Social•Feb 26, 2026
Trump Officials Refuse to Affirm States' Election Authority
Trump administration officials declined to affirm states’ authority to run elections during a private meeting with state election chiefs Wednesday, according to an election official who was on the call. https://www.democracydocket.com/news-alerts/states-asked-the-trump-admin-to-affirm-they-not-the-feds-run-elections-they-were-met-with-silence/
By Marc Elias
Social•Feb 26, 2026
OrbiMed Leads Top Five Biotech VC Dealmakers
Always fun to look over @JohnCendpts annual list of the top 100 most active VCs in biotech for the past year Top 5, by # of rounds: 1. OrbiMed 2. RA Capital 3. GV 4. General Catalyst 5. Catalio Full list & analysis is live...
By Andrew Dunn
Social•Feb 26, 2026
NTLA Floods Market with 6M New Shares, Cash‑burn Evident
$NTLA looks like they ran the ATM for nearly 6M new shares since last quarterly earnings? As I expected. Absolute cash furnace. Their runway guidance was always mathematically implausible without raising like this.
By Adam May
Social•Feb 26, 2026
Warner Board Claims Value Delivery Amid Sale Process
The WBD board is "delivering significant value to WBD shareholders throughout the [sales] process" -- Warner CEO David Zaslav
By Joe Flint
Social•Feb 26, 2026
Revolut IPO Sparks Unprecedented Fintech VC Liquidity
We are going to see previously unheard of liquidity in fintech VC following the @Revolut IPO. "The firm is targeting a valuation of at least $150 billion through any listing." https://t.co/mos6kPJDYO
By Nik Milanovic
Social•Feb 26, 2026
Rail Freight Remains Essential Amid Market Cycles
Rail freight remains essential — even in a cyclical market. On Talking Transports, I speak with $GBX CEO Lorie Tekorius about railcar demand, margin strategy, tariffs, consolidation & rail’s long-term opportunity. 🎧 Listen on Apple: https://t.co/EbDO5FpQUB and Spotify: https://t.co/7D0t2hC6Ig #Rail #Freight #Logistics #Transportation...
By Lee Klaskow
Social•Feb 26, 2026
Maersk's Profit Hinges on Overcapacity and Suez Reopening
Maersk. Profit—or not. Overcapacity vs return to Suez Canal.. And what it means to rates.
By Tom Craig
Social•Feb 26, 2026
Warner Bros. Discovery Investor Call Launches with Top Executives
$WBD investor call is about to begin. David Zaslav, Gunnar Wiedenfels and JB Perrette are on the call
By Brian Steinberg
Social•Feb 26, 2026
Choosing the Right Leader Drives ROI and Trust
Discover how selecting the right project leader can boost ROI and build trust within your organization with 𝐑𝐚𝐲 𝐇𝐚𝐫𝐤𝐢𝐧𝐬. Stream now: 🔗 https://t.co/xZpXrFRDa1 📽️ https://t.co/IcAVWuUjlI 🔗 https://t.co/DmYp21NDA3 #Manufacturing #LeadershipDevelopment #ROI https://t.co/HrT69nqwVy
By Arthur Field
Social•Feb 26, 2026
Flatbed Trucking Booms as Manufacturing and Data Centers Surge
Trucking market conditions continue to be very tight, but nothing as significant as flatbed activity. Flatbeds are going hyperbolic, as demand for rust belt industrials (think steel) and manufacturing components heat up. Flatbeds are always on the front end of...
By Craig Fuller
Social•Feb 26, 2026
FCC Examines Shift of Sports From Broadcast to Streaming
D.C. Memo: @BrendanCarrFCC Has @FCC Looking at Migration of Sports Programming from Free TV to Streaming Platforms https://t.co/9Jr851pmvN
By Ted Hearn
Social•Feb 26, 2026
Legacy Cold Chains Can't Meet Modern DTC Demands
Cold chain logistics systems built 30+ years ago can’t support DTC, SKU explosion and two-day frozen delivery. That math doesn’t work. Margins shrink. Service risks rise. There’s a better way... #ColdChainLogistics #ColdChainSolutions https://t.co/RUl27ecRqu https://t.co/RZKvYHq964
By Jim Tompkins
Social•Feb 26, 2026
Final Call: Pre‑Qualification for Sierra Leone Mini‑grid Project
We will soon be closing the first call for Pre-Qualification Applications for the Salone Off-Grid Renewable Energy Acceleration (SOGREA) initiative to develop & upgrade #minigrids in #SierraLeone. More on application guidelines and eligibility criteria 🔗https://t.co/33ny5TBLTw https://t.co/0B4a9nAILj
By Damilola Ogunbiyi
Social•Feb 26, 2026
RVMD Switches PRMT5 Partner From T
$RVMD was collaborating with $TNGX in PRMT5, but now it's working with $BMY (remember that ex MRTX project?). Via @ByMadeleineA @ApexOnco -> https://t.co/mGZjKOiB7p (And $AMGN still dose optimising.)
By Jacob Plieth
Social•Feb 26, 2026
Overture's Built‑In WiFi Eliminates Bumps and Fuel Burn
Fun fact: we are designing WiFi into Overture, so there will be no bump at all and no fuel burn impact.
By Blake Scholl
Social•Feb 26, 2026
Google Messages Adds Scrollable RCS Business Profiles and Archive Feature
Google is streamlining the Google Messages interface by bringing a consistent, scrollable design to RCS Business Profiles that matches personal contact pages And a new "Archive" option in profile details page. ✅ Details and screenshots - https://t.co/2GxxCFh1Tf https://t.co/DpanHwfdjB
By AssembleDebug (Shiv)
Social•Feb 26, 2026
India’s Post‑Sindoor
“India After Operation Sindoor, Through the DIME Framework,” my latest in @RCDefense with @DaganLauren #india #OperationSindoor https://t.co/GKfP6zpp1F
By John Spencer
Social•Feb 26, 2026
US Oversupply Drives Down Energy Prices, Peaks Likely 2026
Peak Gas, Crude Risks Elevated in 2026; Energy Price Trend Down - Absent a supply shock from potential hostilities with Iran, crude oil may be more likely to peak in 1Q on the back of natural gas. Predominant downward price...
By Mike McGlone
Social•Feb 26, 2026
Brazil's Record Soy Output Caps 2026 Prices Near $11.70
Are Soybeans Getting Too Hot Near $11.70? Runaway Brazilian soybean production is a top pressure factor for prices, and $11.70 a bushel in 2026 may be too high. My graphic shows the US-traded oilseed bumping up against the 2025 peak, at...
By Mike McGlone
Social•Feb 26, 2026
Importers Weigh Discount for Guaranteed Immediate Tariff Refunds
If you are an importer, what % discount would you accept to get paid the full amount on your tariff refunds right now with 100% certainty and you keep the money even if there are no refunds.
By Ryan Petersen
Social•Feb 26, 2026
Kalshi Uses Public Enforcement to Signal Legitimacy
Fascinating to see @Kalshi taking so much action on alleged insider trading Legitimacy through very public enforcement. It's like an inverse regulation by enforcement. It's enforcement by industry to demonstrate being regulated. Kalshi accuses MrBeast editor of insider trading : NPR https://t.co/3sI6leeiBM
By Simon Taylor
Social•Feb 26, 2026
U.S. Sends 100 Advisors to Train Nigeria Post‑Airstrike
Following the Christmas Day U.S. airstrike on a jihadist target in northern Nigeria, the U.S. has deployed 100 troops, more so advisors, to train local counterterrorism forces in Nigeria. Full Newsletter: https://t.co/uIZSP3p5af #nigeria #usmilitary #geopolitics https://t.co/j1BH1u6PXG
By Peter Zeihan
Social•Feb 26, 2026
Velesto Energy: More Than Just Oil Drilling
Who is Velesto Energy Berhad? 🌊🏗️ If you’ve been following the Malaysian stock market or the O&G sector, you’ve definitely seen this name. But do they just "dig for oil"? Here’s the breakdown of this local giant. 🧵👇
By David Chuah
Social•Feb 26, 2026
Cava Targets 1,000 Locations, Sparking DC Retail Opportunities
Cava is aiming for 1,000 restaurants by 2032. The DC-based chain just hit $1.2B in revenue and plans to pass 500 units this year. Same-store sales were flat last quarter, but expansion is driving growth. They’re preparing for 100 openings a...
By Hendo Realty
Social•Feb 26, 2026
China's 90% Model Threatens 20 Industries—Act Now
My new book China's 90% Model launches March 17 To mark the launch of my book, I am hosting an exclusive session for my LinkedIn community. Are You Aware? Do You Know? In one hour I will take you through: 🔹What China's...
By Ram Charan
Social•Feb 26, 2026
Outbound Tender Rejections Surge to 14% Cycle High
Outbound tender rejection rates hit new cycle high at 14%. This rally is not slowing. https://t.co/LgTV2YoYEW
By Craig Fuller
Social•Feb 26, 2026
English Violation Rate Hits Record 103 Daily
The compliance momentum is increasing. English proficiency out of service violations are up to 103 per day, the highest in history. https://t.co/3Zplufl4lC
By Craig Fuller
Social•Feb 26, 2026
Last Tickets: Fireside Chat with RXO CEO on Freight Market
Still some tickets left to our first event of the year. We have a great speaker lineup and I am very excited to speak with RXO’s CEO in a fireside chart to discuss state of this crazy freight market.
By Craig Fuller
Social•Feb 26, 2026
Burning Out on AI, Missing Family, Game Release
I have this insatiable urge to work 100 hour weeks to deploy the latest AI @flexport, and struggling to find time to be with my family and then they have to go and drop the most perfect video game ever...
By Ryan Petersen
Social•Feb 26, 2026
US Crude Stocks Surge 16M Barrels, Gulf Coast Leads
U.S. CRUDE OILinventories surged by 16 million barrels over the seven days ending on February 20, the largest one-week increase for three years. The increase was concentrated at refineries and tank farms along the Gulf Coast where stocks rose by...
By John Kemp
Social•Feb 26, 2026
Shippers Pull Freight From Load Boards, Favor Direct Carriers
We have spoken with large brokers and hearing a trend - some shippers are demanding that their freight is not posted on load boards for fear of theft or compliance shutdowns. This is an emerging policy. The winners in this are asset...
By Craig Fuller
Social•Feb 26, 2026
Nvidia's Obligations Surge, Raising Structural Risk
Short Thought: Nvidia Ratchets Up the Risk Michael BurryFeb 26 Welcome to one short thought. Just going through the Nvidia numbers. I would like to highlight for you one specific aspect of their financials that I find troubling. The 2026 Form 10K...
By Doug Kass
Social•Feb 26, 2026
ExecuJet Haite Gains Multi‑Authority Certification for G700 Maintenance
ExecuJet Haite Aviation Services China Co., Ltd (ExecuJet Haite) has secured certifications from the Federal Aviation Administration (FAA), Qatar Civil Aviation Authority (QCAA) and Civil Aviation Authority of Vietnam (CAAV) to perform line and heavy maintenance on the Gulfstream G700. The...
By Bilqis Bahari
Social•Feb 26, 2026
Data Skills Trump AI Hype in Modern Strategies
The debate: which AI model to bet on. What I'm watching instead: Informatica surging. Java everywhere. GCP back on the shortlist. 73% of companies investing more in data skills. Not AI skills. Your AI strategy is only as strong as the data layer...
By Yves Mulkers
Social•Feb 26, 2026
Flydubai Posts $531m Profit, Hits Record Passengers
flydubai posts US$531m profit after tax for FY2025, reinforcing the momentum behind its expanding network strategy. The Dubai-based carrier reported US$591m pre-tax profit on revenues of US$3.7b, up 6% year-on-year. A record 15.7 million passengers flew with the airline, with Business...
By Bilqis Bahari
Social•Feb 26, 2026
Cyberpunk's Duel Arena Poised to Earn $100M+
I see the collision of these worlds, and have long believed @cyberpunk is the man to marry them. Genuinely think the Duel Arena alone will generate $100M+ in revenue.
By Piers Kicks
Social•Feb 26, 2026
OpenRAN Debate Continues: Live Event and Podcast
I’m at @DigiCatapult near St Pancras for an event which (I think) is basically on the theme of “Whatever happened to OpenRAN, episode 3?” Then eading down to Blackfriars at lunchtime to record a podcast with @telecoms Scott & Iain https://t.co/DIMTtD7oO4
By Dean Bubley
Social•Feb 26, 2026
Zimbabwe's Lithium Ban Likely Short‑Lived, Minimal GDP Impact
The Zimbabwe export ban seems to be due to transfer pricing, ie producers understating grade/value of exports. Similar to what we saw from the Chinese company that operated Bald Hill in Australia a few years ago. On my calcs, average Zimbabwe...
By Matt Fernley
Social•Feb 26, 2026
Deepfake Fraud Costs UK £9.4B, US Must Act
The UK’s £9.4B loss to deepfake-enabled fraud is not a headline, it’s a warning. AI-powered scams are scaling faster than legacy identity and compliance systems can adapt. If the US doesn’t harden digital onboarding, verification, and cross-sector fraud defenses now, the bill...
By Spiros Margaris
Social•Feb 26, 2026
AI in Healthcare: Ethics, Trust, and Clinician Adaptation
A meaningful share: AuthorsReading posted an editorial review of The Doctor’s Future. They spotlight the book’s focus on the real-world questions behind AI/robotics in healthcare—privacy, accountability, ethics, patient trust, and how clinicians can adapt their roles with clarity (supported by the...
By Pietro Emanuele Garbelli, MD
Social•Feb 26, 2026
Record Dividend Amid Profit Dip Raises Order Book Questions
Velesto Energy just reported a profit dip for FY25, yet they are paying out the highest dividend in the company's history. Is the RM1.3 billion order book enough to offset lower rig utilization and declining charter rates? Here is the breakdown of...
By David Chuah
Social•Feb 26, 2026
Last Call: Submit Future of Money Designs by Next Week
Entries close next week - FOM 2026 The Future of Money Design Awards give creative thinkers the opportunity to present thought-provoking concepts on money and payments to financial experts and industry leaders. Full brief and submission details 👉 https://t.co/p26tR8lKQA https://t.co/YnTlAM64wt
By Dave Birch
Social•Feb 26, 2026
China's Rare Earth Export Curbs Still Limit US Supply
Chinese rare earth export controls are still choking off lots of material to the US
By Lewis Jackson
Social•Feb 26, 2026
Stripe Targets PayPal in $159B Mega‑Deal
Stripe may be gearing up for a mega-deal by eyeing PayPal at a $159B tender valuation. If it happens, it would reshape the payments landscape and reignite competition in digital finance. Big bets like this show how fast fintech’s strategic plays are...
By Spiros Margaris
Social•Feb 26, 2026
Nedbank's Low P/E, High Yield Made It a No‑Brainer
Nedbank absolutely crushing it lately. It was at bargain levels at around the R200 level at a P/E ratio of around 5 and an even lower forward P/E. And people were selling. 😂 It also came with a dividend yield of...
By Talk Cents
Social•Feb 26, 2026
Nvidia Gaming GPU Supply Remains Tight for Quarters
Nvidia's gaming graphics chip production will be tight for a couple of more quarters, CFO says. https://t.co/V7qkJlyb5l
By Dean Takahashi
Social•Feb 26, 2026
GENIUS Act Opens 60-Day Comment Period on Stablecoin Rules
The GENIUS Act rules just dropped 60 days for comments Digging in to this today
By Simon Taylor
Social•Feb 26, 2026
Swarm AI Agents Build Websites From Scratch, Editable
This is probably the most insanely cool AI product I've tried in recent memory. A swarm of AI agents designing a website from scratch. And you can edit things manually at any time (see my manual edit at the end 😅)....
By Peter Yang
Social•Feb 26, 2026
Ecuador to Extend Mirador Mine Contract, Enable Norte Expansion
Ecuador plans a Mirador copper mine contract extension in 1H 2026 to unlock Mirador Norte expansion. https://www.metalnomist.com/2026/02/mirador-copper-mine-contract-extension.html
By The Metalnomist
Social•Feb 26, 2026
Smart Pills: Diagnostics Now, Autonomous Therapy Still Years Away
IEEE has a very technical overview of ingestible electronics and tomorrow's smart pills that could one day deliver drugs and take biopsies. To "take actions based on its findings" is a bit too far-fetched for now. What can these technologies definitely...
By Bertalan Meskó, PhD