Jarvis
Social•Feb 26, 2026
Prioritize Contribution Margin Above All Other Metrics
99.7% to target on CM this month. Great growth teams are committed to a hierarchy of metrics. Every month is going to involve different trade offs to reach your goal. But great forecasting and execution requires being clear on the...
By Taylor Holiday
Social•Feb 26, 2026
Ellisons Aim to Merge Paramount, Warner as Netflix Backs Out
Confirmed: Netflix pulls offer for Warner Bros Discovery's streaming & studio assets The Ellisons look to roll up Paramount and Warner into a Hollywood behemoth Justice Department antitrust regulators have yet to weigh in... but Trump has warming ties to Ellisons
By David Folkenflik
Social•Feb 26, 2026
Rental Market Mirrors Resale: Lower Rents, Slower Turnover
I spoke at a property management event today, and the general consensus is the rental market is somewhat like the resale market. Slightly lower rents, it’s taking longer to market properties, the good stuff goes quickly, and overpriced listings sit.
By Ryan Lundquist
Social•Feb 26, 2026
Joe Ferencz Passes CEO Role to Ricardo Briceno
After seven years, Joe Ferencz turns the CEO job over to Ricardo Briceno. breceno https://t.co/ZjwU1hqAQD
By Dean Takahashi
Social•Feb 26, 2026
Netflix Slides 30% After Failed WBD Merger, Confidence Restored
Netflix’s stock is down ~30% since the WBD merger drama began. While losing WBD removes the last clear major growth lever, it likely reestablishes some investor confidence. Longer-term, we’ll see if they miss the lost IP. But recent major media...
By Brandon Katz
Social•Feb 26, 2026
EA-37B Compass Call Jams Enemy Comms, Cripples Kill Chains
This Is What The EA-37B Compass Call Electronic Attack Jet Can Actually Do The EA-37B is meant to disrupt enemy communications, playing havoc on their command and control and shattering their kill chains. Full interview with its makers: https://t.co/TeN3vqd4ot
By Tyler Rogoway
Social•Feb 26, 2026
Triple Win: Netflix, WBD, and Paramount All Profit
As I wrote months ago, there was only one “win win win” here … 1) Netflix gets the break fee 2) WBD gets even more money from Para 3) Para gets the bone it wants
By Alex Sherman
Social•Feb 26, 2026
AI's White‑Collar Disruption Inevitable, Timing Only Question
When industrial companies were rewarded by the stock market for moving production to China, it was like a starting gun going off for jobs moving to China. Fade calls that AI will not be that disruptive to white collar jobs; the...
By Luke Gromen
Social•Feb 26, 2026
Netflix Rejects Paramount Offer, Cites Brand Stewardship
Netflix declines to match Paramount offer for WBD: We believe we would have been strong stewards of Warner Bros.’ iconic brands, and that our deal would have strengthened the entertainment industry and preserved and created more production jobs in the U.S.
By Alex Sherman
Social•Feb 26, 2026
Peter Moore Shares Key Advice on Xbox Transition
I had a good chat with Peter Moore about the Xbox transition and his advice. https://t.co/VmYujLEaQH
By Dean Takahashi
Social•Feb 26, 2026
Permits
Permits and builders' confidence data would be more solid if that were the case. https://t.co/N1nLoES68j
By Logan Mohtashami
Social•Feb 26, 2026
Institutional Home Ownership Boosts Rental Diversity, Not Affordability
The only empirical finding I've seen on the effect of institutional ownership of single-family homes is that it makes neighborhoods slightly more diverse, to the extent that rentals are more accessible to more households. The issue is an affordability red...
By Nolan Gray
Social•Feb 26, 2026
EC‑130H Compass Call: Unsung Hero of Maduro Capture
Outside of the obvious platforms, the one aircraft that likely had the most impact overall on the success of Operation Absolute Resolve that saw the capture of Maduro was the EC-130H Compass Call. It is the king 'discombobulator' that few...
By Tyler Rogoway
Social•Feb 26, 2026
Co‑locating Storage with Solar Isn’t a Silver Bullet
Energy storage co-location with solar PV not a ‘silver bullet’ #energysky -- via Energy Storage News: https://t.co/AlWjI5TUDD
By Tor “SolarFred” Valenza
Social•Feb 26, 2026
Digital Adoption Drives the Future of Financial Services
The future of financial services is digital. Whether you want to play that way or not. Consumers are opening accounts and transacting digitally more than ever before. https://t.co/mif0VDdckX
By Jim Marous
Social•Feb 26, 2026
Warner Bros. Picks Paramount; Netflix Must Outbid With Cash
Warner Brothers Discover,,,board checked the boxes and declared paramount the high bidder …what will Netflix have to do.. need all cash And bid more ..or in the words of a great ceo say “they won.we https://t.co/BTEFBOV9AI! ‘’
By Mario Gabelli
Social•Feb 26, 2026
Legacy IT Debt Threatens Hospital AI Adoption
Legacy IT debt and aging hospital infrastructure could quietly limit AI adoption. The real question isn’t just “What AI tool should we use?” It’s “Is our network ready for what’s next?” That’s the lens @VerizonBusiness brought to the #ViVE2026 conversation. 👇 https://t.co/XjHRtFctef
By Colin Hung
Social•Feb 26, 2026
AI-Generated YouTube Shorts Flood Kids with Unhinged Content
can attest that my kid tells me the most unhinged stuff he sees is on YouTube Shorts https://www.nytimes.com/2026/02/26/us/ai-videos-children-youtube.html?unlocked_article_code=1.PFA.qpas.CuJAM3oRnyix&smid=url-share
By Lia Haberman
Social•Feb 26, 2026
Ford Carrier Nears Israel as Talks Stall, Strikes Likely
USS Gerald R. Ford’s Imminent Arrival Off Israel Comes As Negotiations Grind On While both sides seem hopeful about future talks, the window for strikes is now opening and will only get wider with each passing day. Latest: https://t.co/nUQkwDjIwV
By Tyler Rogoway
Social•Feb 26, 2026
Missed Feb 19 ISS Boost, Thanks Katya for the Heads‑up
I had missed this ISS orbit boost on Feb 19, thanks Katya for keeping an eye on these
By Jonathan McDowell
Social•Feb 26, 2026
Blood Test for Small RNAs Predicts Longevity
Simple Blood Test For Small RNA Molecules Could Predict Who Is Likely To Live Longer https://t.co/lr59o4Yegp https://t.co/MccF3k72pT
By Brian Ahier
Social•Feb 26, 2026
Paramount Ups Bid, Netflix Faces Critical Decision
Axios Pro Rata on Feb. 11: "It feels like the next act already has been written. The 'Davids' get over themselves, Paramount raises its bid and then Netflix has a decision to make."
By Dan Primack
Social•Feb 26, 2026
WonderMan's Modest Debut: 10.3M Hours, Hopes for Longevity
#WonderMan debuted to 10.3M U.S. hours, per @nielsen. As a ~half hour binge release, that's not awful but it's not great. Longer hit shows tend to premiere to 20M+ hours. I hope it has legs and can stay on the...
By Brandon Katz
Social•Feb 26, 2026
Warner Bros. Chooses Paramount Over Netflix, Matching Window Opens
To explain this in English: Warner Bros. has decided that Paramount's offer is better than its Netflix deal, but Netflix has a window to match or best Paramount. Does Netflix stick with it? Or will it bail? https://t.co/W9rTU1YRbY
By Alex Weprin
Social•Feb 26, 2026
U.S. Space Force Plans Offensive Satellite Use Against China
U.S. Space Force looking to offensive use of satellites in any future space battle with China. https://t.co/8p2HpilCCx
By Howard Altman
Social•Feb 26, 2026
Warner Says Paramount Offer Outpaces Netflix, Challenges Sarandos
WBD says Paramount bid > Netflix. Mr Sarandos, the ball is now in your court.
By Dan Primack
Social•Feb 26, 2026
Complex, Crucial Work: Tracking and Destroying Hamas Tunnels
Hunting tunnels. A great post highlighting how complex but vital it is for Hamas tunnels to be located and destroyed.
By John Spencer
Social•Feb 26, 2026
Illinois Cities Push to Sever Ties with Coal Plant
Illinois cities move to cut ties with a massive coal plant #energysky -- via Canary Media: https://t.co/Y04PXhJP7t
By Tor “SolarFred” Valenza
Social•Feb 26, 2026
Rocket and Compass Join Forces to Challenge Zillow
Rocket and Compass team up in challenge to Zillow’s grip on housing Rocket Companies—which now also owns Redfin + Mr. Cooper—announced today a new partnership w/ Compass "Compass International Holdings' 'Coming Soon' listings will appear immediately on Redfin, with 'Private Exclusive' properties...
By Lance Lambert
Social•Feb 26, 2026
CRS-33 Dragon Cargo Ship Undocks, Splashdown Expected Tomorrow
Dragon cargo ship CRS-33 undocked from IDA-2 at 1705 UTC Feb 26. Splashdown off the California coast is expected around 0744 UTC Feb 27.
By Jonathan McDowell
Social•Feb 26, 2026
Senate Commerce Schedules NASA Deputy Admin Hearing March 5
Senate Commerce will hold a nomination hrg for Matt Anderson to the NASA Deputy Admin (and one other non-NASA nominee) on Thursday, March 5, 10:00 am ET. Webcast.
By Marcia Smith
Social•Feb 26, 2026
900 Companies Sue Over $100B Illegal Trump Tariffs
Almost 900 companies are SUING for refunds from the more than $100 Bn in ILLEGAL tariff revenue Pres. Trump collected in 2025. All Trump's ILLEGAL tariffs have done is MAKE ENEMIES and create LEGAL & FISCAL CHAOS. https://t.co/I1jP900jcz
By Steve Hanke
Social•Feb 26, 2026
Warner Backs Paramount's Superior Offer, NLFX Should Exit
*WARNER BROS. SAYS PARAMOUNT OFFER IS 'SUPERIOR PROPOSAL' Seems like a good opportunity for $NLFX to graciously bow out of the $WBD bidding war and take the break fee paid for by $PSKY
By Julian Klymochko
Social•Feb 26, 2026
Warner Bros Declares Paramount Deal Superior, Challenges Netflix
Warner Bros says the Paramount deal is now superior. The ball is in Netflix’s court.
By Lucas Shaw
Social•Feb 26, 2026
IEA Allegedly Drops Climate Priority Under US Pressure
Renewable energy think tank Ember says that, under American pressure, the IEA appears to have "drop[ped] climate change as one of its priorities." https://t.co/JxXMP3djla
By Javier Blas
Social•Feb 26, 2026
Physical Proximity Fuels Performance, Innovation, and Purpose
In an era of workplace disconnection and declining job meaning, physical presence and proximity still matter. Being together in shared spaces strengthens relationships, boosts performance, fuels innovation, increases engagement, and reinforces purpose.
By Coy Davidson
Social•Feb 26, 2026
Pentagon Readies Kamikaze Drone Unit for Potential Trump‑ordered Iran Strike
Just in: The Pentagon’s first kamikaze drone unit is ready to participate if President Donald Trump decides to launch strikes on Iran, according to US officials and analysts. https://t.co/DOPGwxi339
By Tony Capaccio
Social•Feb 26, 2026
Neutron Launch Delayed to Q4 2026 After Tank Test Failure
From the earnings release: “Updated the Neutron development schedule following the stage 1 tank test failure, with Neutron’s first launch now targeted for Q4 2026.”
By Jeff Foust
Social•Feb 26, 2026
FTC Delays Alcon Deal, Closing Slips to H1’26
FTC compliance with the second request is ongoing in Alcon’s $LNSR takeout. Closing pushed again: now H1’26 from Q1’26 (already delayed from YE’25). With an ~18% spread to the cash offer, it’s getting harder to believe this deal closes.
By Dalius – Special Sits
Social•Feb 26, 2026
Zeo Energy Secures 280 MW Solar‑LDES for Utah Data Hub
Zeo Energy signs MoU for 280 MW of solar plus LDES at Utah data center hub #energysky -- via pv magazine global: https://t.co/RyEAsKMfCh
By Tor “SolarFred” Valenza
Social•Feb 26, 2026
Third Run Resident Evil 9 Speedrun Record Revealed
here’s my resident evil 9 record. PLEASE keep in mind this was my 3rd or 4th run https://t.co/MV0P2XIiTN
By Gene Park
Social•Feb 26, 2026
Homeowners Rush to Install Solar Before ITC Deadline
EnergySage report shows rush to install resi solar systems before end of ITC #energysky -- via Solar Power World: https://t.co/uyzTcxHodf
By Tor “SolarFred” Valenza
Social•Feb 26, 2026
Inside an Airline HQ: Behind‑the‑Scenes Magic Revealed
Ever wondered what an airline HQ looks like? Well, here’s your chance to see all the magic going on behind the scenes.
By Zach Griff
Social•Feb 26, 2026
Labor Dept Targets Dominant Employers Over Labor Law Violations
Scoop: Trump Labor Dept. "will give greater scrutiny to employers whose market power permits them to dominate their respective labor markets in ways that can facilitate employment-law violations," labor solicitor Jonathan Berry told staff in a memo today https://t.co/Ctlb1BI9Qx
By Josh Eidelson
Social•Feb 26, 2026
Join Denver Open House: See Historic Jet & R&D
We're holding an XB-1 and Boom Manufacturing Open House Thursday March 5th at our Denver manufacturing HQ. Meet the team, see the jet that made history, and tour our engine R&D shop. If you'd like an invitation fill out the form👇
By Blake Scholl