Sectors
Digital Assets Weekly: CLARITY Act Advances, Bitcoin Sells Off, Fannie Mae Goes Crypto
Bitcoin started the week at $80,015. It ended Monday at $76,009. The CLARITY Act cleared the Senate Banking Committee on May 14. Fifteen to nine. Two Democrats crossed the aisle. Markets responded by liquidating $657 million in crypto positions over the next 24 hours, $584 million of which were longs. The Fear and Greed Index…
L3Harris Wraith Shield Turns 100,000 Tactical Radios Into Counter-Drone Weapons
The arithmetic of modern drone warfare is brutal. An FPV drone costs $400. A Coyote interceptor costs $180,000. A Stinger missile costs more than $400,000. Ukraine demonstrated at scale what happens when infantry units face swarms of cheap attritable drones without immediate local protection: losses mount faster than any air defense system can respond, at…
Critical Minerals Weekly: Gold Firms, Silver Rips, Teck Bets on Arizona
Gold closed Friday May 8 at $4,722.55 per ounce, up 2.3% for the week. Silver was the real mover — up 9.18% to $80.46. Copper hit $6.30 per pound on COMEX, a 4.49% weekly gain and its strongest close in months. Three metals, all up hard in the same week. The macro driver is the…
How LOTTE Biologics Plans to Become a Top-Ten Global Biomanufacturing CDMO
LOTTE Biologics did not exist four years ago. Today it is operating a 40,000-litre biomanufacturing campus in New York, running a dedicated antibody-drug conjugate facility, breaking ground on a $3.3 billion manufacturing campus in South Korea, and expanding its second antibody manufacturing agreement with a clinical-stage biotech targeting dual-paratopic cancer immunotherapy. The pace is intentional.…
16 g/t Gold at Hemlo Mine’s New South-Rim Zone After 40 Years of Production
The Hemlo Gold Mine in northwestern Ontario has produced approximately 25 million ounces of gold since 1985. It is one of Canada’s most storied mines. It is also, apparently, not finished surprising its geologists. Hemlo Mining Corp. (TSXV: HMMC | OTCQX: HMMCF) reported initial results this week from its newly defined South-Rim Zone, a structurally…
India’s Grid Is Straining. Geothermal Could Be Part of the Answer
A new report puts India’s geothermal electricity potential at 28 times the world’s current total output. On April 25, 2026, peak electricity demand in India jumped nearly 20 GW in two hours to 256 GW. An unseasonably early heat surge, compounding rising data center loads, compressed a grid already stretched thin. It will not be…
Canaan Posts 10.97 EH/s Hashrate and Record BTC Holdings as Mining Margins Tighten
Canaan Inc. (Nasdaq: CAN) shipped the world’s first ASIC Bitcoin miners in 2013 under the Avalon brand. Thirteen years later, the economics of the business it helped create have become unforgiving for everyone running older hardware. The company released its unaudited April 2026 Bitcoin mining update this week. Self-mining operations produced 90 BTC during the…
Blackbaud’s Development Agent Brings Autonomous AI to Nonprofit Fundraising
Blackbaud (Nasdaq: BLKB) announced a series of AI product updates this week that reflect something more significant than a feature release cycle. The company sits at a structural advantage most software businesses never achieve: it processes over $100 billion in fundraising, grants, and managed funds annually, runs on 98% recurring revenue with 91.8% gross dollar…
Canada Becomes First G7 Country to Get Generic Ozempic
Apotex Inc. announced Wednesday that Apo-Semaglutide Injection is now shipping to wholesalers across Canada, with pharmacy availability expected within weeks. It is the commercial launch that follows from a remarkable regulatory opening: Canada became the first G7 country to approve generic semaglutide in April 2026 after Novo Nordisk failed to maintain a key Canadian patent…
Tech & AI Weekly: OpenAI Breaks Free and Big Tech Commits $725 Billion
OpenAI ended its exclusive cloud arrangement with Microsoft on April 27. The same week, Google, Microsoft, Meta, and Amazon committed a combined $725 billion in capital expenditure for 2026 — up 77% from last year. The Pentagon cleared six AI companies to operate inside its most classified networks. And the EU quietly delayed its AI…
