Sectors
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Three Crypto Fintech Stories That Changed the Market This Week
Three developments in four days made the US crypto and fintech landscape structurally different. On May 27, SoFi put a bank-issued stablecoin in 14.7 million people’s banking apps — the first time a federally chartered US bank has done that. On May 29, the CFTC opened regulated perpetual futures to US traders for the first…
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Anthropic IPO Filing at $965 Billion and What It Means for AI Sector Valuations
Anthropic filed confidentially for an IPO on Monday. Microsoft announced its first proprietary AI models on Tuesday. By Wednesday, both stories had been absorbed into a larger question that every enterprise software company is now sitting with: what is my product worth in a world where the tools that build software are accelerating faster than…
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NeoVolta Signs $200M Battery LOI as TeraWulf Buys Kentucky Power
The AI power crunch is producing two kinds of energy stories right now. Companies building the physical supply of batteries and power infrastructure to fill the gap, and companies racing to lock in the energy-advantaged sites before they are gone. Both happened this week. NeoVolta signs its first utility-scale LOI — $200 million, 1.1 GWh,…
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Datroway TNBC Approval and the ADC Platform Sweep That Is Reshaping Oncology
The FDA had a productive week. Two ADC approvals from the same partnership in two weeks. A Phase 3 trial in a rare skeletal disorder with no approved treatment. A Breakthrough Therapy Designation in a market already served by two blockbusters. And the first oral drug approved to prevent COVID-19 after exposure. None of these…
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Silver X Mining Record Q1 Results Show What $91 Silver Does to a Junior Producer
Gold futures are sitting at $4,713 an ounce this morning, up 3.80% on the week. Silver is up 7.54% to $75.48. Platinum is up 4.22% to $1,973. Those are not small moves, and they did not happen in a vacuum. The European Central Bank published a report this week confirming that gold has overtaken US…
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BigBear.ai Deploys at Panama Port, Hadron Energy Lists on Nasdaq, SoundHound Acquires LivePerson
Computex 2026 ran May 26-30 in Taipei. Jensen Huang showed up with 150 ecosystem partners, laid out the Vera Rubin and Grace Blackwell roadmap, and teased a surprise product for the second half of the year that nobody has seen yet. Intel showed rackscale AI infrastructure. The headline announcements were all large cap. The same…
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Green Energy Markets Weekly: The Oil Shock That Made the Clean Energy Argument for Us
Brent crude is trading at $96.42 this morning. That is up from $92.56 at the end of May, when oil posted its worst monthly performance since the COVID-19 pandemic, down almost 19% on ceasefire optimism that has not yet produced a signed deal. The ceasefire extension memorandum is on President Trump’s desk awaiting his signature…
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Ivonescimab posted a 34% survival benefit at ASCO — the FDA decides in November
ASCO week closed with one result that changed the conversation about lung cancer. Ivonescimab cut the risk of death by 34% in squamous NSCLC. The data landed in a Plenary Session. It was published simultaneously in The Lancet. It was the first time in the 61-year history of ASCO that a China-originated drug has been…
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The Tungsten Supply War: Why One Stock Rose 2,400% and Others May Follow
China controls more than 80% of the world’s tungsten supply. The United States has given defense contractors until January 2027 to stop sourcing tungsten from China. Tungsten prices have surged. One company, Almonty Industries, has risen more than 2,400% in roughly sixteen months. Several smaller companies are now positioning themselves to benefit from the same…
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StrikePoint Drills Best Hole at Hercules as GR Silver Hits Record Grades
Gold is sitting near $4,700 an ounce. Silver has been running between $73 and $83. The drill rigs are busy. Four junior mining companies published meaningful results this week across gold, silver, copper, and lithium — Nevada, Mexico, Argentina, and back to Nevada again. Two of the four produced the best results in their respective…
