One crypto-side attendee offered a blunt read of the banking lobby’s motivations: the pushback on stablecoin yield stems more from competitive pressure than genuine fears of deposit flight, which had been the original framing.The proposed anti-evasion language would give the SEC , Treasury , and the CFTC authority to enforce the yield ban, with civil monetary penalties of $500,000 per violation, per day — a provision bank-side sources described as “encouraging.”The draft also acknowledged bank concerns rais ...

Group 1 - IMAX Corporation will participate in the Morgan Stanley Technology, Media & Telecom Conference on March 2, 2026, with a fireside chat scheduled for 4:50 p.m. ET [1] - IMAX's CFO, Natasha Fernandes, will represent the company during the conference, which will also include one-on-one investor meetings [1] - A live webcast of the fireside chat will be available on the IMAX investor relations website [1] Group 2 - IMAX reported $28 million in box office revenue during the Chinese New Year holiday, capturing 3.4% of the total box office with less than 1% of total screens [1] - The success was driven by the film "Pegasus 3," which earned $24 million in its first seven days [1] Group 3 - IMAX is collaborating with Apple TV to broadcast the 2026 FIA Formula One World Championship live at select IMAX locations across the United States [1] - This initiative will feature five iconic Grands Prix and will be available in at least 50 IMAX locations nationwide [1] Group 4 - IMAX will announce its fourth-quarter and full-year 2025 financial results on February 25, 2026, at 4:30 p.m. Eastern Time [1] - The announcement will be followed by a conference call that will be webcast [1]

Group 1: Domestic Consumption and Market Performance - During the Spring Festival, the domestic consumption market showed strong performance, with 20.5 billion yuan allocated for consumer benefits through vouchers and subsidies [1] - The total box office for the 2026 Spring Festival exceeded 5 billion yuan, with over 100 million viewers for the eighth consecutive year [1] - The transportation sector saw a record 5.08 billion people moving across regions during the first 20 days of the Spring Festival, averaging 250 million daily, a 5.6% increase from the same period in 2025 [1] - The steady growth in domestic travel and consumption data provides solid fundamental support for the market post-holiday [1] Group 2: Robotics Industry Insights - The appearance of humanoid robots during the Spring Festival Gala has sparked significant market interest, marking a key transition for AI from concept to practical application [2] - The robotics sector is expected to become the fourth major industry in China, following home appliances, smartphones, and new energy vehicles, with a favorable investment outlook over the next three years [2] - By 2026, the market is anticipated to shift from concept speculation to order-driven performance, with a clear distinction between companies with core technologies and those merely speculating [2] Group 3: U.S. Trade Policy Impact - The U.S. Supreme Court ruled that the large-scale tariff measures implemented by the Trump administration lacked legal authorization, leading to a dramatic reversal in trade policy [3] - Following this ruling, a new 15% tariff was announced, effective for 150 days, which may create a "tariff gap" as the process for extending it is complex [3] - Short-term implications include a potential recovery for export-oriented companies in sectors like light industry, consumer electronics, and automotive parts due to reduced effective tax rates [3] Group 4: Market Trends and Predictions - The Hong Kong stock market showed strong performance, with the Hang Seng Index rising by 2.53%, providing a reference for A-share movements post-holiday [4] - Historical data indicates a 75% probability of the Shanghai Composite Index rising in the five days following the Spring Festival, with an average increase of 1.2% [7] - Analysts expect a structural differentiation in the A-share market, with AI and humanoid robotics sectors likely to be highlights due to their increased attention during the holiday [7] Group 5: AI Industry Developments - OpenAI announced a significant reduction in its planned capital expenditure for computing power to approximately $600 billion by 2030, down from a previous commitment of $1.4 trillion [8] - This reduction has led to mixed market interpretations, with some viewing it as a signal of slowing industry expansion, while others argue that the two figures are not directly comparable [8] - Despite potential short-term disturbances in A-share AI-related sectors, the domestic AI industry is expected to maintain independent growth driven by its own demand and application needs [8]

Listen on the go! A daily podcast of Wall Street Breakfast will be available by 8:00 a.m. on Seeking Alpha, iTunes, Spotify.Getty Images Who has the most influence over your 2026 portfolio right now?• The White House (policy)• Supreme Court (the law)• Congress (the purse strings)• The Federal Reserve (interest rates)Click here to take the poll and don't forget to share your thoughts in the WSB comments section. Good morning! Here's the latest in trending:Blizzard warning: Key Northeast airline operations ...

Ted Sarandos, Netflix’s co-chief executive, says Gulf states will probably have editorial influence - Kevin Dietsch/Getty The boss of Netflix has hit out at a rival Middle East-backed takeover bid for Warner Bros, claiming that foreign state ownership of media companies is a “bad idea”. Ted Sarandos, co-chief executive of Netflix, has criticised the involvement of Saudi Arabia, the United Arab Emirates and Qatar in Paramount’s $108bn (£80bn) offer for Warner Bros, highlighting restrictions on free speech ...

Core Insights - The rapid pace of change in the world is causing significant anxiety among employees regarding job security and economic stability [1] - Leaders who focus on the human aspects of work and learn from past experiences will be better equipped to navigate future challenges [1] Group 1: Leadership and Employee Support - Adam Hickman, VP of Org & Employee Dev at The Walt Disney Company, emphasizes the importance of human-centric leadership during turbulent times [1] - Hickman will present strategies for reimagining employee support and connection in the context of AI at the upcoming SPARK HR 2026 conference [2] Group 2: Conference Insights - SPARK HR 2026 will feature discussions on addressing AI-related job loss fears and identifying employee flight risks [2] - The conference aims to provide practical retention strategies and solutions for employee burnout, featuring top HR leaders from major companies like Meta and LinkedIn [2]

The industry’s biggest night is dominated by a shrinking set of pictures. https://t.co/ykO8nyRCCj ...

Core Viewpoint - Netflix is seeking President Trump's approval in its efforts to acquire Warner Bros. Discovery, while Trump demands the removal of board member Susan Rice [1][4]. Group 1: Trump's Influence - Trump's involvement in corporate governance has become a norm, as he frequently instructs companies on personnel decisions [2]. - Despite lacking direct authority to block the acquisition, Trump can influence the situation by directing legal actions against Netflix on antitrust grounds [7][8]. - Trump's expectations for Attorney General Pam Bondi to act on his behalf indicate a potential for increased scrutiny on Netflix's acquisition efforts [8]. Group 2: Corporate Governance and Political Dynamics - Susan Rice's comments about accountability for corporate interests accommodating Trump may complicate Netflix's relationship with the Trump administration [9]. - The inconsistency of Trump's demands raises questions about the seriousness of his threats against Netflix and the potential implications for the merger with Warner Bros. Discovery [10][11]. - The current political climate allows for a president to exert pressure on companies, which could set a precedent for future administrations [12].

Core Insights - The NYSE is developing a blockchain-powered platform for 24/7 trading of tokenized stocks and ETFs, moving away from traditional trading hours [1] - Goldman Sachs CEO David Solomon emphasized the importance of tokenization in evolving markets and indicated that the firm may reassess its stance on digital assets as regulatory environments change [2][3] - Solomon also noted that traditional banks and crypto are not in a zero-sum competition, highlighting a growing acceptance of tokenization within Wall Street [7] Group 1: Tokenization and Market Evolution - The NYSE has created tokenization technology and is collaborating with regulators to integrate it into the existing financial framework [2] - Solomon stated that the evolution of markets is increasingly influenced by large-scale technology platforms, with tokenization playing a central role [3] - The NYSE's upcoming blockchain platform aims to facilitate continuous trading, which could enhance market efficiency [1] Group 2: Regulatory Environment and Financial System - Solomon criticized excessive regulations for extracting capital from the financial system, which he believes has negatively impacted market efficiency over the past five years [2] - The current regulatory climate may provide banks with more flexibility to engage with digital assets, prompting Goldman Sachs to reconsider its approach [2] - CFTC Chairman Michael Selig expressed a willingness to collaborate with both established and new market participants to develop innovative financial tools [1]

This is a story about Ji Sen. That's a Japanese term, meaning putting theory into practice. Japan is changing the way it does business so it can have the money it needs to invest in productivity.What does that mean for Japanese corporations. The way they are structured and the way they finance those investments. There is a real corporate revolution going on.The notion of every company needing a plan to get above one times book and essentially using shame as a tool for reform has been very, very effective as ...