Axios

Disney will debut Marvel's "Black Widow" and several other films on Disney+ at the same time the movies arrive in theaters.

Why it matters via Axios' Sara Fischer: It puts the return of the traditional theater window into question.

TuSimple, a leader in autonomous truck technology, filed for an initial public stock offering Tuesday, skipping the SPAC route that's been popular lately with automotive tech startups.

Why it matters: Driverless semi-trucks could make highways safer while reducing the cost and environmental impact associated with increased demand for freight delivery.

Streaming music revenue now accounts for 62% of global recorded music sales, or $13.4 billion, an all-time high, according to a report out Tuesday from the International Federation of the Phonographic Industry.

Why it matters: Streaming revenue helped offset declines in physical format sales and performance rights revenues throughout the COVID-19 pandemic, which dipped close to 5% and 10% respectively. Now the industry is in its sixth consecutive year of growth — driven largely by streaming — after seeing 12 years of flat or declining sales.

GameStop sales fell during its all-important holiday quarter — the first business update from the company since the Reddit-fueled stock mania.

Why it matters: For all the talk about GameStop's stock, there's been less about the company itself — which has struggled to adapt to the more digital video game landscape.

If you feel like remote work has increased the number of emails and meetings during the pandemic, you're right.

The big picture: A new Microsoft study of the use of its office tools in the last year quantifies the digital overload workers have been experiencing.

No-fee trading app Robinhood has filed confidential public offering papers, as first reported by Bloomberg and confirmed by Axios.

Why it matters: The move comes just a month after Robinhood came under fire for restricting certain stock trades.

Spark Capital last month won a competitive process to lead a $20 million Series A investment in Dispo, a retro photo-sharing app co-founded by YouTube star David Dobrik. Late Sunday night, Spark said it is severing all ties with the startup, which had been valued at $200 million.

Why it matters: Based on the currently available information, this situation is confounding.

GoPuff, a Philadelphia-based instant delivery platform for everyday items, raised $1.15 billion led by existing backer D1 Capital Partners at an $8.9 billion post-money valuation.

Why it matters: This is a deep-pocketed cross between Amazon and DoorDash. GoPuff operates hundreds of "micro fulfillment centers," usually between 8,000-12,000 square feet in urban areas, plus contracts out to a network of around 10,000 on-demand drivers who provide 24/7 coverage.

President Biden's senior domestic climate official met with top oil-and-gas executives Monday as the industry braces for White House emissions policies.

Why it matters: A White House summary claims they're seeking common ground with the sector.

A Rhodium Group analysis maps out legislative options it says would steeply cut power sector emissions without hiking consumer bills.

Why it matters: One of President Biden's more aggressive goals is 100% carbon-free U.S. power by 2035, but policy pathways to get there are murky.

That image above is the Jeep Wrangler "Magneto," an electric concept Jeep's calling a "stealthy, quiet, quick and an unmistakable rock-climbing force."

The details: 285 horsepower and the concept vehicle can go from 0-60 mph in 6.8 seconds, Jeep said.

The time Americans spend streaming television has skyrocketed during the pandemic, causing a mad dash by content companies, tech firms and advertisers to invest unprecedented amounts in digital TV.

Why it matters: Prior to the mass adoption of streaming, the fight for the future of consumers' attention was mostly being fought on smartphones, not smart TVs.

Words and hashtags used to symbolize Asian hate have increased in the past year amid the COVID-19 crisis, data from social intelligence firm Zignal Labs shows.

The big picture: Shortly after last week's deadly murders of eight people, including six Asian women, the hashtag #StopAsianHate overtook every anti-Asian term measured by Zignal, proving the power of positive social movements online.

Verizon Media Group, the media division within Verizon, has 3 million people that pay for subscriptions across its portfolio of Yahoo-related products, like Yahoo Fantasy, Yahoo Finance and others, executives tell Axios.

Why it matters: Moving forward, the goal will be to rebrand most of its media franchises as Yahoo products, and to focus on selling subscriptions to those products via a rebranded subscription portfolio called "Yahoo Plus."

Brat TV, a digital studio that's become Hollywood's go-to producer for Gen Z content, expects $35 million in revenue this year, co-founder Rob Fishman tells Axios. The company brought in $15 million in revenue last year.

Why it matters: Networks and studios are racing to invest in content catered to Gen Z, making companies like Brat TV hot partners and acquisition targets.

The Chicago Fed's national activity index showed the U.S. economy at below-trend growth for the first time since April last month, and in fact, is suggesting a decline.

Why it matters: In the midst of all the bullishness from economists, CEOs and money managers about 2021's expected breakout growth, the first quarter has been awfully bad based on hard data.

Existing-home sales fell 6.6% in February from the previous month, but sales are still 9.1% higher than last year, per the National Association of Realtors.

By the numbers: Despite sales falling to a six-month low, the median existing-home sales price rose to $313,000, 15.8% higher than February 2020, with all regions posting double-digit price gains,

Fintech company M1 Finance is now "approaching $4 billion" of assets under management, the company's CEO tells me on the latest Voices of Wall Street podcast, nearly double what it announced in October.

Why it matters: M1 is staking its claim as an alternative to the gamification of investing popularized by apps like Robinhood but also an alternative to traditional asset management shops like Fidelity and Schwab.

There's been a deafening silence from GameStop since the company's stock took Reddit boards — and the world — by storm. That will change on Tuesday.

What's happening: Executives will release quarterly earnings and speak publicly to Wall Street for the first time since a Reddit-fueled rally caused a historic surge in its stock price.

For millions of American investors, it's been the best form of whiplash. We're now one year to the day from the stock market's low point — a year in which they more than recouped the stunning losses they saw in the late winter of 2020.

Why it matters: Never before has the market swung so swiftly from extreme pessimism to extreme optimism. Over the past year the S&P 500 has moved from being at a three-year low, to rallying by an astonishing 76% and hitting new all-time highs.

The pandemic normalized working from home, and that could open doors for America’s workers with disabilities.

The big picture: All sorts of hurdles — like getting to work if you’re in a wheelchair or adjusting to office environments if you’re a person with autism — are eliminated by remote work. This new future could be a more inclusive one for all Americans.

Conservative commentator and longtime talk radio host Dana Loesch has signed a new three-year deal with Radio America, a conservative talk radio network, Loesch tells Axios.

Details: Loesch's new contract will keep the ‘The Dana Show’ at the 12 p.m. to 3 p.m. time-slot, where she used to directly compete with the late Rush Limbaugh.

Telegram, a popular chat app with more than 500 million monthly active users, has raised $150 million in new five-year pre-IPO convertible bonds from sovereign fund Mubadala and Abu Dhabi Catalyst Partners, the firms said on Tuesday.

Why it matters: The company reportedly owes creditors $700 million by the end of April as a result of having to pay back money it had raised from selling digital tokens starting in late 2017, according to the Wall Street Journal.