Tootfinder

CFTC Chair Mike Selig says the commission will file friend-of-the-court briefs to defend its exclusive jurisdiction over prediction markets amid state lawsuits (Nathan Bomey/Axios)
https://www.axios.com/2026/02/17/cftc-prediction-markets-mike-selig

U.S. commission fights states on prediction markets: "We will see you in court"
The Commodity Futures Trading Commission is launching a legal campaign to defend its regulatory turf on prediction markets.

💸 Prediction market firms could be making $10 billion in yearly revenue by 2030, Citizens Bank says
https://www.coindesk.com/markets/2026/02/24/from-niche-to-usd3-billion-run-rate-prediction-markets-eye…

Prediction market firms could be making $10 billion in yearly revenue by 2030, Citizens Bank says
The bank said rising volumes, tighter market structure and early institutional engagement are pushing prediction markets beyond their gambling roots toward a new asset class.

Q&A with Kalshi co-founders Tarek Mansour and Luana Lopes Lara on suing the US government, solving market making, agentic and insider trading, ethics, and more (John Collison/Cheeky Pint)
https://cheekypint.substack.com/p/creating-prediction-markets-and-suing

Creating prediction markets (and suing the CFTC) with Tarek Mansour and Luana Lopes Lara
Tarek Mansour and Luana Lopes Lara are the co-founders of Kalshi, the first federally regulated prediction market in the US.

iPhone-Regulierung: Warum Apple mit Japan besser klarkommt als mit Europa
In Japan tritt am 18. Dezember ein Gesetz in Kraft, das dem Digital Markets Act (DMA) in Europa stark ähnelt. Trotzdem ist Apple entspannt. Woran liegt das?

Robinhood Ventures Fund I discloses its first investments, buying $14.6M of Stripe shares and $20M of ElevenLabs' preferred stock in March (CoinDesk)
https://www.coindesk.com/markets/2026/03/17/robinhood-s-new-ventu…

Robinhood’s new venture fund just snapped up stakes in Stripe and ElevenLabs
The closed-end fund aims to give everyday investors exposure to private firms before they go public.

Ein Bericht der Changing Markets Foundation wirft großen #Fleisch- und #Molkereikonzernen vor, ihre #Emissionen aus der

Wie die Fleischlobby den Kampf gegen den Klimawandel unterwandert
Euronews Green exklusiv: Bericht legt geheime Klimastrategie der Agrarkonzerne offen.

Wall Street decries the government putting its thumb on the scale
— except when the thumb belongs to Trump
https://www.rollingstone.com/politics/political-commentary/trump-attacks-free-markets-wall-street-1235498727/<…

Wall Street Is Dancing While Trump Assaults Free Markets. It Won’t End Well
Donald Trump has been attacking free markets, including by going after Federal Reserve Chairman Jerome Powell. It won't end well.

Q&A with CEO Jim Lanzone on Yahoo being "very profitable", its new AI search engine, focusing on sports content, including original video and podcasts, and more (Nilay Patel/The Verge)
https://www.theverge.com/podcast/895221/yahoo-jim-…

Yahoo CEO Jim Lanzone on reviving the web’s homepage
Yahoo’s CEO discusses the company’s profitable revival and its role in prediction markets, advertising, and AI-powered search.

Trump wants Venezuela's oil — markets may not care: https://benborges.xyz/2026/01/12/trump-wants-venezuelas-oil-markets.html

Ana Marie Cox on the societal scourge of prediction markets (Public Notice)
https://www.publicnotice.co/p/ana-marie-cox-interview-prediction-markets
http://www.memeorandum.com/260314/p47#a260314p47

Weekend Reads
* 5G in Latin America
https://www.ookla.com/articles/5g-in-latin-america-pockets-of-progress
* Evaluating DNS resiliency

5G in Latin America: Pockets of Progress | Ookla®
Explore the uneven rollout of 5G across Latin America, from Brazil's high speeds to lagging markets. Learn about 5G Standalone (SA), Fixed Wireless Access (FWA), and the critical role of spectrum in the region's progress.

I have wondered this myself. Not sure I have enough evidence economics knowledge to accept any theory on it, but I have wondered about the effect of us with 401k’s making broad bets on the markets as a whole and not attempting to judge companies individually. #stocks

Is passive investment inflating a stockmarket bubble? — The Economist
A widely circulated working paper suggests so

The Guardian view on #DonaldTrump and the climate crisis: the US is in reverse while China ploughs ahead
Let's hope the #EU will plough ahead in stead of coming to a standstill caused by pressure from fossil fuel, chemical sector and automotive. Otherwise Chinese companies will destroy our export markets before taking over European markets https://www.theguardian.com/commentisfree/2026/feb/15/the-guardian-view-on-donald-trump-and-the-climate-crisis-the-us-is-in-reverse-while-china-ploughs-ahead

Wow, gainers vs decliners paints a pretty grim picture right now... https://www.nzx.com/markets/NZSX Relieved I don't have much exposure to the market. I gather the picture is even more bleak in the bigger markets.

Cardi B's appearance during Bad Bunny's Super Bowl halftime performance divided prediction markets https://www.nytimes.com/athletic/7038991/2026/02/11/cardi-b-halftime-show-betting-prediction-markets-controversy/

Free markets don't apply to every industry, nor should they. Social infrastructure needs to be handled differently.
https://www.garfieldtech.com/blog/social-infrastructure-services

Even when the war ends,
the world will have changed.
Iran’s new hardline supreme leader now knows that energy prices are America’s pressure point.
Disruption to energy markets will come and go with geopolitical tensions

Top U.S. Multifamily Rent Growth Markets
Arbor Realty Trust - February 11, 2026
“Over the past 12 months, the leading rent growth markets spanned multiple regions, each exhibiting distinct strengths and characteristics.”

"the shortest path to change without hurting consumers is an economic strike targeted at the companies driving the markets and enabling our president."
Resist and Unsubscribe
https://www.resistandunsubscribe.com/?ref=unprecedented.ghost.io

Meme coins are now just GoFundMes for the rich.
https://www.coindesk.com/markets/2026/01/13/former-bitcoin-mayor-eric-adams-faces-usd3-million-rugpull-allegation-after-issuing-nyc-coin

Former 'bitcoin mayor' Eric Adams faces $3 million rugpull allegation after issuing NYC Token
On-chain data revealed that a wallet linked to the token's deployer removed $2.5 million in liquidity, prompting accusations of a possible rug pull.

“When there’s a supply disruption in the Middle East, that raises prices for every barrel of oil in the world,”
said Christopher Knittel, associate dean for climate and sustainability at M.I.T.
“Those price increases then trickle down to products that use oil, gasoline being the most relevant one.”
⚠️But isn’t the United States the world’s largest oil producer?
Yes, but not all American-produced oil can be easily used by American refiners.
The United States is a n…

America Is an Oil Exporter. Why Does a Mideast War Raise U.S. Gas Prices?
The U.S.-Israeli attacks on Iran have intensified and the conflict has widened, shaking global energy markets.

Polymarket partners with Singapore-based Kaito AI to launch "attention markets", letting users bet on "mindshare" and "sentiment" metrics from social media (Alicia Park/Forbes)
https://www.forbes.com/sites/aliciapark/20

Polymarket To Offer Attention Markets In Partnership With Kaito AI
The prediction market is partnering with an AI engine that tracks social media data to create markets about cultural relevance.

Open models will largely lose if they keep chasing closed frontier AI models; instead, open models should serve as complementary tools to closed agents (Nathan Lambert/Interconnects AI)
https://www.interconnects.ai/p/the-next-phase-of-open-models

What comes next with open models
Markets, capabilities, cope, and bewilderment in the industrialization of language models.

Leading Prediction Firms Share a Commonality: Donald Trump Jr. (Sharon LaFraniere/New York Times)
https://www.nytimes.com/2026/01/15/us/politics/donald-trump-jr-prediction-markets.html
http://www.memeorandum.com/260115/p19#a260115p19

PayPal expands access to its PYUSD stablecoin from the US and UK to 70 countries in total, including new markets in Uganda, Colombia, Peru, and Malawi (Ben Weiss/Fortune)
https://fortune.com/2026/03/17/paypal-expands-pyusd-stablecoin-access-to-68-m…

Exclusive: PayPal expands stablecoin access to 68 more countries
The fintech giant had previously only let users in the U.S. and U.K. send and receive PYUSD from their accounts.

DSA und DMA: EU-Digitalgesetze sollen stärker durchgesetzt werden
Die EU-Kommission will die Digitalgesetzgebung rund um Digital Services Act und Digital Markets Act in 2026 entschiedener durchsetzen.
http…

From that well-known hotbed of leftist radicalism, the daily Bloomberg markets newsletter.
That (paywalled) column is at https://www.bloomberg.com/opinion/articles/2026-02-11/the-insurance-crisis-is-about-to-get-even-worse

Dish TV says Gray Media cut off Dish customers' access to 226 channels in 113 markets over a fee dispute and that Gray is seeking "unreasonable rate increases" (Rob Golum/Bloomberg)
https://www.bloomberg.com/news/articles/20

Dish TV Service Says Gray Media Cut Off Stations in 113 Markets
Echostar Corp., owner of the Dish TV service, said Gray Media Inc. cut off its customers’ access to 226 channels in 113 markets as a result of a fee dispute between the companies.

A quiet but significant expansion of the US surveillance apparatus is taking shape inside DHS — built from travel databases, biometric systems, location data markets, AI analytics, and tools like Palantir’s ELITE platform.
In this report, I trace how investigative reporting from Mother Jones, Wired, and 404 Media reveals the architecture of a system capable of tracking Americans’ movements, identities, and digital lives.
Available to Metacurity paid subscribers.

The Homeland Security surveillance machine
A series of press investigations reveal how DHS has quietly assembled a system capable of tracking Americans’ movements, identities, and digital lives.

"From forest to flatpack, IKEA faces timber traceability test under EUDR"
#Ikea #Wood #Environment

From forest to flatpack, IKEA faces timber traceability test under EUDR
Furniture giant IKEA is famous for its wood products, but it may soon need to tighten oversight of its supply chains due to the European Union’s Deforestation Regulation that comes into force at the end of this year. The Swedish company sources timber from both inside and outside the EU, with major source markets including […]

Muddled.
'Value' has specific meanings in Marxist political economy.
It isn't the appropriate term for what Boillier is discussing.
'Wealth' is closer but still not right.
It's a matter of standpoint: the abundance of nature isn't purely for human use, so those two terms don't apply well, or at all.
Toward a New Theory of Value (and Meaning): Living Systems as Generative - resilience

Toward a New Theory of Value (and Meaning): Living Systems as Generative
The bounty brought by rainfall, fertile soil, and biodiversity cannot truly be expressed through quantitative proxies, prices, algorithms, or markets because this “wealth” doesn’t exist in static, objectified forms or essentialist identities

Crypto trading firm GSR says it is acquiring Autonomous and Architech for $57M, expanding into token advisory and capital markets services (Krisztian Sandor/CoinDesk)
https://www.coindesk.com/business/2026/03/17/c…

Crypto trading firm GSR expands token advisory with $57 million in acquisitions
The firm, best known for being one of the oldest crypto market makers, acquired Autonomous and Architech to combine token launch services, trading and treasury management tools.

Presented without comment
«Economic convergence, demography, labour markets: what progress have EU candidate countries made?
Candidate countries remain far from European Union averages in terms of GDP per capita and their demographic and labour market characteristics»
…

Economic convergence, demography, labour markets: what progress have EU candidate countries made?
Candidate countries remain far from European Union averages in terms of GDP per capita and their demographic and labour market characteristics

Truly Bloomberg is an absolutely worthless "news" organization. Blather combined with boosterism and blighted nothing. #bloomberg is a useless news source.
Tech Tumbles as Wall Street Rotation Gains Speed: Markets Wrap

Robinhood launches an IPO for Robinhood Ventures Fund I, a $1B closed-end fund to provide retail investors access to private markets, offering 40M shares at $25 (Bloomberg)
https://www.bloomberg.com/news/articles/2026-02-17/ro…

Welp I guess the markets don't give a shit.

Trump and Iran Strike Defiant Tone as Oil Markets See Little Relief (Courtney Subramanian/Bloomberg)
https://www.bloomberg.com/news/articles/2026-03-12/trump-iran-strike-defiant-tone-as-oil-markets-see-little-relief
http://www.memeorandum.com/260312/p79#a260312p79

For everyone who thought oil & gas markets would calm down already: Three cargo vessels hit in the Strait of Hormuz today.
https://www.bbc.com/news/live/cd70wzw9vqlt?post=asset:9084e0db-f059-434b-8964-156ec0321d30#post

Cargo ship catches fire in Strait of Hormuz after three vessels hit by 'unknown projectiles'
The reports of attacks on commercial ships came after the US said it "eliminated" 16 Iranian mine-layers in the area. Elsewhere, two drones were downed near Dubai airport.

Powell under attack by Trump, stand his ground, Trump wants to break down all checks & balances on his regime. The reaction of the markets on Monday will be interesting I guess...
https://youtu.be/KckGHaBLSn4?si=sA9CXzs3bzYsMO20

I always wonder why public charging tenders in Germany are so contested yet useless. While in other mature markets, such as the Netherlands and Belgium, public tenders help to create a dense network with significantly lower prices for users, in Germany the process merely distributes semi-monopolies without offering any benefits to users.

Ladeinfrastruktur-Ausbau: Stadt München kassiert Schlappe vor Gericht - electrive.net
In dem jahrelangen juristischen Tauziehen um den Aufbau von Ladeinfrastruktur in München kam es vor wenigen Tagen zu einer Verhandlung vor dem

Amazon stock fell for the ninth straight day on Friday, its longest losing streak since 2006, opening at $244.98 on Feb. 3 and closing at $198.79 on Feb. 13 (Rani Molla/Sherwood News)
https://sherwood.news/markets/amazon-just-matched-its-longest-losin…

Amazon just matched its longest losing streak in 20 years
Its giant capex expectations are haunting the stock.

UK sugar tax to be extended to more soft drinks and milkshakes https://www.theguardian.com/business/live/2025/nov/25/sterling-volatility-the-budget-rachel-reeves-german-economy-stagnating-…

China Banks Told to Reduce US Treasury Holdings. Here's What That Means. - Business Insider
https://www.businessinsider.com/treasury-bonds-china-holdings-yields-impact-markets-sell-america-geopolitics-2026-2

Artificial intelligence is already reshaping labour markets.
The real question is not whether change will happen,
but how prepared societies are.
Governments, businesses and individuals must act now to develop skills, strengthen competitiveness and ensure technological change benefits everyone
(This is coming from the "Woke EU")

SoftBank Group Corp was among the Japanese tech stocks that fell on Dec. 18, as AI infrastructure spending worries on Wall Street crossed into the Asian markets (Lim Hui Jie/CNBC)
https://www.cnbc.com/2025/12/18/japan-tech-stocks-plun…

SoftBank leads decline in Japanese tech stocks as worries over AI spending spill over to Asia
The tech-heavy Nasdaq Composite slipped 1.81%, dragged by losses in Oracle, Broadcom, Nvidia and other AI names.

🗡️ Market freedom may impact homicide rates
#homicide

Market freedom may impact homicide rates
Countries with a stronger market orientation may experience lower rates of homicide, according to a new study from the University of Georgia.

Vitalik Buterin, who backed Polymarket, says he's "starting to worry" that prediction markets "seem to be over-converging to an unhealthy product market fit" (Zack Abrams/The Block)
https://www.theblock.co/post/3…

Morgan Stanley survey of audio habits in the US: 50% to 60% of listeners aged 18 to 44 reported listening to AI-generated music for 2.5 to 3 hours per week (Luke Kawa/Sherwood News)
https://sherwood.news/markets/morgan-stanley-most-…

Morgan Stanley: Most Gen Zers and millennials in the US listen to about three hours of AI music a week
That’s enough AI music to last the run time of “Avatar.”

Q&A with CEO Jim Lanzone on Yahoo being "very profitable", its new AI search engine, focusing on sports content, including original video and podcasts, and more (Nilay Patel/The Verge)
https://www.theverge.com/podcast/895221/yahoo-jim-…

Yahoo CEO Jim Lanzone on reviving the web’s homepage
Yahoo’s CEO discusses the company’s profitable revival and its role in prediction markets, advertising, and AI-powered search.

Oil Prices Rise Despite Trump's Decision to Lift Russia Sanctions (New York Times)
https://www.nytimes.com/2026/03/12/business/oil-stock-gas-markets-iran.html
http://www.memeorandum.com/260313/p95#a260313p95

Trump is eager to declare victory, but a battered Iran still has cards to play
Two weeks of conflict have not achieved the broader aims Trump has sometimes declared.
A hardened regime in Tehran remains in power, and it is roiling global oil markets by choking off the vital shipping lane that allows oil and gas out of the Persian Gulf.

The country’s leaders may be more eager than ever to race toward a nuclear weapon, diplomats and analysts say.
Iran retains control of wh…

Trump is eager to declare victory, but a battered Iran still has cards to play
The U.S. and Israel crippled Iranian forces in two weeks of war, but Tehran’s ability to disrupt oil flows and its uranium stockpile complicate the push to end it.

"In short, [the bond markets] fret that the government might shift towards the interests of working people. They are relying on the spectre of market chaos to exorcise that spectre."
Majority want major shift left– but can the opportunity be seized? | Morning Star
https://www.

Turquoise Health, which offers a healthcare pricing and payments platform, raised a $40M Series C led by Oak HC/FT, bringing its total funding to $95.3M (Brock E.W. Turner/Axios)
https://www.axios.com/pro/health-tech-deals/…

Exclusive: Turquoise Health raises $40M for health care pricing
With premiums continuing to rise, Turquoise hopes a new product will resonate in markets rife with misaligned incentives.

Filing: Gemini says its COO, CFO, and chief legal officer are leaving; Cameron Winklevoss will take on many of the COO's duties; GEMI falls 10% (Olivier Acuna/CoinDesk)
https://www.coindesk.com/business/2026/02/

Gemini ousts COO, CFO and Chief Legal Officer after international exit and 25% staff cuts
Newly public crypto exchange Gemini Space Station Inc. said Marshall Beard, Dan Chen and Tyler Meade are departing effective immediately, days after the company announced plans to shut down U.K., EU and Australia operations and refocus on the U.S. and prediction markets.

In the two weeks since the U.S. and Israel launched strikes on Iran,
Donald Trump increasingly has been knocked on his political heels.
He’s grown more agitated with news coverage
and has failed to find a way to explain why he started the war
— or how he will end it
— that resonates with a public concerned by American deaths in the conflict,
surging oil prices
and dropping financial markets.
Even some of his supporters are questioning his pla…

How mixed messaging on Iran may have Trump reeling politically
Two weeks of war in Iran has President Donald Trump increasingly knocked back on his political heels. He has struggled to sell the Iran war at home as oil prices rise, his polling numbers fall and his own electoral coalition shows signs of splintering. In response, Trump has fumed at news coverage and sent mixed signals on goals. On Saturday, he posted that other countries may need to help keep the Strait of Hormuz open, but it was unclear how or when that might happen. Iran says it will keep u…

Deleted Tweet From Energy Secretary Sends Oil Markets on Another Wild Ride (Wall Street Journal)
https://www.wsj.com/finance/stocks/deleted-tweet-from-energy-secretary-sends-oil-markets-on-another-wild-ride-a40df578
http://www.memeorandum.com/260310/p127#a260310p127

Oil prices have climbed again amid mounting supply fears after the US struck Iran’s vital Kharg Island oil hub and Donald Trump demanded allies help reopen the strait of Hormuz.
Brent crude, the international benchmark, rose 1.8% to $104.98 per barrel during early trading on Monday.
Another weekend of violence across the Middle East compounded concerns over the conflict, and its ramifications for global energy markets.
Trump claimed on Saturday that US strikes had “totally …

Polymarket and Kalshi count Donald Trump Jr. as an adviser, and Trump Media plans to launch Truth Predict, raising ethical questions during Trump's second term (Sharon LaFraniere/New York Times)
https://www.nytimes.com/2026/01/15/us/politics/donald-…

Leading Prediction Firms Share a Commonality: Donald Trump Jr.
Traders in companies with ties to the president’s eldest son can bet on the outcome of events the president affects.

Aramco sees 'catastrophic consequences' for oil markets if Hormuz strait remains blocked (Reuters)
https://www.reuters.com/business/energy/consequences-global-oil-markets-could-be-catastrophic-if-hormuz-closure-2026-03-10/
http://www.memeorandum.com/260310/p11#a260310p11

Mr. Wright, the energy secretary, caused a market commotion Tuesday
when he posted on social media that the Navy had successfully escorted an oil tanker through the Strait of Hormuz.
His post drove up stocks and reassured oil markets.
Then, when he deleted the post after administration officials said no escorts had taken place, markets were once again thrust into turmoil.
Efforts to resume shipments have been complicated by intelligence that Iran was preparing to la…

How Trump and His Advisers Miscalculated Iran’s Response to War
In the lead-up to the U.S.-Israeli attack, President Trump downplayed the risks to the energy markets as a short-term concern that should not overshadow the mission to decapitate the Iranian regime.

Polymarket partners with Singapore-based Kaito AI to launch "attention markets", letting users bet on "mindshare" and "sentiment" metrics from social media (Alicia Park/Forbes)
https://www.forbes.com/sites/aliciapark/20

Polymarket To Offer Attention Markets In Partnership With Kaito AI
The prediction market is partnering with an AI engine that tracks social media data to create markets about cultural relevance.

Q&A with journalist Danny Funt about his new book on sports betting, news organizations making sports betting deals, parallels with prediction markets, and more (Sarah Scire/Nieman Lab)
https://www.niemanlab.org/2026/02/sports-b

Sports betting reshaped newsrooms, and it’s “a little gross.” Now, here come the prediction markets
"Sports media is kind of getting bribed," as one former ESPN reporter told journalist Danny Funt.

Exclusive: Trump reviews options to curb energy prices as Iran strikes roil markets (Jarrett Renshaw/Reuters)
https://www.reuters.com/business/energy/trump-reviews-options-curb-energy-prices-iran-strikes-roil-markets-2026-03-09/
http://www.memeorandum.com/260309/p82#a260309p82

After a volatile morning, European stock markets are still in the red – but off their earlier lows – after steep losses in Asia-Pacific markets overnight.
The oil price is still trading over the $100 mark, on track for its highest close since 2022.
Here’s the situation:
UK’s FTSE 100 share index: down 112 points or -1.1% at 10,172 points
Germany’s DAX share index: down 350 points or -1.5% at 23,241 points
France’s CAC share index: down 152 points or 1.9% at 7,840…

Polymarket removes long-running markets letting users bet on the chances of a nuclear weapon detonating amid the Iran strikes; a 2025 market had $1.7M in volume (Sam Reynolds/CoinDesk)
https://www.coindesk.com/markets/2026/03/04/polymark…

Polymarket shelves nuclear detonation markets after outcry
Nuclear weapon-themed markets aren’t new on the prediction market platform, but public outcry about the contracts has apparently forced the platform to delete them.

Podcast transcript with Nilay Patel and Liz Lopatto, on why prediction market players want to be seen not as gambling but as news, incentivizing insider trading (Nilay Patel/The Verge)
https://www.theverge.com/podcast/889177/pred…

Prediction markets in the news are a dangerous gamble
Why platforms like Kalshi and Polymarket want so badly to be seen as sources of news, instead of anything-goes casinos.

Markets slide over oil panic (Politico)
https://www.politico.com/newsletters/playbook/2026/03/09/markets-slide-over-oil-panic-00818613
http://www.memeorandum.com/260309/p17#a260309p17

U.S. Energy Secretary Chris Wright,
a former fracking executive,
was accused on Tuesday of manipulating global markets
after he posted a striking claim on social media:
The American Navy, he wrote, had “successfully escorted an oil tanker through the Strait of Hormuz to ensure oil remains flowing.”
The post on X was deleted minutes later,
after “oil prices slid at their steepest pace in years,” according to the Wall StreetJournal.
The White House pres…

Trump Energy Chief Accused of Manipulating Oil Markets With Deleted Post About Strait of Hormuz | Common Dreams
"The fusion of war-making and market manipulation by top Trump officials isn't entirely without precedent," said one observer, "but the speed and brazenness does seem new."

Analysis: sports bets on Kalshi generate an estimated ~$1.3B in annualized revenue, underscoring the threat prediction markets pose to traditional operators (Financial Times)
https://www.ft.com/content/1aa7d6a6-9bb8-44cd-83c6-9190d4b562f4

AppLovin reports Q4 revenue up 66% YoY to $1.66B, vs. $1.61B est., and forecasts Q1 revenue and adjusted EBITDA above estimates; APP drops 6% after hours (Luke Kawa/Sherwood News)
https://sherwood.news/markets/applovin-q4-earnings-software-adtech-ai/

AppLovin delivers top- and bottom-line beats in Q4 with Q1 guidance ahead of estimates
The ad tech company just released Q4 results.

Stagflation Trades Sweep Markets as Trump Signals Widening War (Bloomberg)
https://www.bloomberg.com/news/articles/2026-03-09/stagflation-trades-sweep-markets-as-trump-signals-widening-war
http://www.memeorandum.com/260309/p38#a260309p38

Morgan Stanley survey of audio habits in the US: 50% to 60% of listeners aged 18-44 reported listening to AI-generated music for 2.5 to 3 hours per week (Luke Kawa/Sherwood News)
https://sherwood.news/markets/morgan-stanley-most-gen…

Morgan Stanley: Most Gen Zers and millennials in the US listen to about three hours of AI music a week
That’s enough AI music to last the run time of “Avatar.”

London-based Tem, which uses AI to optimize energy transactions for businesses, raised a $75M Series B led by Lightspeed, a source says at a $300M valuation (Tim De Chant/TechCrunch)
https://techcrunch.com/2026/02/09/tem-raises-75m-to-remake-electric…

Exclusive: Tem raises $75M to remake electricity markets using AI | TechCrunch
Tem has built a transaction engine that relies on AI to cut costs. Lightspeed led the round to help the startup expand to the U.S. and Australia.

Inside the administration, some officials are growing pessimistic about the lack of a clear strategy to finish the war.
But they have been careful not to express that directly to the president,
who has repeatedly declared that the military operation is a complete success
htt…

How Trump and His Advisers Miscalculated Iran’s Response to War
In the lead-up to the U.S.-Israeli attack, President Trump downplayed the risks to the energy markets as a short-term concern that should not overshadow the mission to decapitate the Iranian regime.

D-Wave Quantum agrees to acquire Quantum Circuits, a developer of error-corrected gate-model technology, for $550M, with $300M in stock and the rest in cash (Luke Kawa/Sherwood News)
https://sherwood.news/markets/d-wave-quantum-agrees-to…

D-Wave Quantum agrees to acquire Quantum Circuits for $550 million to boost gate-model development
D-Wave’s crashing the gate.

US Unleashing 'Most Intense' Day of Iran Strikes So Far (Dara Doyle/Bloomberg)
https://www.bloomberg.com/news/live-blog/2026-03-10/iran-war-trump-oil-markets-latest-news-updates
http://www.memeorandum.com/260310/p32#a260310p32

Mortgage Rates Rise as Iran War Ripples Through Financial Markets (Kailyn Rhone/New York Times)
https://www.nytimes.com/2026/03/12/business/mortgage-rates-rise-above-6-percent.html
http://www.memeorandum.com/260312/p72#a260312p72

Ex-Fed chairs condemn Trump’s bid to weaken central bank’s independence
Statement signed by 13 former senior officials condemns ‘unprecedented’ assault on Fed’s independence

Trump’s attempts to influence Fed risk ‘70’s-style inflation and global backlash’

Nils Pratley: US bond markets should be in revolt. Fed independence matters

A new Polymarket account bet $30K on Maduro's capture just hours before Trump's announcement, renewing questions on insider information in prediction markets (Herb Scribner/Axios)
https://www.axios.com/2026/01/03/maduro-capture-bets-trade-prediction-mark…

Someone made a huge profit predicting Maduro's capture. Here's what happened
The winnings come as the rules governing prediction markets are still evolving.

Observers have spent two weeks trying to discern the “aims” of Trump’s war on Iran,
and therefore what might constitute a victory or defeat.
His every bizarre utterance about his war “plans”
— including wildly conflicting declarations that Iran has surrendered and the war must be expanded to defeat the regime
— immediately move markets.
The evident fact, though, is that Trump is completely nuts, and that he’s “governing” the country
— and has now taken th…

Trump’s military excursion, into an abyss
The evident fact is that the president is nuts.

Stock markets slump amid Iran war as gas prices jump 30% to three-year high (The Guardian)
https://www.theguardian.com/business/2026/mar/03/global-stock-markets-iran-war-gas-oil-prices-ftse-100
http://www.memeorandum.com/260303/p44#a260303p44

Galaxy Digital stock jumps 17% after the company approved a share buyback program of up to $200M over the next 12 months (CoinDesk)
https://www.coindesk.com/markets/2026/02/06/galaxy-digital-shares-jump-18-after-company…

Galaxy Digital shares jump 18% after company approves $200 million buyback
The repurchase plan follows a volatile earnings week and signals confidence in the firm’s balance sheet.

How prediction markets Kalshi and Polymarket are aggressively targeting college students through fraternity partnerships and student influencers (Wall Street Journal)
https://www.wsj.com/business/media/prediction-markets-campu…

U.S. crude oil sees largest weekly price jump on record (Steve Kopack/NBC News)
https://www.nbcnews.com/business/markets/oil-gas-prices-stock-drop-iran-war-rcna262079
http://www.memeorandum.com/260306/p99#a260306p99

🚨 A newly created #Polymarket account turned $30K into $400K by betting on Maduro’s ouster
just hours before the U.S. raid
— sparking fresh insider-trading suspicions.
This underscores exactly why we flagged #prediction #markets

The Lever (@levernews.com)
🚨 A newly created Polymarket account turned $30K into $400K+ betting on Maduro’s ouster just hours before the U.S. raid — sparking fresh insider-trading suspicions. This underscores exactly why we flagged prediction markets as a regulatory risk in our earlier coverage.

SoftBank-owned Japanese payments app PayPay files for a US IPO, and reports a $675.47M profit on ~$1.82B revenue for nine months ending December 31, 2025 (Arasu Kannagi Basil/Reuters)
https://www.reuters.com/world/asia-pacific

Polymarket is hosting a growing number of contracts related to military conflicts, including China invading Taiwan; possible US strikes in Iran has $18M volume (Denitsa Tsekova/Bloomberg)
https://www.bloomberg.com/news/articles/20

Super Micro reports Q2 net sales up 123% to $12.7B, vs. $10.43B est., and expects Q3 net sales above estimates; SMCI jumps 5% after hours (Luke Kawa/Sherwood News)
https://sherwood.news/markets/super-micro-computer-q2-2026-earnings-ai-boom-bubble-s…

Super Micro crushes estimates for Q2, offers strong guidance
The AI server company just released its fiscal Q2 results.

After Trump administration officials gave a closed-door briefing to lawmakers on Tuesday,
Senator Christopher S. Murphy, Democrat of Connecticut, said on social media that the administration had “NO PLAN” for the Strait of Hormuz
and did “not know how to get it safely back open.”
Inside the administration, some officials are growing pessimistic about the lack of a clear strategy to finish the war.
But they have been careful not to express that directly to the presiden…

How Trump and His Advisers Miscalculated Iran’s Response to War
In the lead-up to the U.S.-Israeli attack, President Trump downplayed the risks to the energy markets as a short-term concern that should not overshadow the mission to decapitate the Iranian regime.

World Liberty Financial launches World Liberty Markets, letting users lend and borrow digital assets among one another, supporting its own token USD1 and others (Olga Kharif/Bloomberg)
https://www.bloomberg.com/news/articles/20

Take-Two reports Q3 net bookings up 28% YoY to $1.76B, vs. $1.58B, net revenue up 25% to $1.7B, and raises its annual bookings forecast; TTWO up 5% after hours (Max Knoblauch/Sherwood News)
https://sherwood.news/markets/take-two-raises-…

Take-Two raises its net bookings outlook, reaffirms November release for “Grand Theft Auto 6”
Take-Two reported its fiscal third-quarter earnings on Tuesday afternoon.

Just as they’re gearing up for planting season, U.S. farmers already stretched by high input costs and low commodity prices are watching the price of fertilizer go up.
The recent conflict in Iran, the following closure of the Strait of Hormuz, and the resulting impacts to global markets are hitting farmers particularly hard right now.
The wholesale price of urea, the nitrogen input the U.S. imports the most of, had a high-low spread of $460–480 per short ton the week of Feb. 27, j…

Fertilizer Prices Jump as Strait of Hormuz Closure Hits Farmers
Fertilizer prices are rising sharply as the Strait of Hormuz closure disrupts global nitrogen supplies, squeezing farmers just weeks before peak spring application.

Q&A with D‑Wave CEO Alan Baratz on the Quantum Circuits acquisition, error-correcting quantum systems, its Davidson and Anduril defense collaboration, and more (Luke Kawa/Sherwood News)
https://sherwood.news/markets/d-wave-quantum-ceo-…

D-Wave Quantum CEO on what’s next after the most eventful month in the company’s history
“If 2025 was the international year of quantum, 2026 is the international year of D-Wave Quantum,” said CEO Dr. Alan Baratz.

Kalshi and Polymarket have facilitated over $800M in Super Bowl contracts, as pro gamblers shift to prediction markets and adopt Wall Street-style strategies (Bloomberg)

TechCreate's shares surged ~1,995% in the past week; the payment software company says it is not aware of any info that would account for the trading activity (Luke Kawa/Sherwood News)
https://sherwood.news/markets/techcreate-keeps-going-pa…

TechCreate keeps going parabolic and the company doesn’t know why
There are short squeezes, and then there’s this.

Global smartphone shipments rose 2% YoY in 2025, with Apple capturing the top position at a 20% share and 10% YoY growth, ahead of Samsung's 19% market share (Counterpoint Research)
https://counterpointresearch.com/en/insights/global-sm…

Analysis: since the end of 2025, Polymarket users have rarely bet large sums on US strikes the next day; before the Iran strikes, 150 accounts placed such bets (Amy Fan/New York Times)
https://www.nytimes.com/2026/03/03/upshot/…

How Anonymous Bettors Cashed In on the Iran Strike, Just Hours Before It Happened
Polymarket users placed hundreds of bets of at least $1,000 predicting an imminent American strike, raising concerns about insider trading.

Researchers find Kalshi and Polymarket bettors can more accurately predict economic data, earnings, and political events than analysts, likely due to incentives (Lydia DePillis/New York Times)
https://www.nytimes.com/2026/02/11/business/economy/f…

SanDisk's stock has surged ~1,000% since August, driven by AI demand for its data storage products; SanDisk has a cost advantage due to its JV with Kioxia (Matt Phillips/Sherwood News)
https://sherwood.news/markets/inside-sandisks-tr…

Inside Sandisk’s transformation from thumb drive dinosaur to the hottest trade in AI
Soaring chip prices have fueled a nearly 1,000% run for Sandisk in a matter of months. Industry insiders, prolific hedge fund managers, and even the company itself seem to have been caught off guard. Analysts think the stock still has room to run.

A look at Kalshi and Polymarket's rise; reports say Polymarket had 491K monthly active traders in December 2025, and <0.04% of addresses took 70% of profits (Benjamin Wallace/New York Times)
https://www.nytimes.co…

Betting on Prediction Markets Is Their Job. They Make Millions.
Welcome to the era of the Polymarket sharp.