Social•Feb 25, 2026
Weekly Sales Dip Yet Up 12% YoY Amid Snow Melt
Purchase application data update -5% week to week +12% year over year So far this year, even with a higher bar to work with, every week has had positive year-over-year growth The last 2 weeks, our weekly pending sales data have improved as the snow data has melted away https://t.co/QzD6lXpQpe
By Logan Mohtashami
Social•Feb 25, 2026
UUUU Forms Bullish Cup‑Handle, Target Mid‑$20s
$UUUU Daily. Uranium/rare earth miner still forming an attractive, bullish cup and handle pattern. Needs to push back into mid-$20's now. https://t.co/jqAyOlkNY0
By chessNwine
Social•Feb 25, 2026
Lumen Wins Anthropic Fiber Expansion, Part of $13B PCF Deals
Lumen "selected to expand Anthropic’s fiber network across North America, part of Lumen’s nearly $13 billion in total Private Connectivity Fabric (PCF) contracts" https://t.co/FVuOEt5wIn $LUMN
By Mike Dano
Social•Feb 25, 2026
Cyber Resilience Means Business Continuity Amid Failures
Cyber resilience goes beyond stopping attacks. It’s keeping the organization running when systems fail, and data is uncertain. Prevention helps, but resilience ensures the business keeps moving. https://t.co/iRvh9PxW7z
By Cristina Dolan
Social•Feb 25, 2026
War Toll: Millions Displaced, Thousands Killed, Aid Shrinks
"4 years into Russia’s full-scale invasion of Ukraine, a look at the war by the numbers" @AP 1.8 million - The upper end of the estimated number of soldiers killed, wounded, or missing on both sides https://t.co/nhfGYwJWG9 19.4% - Ukrainian land...
By John Spencer
Social•Feb 25, 2026
Rising Rents and Lower Rates Drive Renters Toward Buying
For renters, a strong nudge to think about buying a home often comes from a big renewal increase. As the rental market crawls out of its recession, and mortgage rates start with a 5 not a 6, expect more renters...
By Rick Palacios Jr.
Social•Feb 25, 2026
China Warns US Trade Probe Could Spark New War
China warns about US trade probe. And tariffs. Will there be another trade war? And what then for supply chains?
By Tom Craig
Social•Feb 25, 2026
Housing Inventory Down 2.6 M From 2008 Levels
For those asking about the gap in this chart today vs 2008 2008: 4,000,000 existing home sales 2008: 3.8 million active inventory Currently active inventory here is 1,220,000 roughly a 2.6 million gap Normal inventory levels are actually 2-2.5 million
By Logan Mohtashami
Social•Feb 25, 2026
SLS/Orion Rolls Back to VAB for Helium Fix
SLS/Orion began its rollback to the VAB at 9:28 am ET. Could take up to 12 hours. The rollback is so they can fix a helium flow problem on the upper stage. https://t.co/pfdRZQOj9g NASA is providing a livestream on its YouTube channel....
By Marcia Smith
Social•Feb 25, 2026
Emerging Protein Degradation Trends and CAR‑T Synergies
What gets missed in the hurly burly of a conference with many highlight reels? Here we explore emerging trends to watch out for when it comes to protein degradation/glues, & combination opportunities w/ CAR-T cells. Time for some...
By Sally Church
Social•Feb 25, 2026
Fans Value Affordability and Experience Over Winning
Quote of the Day “The number one thing fans want is affordability. They want affordability. They want safety, and they want a good experience when they come to the ballpark. Believe it or not, winning is not in their top five.” L.A....
By Ted Hearn
Social•Feb 25, 2026
Apple Could Monetize Default AI Like Safari Search
AI Tracking Transparency In November, Apple updated its App Store developer guidelines to require developers to obtain affirmative, opt-in consent from users before sending “personal data” to third-party AI services. A pertinent question is: if Apple is able to dissuade developers...
By Eric Seufert
Social•Feb 25, 2026
NYC AI Laws Enacted; Communities Must Drive Governance
New York City And State Have Passed AI Laws—Now Communities Must Lead | Health Affairs Forefront https://t.co/VCtymavrCr #NY #NYC #AIGovernance
By Glen Gilmore
Social•Feb 25, 2026
Apply by March 1 for Visual Game & Media Design Master’s
Join our Visual Game & Media Design two-year master’s program at the Royal Danish Academy in Copenhagen. Deadline March 1st! Visual Game & Media Design is a cross-disciplinary program open to all creative BA students. Read more about the program here: https://t.co/21gUvVDYX1...
By Jesper Juul
Social•Feb 25, 2026
Kali Chaudhuri Bets $470M to Revitalize LA Towers
#KaliChaudhuri looked at #LA's graffiti-scarred towers+saw potential. Poised to pay $470M for #OceanwidePlaza, storied for its #Chinese failure,+its 2 brethren. 'I'll try my very best to turn it around+make it a jewel' #realestate #multifamily #KPC https://t.co/CANYdyTniX
By David Levitt
Social•Feb 25, 2026
GSK's New CEO Targets Proven Science, Eyes Obesity Drugs
The FT's report on GSK's $950M deal to buy 35Pharma and its pulmonary arterial hypertension drug includes an interesting unnamed insider's quote that new CEO Luke Miels is going after assets where "the science is relatively settled." Maybe leaning into...
By John Carroll
Social•Feb 25, 2026
RBOB Gas Futures Dip 1%, Pump Prices Near $3
RBOB gasoline futures down 1% YoY... very likely to turn up YoY in the weeks ahead... $3 pump prices absolutely coming $UGA $RB_F https://t.co/H5sX1paGVU
By Mike Zaccardi
Social•Feb 25, 2026
Courts to Decide Why Collected Tariffs Remain Unrefunded
USTR: Courts will tell about tariff refunds. US collected the tariffs. Why are they not stepping up on refunds?
By Tom Craig
Social•Feb 25, 2026
China’s 5-Year Plan Boosts Energy Security, Regional Self‑Reliance
How China’s 5-year energy plan could change the way it powers its economy Beijing will prioritise energy security through large-scale projects and greater regional self-reliance, as risks mount at home and overseas https://t.co/HwoETxozqe via @scmpnews
By Paul Triolo
Social•Feb 25, 2026
Boost Mobile Pilots Starlink Sales in 120 Stores
. @boostmobile has begun to test sales of @Starlink in ~120 stores. The pilot ties into EchoStar's pending sale of spectrum to SpaceX and builds on Starlink's growing retail strategy. h/t @wave7jeff - @Light_Reading https://t.co/Uc3v44JgC9
By Jeff Baumgartner
Social•Feb 25, 2026
Brace for the Next Trade Storm After Tariff Blizzard
After the Tariff Blizzard, Are You Ready for the Next Storm? - https://t.co/syg5yLFZmi @joinindago #TrumpTariffs #IEEPA #SupremeCourt #globaltrade #supplychain #logistics #tradecompliance
By Adrian Gonzalez
Social•Feb 25, 2026
AI Turns Reverse Logistics From Cost to Competitive Edge
New article from McKinsey - From cost center to competitive advantage: Modernizing reverse logistics with AI https://t.co/Ukil6mBCjn
By Cathy Morrow Roberson
Social•Feb 25, 2026
US Policies Amplify Global Inflation Beyond Shared Goods
"How U.S.-Centric is the Inflation Problem?" https://t.co/536nv3SjWg "whatever common elements are shared by globally traded consumer and business goods have been augmented by country-specific decisions in the United States, Germany, and Canada." https://t.co/QflnhV9CDt
By Scott Lincicome
Social•Feb 25, 2026
Never Stop Watching Your Registered Trademark
as a trademark lawyer i am begging you to please continue to monitor your trademark once you've gotten it reigstered.
By Taylor M. Tieman (Legalmiga)
Social•Feb 25, 2026
Circulating piRNAs May Predict Elderly Survival and Longevity
Strong claim that needs independent replication: "Our findings provide compelling evidence that circulating smRNAs—especially piRNAs—are powerful predictors of survival in older adults and potential biomarkers of longevity" https://t.co/oi4220zxGY https://t.co/yk3MX4VdQj
By Eric Topol
Social•Feb 25, 2026
Mar
The chokepoint that shows whether we have learnt anything. There are many players in maritime that can affect here. Then there are external factors. Including terrorists and war. Risk mitigation. And not. https://t.co/rVUH537CAZ
By Tom Craig
Social•Feb 25, 2026
TV Agency Launches Book Division Targeting YA, Romance, Women’s Fiction
Recently, the LA-based TV literary agency Kaplan Stahler brought on Jillian Davis to start their book department. She focuses on authors of YA, romance, and women’s fiction. I’m grateful to Jillian for answering a few questions about the unique space she’s...
By Jane Friedman
Social•Feb 25, 2026
LNG Export Permits Strengthen U.S. Industry and European Security
I can't remember--who was the president 10 years ago? That Administration's decision to grant permits for LNG exports was a boon for the domestic O&G industry while also helping U.S. and European security by reducing dependence on Russian energy exports.
By Michael E. Webber
Social•Feb 25, 2026
Essential Guide to Private Real Estate Incentives
If you are just learning about the private real estate business, either as a prospective GP or LP, please read this short book. It’s a pretty balanced explanation of the game, including the incentives driving the different players. https://t.co/3pvXJikrV5
By Moses Kagan
Social•Feb 25, 2026
Treasury Secretary Admits Tariffs Pretext, Investigations Reverse‑engineered
Also, it's nice to see the Treasury Secretary openly admit the new Section 301 investigations will be reverse-engineered to justify new tariffs. Not even a hint that the investigation might go negative. It's all just a pretext. https://t.co/HDwm3f4gpE https://t.co/U1olE8kLdE
By Scott Lincicome
Social•Feb 25, 2026
Enterprise Data Stack Becomes AI Delivery Engine
Everyone’s watching which LLM wins benchmarks. I’m watching Informatica suddenly show up everywhere. GCP coverage up 200%. The enterprise data stack isn’t being replaced by AI. It’s becoming the delivery mechanism for AI. The boring infrastructure is now the moat. https://t.co/9dxQv330NZ
By Yves Mulkers
Social•Feb 25, 2026
Bessent Hints at IEEPA Tariff Refunds, Slams FedEx CEO
Maybe a small bit of good news in Bessent's latest comments on IEEPA tariff refunds (along with a pathetic smear of FedEx's CEO) https://t.co/fhxh3BfgSM https://t.co/TscpCKYG6i https://t.co/9s3Wfx6jGn
By Scott Lincicome
Social•Feb 25, 2026
Aerospace Leaders Inspire Youth at RAeS Event
Great to have @ProfBrianCox @ChiefofAirStaff & @JonEggingTrust at RAeS HQ earlier this week for an evening focused on youth and aerospace #avgeek https://t.co/4JgtkiXkUv https://t.co/J7UZ3NsPP6
By Tim Robinson
Social•Feb 25, 2026
Silver Drilling Kicks Off in Mining‑friendly Nevada.
Starting major silver drilling campaign in mining friendly Nevada @BRCSilver $brc.v look at that chart
By Jeb Handwerger
Social•Feb 25, 2026
Fasting Insulin: The Overlooked Test Predicting Disease
The Most Important Blood Test Your Doctor Doesn't Order You can have normal blood sugar, normal A1C, and normal cholesterol… and still be metabolically sick. In this episode, Dr. Robert Lufkin explains why fasting insulin may be the single most important blood...
By Robert Lufkin, MD
Social•Feb 25, 2026
US Holds Nearly All Global Data Center Capacity
The US has 3,960 data centers, more than the next 14 countries COMBINED. MASSIVE capital buildout. MASSIVE electricity demand. https://t.co/2CnR0GW60v
By Steve Hanke
Social•Feb 25, 2026
ONE Container Line Swaps CEOs Amid Global Trade Turmoil
ONE container line. Changing its CEO and leadership structure. Why? What does it mean in a time of supply chain chaos with geopolitics and Trump’s trade war actions where lines have little control?
By Tom Craig
Social•Feb 25, 2026
Fintechs Buzz: Pay
This week in (publicly-listed) fintechs: @PayPal gets takeover interest from @Stripe @RobinhoodApp launches private markets @Remitly beats expectations @Klarna delivers better GMV but margins fall https://t.co/bEeEnaTZ3V
By Nik Milanovic
Social•Feb 25, 2026
US May Seize Chip Foundries Amid China‑US GPU Race
This isn’t new. Here’s an article from 2024. US Generals have publicly indicated 2027, but the recent PLA leadership purge should be alarming. And China realizes they need bleeding edge GPU to keep pace with US models and datacenters. Alarmed...
By Patrick Moorhead
Social•Feb 25, 2026
Fortescue Bets Future on $1 Bn Green Pilbara Shift
"Fortescue Stakes Its Future on a Billion Dollar Green Pivot in the Pilbara" https://t.co/NNU6MWp1YM @FortescueNews #Fortescue
By Dez Blanchfield
Social•Feb 25, 2026
Andrew Marchand Analyzes MLB Rights, ESPN Sunday, NBC Olympics
New pod: @AndrewMarchand returns to gab about MLB media rights, ESPN's Sunday night strategy and NBC's Olympic performance. https://t.co/unMXYcxV6h
By John Ourand
Social•Feb 25, 2026
Data Execution Gap Persists Despite Better BI Tools
70% of executives say they have difficulty acting on data. Meanwhile, Power BI just won the 2025 Gartner Magic Quadrant. Again. The tools keep getting better. The problem isn’t the tools. It never was. Source: https://t.co/KNtNLIRTOQ https://t.co/ZOAPhWZKSf
By Yves Mulkers
Social•Feb 25, 2026
Trump Declares “War on Fraud” In SOTU, Broadening Rhetoric
In his State of the Union address Tuesday night, President Donald Trump announced a “war on fraud,” a term that the administration has used in increasingly broad and deceptive ways. https://www.democracydocket.com/news-alerts/trump-fraud-war-jd-vance-doj-assistant-attorney-general/
By Marc Elias
Social•Feb 25, 2026
Wynn Resorts Hit by Cyberattack, $1.5M Ransom Demanded
Wynn Resorts reportedly cyberattacked and asked to pay $1.5M ransom | Casinos & Gaming | Business https://t.co/x191MhE93X
By Chuck Brooks
Social•Feb 25, 2026
Novo's Vivtex Deal Could Unlock Superior Oral Obesity Meds
With Vivtex deal, Novo gains a chance at better oral obesity drugs https://t.co/DhIelbC9jI by @gwendolynawu $NVO #obesity
By Ben Fidler
Social•Feb 25, 2026
Voice AI Revolutionizes Banking, Says Bland CEO
[New Episode] @Bland's CEO on How Voice AI is Changing Banking. Interview with @zaygranet of @usebland. Watch the latest episode now: https://t.co/XXRymkLwFx https://t.co/44oPGvHNn8
By Jim Marous
Social•Feb 25, 2026
State Laws, Not President, Govern Facility Power Plant Decisions
State laws decide whether industrial computing facilities can build their own power plants. The President can't change those laws. That said, I appreciate that the 'pledge' is about 'ratepayers' and not customers.
By Ari Peskoe
Social•Feb 25, 2026
Dr. Hotez Warns of America's Vaccination Crisis
Stand Up! with Pete Dominick: 1538 Dr Peter Hotez on the state of Vaccination in America. My latest with @PeteDominick https://t.co/LsuvmglNBx
By Peter Hotez
Social•Feb 25, 2026
CTA Calls for Reclaiming and Auctioning TV Spectrum
D.C. Memo: @CTATech Official Says It’s Time to Reclaim and Auction TV Station Spectrum. ‘It’s long past time to reset the system,’ says CTA SVP of Government & Regulatory Affairs Michael Petricone https://t.co/8whWM4pmAU
By Ted Hearn
Social•Feb 25, 2026
Purchase Index Falls Weekly, Still Up 12% YoY
MBA: "The seasonally adjusted Purchase Index decreased 5 percent from one week earlier. The unadjusted Purchase Index decreased 1 percent compared with the previous week and was 12 percent higher than the same week one year ago."
By Bill McBride (Calculated Risk)