Social•Feb 25, 2026
Trump’s IEA Threat Spurs Canada to Build Own Data
Trump's Bullying of IEA a Wake-up Call for Canada Energy Sec Chris Wright: Stop promoting net-zero or US will pull out of iea. Canada needs data, modelling for trade negotiations, policy. Where will Mark Carney Carney get it? Our own economists. #cdnpoli https://youtu.be/DhE1Gfoh-yY
By Markham Hislop
Social•Feb 25, 2026
Anthropic Launches Claude Cowork for Banking with Data Plugins
Anthropic is taking its magic tricks to financial services.... Claude Cowork for banking. - Plugins tailored for investment banking, private equity, equity research, and wealth management. - Integrations with financial data providers like FactSet, MSCI, S&P Global, and LSEG. https://t.co/pRISD6broy
By Nik Milanovic
Social•Feb 25, 2026
NASA Safety Panel Report Delayed by Government Shutdown
NASA's Aerospace Safety Advisory Panel's annual report is out today. Usually comes out in January but they said in December it would be late because of the Oct-Nov government shutdown. https://t.co/rUxrgbxucG
By Marcia Smith
Social•Feb 25, 2026
First-Time Homebuyers Are Far Younger than 40
40-Year-Old Virgin was a funny movie, but it's not the age of the first-time home buyer in America https://t.co/wcVOoa450Q
By Logan Mohtashami
Social•Feb 25, 2026
Senate Commerce to Mark Up NASA, NOAA Bills March 4
Senate Commerce will mark up the NASA authorization bill and the NOAA Weather Research and Forecasting Innovation Act on March 4, 10:00 am ET. (The latter was introduced today by Cruz & Cantwell: https://t.co/SOlKIgluOl)
By Marcia Smith
Social•Feb 25, 2026
Moonlake's New World Models Redefine Game Development
Inside the @moonlake world models, just released today, for video gaming with founder @sunfanyun. We go deep about the future of video game development. Wow. https://t.co/yDg0M6yDmG
By Robert Scoble
Social•Feb 25, 2026
Iran Could Field ICBM‑class Missile Within 2‑3 Years
We estimated the Zoljanah would have a 4,000-5,000 km range as a missile so yeah ... US and Soviet experience would suggest they are 2-3 years from an ICBM-class system following a decision to go for it.
By Jeffrey Lewis
Social•Feb 25, 2026
Nvidia’s HBM Grab Mirrors Apple’s iPod Storage Monopoly
Been hearing via supply chain friendlies, NVIDIA has secured most of the HBM, making it scarce for competitors. Reminds me of iPod days when Apple secured all the storage as others were trying to compete with them in MP3 players.
By Ben Bajarin
Social•Feb 25, 2026
Home Prices Stay Sticky Without Massive Supply Shock
The history of homeprices going back over 80 years. It's rare for nominal home prices to fall; it's super rare to have a massive nominal housing price crash. Home prices are sticky unless you have massive supply and distress sales...
By Logan Mohtashami
Social•Feb 25, 2026
Retailers Clash over Fulton Market’s Cultural Identity
From high fashion to fast food, retailers battle for soul of Chicago’s Fulton Market https://t.co/yHlUhchCi9’s-fulton-market
By Ryan Ori
Social•Feb 25, 2026
Iran May Field 60 ICBMs by 2035, Not Just SLVs
There is a widespread misunderstanding about the @DefenseIntel claim that Iran could develop an ICBM on the basis of SLVs by 2035. The same document also says that by 2035, it could have 60 (SIX-OH) ICBMs. https://t.co/cEpVUZ7I5Y
By Jeffrey Lewis
Social•Feb 25, 2026
Credit Card Delinquencies Hit Multi-Year Low Despite Consumer Worries
Credit Card Delinquencies, Balances, Burden, Credit Limits, and Collections in Q4 2025. Despite the wailing about tapped-out, struggling and cracking consumers, the credit card delinquency rate dropped to multi-year low https://t.co/gJZVHiZnW4 https://t.co/tWcbzsEi0k
By Wolf Richter
Social•Feb 25, 2026
CEO Remains Bullish as Shares Plunge 70%
"The best days of @TheTradeDesk are ahead of us. I want to thank our employees, our clients, and our Partners for their trust and support throughout 2025. I am as confident as I have ever been in the opportunity in...
By Rich Greenfield
Social•Feb 25, 2026
FAA Mandates Fix for Boeing 737 Overheating Circuit Breaker
FAA issues directive to address Boeing 737 circuit breaker issue that could cause excessively high temperatures in flight deck and cabin https://t.co/N9GmxmYtLu
By Jamie Freed
Social•Feb 25, 2026
Supreme Court Tariff Win Boosts Ports—But Likely Short‑Lived
Moody's: Port Import Gains From Supreme Court Tariff Ruling May Prove Fleeting. And supply chains? https://t.co/MTwlEv05YS
By Tom Craig
Social•Feb 25, 2026
Undoing Theft Is Hard, yet Still Unjustifiable
"It’s hard to undo almost a year’s worth of theft, but that doesn’t make theft permissible." 🔥 https://t.co/AiOvVFnwCJ https://t.co/S2CR1IBtrL
By Scott Lincicome
Social•Feb 25, 2026
Trump EPA Withdraws Funding for Electric School Buses
Trump’s EPA is yanking support for electric school buses #energysky -- via Canary Media: https://t.co/wWCGInkszK
By Tor “SolarFred” Valenza
Social•Feb 25, 2026
Paramount and Netflix Execs Hit White House Amid Deal War
Paramount's David Ellison was at POTUS State of the Union address. Netflix's Ted Sarandos headed to the White House as politics takes center stage as Paramount submits new offer for Warner Bros. Discovery. @latimes https://t.co/KSrhSdUCjY
By Meg James
Social•Feb 25, 2026
Linking Glucose Control to Vascular Health: Diabetes' Next Frontier
From glucose to vascular health: the future of diabetes care https://t.co/UMhK4BkOE3 #Conditions #Diabetes via @kevinmd
By Kevin Pho, MD
Social•Feb 25, 2026
Affordable Housing Requires Suburban and Greenfield Development
PLEASE NOTE THIS IS **METRO** There is NO example of any City keeping housing costs low without building in the suburbs and greenfield as well.
By Bobby Fijan
Social•Feb 25, 2026
Clinical AI's Future Hinges on Knowledge Integrity Over Architecture
AI isn’t just exposing workflow gaps in healthcare — it’s exposing content fragmentation. The future of clinical AI may depend less on model architecture and more on knowledge integrity. More from @ElsevierConnect at #ViVE2026.👇👇 https://t.co/zbay0c1z1x
By Colin Hung
Social•Feb 25, 2026
IMAX Sets 2025 Record, Eyes 1.4B in 2026
#IMAX execs in party mode: ALL TIME RECORD 1.28B grossed in IMAX screens at Global #BoxOffice in 2025, beating 2019’s previous 1.1B record, and up +40% from 2024. Top #IMAX 2025 grossers: 1 #NeZha2 2 #AvatarFireAndAsh 3 #F1 4 #DemonSlayerInfinityCastle What’s more: 2026 is expected to be...
By Luiz Fernando
Social•Feb 25, 2026
South Korea Partnership Boosts U.S. Shipbuilding Capacity
“Working with South Korea brings industrial capacity to the US and will allow America to press fast forward on shipbuilding,” Alex Wong, Hanwha https://t.co/BIwicYBkDb
By John Konrad
Social•Feb 25, 2026
Rare Metals Power Massive Data Centers and National Security
To build a data center the size of Manhattan, as Mr. Zuckerberg intends to, we need some metals that you’ve probably never heard of in quantities than you cannot fathom… These metals are not just 1 or 2 letters on your...
By Robert Friedland
Social•Feb 25, 2026
Anduril Fury Echoes T‑38/F‑5 Hybrid Design
Anduril's Fury has major T-38/F-5 vibes from the underside. Sort of like if an F-16 had too many drinks with an F-5E while on deployment and this thing popped out 9 months later. (Anduril photo) https://t.co/dI5yXAf6JZ
By Tyler Rogoway
Social•Feb 25, 2026
US, South Korea, Greece Unveil Major Shipbuilding Partnership
At DOT with Ambassador Guilfoyl, Alex Wong and US Merchant Marine Commandant Steve Carmel for a big shipbuilding announcement between the US, South Korea and Greece. Stay tuned to @gCaptain for details coming soon. https://t.co/TkMB2MwgEI
By John Konrad
Social•Feb 25, 2026
Sentinel ICBM Warhead Count Remains Unclear Amid New Features
Number Of Nuclear Warheads New Sentinel ICBMs Will Carry Now An Open Question We now know much more about the USAF's sprawling plans for new Sentinel ICBM silos with features not found on Minuteman III. https://t.co/AY6pVLb4xg
By Tyler Rogoway
Social•Feb 25, 2026
Paramount+ Gains 1 Million Subscribers, Reaches 78.9 M
Paramount+ subscribers rose 1 million to 78.9 mil in the 3 months ended Dec 31, '25. the parent, Paramount Skydance is set to have its earnings call shortly
By Daniel Kaplan
Social•Feb 25, 2026
Mega‑Corp Era Ends: Companies Must Downsize First
The difficult thing is managing the reality that all these companies need to become much smaller to reflect new reality + sell-offs need to happen before expansion. But self-fulfilling profit wheel that allowed for mega co's isn't coming back to...
By Julia Alexander
Social•Feb 25, 2026
Tariff Hikes Boost Inflation Expectations, Curb Durable Purchases
New @ClevFedResearch paper finds US tariff hikes & tariff uncertainty increase consumers' inflation expectations, while uncertainty "strongly discourage[s] consumers from buying durables, especially cars and big-ticket items." https://t.co/IhbQU2Pc4M https://t.co/6C1XUPmqch
By Scott Lincicome
Social•Feb 25, 2026
Mercy Hospital Ship Heading Toward Panama Canal, Not Greenland
I hate to break it to you, folks… Mercy's AIS Track Points to Panama Canal—Not Greenland—as Hospital Ship Steams South https://t.co/EJNcVSIlSm
By Mike Schuler
Social•Feb 25, 2026
Space Data Navigator Adds Guided Tours and Shareable Charts
I added some new features to the Space Data Navigator tool, including a guided tour to show what it allows you to do and the ability to share links (like this) to custom charts you make. NRO Starshield Satellites https://t.co/LdKE7c3qtr
By Todd Harrison
Social•Feb 25, 2026
AI Everywhere
It's becoming impossible for children to avoid interacting with AI, and platforms are doing very little to give parents control. Now, Roblox now has games with AI. What can it do, and how worried should you be? I've got you...
By Patrick Klepek
Social•Feb 25, 2026
Leadership, Not Data, Drives Effective Decision-Making
Most companies don’t lack data. They lack the courage to accept what the data tells them. More measurement won’t fix bad framing. Better leadership will. #Leadership #BusinessStrategy #CEO #Innovation #DecisionMaking #ExecutiveLeadership https://t.co/r0gaUrC7bj
By Kaihan Krippendorff
Social•Feb 25, 2026
Ukrainian Attacks Thrive as Russian Forces Fragment
The Ukrainians remain outnumbered. However, since Russian units are scattered, isolated, and unable to communicate, they are left vulnerable. So, organized Ukrainian offensives are finding success…for now. #ukrainewar #starlink #geopolitics https://t.co/C4sJyTga9A
By Peter Zeihan
Social•Feb 25, 2026
VRE Buyout Offers 5% Cap Rate, Minimal Downside
Good outline of the $VRE buyout. There’s probably a small chance of an overbid here. But, to be honest, probably close to zero, at a 5% implied cap rate. But we’ll see. Downside is only ~10% and the buyer isn’t walking, so...
By Dalius – Special Sits
Social•Feb 25, 2026
Net‑Zero Path Turns Steeper, Emissions Curve Cliffs
CHART OF THE DAY: Global energy-related CO2 emissions, with historical path, plus different scenarios: current policies, stated policies and net-zero by 2050. The later curve is getting more cliff-like by the day. My @Opinion column on net zero is here:...
By Javier Blas
Social•Feb 25, 2026
Flatbed Rejection Spike Signals Bullish Industrial Growth
This is an extreme spike in the SONAR Truckload Rejection Index – Flatbed (STRIF.USA) from 2018–2026. A 40% rejection rate means: * Strong industrial throughput * Tight labor + equipment capacity * Improving pricing power in physical economy * Early/mid expansion phase dynamics It usually leads: *...
By Tobias Carlisle
Social•Feb 25, 2026
AI Economics, Not Just Strategy, Drives Future Advantage
At the Outthinker Miami Summit, one insight stood out: AI won’t just change strategy. AI economics will. When token costs drop, competitive advantage shifts. Strategy = economics + alignment + positioning. More insights soon. #strategy #AI #leadership #Innovation https://t.co/PG70GV7Ifb
By Kaihan Krippendorff
Social•Feb 25, 2026
Verizon Leverages FWA to Expand Sustainable Subscriber Base
"with FWA ... we're building a long-term sustainable business. We have over 5.7 million subs in our base...and we see a lot of room to grow there. So we can do both and we have the capacity and the network...
By Mike Dano
Social•Feb 25, 2026
Launch Still On Track, New Payload Added to Blue Ring
Tory told me yesterday this is still on track for launch later this year. He has the team working on adding a new payload to Blue Ring for the first test flight, but wasn't ready to offer specifics.
By Stephen Clark
Social•Feb 25, 2026
KOSA and SCREEN Act Will Worsen Situation
This is going to get so so much worse if KOSA, SCREEN Act etc pass
By Taylor Lorenz
Social•Feb 25, 2026
Apple Secures High‑Profile Biopic, Expands Original Film Slate
#Apple really loved this life of releasing awards contenders, as the Big Tech giant won the bidding war beating 5 studios over the untitled #LanceArmstrong sport biopic, starring #AustinButler playing the cyclist & directed by #EdwardBerger, responsible for #Conclave &...
By Luiz Fernando
Social•Feb 25, 2026
Shoals Posts Record $148M Q4, 19% Annual Growth
Shoals reports record $148 million Q4 revenue, full-year growth of 19% #energysky -- via pv magazine usa: https://t.co/bo7p0b9Z7D
By Tor “SolarFred” Valenza
Social•Feb 25, 2026
Asha Sharma Returns as Xbox CEO, Second Microsoft Stint
Fun fact: Asha Sharma's appointment as CEO of Xbox is her second time working on Microsoft's gaming brand A Microsoft rep confirmed to me that she did some Xbox work back during her initial 2011-2013 Microsoft stint but didn't specify what...
By Stephen Totilo
Social•Feb 25, 2026
Blue Ring 1 Spotted Undergoing Factory Testing
Ok, by popular demand, here is shot of Blue Ring 1 in the factory under going testing. https://t.co/hyk05AdF4X
By Tory Bruno
Social•Feb 25, 2026
China’s Long‑Term Naval Strategy Redefines Global Power
China’s strategy isn’t short term. It’s structural. Every dominant power in history controlled the seas. Trade routes determine power. Naval dominance determines the future. The Pacific is only the beginning. Understanding this shift is critical to understanding what comes next. Link in bio to learn more. #China...
By David Murrin
Social•Feb 25, 2026
Self-Generated Power
Bring Your Own Generation Comes With Its Own Risks #energysky -- via Heatmap News https://t.co/3GKbb5kFF7 https://t.co/rYlt6Su0pH
By Tor “SolarFred” Valenza
Social•Feb 25, 2026
NASA Veteran Ken Bowersox Retires After Starliner Report
Ken Bowersox just announced he is retiring from NASA. This comes a week after the release of the Starliner report.
By Eric Berger
Social•Feb 25, 2026
Pending Contracts Near February 2025 Levels, Demand Remains Tame
Looks like pending contracts this month will match or slightly surpass February 2025. Here is a visual as of a couple days ago. Basically, buyer demand has been pretty tame still. Very slightly better. https://t.co/9ckA6qPxJo
By Ryan Lundquist