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Casey's CEO on fuel margins, expansion, food business and more
Casey’s General Stores chair and CEO Darren Rebelez joins CNBC's "Closing Bell Overtime" to discuss the company's food and fuel business, its outlook and more.
Op-ed: Small businesses are carrying New York’s economy. The city must meet them halfway
Rising costs for insurance, utilities, rent, wages, and supplies are squeezing already-thin margins.
Springfield schools business manager: When bidding out bus fuel, it’s all about the markup
The sellers' profit margins are really what are up for bid.
Sean Payton pointed to margins when asked about roster consistency
“When you just look at the way these games are finishing, a record number of three-point games last year. A record number of lead changes in the postseason. The margins each year continue to just get a little bit closer.”
The crazy numbers behind Turkey’s exit 🤯
Square feet epidemic in Turkey.At daybreak, the entire Turkish people woke up with a hangover.Beaten by Paraguay by the smallest of margins (0-1), Turkey is already heading out of this 2026 World Cup ...
Sony drops “PC”, adds “AI” to official PlayStation business strategy summary
Sony had made some conspicuous edits and updates to its description of PlayStation’s “business environment and strategy,” in a new annual report filed to the U.S. Securities and Exchange Commission today. These changes are part of a 379-word overview of Sony’s strategy for its Game & Network Services (G&NS) division, which is another name for PlayStation. The chunk about PlayStation strategy is part of a voluminous financial report filed by Sony each June. This year’s is 229 pages long. Differences to any part of the filing—word changes made from year to year, as Sony provides a breakdown of its business for investors—can be illuminating. For example: A line from 2025 about how the PlayStation team “aims to achieve sustainable and profitable business growth” has been changed in the 2026 version to “aims to achieve sustainable business growth.” Notice which word they cut? That’s a pretty clear tell about how Sony expects its profit margins to be squeezed this year, due to rising chip costs for its hardware, among other things. A line from 2025 that stated “Sony plans to continue its efforts to deploy its first-party titles to multiple platforms such as PC” had been cut from the 2026 version. That appears to be Sony’s admission by omission that it has backed off releasing its biggest games on PC. Bloomberg’s Jason Schreier reported in March and again in May that Sony’s big single-player marquee games are no longer planned for time-delayed release on PC.1 A whole new chunk has also been added about how “Sony is utilizing AI to unleash the creativity of studios and further enhance the PlayStation experience.” A full breakdown of the changes made from the 2025 version to the 2026 version is below. I’ve redlined them for you…
Retirements, economic pressures, staffing challenges driving exodus of businesses
Rochester business owners are increasingly looking to sell, broker Stuart Levy says, citing shrinking margins, higher costs and staffing woes. BizBuySell lists 84 active Q1 listings, led by service firms.
Leidos (LDOS) Faces DHA Move To Replace It On Military Health Records
Defense Health Agency plans to replace Leidos Holdings (NYSE:LDOS) as lead systems integrator for the Military Health System electronic health record program. Change affects the company’s role in the multi year MHS GENESIS rollout across U.S. military treatment facilities. Decision introduces uncertainty for Leidos’ health segment and its position in the federal health IT market. Analysts have issued downgrades citing concerns about profit margins and organic growth alongside this contract...
Swiss right-wing plan to cap population rejected by narrow margins
iPhone Ultra Price: Why Apple’s First Foldable Needs To Be Expensive
With the iPhone 18 Pro expected to stay at $1,049, Apple is using the $1,999 iPhone Ultra as a foldable luxury smartphone to protect margins across the iPhone range.
Fuel price shock to widen product gap between US airlines
The fuel shock hitting U.S. airlines is doing more than squeezing margins — it is widening a product gap that may take years to close, as stronger carriers keep investing in lounges, premium seating, technology and international networks that weaker rivals may struggle to match.
We can create the future of science right now
Paul Litvak is the founder and Executive Director of the Robyn Dawes Institute and a Visiting Scholar at UC Berkeley. He has a PhD in Behavioral Decision Research from Carnegie Mellon where he studied emotions and the sunk cost bias. Over 15 years in industry, he solved a wide range of challenging technical problems. At Meta he created models optimizing the ad review process. At Google he ran experiments to measure social influence. At Airbnb, he was a product manager leading machine learning teams optimizing search ranking and price suggestions. He also co-founded and led product at Rhythmic Health, a venture-backed biosensing startup, creating an accurate low cost system using a color changing strip and a smart phone to measure salivary lactate. The bottleneck At this point, it is uncontroversial to say that science needs to stop using the PDF article as the unit of knowledge and currency. The unbearable slowness of scientific publishing, the profit motive and margins: I’m not saying anything new. The PDF also sucks because it’s hard to extract structured information, which makes it hard to do evidence synthesis. As a result, we do much less evidence synthesis than is needed. And evidence synthesis ultimately undergirds most policy and medical decision-making. I can see second-by-second real-time odds for any sporting or newsworthy event, but a school board can’t see the best evidence on whether their 8th graders should be taught algebra. As a society, we don’t treat this as an important problem. Again, not controversial. Not only is the problem well understood, but the solution has already been laid out. What we need is AI-assisted living evidence synthesis - (1) an open knowledge graph of atomic claims, (2) claims linked to evidence, (3) assessment and synthesis of each piece of evidence, and (4) continuous updating with new data. What few realize (yet) is that the technical capacity to build this vision for a significant portion of science already exists. Not only that, scientists and startup teams are already building many of these components. I know this because I’ve been surveying the space and talking to many of the builders. There are some missing pieces: for example, evaluations of how well some of the components work. But at this point, most of what’s missing is a fully end-to-end working integration of all of these parts. In the rest of this essay, I’m going to lay out all the parts of a working living evidence layer for science and who is working on them, and propose concrete next steps for building this system. What’s now possible The diagram above outlines the components of a living evidence synthesis platform, including some of the teams working on each component1. Scientific PDFs are processed into claims with associated evidence. The evidence is subjected to a forensic audit, methodological evaluation and robustness and reproducibility checks. Finally it’s given a weight in a continuously updating synthesis. What follows is a description and status of each component and a few of the teams working on them. Document understanding The first thing you need to be able to do is turn an article into structured data. Mostly that means parsing PDFs. There are often multicolumn layouts that confuse non-specialized PDF to text processing libraries. For scientific papers, there is the added complexity of parsing formulas and tables and figures. This is a really hot area - there are startups offering APIs, and it seems like a new open source package gets posted to Github every few weeks. What follows isn’t exhaustive. A package called GROBID was the state of the art for a while, they didn’t update their package for nearly two years until very recently. In the meantime reducto.ai released an AI powered PDF extraction API, PaddleOCR became popular, IBM released a model called Docling, and both Mistral and Gemini created models and libraries. I also know of at least one other well-funded psychology research group working on a paper parser. By contrast, there are few open evals in this space, with no extensive evals for complex table comprehension in particular. Nonetheless, I’m confident this will be a solved problem soon, given the combination of LLM advances and developer interest. Hypothesis level extraction There has been increasing interest in comprehending the extracted text of papers and linking information to evidence for each hypothesis. A lot of work has already been done. Trialstreamer (Marshall et al. 2020) and RobotReviewer LIVE (Marshall et al. 2023) demonstrated automated extraction of trial population, intervention, and outcome at scale on clinical RCTs. PaperQA2 (Skarlinski et al. 2024) and Ai2 ScholarQA (2024) extended this to retrieval-augmented question answering with citation grounding. Elicit, Consensus, and SciSpace operationalized claim-level extraction for end users. OpenEval (Booeshaghi et al. 2026) is the most recent and most ambitious: 1.96 million atomic claims extracted from 16,087 eLife manuscripts using Claude Sonnet 4.5, grouped into ~299,000 results, with LLM evaluations showing 81% agreement with human peer review on a 2,487-paper subset. None of these solutions link claims to test-statistics, as you would need to evaluate randomized controlled trials. This is why I built the evidence.guide API - to extract hypotheses and associated test statistics from behavioral science papers. The best public eval of this kind of extraction I’m aware of comes from the recent SCORE project - they had humans code thousands of psychology papers to extract their claims by hand. It would be extremely helpful to the world if all scientific PDFs were available as structured open data. I’ve been working to make this happen, both directly at Berkeley and through coordination with large entities I can’t yet speak of; as hard as it is to do, I think it’s possible2. Forensic audit A lot of work has been done on forensic audit, but some gaps remain. Of course, for biology papers that rely on images for evidence, there are a variety of tools (notably Proofig and ImageTwin) to spot anomalies. These are still well short of what sleuths like Elizabeth Bik can do on her own, but these tools are constant companions among fraud analysts. There’s someone working on auditing Excel files for anomalies, and a number of teams are automating numerical checks like GRIM and SPRITE, including Scrutiny project, the INSPECT-SR team as well as statcheck. The regcheck team is building a way to use AI to compare preregistrations to analyses in papers, to ensure there aren’t significant deviations. Nonetheless, there are many other kinds of anomalies to screen for, both public and less publicly known. And there are no formal evals for anomaly detection that I’m aware of. Still, there’s a lot to draw from in this space and I’m pretty certain we will be able to scan papers for most kinds of obvious anomalies in the near future. Methodological review This area has been white hot, though I fear for many of the startups in this space, because this capability may become commoditized. There are at least six different AI peer review companies, including Refine.ink, Reviewer3, ReviewerZero.ai, Q.E.D. Science, Paper Wizard, and Isitcredible. Coarse (a pun on refine) was also recently created as an open source alternative. These systems provide qualitative feedback on the content of papers, spotting methodological weaknesses and mathematical errors. They seem to work pretty well, and many academics report bitterly that they exceed the average quality of typical peer reviewers. But there are few evals here either. What evals exist so far involve using LLM-as-judge (circularity problems abound) or comparing against human reviews of questionable quality. What you’d ideally want is an eval that measures capturing known errors in papers3. Reproducibility and robustness Another active area has been using AI agents to automate computational reproducibility4 and robustness5 checks in papers that report numerical results. For more recent papers where data and code are available, AI agents can see whether they can re-run the analyses and produce the numbers reported in the published paper. In addition to a handful of individual academics who have been experimenting using Claude Code for this, the Institute for Replication is a leading group working on building an end to end system. The evals related to this problem are the most mature, with CORE-Bench (Siegel, Kapoor, Narayanan 2024) and PaperBench (OpenAI 2025) available to benchmark agents on this task. There is also work on getting AI agents to test alternative ways of analyzing the data to ensure the results are robust to small analytic design choices. Synthesis This is the most underdeveloped area where significant investment is required. Although some automated evidence synthesis systems exist — for example, otto-sr is building an AI agent to write systematic reviews — none of these incorporate the full range of paper level signals to weight evidence appropriately. Nor is there anything like an eval or a gold standard for a good systematic review. Arguably Cochrane reviews are the closest we have to gold standard human systematic reviews, though I’ve heard academics in the know complain about their uneven quality. A key question for a synthesis platform is how to weight anomalies and methodological issues in assessing the quality of a piece of evidence. This is an unsolved problem and one I’m very keen to work on. Continuous updating There are many pieces of basic infrastructure available for monitoring for new research and initiating updates. OpenAlex is the current open citation graph. Retraction Watch integrated into Crossref in October 2023. Scite tracks how citations support, contrast, or mention prior claims. The Living Evidence Network demonstrated continuous-update workflows in clinical guidelines. Engineering this is a relatively straightforward task. When you look over this technical architecture and all the progress being made, it’s hard not to be optimistic that a living guide to scientific evidence will be built. The stakeholders are ready The social infrastructure for this is starting to coalesce — it’s not just a pie in the sky academic exercise to imagine this coming into existence. Institutions like the Center for Open Science, the Institute for Replication, the INSPECT-SR, the Living Evidence Network and more are all working on scaling work to improve research quality. Funders are also aligned. The Sloan Foundation has funded living evidence work through COS. Coefficient Giving supports the Institute for Replication and COS. The Astera Institute and the Institute for Progress have shown interest in this space. NIH has established an Office for Replication and Reproducibility. Although there are (very unfortunately) serious headwinds in science funding generally, there is an active group of funders interested in metascience. A brief word about what I’ve been doing at RDI. First, as a Visiting Scholar at Berkeley I’ve been actively figuring out how a non-profit and a public university can conduct and make public the results of large-scale academic article data mining. With some of the money I raised from donors, I commissioned a legal analysis of recent case law and publisher text data mining (TDM) agreements in order to understand whether a massive open data mining of academic articles is possible (with caveats, it is). I’ve also been working to bring together stakeholders in this space, and identify gaps. I’ve also been doing some software development in this space, with more to come. A pilot proposal The assumption undergirding all of this is that an AI, given all this information, would make the right judgment about a scientific claim with lots of conflicting evidence, weighing all the factors appropriately. That’s the hypothesis we need to test. Randomized control trial research is the best place to focus on first. RCTs are used to make many of the important decisions in society - from medical trials to public policy changes. And they use a relatively uniform set of inferential statistics with lots of known and available diagnostics. Behavioral science experiments, within the broader realm of RCTs, should be first used as a testbed whose results can be generalized. Because behavioral science is at the vanguard of open science practices, replications abound (there are thousands of them) to serve as ground truth training data. Key Hypothesis Therefore the pilot would test, in behavioral RCTs that have been replicated, whether the quality of evidence for a claim can be used to accurately predict whether that claim will replicate. Secondary Hypotheses Compared to claims that replicated, non-replicated claims demonstrate a greater share of forensic anomalies in their source literatures. Hypothesis level claim and statistic extraction is accurate enough to scale living evidence without onerous human review costs. Replication prediction is more accurate than prediction markets6 or journal prestige. If all the different quality signals we gather do accurately predict which studies will replicate, then we can use that model to score evidence to power the living evidence layer. Why this is informative regardless of outcome If the pilot succeeds, the architecture extends to medical RCTs (where Living Evidence already operates and integration is mostly about claim representation), then to slices of basic biology with stable replication structure. If it fails, the field learns which quality signals are load-bearing and which ones metascience has oversold. Either result is a contribution to knowing what the literature supports. Implications for funders Because this burgeoning ecosystem of builders already exists, a well-informed philanthropic or government funder could play a crucial catalyzing role in bringing this future about. They could play at least three roles: creating open structured datasets, publishing open benchmarks and incentivizing the solving of key technical challenges. First, open archives of papers that the government maintains, like PubMed, could be turned into structured data amenable to large scale metascience and claim aggregation. I know the US government already has an interest in doing this, though some key open questions remain unanswered. How do you determine the best models and systems for accurately extracting information from papers? How can you establish a robust way to allow researchers to flag errors and correct them? And finally, how do you create a legal regime in working with publishers to maximize the scope of available papers? For the latter, a university or a private philanthropy may be better positioned to make structured data publicly available under journal subscription terms or fair use. Philanthropists or government funders could also coordinate to create or commission benchmarks that evaluate whether important problems have been solved. For example, an open benchmark for claim extraction from a range of different scientific article types would be extremely helpful. Ensuring the underlying data are accurate is vital for creating these evaluations. I’ve discussed opportunistically using various human-created datasets for this purpose, but a consistent problem is that errors in human data make it difficult for them to serve as a gold standard. Finally, with structured data and benchmarks available, the government or private philanthropy could use them to incentivize groups to develop machine learning systems that meet these benchmarks. Prizes are one potentially valuable tool for this. For example, you could establish a prize for a system that accurately updates a living meta-analysis for a small set of claims. Prizes are particularly useful as signals of problem importance, and can help create vibrant ecosystems of public and private research—see, for example the role the government played in kickstarting the current work on nuclear fusion. Conclusion The drawbacks of the current scientific publishing system are known. Scientists agree, metascientists agree, philanthropists agree: the published PDF plus citation graph isn’t the right substrate for maintaining a representation of the evidence base in science. The pieces needed to build the alternative either already exist or are rapidly taking shape. The community is forming around exactly this problem, with concrete partnerships and shared infrastructure. A pilot should start on behavioral science RCTs because that’s the slice of empirical science most amenable to legibility, where replication ground truth is richest, and where the failure modes are best documented. What’s been missing is the galvanizing mission to assemble these pieces into something that works. That’s what I’m proposing to build. *** 1 I have a broader field map that I’ll release publicly soon. This is me, building in public! 2 If this is something that you are excited about, please reach out and talk to me. 3 More on this very soon too! 4 This tests whether, given the code and the data, you can get the same statistics as reported in the published paper. 5 This tests whether the results are the same as a paper’s given alternative analytical decisions in conducting the analysis (like outlier omission). Closely related is the idea of a “multiverse” where you come up with many different ways of answering the same underlying research question with the same data, and test whether the results hold in all those alternative methods. There’s been work on the latter as well. 6 Some of the replications, e.g. those from the SCORE project, had paired the experiments with forecasts from prediction markets. So we get to look at this for free.
Global airlines slash 2026 profit forecast on fuel shock from Iran war
The global airline industry nearly halved its 2026 profit forecast on Sunday, citing conflict in the Middle East that has driven up fuel costs, disrupted key air corridors and exposed the fragility of a sector operating on thin margins.
A Look At Ardent Health (ARDT) Valuation As New CEO Dave Caspers Takes The Helm
Leadership change and what it signals for Ardent Health stock Ardent Health (ARDT) has moved into the spotlight after appointing former Chief Operating Officer Dave Caspers as President, Chief Executive Officer, and board member, succeeding long time leader Marty Bonick. The board is tying this leadership shift to Ardent’s existing operating and growth plans, with Caspers continuing to oversee the IMPACT program, which targets margins, performance, agility, and care transformation across the...
Countries unite at WHA79 to advance refugee and migrant health through stronger national systems
At a high-level event held on the margins of the Seventy-ninth World Health Assembly (WHA79), countries and partners reaffirmed the urgent need to strengthen refugee and migrant health through inclusive national health systems and shared practical experiences for turning global commitments into action.
Dick's Sporting Goods trims profit outlook as Foot Locker overhaul pressures margins
Dick's Sporting Goods lowered its full-year profit forecast on Wednesday as margin pressure tied to its Foot Locker acquisition weighed on earnings, even as strong demand for sneakers and apparel lifted quarterly sales.
Google I/O 2026: tech giant launches autonomous AI era, transforming search at cost to core business
Google unveils Gemini agents and a generative search overhaul in a direct push against OpenAI and Perplexity, risking ad revenue, publisher ties, privacy and margins as it tries to preserve its internet dominance
Projecting the Boston Celtics moves for the 2026 NBA offseason
Will the team be making minor moves around the margins to change the structure of the ball club? Or could bigger trades be coming down the pike?
5 Must-Read Analyst Questions From AMC Entertainment’s Q1 Earnings Call
AMC Entertainment’s first quarter saw a positive market response, driven by significant year-over-year revenue growth and improved operating margins. Management attributed this performance to a stronger box office environment, particularly across North America and Europe, as well as disciplined cost control and enhancements in the guest experience. CEO Adam Aron highlighted the impact of expanded premium screens, improved per patron spending, and the continued success of loyalty programs. Notabl
Bobby Flay weighs in on food inflation in the restaurant business
Bobby Flay, celebrity chef and restaurateur, joins 'Power Lunch' to discuss the recent food price inflation, the margins on expensive restaurants and much more.
WEBTOON Entertainment Q1 Earnings Call Highlights
WEBTOON Entertainment (NASDAQ:WBTN) reported first-quarter 2026 revenue that declined slightly from a year earlier, while profitability improved as the digital comics and storytelling platform cited stronger gross margins, cost discipline and growth in paying users. Founder and CEO Junkoo Kim said
Australia business confidence shaken as costs climb, survey shows
SYDNEY, May 12 (Reuters) - Australian business confidence remained mired in gloom in April, a survey showed on Tuesday, as spiking energy costs from the Middle East war squeezed profit margins and
Australia business confidence shaken as costs climb, survey shows
Australian business confidence remained mired in gloom in April, a survey showed on Tuesday, as spiking energy costs from the Middle East war squeezed profit margins and pressured investment plans.
It’s not just drivers who hate high gas prices. So do gas station owners
The overwhelming majority of gas stations are small businesses, and the rise in the wholesale gas price they pay has cut deeply into their already thin profit margins.
Sony forecasts lower gaming business sales amid memory price surge
STORY: Sony forecast lower sales in its gaming business due to a memory chip price surge.The tech giant said Friday annual sales in the segment would fall 6% to $28 billion.It also blamed lower hardware sales as its PlayStation 5 ages.Although the Japanese company said it expects gaming profit to rise 30%.That's due to higher first-party software sales and no repeat of the impairment loss it recorded a year earlier.Sony has been praised by analysts in recent years for its transformation into an entertainment powerhouse.But markets have grown concerned about the impact of AI on its business, while Sony also faces a perceived lack of growth catalysts.Both factors have weighed on shares in recent months.Investors are also concerned about the impact of a memory-chip price surge.As well as disruption to supply chains from the Iran war on margins at electronics manufacturers.The firm said it sold 1.5 million PS5 consoles in the fourth quarter, which was a 46% drop on the same period a year earlier.Looking ahead, the PS5 is expected to receive a major boost from the launch of the delayed "Grand Theft Auto VI."The game is due to release in November.Sony said in February it had secured the minimum quantity of memory needed to manage the year-end shopping season. Sony also said it sees higher profits at its pictures and chips units but a lower profit at its music business.The group reported operating profit for the year ended March rose 13.4% to $9.2 billion - below analyst forecasts. Meanwhile, rival Nintendo said it expects to sell 16.5 million units of its Switch 2 console in the financial year ending March 2027.It also projects profit to rise 2.7% to $2.36 billion.But, like with Sony, investors are concerned about the possible impact of a memory price surge on margins.
Can downtown Seattle keep its mix of big and small retailers?
As costs rise and margins get thinner, retailers ask themselves if the pros outweigh the cons of remaining, or setting up shop, in the heart of Seattle.
Key U.S. science panels are being axed—and others are becoming less open
President Donald Trump and his administration downsized US science by historic margins last year as it reduced the workforce at federal research agencies by tens of thousands of people and terminated ...
The politics of Trump's ballroom
WEST PALM BEACH, Florida — President Trump was about a half-hour into his second speech of the day, musing about the danger he faced last week at the White House Correspondents’ Dinner. “Saturday night, it was good for one thing. People are loving my ballroom now,” Trump told a crowd last night. “That’s the only thing. They love my ballroom.” Ever since he was hustled off stage at the Washington Hilton last week, after an attempted shooter breached the dinner’s security perimeter and sent guests diving to the floor, the president has argued that the incident is proof for why his White House ballroom is needed. Only his planned $400 million, 90,000-square-foot project, Trump has reasoned, can keep a president truly safe at major events. It’s true that a bunch of GOP lawmakers have jumped on board with new legislation and words of support for Trump’s project. House Speaker Mike Johnson, Sen. Rand Paul and other prominent Republicans went on TV to talk about the need for a ballroom. But as we reported at The Washington Post this week, “people” aren’t really changing their minds on Trump’s ballroom. A new Post-ABC News-Ipsos poll found that most Americans still oppose the ballroom project: 56 percent against it versus 28 percent in favor. The numbers are the same as a poll from last year, the Post’s polling whiz Scott Clement found. Other new polls have found similar margins, too. “I’m just not a giant fan, especially of extravagance,” one independent voter told me. “I mean, in the era we’re in right now, given how much people are struggling, it just doesn’t make a lot of sense to me to spend $400 million on a ballroom.” How we got here The Washington Post has followed Trump’s ballroom project very closely. (My colleague Jonathan Edwards may have written the most total words of any reporter about the project; I may be second.) The project exploded as a national issue after Trump tore down the White House’s East Wing after initially promising not to touch it.1 Historic preservationists sued, and about a month ago, a federal judge ordered a halt to ballroom construction.2 The only way the ballroom could proceed, U.S. District Judge Richard Leon ruled, was if Congress explicitly authorized Trump’s plans. (An appeals court has stayed Leon’s order for now.) The judge’s ruling raised an obvious question: would Congress authorize the project? Keep in mind, “authorization” doesn’t mean that Congress needs to necessarily fund the planned $400 million project; they could just sign off on the private donations that Trump has solicited to pay for the ballroom.3 But GOP lawmakers really didn’t want to talk about the ballroom, we reported at The Post just a few weeks ago. One major reason was the ballroom’s bad polling — not a small detail with many of their own midterm elections looming. The White House Correspondents’ Dinner incident, and Trump’s advocacy, may have changed the political conversation around the ballroom. As this week’s polling shows, it doesn’t seem to have affected the fundamental questions surrounding the project. To put it another way, voters still say that cost-of-living concerns are top-of-mind heading into the midterms. Some Republican and independent voters have told me that they see the ballroom as a vanity project that will help Trump but do nothing for their own lives. It might not help Republicans that Trump has dismissed some of the cost-of-living concerns. He’s described “affordability” as a buzzword manufactured by Democrats whose policies helped cause inflation. “They’ve got one good line of bullshit,” Trump said in his first speech yesterday, delivered at a Florida retirement community known as The Villages. Thanks for reading Dan Diamond's newsletter! Subscribe for free to stay up-to-date on my work. Subscribe Speaking of Trump’s speeches… I’m down in Florida because it’s my “duty week” as a White House reporter — basically, I follow the president wherever he goes. (And then hand the baton off to one of my Washington Post colleagues next week.) As part of my duty week, I’ve spent a few days covering the White House’s reaction to Saturday’s attempted shooting, including officials’ review of the security protocols to protect the president. Trump was restrained in the wake of the incident, addressing the nation from the White House briefing room about the need for peaceful dialogue and trying to lower the temperature. But he’s clearly been itching to get back out of the White House, and I was curious to hear how his Florida speeches would go. And — to my ears — it was an unburdened Trump. Not the one we saw Saturday night in the White House briefing room, but the one we witnessed on the campaign trail in 2024. Loose, dropping profanities, mocking everyone, including members of his team. “We have a man here who knows more about Medicaid, Medicare, medical crap than any human being. Where’s Dr. Oz? Where the hell are you, stand up,” Trump said, referring to Mehmet Oz, the administrator of the Centers for Medicare and Medicaid Services. “It’s the most boring trip I’ve ever made. He’s telling me about Medicare, Medicaid. All I want to do is take care of you, I don’t care. I said, ‘You work out the details.’” I wrote up the speech, as Trump headed to West Palm Beach to deliver more remarks a few hours later. The White House didn’t like my story. Their rapid-response team called it the work of a “total loser”4 and “a miserable TDS-ridden moron.” You can be the judge of whether it’s a fair story or the product of someone afflicted with “TDS.” (The White House’s shorthand for “Trump Derangement Syndrome.”) I’ve pasted the story below with a gift link, meaning that you don’t need to be a Washington Post subscriber to read it. It might prompt you for an email address, though. Meanwhile, I’ll be down in Florida for the rest of the weekend, covering the president. It’s TBD whether those stories will be deemed TDS-afflicted, too. 1 Jonathan details the past six months of ballroom fallout, reactions and the implications for executive authority here. I also had a great time talking about Trump’s ballroom and other projects with Australia’s ABC News Daily on a podcast this week. 2 The judge allowed underground construction and national security-related work to continue. But that hasn’t been enough for Trump, who says the ballroom itself is essential for his protection. 3 The ballroom donors include companies like Palantir, Google and Amazon. For transparency, Amazon founder Jeff Bezos owns The Washington Post, where I work. No one has ever interfered with our team’s coverage of the ballroom or our mentions of Amazon or Bezos, and if that changed, I’d speak out. 4 To be fair, I’ve spent the morning working on stories and writing this Substack post rather than enjoying the beautiful Florida weather. So they may be onto something about who’s winning and who’s losing.
Politics & Power: Rising tariffs, gas prices squeeze small business margins across the South
Florida State University business analyst Wayne Hochwarter joins News4JAX anchor Bruce Hamilton on this week's episode of Politics & Power to discuss whether tariffs should be adjusted to shield small importers; what short‑term relief (tax credits, grants, fuel support) would help Main Street; and how state budgets should adapt to tourism and construction slowdowns.
Politics & Power: Rising tariffs, gas prices squeeze small business margins across the South
Florida State University business analyst Wayne Hochwarter joins News4JAX anchor Bruce Hamilton on this week's episode of Politics & Power to discuss whether tariffs should be adjusted to shield small importers; what short‑term relief (tax credits, grants, fuel support) would help Main Street; and how state budgets should adapt to tourism and construction slowdowns.
Africa CDC Launches African High-Level Ministerial Committee to Shape Global Health Architecture Reform
Nairobi, Kenya | 27 April 2026 — Africa Centres for Disease Control and Prevention (Africa CDC) today launched the African High-Level Ministerial Committee on Global Health Architecture Reform (AHLMC) on the margins of the World Health Summit Regional Meeting 2026 in Nairobi, Kenya. The Committee brings together Ministers of Health and Finance from across the continent to […]
Ron DeSantis releases new congressional map creating four more GOP-leaning seats in Florida
Some Republicans are concerned it could put GOP incumbents in danger by spreading out conservative votes, and margins in many new seats will likely get tighter.
NGL Energy Partners: Fantastic Business Continuing To Scale Very Well
NGL Energy Partners trades at a discount to its Water Solutions business quality, with sector-leading EBITDA margins justifying a premium. See why NGL stock is a strong buy.
High gas prices good for warehouse sales in Las Vegas Valley
High gas prices are good for warehouse stores’ net sales, despite lower profit margins compared to other gas stations.
PENN Entertainment (PENN) Near Breakeven Q1 Loss Tests Bullish Profitability Narratives
PENN Entertainment (PENN) opened Q1 2026 with revenue of US$1.8b and a basic EPS loss of US$0.02, alongside net income excluding extraordinary items of a US$2.3m loss. The company’s quarterly revenue moved from US$1.7b in Q1 2025 to US$1.8b in Q1 2026, while EPS shifted from a profit of US$0.73 to a small loss in the latest quarter, creating a mixed picture of topline scale against continued pressure on profitability and margins. See our full analysis for PENN Entertainment. With the headline...
WELL Health Patient Volumes Surge As Primary Care Margins Improve
WELL Health Technologies (TSX:WELL) reported record patient volumes in Q1-2026, supported by higher activity in its Primary Care segment. Operational changes and an expanded affiliate network were key drivers of Primary Care growth and improved clinic margins. The company continues to add clinics to its network, extending its reach across its core markets. For investors watching TSX:WELL, the latest Q1-2026 update focuses on patient volumes and clinic performance rather than headline...
Alliance Entertainment: Higher Margins And A Low Float
Alliance Entertainment is demonstrating clear margin expansion, with gross margin rising to 13.5% and EBITDA tripling since FY23. Learn more about AENT stock here.
Op-ed: Healthy rural communities strengthen all of Indiana
Rural hospitals and clinics report thin operating margins and say worker shortages and rising costs make it difficult to sustain services such as primary and maternity care.
Africa CDC Secures Over US$300 Million to Advance Africa’s Global Health Security Agenda at the Lyon One Health Summit in Lyon (France)
Lyon / Addis Ababa / Brussels, 8 April 2026 – The Africa Centres for Disease Control and Prevention (Africa CDC) welcomes the outcomes of the One Health Summit held in Lyon, France, that affirms a decisive shift: Africa is no longer at the margins of global health—it is shaping its future. Africa CDC expresses its […]
Africa CDC Secures Over US$250 Million to Advance Africa’s Global Health Security Agenda at the Lyon One Health Summit in Lyon (France)
Lyon / Addis Ababa / Brussels, 8 April 2026 – The Africa Centres for Disease Control and Prevention (Africa CDC) welcomes the outcomes of the One Health Summit held in Lyon, France, that affirms a decisive shift: Africa is no longer at the margins of global health—it is shaping its future. Africa CDC expresses its […]
How fuel surcharges are squeezing small business margins
Rising fuel costs are hitting small businesses with a new wave of shipping expenses, as major carriers pass along higher diesel prices through surcharges many owners say feel like “tariffs 2.0,” The Wall Street Journal writes. FedEx and UPS have pushed fuel surcharges above 26%, while diesel prices have surged sharply in recent weeks, driving […]
How Investors May Respond To Melco Resorts & Entertainment (MLCO) Liquidity Jitters Amid Premium Macau Push
In recent weeks, Melco Resorts & Entertainment reported mixed fourth-quarter 2025 results, while major banks including BofA Securities, UBS, and Morgan Stanley updated their research views on the company amid concerns over liquidity, margins, and Macau market conditions. At the same time, Melco underscored its premium positioning by highlighting eight MICHELIN Stars across five Macau restaurants, reinforcing how high-end non-gaming offerings are becoming a central part of its hospitality and...
Seniors scramble for health coverage
The insurance industry says aging boomers are seeking out more costly care, putting a squeeze on profit margins.
Investigating how women living at the margins of formal health systems
Scholar-Elect Sara Jane Renfroe talks about her work on gender rights and access to healthcare for marginalised groups ahead of her PhD in Social Anthropology.
Tariffs were already squeezing small businesses. Now the Iran conflict is pushing them to the brink as rising oil prices boost shipping costs
Thin margins and limited reserves leave small businesses uniquely exposed.
Direct-to-consumer health gets a jolt
DTC plays are being revitalized by investor demands for credible margins.
High insurance costs are putting child care programs out of business — but bill proposes solution
Under state licensing rules, child care programs are required to have liability insurance or disclose to parents that they are uninsured. Having a liability policy protects high-risk businesses, but expensive and hard-to-find plans are hurting an industry already facing thin financial margins and availability issues.
Iowa small businesses feel tariff squeeze
Shop owners say thin margins make tariff swings hard to absorb.
A record number of Republicans are leaving the House
The number of Republicans leaving the US House of Representatives after this term has reached a historic high, deepening concern in the conference over the chamber’s already razor-thin margins.
Stock Market Today, March 9: Hims & Hers Health Soars on Novo Nordisk Weight-Loss Drug Deal
On March 9, 2026, a new Novo Nordisk pact reshaped this telehealth player’s GLP-1 strategy, margins, and legal risk profile.
Small Businesses Hold Steady, but See a Rocky Road Ahead
Small businesses maintained steady performance in 2025, but a Cleveland Fed survey shows optimism for 2026 has faded as rising tariff costs squeeze margins.
Flutter Entertainment Q4 Earnings Call Highlights
Flutter Entertainment (NYSE:FLUT) reported a strong fourth quarter to close out what CEO Peter Jackson described as a “transformative” 2025, while management also acknowledged softer-than-expected U.S. handle trends tied to unusually high NFL betting margins and the company’s promotional timing. Fo
How The Encompass Health (EHC) Story Is Shifting With New Targets And Assumptions
The latest update around Encompass Health centers on a US$3 lift in the price target, with the fair value figure holding at US$142.73 per share. Analysts linking this change to refreshed thinking on discount rates, growth assumptions, margins and future P/E views see the new target as better aligned with their current models. Others flag the reliance on those same inputs as a key risk. As you read on, you will see how this evolving analyst narrative might shape the way you track Encompass...
'Small margins cost titles'
Fair play to the Livi goalkeeper though but his MOTM says it all. Stewart: There was large parts of that game where the Rangers players looked like "if we turn up we'll win" which I felt was quite obvious. Livingston didn't play that well, we made them look like a top six team and that's not what makes teams title contenders.
Business groups applaud Supreme Court ruling on Trump tariffs
Businesses welcomed the Supreme Court ruling voiding Trump's global tariffs after a bruising year that squeezed margins and drove price hikes.
Pure Storage: Quality Business, Expensive Certainty
Pure Storage, Inc. is rated a Hold with robust ARR growth, high gross margins, and a strong balance sheet. Learn more about PSTG stock here.
How Capital Region companies are managing the health insurance squeeze
A sharp increase in health care costs felt more like a slap than a wake-up call for many Louisiana business owners in 2026. The sizable but necessary expense began cutting dangerously deep into their profit margins. As Business Report reports in its latest cover story, the current insurance year that began Jan. 1 saw the […]
Nintendo Shares Plunge 10% After Weak Profit Spurs Margin Fears
Nintendo Co.’s shares slid their most in 18 months after the company reported disappointing earnings, revealing a big hit to margins while concerns grow about the impact of soaring memory chip prices in 2026.
Companies reporting earnings are doing just fine, despite tariffs
Companies in the S&P 500 may be on track to report the highest net profit margins in at least 15 years, suggesting tariffs aren't harming industry.
Pixel 10 Pro Laughs at Profit Margins With $250 Off Sale
Pixel 10 Pro deal sends it to $200 off, while the Pixel 10 Pro XL drops by $250. We talk quite often about how you should never pay full price for any of the Pixel devices made by... #Deals #Google
Businesses in the Triangle feeling the effects of winter weather
Local businesses are feeling the effects of the winter weather, especially when they have to close their doors. Many business owners told WRAL News that weekends are the busiest time, so having their doors closed and with no customers two weekends in a row is hurting their margins.
Health care stocks rocked by proposed Medicare Advantage rates
The proposal threatens revenue and margins in a core profit engine for major health insurers.
For business leaders in a noisy economy, doing less may be the key
Business leaders heading into 2026 face tighter margins, heavier expectations and a flood of outside noise, but they can gain a competitive edge through focus and discipline, according to Baton Ro… Already an INSIDER? Sign in. Already an INSIDER? Sign in
ServiceNow partners with OpenAI in three-year push to transform enterprise AI
ServiceNow and OpenAI expand partnership to deliver custom AI solutions for enterprise platforms, helping businesses improve margins and grow revenue.
Signet Jewelers: Fundamentally A Better Business Today
Signet Jewelers (SIG) stays a Buy as Grow Brand Love lifts comps; lab-grown diamonds and services boost margins. Read here for more details.
Legacy Business Models Break
“Your margin is my opportunity” was Jeff Bezos’s way of describing Amazon’s hunger for bloated profit pools. In 2026, the real question isn’t whether margins get attacked, but who gets to turn whose margin into whose opportunity as consumers, enterprises and their agents decide how they want interactions to work, what information they are willing to share and where costs ultimately land. From Bezos to agents: who owns the opportunity.
Why health care CFOs are caught between AI pressure and governance risk
A new report finds governance gaps, regulatory exposure, and thin margins are complicating AI investment decisions.
Can NVIDIA's Networking Business Power the Next Phase of Growth?
NVDA's fast-growing networking business gains traction as AI clusters expand, driving record revenue growth and boosting margins.
OpenAI sees better margins on business sales, report says
As of October, OpenAI’s compute margins reached 70%, up from 52% at the end of 2024 and double the rate in January 2024, the Information reported,
OpenAI Sees Better Margins on Business Sales, Report Says
OpenAI has squeezed better margins out of its enterprise business this year, as it races to maintain its pole position in artificial intelligence, according to a report in The Information.
Trump to Summon Health Insurers to Ask for Premium Cuts
“I’m going to call a meeting of the insurance companies,” Trump told reporters on Friday at the White House. AHIP, a trade group representing health insurers, said premiums reflect the cost of medical care and that insurers’ margins and administrative costs are regulated.
Broadcom's AI Business Is Growing Fast. Here's Why the Stock Is Tanking Anyway.
Broadcom on Thursday said its AI revenue will double in the current quarter, but shares slumped as investors focused on narrowing margins after a major run-up in the stock price.
Longtime Garner business, Little Details Boutique, closing 'due to tariffs,' smaller margins
Little Details Boutique has been a staple in the Garner community for 13 years.
Intensifying Regulatory Pressures Force Seismic Shift in Health Plan Concerns for 2026 According to HealthEdge Research
BOSTON, December 02, 2025--As healthcare organizations navigate an increasingly complex policy environment, 85% of health plan executives say regulatory pressures are impacting their costs and margins, according to new research published today by HealthEdge®. The report, "The Great Rebalancing: Inside the New Realities Shaping Health Plan Performance," identifies the top challenges in the payer market, how they are evolving, and strategies health plans are deploying to overcome them.