Sectors
NuScale Gets South Korea Interest While the July 4 Clean Energy Deadline Closes In
Brent crude crossed $98 in Asian trading on Monday morning after Iran and Israel exchanged missile strikes over the weekend, breaking the April ceasefire for the first time. By midday it had pulled back to $94 after Iran said it had ended its military operations and President Trump said both countries were close to a…
Three Cancer Drug Programs Advanced This Week and Nobody Noticed
MAIA Biotechnology got FDA clearance to open US enrollment for its Phase 2 lung cancer trial on June 3. ADC Therapeutics released Phase 3 data confirming ZYNLONTA extends progression-free survival in lymphoma the same day. Verastem got an FDA Fast Track for its KRAS G12D inhibitor in lung cancer the day after. Three different companies,…
Guardian Metal Finds Tungsten Zone as Outcrop Silver Hits Record Grades
Tungsten had a week. Guardian Metal found a new zone at its Nevada project during what was supposed to be routine condemnation drilling. Outcrop Silver hit 2,820 g/t silver equivalent over 23 centimeters in Colombia. Norsemont drilled 20 meters of gold at the bottom of a hole in Chile, which means the system keeps going.…
DTCC Chose Stellar for Wall Street Securities Tokenization and XLM Surged 95%
Bitcoin opened Monday at $73,568. It closed the week having touched $59,227, a drop of nearly 20% in six days. The trendline that had held through every Iran headline since February broke on Tuesday when Iran halted ceasefire talks and threatened to fully close the Strait of Hormuz. Oil jumped 7%. Bitcoin followed in the…
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…
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…
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,…
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…
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…
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…
