"Enough Is Enough": David Tepper Slams Whirlpool For Value Destruction In "Scathing" Letter

Assistant Secretary of State for Arms Control and Nonproliferation Christopher Yeaw said that there was no informal agreement between the US and Russia to maintain the limits on nuclear weapons imposed by the New Start Treaty. The pact expired earlier this month. During an event at the Hudson Institute on Monday, Yeaw was asked if […]

Netflix Grants Warner Bros. One Week Waiver To Reopen Paramount Skydance Deal Talks Warner Bros. Discovery said in a press release that it will temporarily reopen talks with Paramount Skydance after Netflix granted a seven-day waiver, allowing WBD to address "deficiencies that remain unresolved and clarify certain terms of PSKY's proposed merger agreement." "Netflix has provided WBD a limited waiver under the terms of WBD's merger agreement with Netflix, permitting WBD to engage in discussions with Paramount Skydance ("PSKY") (NASDAQ: PSKY) for a seven-day period ending on February 23, 2026, to...

Three Key Constraints That Could Derail The Data Center Buildout Story The data center investment macro story centers on hyperscalers such as Microsoft, Alphabet, Meta, and Amazon Web Services, whose massive cloud computing services are becoming the backbone for AI workloads, including ChatGPT and others. However, as we've previously noted, the data center buildout has run into supply-chain snarls, including memory chip shortages, power-grid constraints, and even a shortage of turbine blades for natural-gas generators. The data center boom powering the AI revolution is certaintly impressive to watch unfold, but it...