Sectors
Pancreatic Cancer Phase 3 Starts, Ovarian Cancer Phase 1 Wins
51,000 Americans will be diagnosed with pancreatic cancer this year. Roughly 45,000 will die from it. The five-year survival rate has not meaningfully changed since 2000. On June 11, a company called Immuneering dosed its first Phase 3 patient. Immuneering Corporation Doses First Patient in Phase 3 MAPKeeper 301 Pancreatic Cancer Trial Immuneering Corporation (Nasdaq:…
Section 45Y Wind Solar Construction Deadline Is 19 Days Away: What Developers Must Do
Coal powered the world for a hundred years. Built cities, ran railways, kept the lights on through two world wars. Last year, for the first time in modern history, it generated less electricity than renewables. The transition happened so gradually and then so completely that when the Ember Global Electricity Review published the numbers this…
SpaceX IPO Absorbed $75 Billion and the S-1 Revealed 18,712 BTC in Corporate Treasury
Bitcoin opened Monday at $63,310, up 4% from Sunday after spending the prior week touching $59,227. The recovery was tentative. RSI sitting below 35. ETF flows still negative. The Fear and Greed Index had not moved. What had moved was everything around the asset: the regulatory picture, the institutional sentiment, and the capital allocation landscape.…
Group Eleven 23% Copper in Ireland, Gold Terra and Tier One Silver Results
Gold held near $3,300 this week. Silver was volatile between $32 and $34. The drill rigs did not care. Four junior mining companies released results across Ireland, Canada, and Peru — copper, gold, silver, and the kind of antimony grades that put a European discovery on the critical minerals map. Group Eleven Resources Drills 23.60%…
Broadcom’s Record Quarter Crashed the Semiconductor Sector, the EU Clock Is Ticking, and Anthropic Warned About Its Own Technology
Broadcom reported the best quarter in its history on June 3. Revenue up 48%. AI chip sales up 143%. A $100 billion semiconductor revenue forecast for fiscal 2027. The stock fell 14% the following day. By June 5, the semiconductor sector had lost $1.3 trillion in market cap and the Nasdaq had posted its worst…
DMG Signs AI Tenant LOI, Robinhood Launches AI Trading
Bitcoin broke $60,000 on June 5, hitting its lowest level since October 2024. Down more than 30% year to date. Coinbase Q1 revenue fell 30.5% year over year. The crypto market is in a drawdown. The infrastructure being built underneath it is not slowing down. A Canadian blockchain company signed its first AI data center…
What the FDA’s Mixed Regulatory Signals in 2026 Mean for Smaller Biotechs
The FDA did not produce a landmark approval this week. What it produced was something arguably more useful for investors watching the sector: a clear picture of where the regulatory environment is heading and what that means for the companies positioned inside it. A June 30 PDUFA date for a second major indication from one…
Fluence Energy Joins Siemens Nvidia AI Data Center Architecture
The biggest clean energy conference of the year ran June 1-4 in Houston. Eight thousand attendees. Five hundred exhibitors. The American Clean Power Association released Q1 data showing 6.4 gigawatts of new capacity added and a US total surpassing 370 gigawatts. Texas approaching 100 gigawatts alone. On the same day the conference opened, Fluence Energy’s…
Mining M&A Hit $26 Billion in Q1 2026 and Barrick Is Spinning Out Its North American Gold Assets
Gold held above $4,700 this week. Silver hit $75.48, up more than 7%. Copper traded at $13,980 per tonne, 10% higher year-to-date and within striking distance of its all-time high. The price environment across the precious and base metals complex is as constructive as it has been in years. The question the week raised is…
Quantinuum Lists on Nasdaq as Quantum Computing Hits Three Milestones in One Week
Quantum computing had its biggest week as a public market story. Quantinuum debuted on Nasdaq at $60 per share, pricing above its target range and raising $1.68 billion. D-Wave, which has spent its entire existence building annealing systems, announced a roadmap to 100 logical qubits using gate-model hardware. And IonQ published a paper demonstrating quantum…
