Social•Feb 25, 2026
Blackstone's Medallia Loan Downgrade Erases $5B Equity
Surprised no journalists have read $BXSL's 10-K filed this am, but I'll front run them with the story: Blackstone marked the Medallia loan at 78 in Q4, down from 82 in Q3. It's safe to say the PE sponsor's (and co-investors') $5 billion+ equity check has been vaporized.
By Julian Klymochko
Social•Feb 25, 2026
Middle Managers Bridge Strategy and Execution Through Clear Communication
#TimTalk - Middle managers are the bridge between senior strategy and frontline execution, how can the manager maintain communication? with Gary Cookson https://t.co/aeHGNcfHqc via @DLAIgnite #SocialSelling #DigitalSelling #Sales #SalesLeader #Leadership #Culture #Success #Management #HumanResources #HR
By Tim Hughes
Social•Feb 25, 2026
Spot Market Overtakes Contracts, Signaling Freight Recession End
The spot market is finally crossing over and passing the contract market. Why does this matter? Because it provides the best data we've seen yet that the Great Freight Recession is ending. Is this a blip or a permanent shift? Is @rxoinc...
By Ben Gordon
Social•Feb 25, 2026
AI Sparked No Major Corporate Shifts in 2025
As someone who has spent a lot of time with large companies talking about AI, I can say fairly confidently that no big organizational changes happened as a result of AI in 2025 I don’t think that tells us...
By Ethan Mollick
Social•Feb 25, 2026
SaaS Evolves Into AI‑Driven Middleware for New UX
Will most of SaaS turn out to be middleware for AI based UX/Interfaces? Parts of SaaS sure will, the ones who don’t change fast enough to reality of changing UX in AI era. Ref: @AnthropicAI announced new AI tools yesterday...
By Sarbjeet Johal
Social•Feb 25, 2026
Psychedelic Stocks Overhyped as Nominee Warns Caution
Psychedelic tape still trades on vibes > policy. Surgeon General nominee Casey Means says she “would not recommend” psilocybin to the American people today. Yes, she nods to “exciting work” in PTSD and veterans. But that is a far cry from...
By BowTiedBiotech
Social•Feb 25, 2026
Smart Metrics Need Guardrails to Prevent AI Gaming
Smart metrics don’t just measure performance, they shape behavior. If we’re deploying #AI across the enterprise, we need guardrails against metric gaming from day one. Governance isn’t a brake on innovation, it’s what makes transformation durable. Especially as agentic systems enter ops. https://t.co/r792RxQbTa...
By Harold Sinnott
Social•Feb 25, 2026
AI Expands Beyond Scribes to Entire Healthcare Practice
The future isn’t just AI scribes — it’s AI across the whole practice. Front desk to billing. Hear Venky Chellappa share @charmhealth's approach at #ViVE2026 👇 https://t.co/Fu8iReWUAZ
By Colin Hung
Social•Feb 25, 2026
Co
#RealEstate data giant #CoStar thinks of itself as a winner but thus far #WallSt treating it as a loser, as it fell below $45/share 1st X since 19. #Florance touts https://t.co/OfrVvw8tgH's new #AI platform, sees rivals as 'doomscrolls' #CRE ...
By David Levitt
Social•Feb 25, 2026
Stable City Prices only Where Greenfield Development Thrives
This can be laid at the feet of the suburbs not building: Long Island, West Chester, Connecticut, and North Jersey There is no market with stable CITY prices which has not see a TON of greenfield development.
By Bobby Fijan
Social•Feb 25, 2026
Lithium Corp Targets Lithium, Graphite, Fluorspar, Neodymium
Lithium Corp $LTUM Junior spec run by Tom Lewis: Lithium, Graphite, Fluorspar & Neodymium ... https://t.co/gv3RzOcArh
By Hedgehog Trader (Nicholas Winton)
Social•Feb 25, 2026
IBM Poised to Cut Labor Costs with Upgrade Tools
“Why don’t people recognize that @IBM is likely to adopt these tools and be able to reduce their labor cost by making it easier to do upgrades”, brilliant commentary on IBM from @ACMJoAnneFeeney of Advisors Capital Mgmt, moments ago. Same...
By Sarbjeet Johal
Social•Feb 25, 2026
Regulatory Pressure Forces Hospitals Back to Fax
When government requirements increase data sharing but systems aren’t connected, the fax machine fills the gap. Jess Czelusniak shares what that reality looked like at VHC Health.👇 Hear more about their experience: https://t.co/D7oXKCb2Kg @VyneMedical @VHCHealth #eFax #HITSM https://t.co/mvrhQyx04R
By Colin Hung
Social•Feb 25, 2026
FERC Admits Misvaluation, yet Status Quo Persists
FERC finds that setting min. stds for interregional transmission capacity "can inaccurately value interregional transfer capability." OK. But the status quo is definitely inaccurately valuing interregional transfer capability. Nothing will change. FERC missed an opportunity.
By Ari Peskoe
Social•Feb 25, 2026
Fintech Charters Once Unlikely, Now Industry Standard
About 3 years ago @aleximm said to me, he believes long term fintech companies would apply for charters. At the height of ZIRP, I disagreed. It seemed all downside. Now the world is upside down. Every tech company wants a charter. How times have...
By Simon Taylor
Social•Feb 25, 2026
Fed Vice Chair Urges Big Banks Return to Mortgages
Big banks retreated from mortgages after the 2008 housing crash—now this Fed governor wants them back After a decade+ of "migration" toward nonbanks, Federal Reserve Vice Chair Michelle Bowman says it's time to reconsider policy My latest for ResiClub: https://t.co/6IY86V9OTy
By Lance Lambert
Social•Feb 25, 2026
Post-Game Libraries Unlock ROI Amid Rising Sports Costs
Audiences love sports, but the cost of sports rights are getting out of control. How can streaming platforms ever hope to generate an ROI? By building the perfect post-game library funnel. My latest for @observer https://t.co/UNOXVWp3wA
By Brandon Katz
Social•Feb 25, 2026
NASA Rolls Back SLS Booster, Removing Rocket From Artemis
SLS booster now rolling back from launch pad in Florida as Isaacman-led NASA puts "best part is no part" into practice by removing rocket from Artemis. https://t.co/32nwXLbUKG
By Eric Berger
Social•Feb 25, 2026
Altadena Renters Lag Behind Post‑wildfire Recovery, People Matter
Renter recovery is lagging in Altadena after last year's wildfire, a new @UCLAlatino study finds: “The real question is when we’re prioritizing return to Altadena to what it once was, is that based on the housing or is that based...
By Liam Dillon
Social•Feb 25, 2026
Oracle Health Sets New Standard for Healthcare Interoperability
The @OracleHealth team isn't waiting for the future of healthcare connectivity—we’re setting the standard: https://t.co/Gw7WFnvODg Through this validation program, we’re building trusted relationships with device vendors, streamlining interoperability, and opening the door for continued collaboration and innovation.
By Seema Verma
Social•Feb 25, 2026
Depressed Oil‑Gold Ratio Signals Multi‑Year Energy Outperformance
Oil peaked in 2008 at $140 and has fallen sideways since to ~$65 today. In hard-money gold terms, 1 ounce buys 100 barrels of oil. Oil has been deflating for decades. The only time it was cheaper was 2020 when...
By Tobias Carlisle
Social•Feb 25, 2026
More Pandemic Construction, Fewer Bidding Wars; Less Building, More.
🏗️The places that built the most housing during the pandemic have the fewest bidding wars, and the places that neglected to build have the most. 🏘️ See percent of homes selling above list price by county. https://t.co/giPGgmFuBr
By Fairweather PhD
Social•Feb 25, 2026
Moonlake's World Model Enables Rich Gaming Interactions
Very different than other world models I have seen. Much more focused on gaming. Will have a video up later to dive into this.
By Robert Scoble
Social•Feb 25, 2026
Avoid Underwriting Errors to Maximize Build‑to‑Rent Profits
Build to Rent Deals: Avoid Underwriting Mistakes for Profit Follow @chasecalhoun.realestate for more on build-to-rent and real estate investing. #realestate #investmentproperty #buildtorent
By Chase Calhoun
Social•Feb 25, 2026
Verify Emails Instantly to Protect Sender Reputation
Sending cold emails to addresses that don't exist kills your deliverability. Seen people tank their sender reputation overnight because 15-20% of their list was dead addresses. Built a free tool that verifies any email in seconds. Checks the format, domain, and...
By Chase Dimond
Social•Feb 25, 2026
FDA Rejects Experimental Rare Blood Cancer Therapy
An experimental therapy for a rare blood cancer was on the path toward approval by the Food and Drug Administration last year — with internal reviewers recommending it be cleared — before the agency rejected the drug last month, @adamfeuerstein...
By Allison DeAngelis
Social•Feb 25, 2026
FDA Rejects Europe‑approved Drug: What Shifted?
Interesting read: the thread and the story. A drug that was approved in Europe in 2022, which looked like it was on track for #FDA approval, instead is rejected. What changed at FDA? 🤔
By Helen Branswell
Social•Feb 25, 2026
ACIP Meeting Notice Raises Questions on Vaccine Injury Role
The Federal Register notice for the (now) March #ACIP meeting is now up & it's ... puzzling. Possible vote on Covid vaccine injury? ACIP can recommend changes to the way a vaccine is used, for safety reasons. But vaccine injuries aren't...
By Helen Branswell
Social•Feb 25, 2026
Resident Evil 9 Perfectly Balances Horror and Action
I've played half of Resident Evil 9 and my time with it is easy to describe: incredible. (Or, how I just put it on a Remap Radio recording, fucking awesome) A truly inspired blend of horror and action, perhaps the...
By Patrick Klepek
Social•Feb 25, 2026
Distress Deadline for GA Appeals Court August Term: March 16
The “distress” deadline for @AppealsCourtGA’s 2025 August Term cases is March 16th. You can learn more about the distress deadlines for Georgia’s appellate courts at this link. https://t.co/W4HXs4wZnZ
By Judge Stephen Dillard
Social•Feb 25, 2026
Targeting 30% Wireline Reduction by 2026
"We expect by the end of 2026 to be able to stop offering -- not only stop offering but to be able to get out of 30% of our wireline footprint. That's a big deal." https://t.co/2phTHtaps9 $T
By Mike Dano
Social•Feb 25, 2026
AI Should Boost Human Response Rates, Not Invent New Drugs
$LTRN is a live experiment in our thesis: AI doesn’t need to invent new drugs. It needs to improve probability of success in humans. If RADR consistently enriches responders, that’s durable value. If not, platform premium disappears. Listen to the podcast here: https://t.co/ZAg5btpcIK
By BowTiedBiotech
Social•Feb 25, 2026
Netflix Shares Surge After Warner Bid Sparks Wall Street Bet
Wall Street making a bet against Netflix purchase of Warner >>>>Netflix Stock Has Best Day In Over A Year After Paramount's New Warner Bros. Bid $NLFXhttps://www.investors.com/news/netflix-paramount-skydance-warner-bros-bid-offer/
By Claire Atkinson
Social•Feb 25, 2026
Scrutinize Defense Procurement, Invest Across Supply Chain
Germany’s @_FriedrichMerz is right to scrutinize defense #procurement—which can be rather murky. Spending w/ start-ups & young cos. will likely foster innovation, though the money should spread across the #supplychain. Via @laurapitel & @ChassNews @FT https://t.co/MFeG0WiDwx
By Sigi Osagie
Social•Feb 25, 2026
North Korea, Iran Co‑Develop LPRE, Potential ICBM Threat
North Korea's "3.18 Revolution" liquid propellant rocket engine (LPRE) was co-developed with Iran. Iran released pictures of an itty bitty model of one at the space day last year. Might be for an SLV, but also makes a great ICBM...
By Jeffrey Lewis
Social•Feb 25, 2026
Dual BCMA‑CD19 Targeting Shows Promise in ASyS
interesting and different efficacy outcomes in ASyS and SSc autoimmune patients treated with blinatumomab (CD3/CD19) and teclistamab (CD3/BCMA), respectively, + Rituximab maintenance. Potential for targeting both BCMA and CD19, especially in ASys. https://t.co/Dyq7h9EeGo
By Paul D. Rennert
Social•Feb 25, 2026
AI Governance Gap: Oversight High, Employee Access Low
New data reveals AI governance gap between policy and practice, creating ESG risks - Thomson Reuters Institute “While 76% of companies with an AI strategy reported management-level oversight, only 41% made their AI policies accessible to employees or required their...
By Glen Gilmore
Social•Feb 25, 2026
34‑year‑old Azov Hero Pro
So, Denys “Redis” Prokopenko, commander of the 1st Army Corps “Azov” and a distinguished hero of the Battle of Mariupol, was promoted to the rank of brigadier general today. He is only 34 years old. https://t.co/3EQtcso3Ca
By Illia Ponomarenko
Social•Feb 25, 2026
Matt Murray Opens Town Hall Applauding Natanson’s Lawyers
tidbit: I’m told The Washington Post town hall with Matt Murray and Jeff D’onofrio is underway. Per source, Matt kicked it off with a shoutout to the lawyers representing Hannah Natanson, leading the room in applause
By Ben Mullin
Social•Feb 25, 2026
Banking Redefined: Transparent, Fee‑Free, Robot‑Ready Future
The future of banking: - Full transparency - Instant settlements - No fees - Incentives for early adopters But most importantly: A financial system that works for robots
By Lex Sokolin
Social•Feb 25, 2026
Mortal Kombat II Poster Reveals IMAX Summer Release
WB really told their marketing team to FINISH HIM and so they did deliver an epic poster of #MortalKombat2, ahead of its trailer debut this weekend, confirming that it has #IMAX locked for its debut. #MortalKombatII debuts this SUMMER on MAY...
By Luiz Fernando
Social•Feb 25, 2026
AI Bridges Contact Center Data to Automated Service Tickets
Your Contact Center is generating a goldmine of unstructured data, but if it isn't hitting your Service Management platform, your Product and IT teams are flying blind. AI is the bridge that turns a customer complaint into an automated internal...
By Tim Crawford
Social•Feb 25, 2026
Great Banks Balance Autonomous Innovation with Responsibility
Autonomous intelligence can drive speed and scale. What defines great financial institutions is how they balance innovation with responsibility. https://t.co/Ashs1ZyYcy
By Jim Marous
Social•Feb 25, 2026
Europe's Anti‑Russia Stance Fails: Oil Still Bought
Are the RUSSOPHOBES in Europe still buying Russian oil? The answer is YES. SANCTIONS = NEVER WORK. https://t.co/EGIEz4CjE2
By Steve Hanke
Social•Feb 25, 2026
Bay Area's Tech Boom Fuels Essex Growth Through 2026
Here are some highlights from Essex's (major West Coast apartment REIT) recent earnings call: 1) The Bay Area remains a bright spot for Essex, driven by tech jobs plus limited housing supply. Essex expecting same for 2026. https://t.co/bENUiyzAc3
By Jay Parsons
Social•Feb 25, 2026
Electricity Use per Capita Mirrors Wealth and Modernity
It's worth keeping in mind that this chart shows electricity consumption per capita, which has much better correlation with wealth than "primary energy". Electricity consumption is more closely-tied to the markers of modernity (access to IT, A/C, refrigeration, water treatment...)...
By Michael E. Webber
Social•Feb 25, 2026
Closed Pharmacies Find New Life as Versatile Retail Hubs
Drugstores are shrinking fast, but their real estate is not becoming obsolete. Well-located former pharmacies are turning into some of the most versatile second-generation retail and healthcare sites in the market. ▫️Walgreens plans to close 1,200 stores (500 in 2025 alone). ▫️CVS...
By Coy Davidson
Social•Feb 25, 2026
No Pharma Money, Proven Vaccines Safe for Autistic Kids
Haha what an original and inspired conspiracy trope. Search my name in CMS Open Payments. I get $0 from pharma companies. ZERO. ZILCH. I do this because I believe in public health and keeping kids from getting serious illnesses. And because, unlike...
By Joel Shulkin, MD
Social•Feb 25, 2026
Requiem's Excellence Makes RE2 Remake a Mandatory Play
REVIEW: I liked Resident Evil Requiem so much that I took a break while on review deadline to play RE2 Remake through for the first time... a game I'd say is mandatory for this one See, Requiem is an excellent Resident...
By Stephen Totilo
Social•Feb 25, 2026
Kremlin Says Putin‑Zelensky Meeting Would Be Futile
Kremlin spokesman Dmitry Peskov pours cold water over Steve Witkoff's recent claim that Putin and Zelensky could meet in the next three weeks. "What's the point of a top-level meeting if [Ukraine] keeps its current position?" he says. https://t.co/zSzov17j0i
By Max Seddon