Sectors
Enhertu Double Approval, Regeneron Miss: What It Means for Smaller Biotechs
Two FDA decisions landed on the same Monday and pulled the sector in opposite directions. AstraZeneca and Daiichi Sankyo’s Enhertu picked up two new approvals in early breast cancer. Regeneron dropped 12% after its melanoma trial missed statistical significance against Keytruda. One validated a platform that smaller biotechs are actively building on. The other confirmed…
Mining & Minerals Weekly: Four Junior Stories Worth Knowing
Gold sold off hard mid-week on a stronger dollar and rising Treasury yields, then partially recovered on Middle East de-escalation signals that did not hold. Silver swung between $73 and $83. Rough week for prices. Not a rough week for drill results. Four junior companies published meaningful news. One holds the only known rhodium resource…
GENIUS Act Deadline, CLARITY Act Vote: Crypto’s Big Week Unpacked
$2.26 billion left the crypto market in two weeks and it didn’t leave quietly. A bond market repricing, Iranian escalation pushing oil past $110, and a legislative milestone that the market decided to sell — all of it landing in the same seven-day window. Bitcoin ended the week around $76,400, down roughly 6% from the…
Tech & Innovation Weekly: Duos $176M GPU Deal, POET $400M Raise, HEALWELL 316% Growth
The AI buildout is producing a lot of winners that are not Nvidia. This week a Jacksonville company signed a $176 million GPU contract. A Toronto photonics company closed a $400 million raise and immediately watched its stock drop. A healthcare AI platform posted revenue growth most people did not notice. A data firm signed…
Metallium Wins $1M DoD Contract to Pull Gallium and Germanium From US E-Waste
China imposed export controls on gallium in 2023. By 2025 the restrictions had expanded. The US imports more than 50% of its gallium supply and over 70% of its germanium, both designated critical materials essential for radar systems, missile guidance, satellite electronics, 5G infrastructure, and advanced semiconductors. Neither has a meaningful domestic primary production base.…
Mississippi HB 1625 Joins Growing State Wave Against Crypto Kiosk Fraud
A crypto ATM looks like a regular cash machine. The scam it enables is not complicated. A caller impersonating a government official, a tech support agent, or a law enforcement officer tells the target their account has been compromised, their Social Security number is being used for fraud, or they owe back taxes. The only…
Tech & AI Weekly: Jensen in Beijing, Tesla Goes Driverless, AI Hits a Wall
Jensen Huang stood at the Great Hall of the People in Beijing on May 14. Right next to Trump’s state visit delegation. The context: Nvidia has been locked out of selling H20 chips to China since the export ban took effect in April, a restriction that cost the company $4.6 billion in write-downs last quarter.…
Green Energy & Markets Weekly: NextEra Buys the AI Power Race
$66.8 billion. All stock. Announced Monday morning. NextEra Energy is buying Dominion Energy. The deal creates the largest regulated utility on earth by market value — over $400 billion in enterprise value combined. The reason is not complicated: electricity demand in the US is rising for the first time in two decades, and data centers…
Biotech & Health Weekly: FDA Loses Its Commissioner
Marty Makary resigned on May 12. Three of the FDA’s top drug review positions are now held by acting officials. All three have a 210-day time limit under federal law before the White House has to make a decision on who fills them permanently. That did not slow the calendar. ENHERTU got a landmark approval…
CLEAR and GDIT Partner to Deploy Digital Identity Across Federal Health Agencies
CLEAR (NYSE: YOU) and General Dynamics Information Technology, a business unit of General Dynamics (NYSE: GD), announced a strategic collaboration this week to deploy CLEAR’s secure identity platform into federal health and civilian agencies. GDIT becomes CLEAR’s preferred federal systems integrator, with joint development happening in GDIT’s Emerge Labs and a live deployment already in…
