Sectors
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Half the Year’s Inflows Are Gone. Here Is Where the Money Went
Bitcoin closed Friday at $73,381. That is its lowest level of the week, its lowest since early May, and roughly 42% below the all-time high it set back in October. The week started soft and got softer. Ethereum broke through $2,000 on Friday for the first time in weeks, heading the wrong direction. Fear and…
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Crypto Weekly: DMG Blockchain Targets Sovereign AI While Sol Strategies Expands
Canadian blockchain companies spent the last two years mining Bitcoin and staking Solana. Now they are repurposing that infrastructure for something else entirely. One is building cross-chain privacy routing on top of its validator network. One is converting its British Columbia mining facility into a government-grade AI data center. A third is quietly accumulating Bitcoin…
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$106 Oil and the July 4 Deadline: The Clean Energy Signals That Matter This Week
Oil at $106 a barrel, global inventories drawing at a record pace, and a 21-mile-wide waterway holding the energy market hostage for the third straight month. The Strait of Hormuz closure did not create the clean energy investment thesis. It just made it impossible to argue against. The same week, the UAE confirmed its exit…
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Green Energy Weekly: NeoVolta, T1 Energy and Greenbriar Post Cleantech Milestones
The domestic clean energy manufacturing push is not waiting for Washington to sort itself out. It is happening now, largely out of the headlines, driven by companies most investors have never looked at. This week three of them had news worth knowing about. Battery storage costs have fallen 93% since 2010. US operating storage capacity…
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OpenAI API Price Hikes, Meta Layoffs, SAP Acquisition: The AI Week Unpacked
Google I/O ran Tuesday and Wednesday and the headlines were about Gemini models and smart glasses. The more important story landed Monday morning, before the keynote started. Blackstone committed $5 billion to a joint venture with Google to bring TPU compute-as-a-service to market, the first serious structural challenge to Nvidia’s grip on AI infrastructure in…
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Trafigura’s $700M LME Withdrawal and What It Means for Junior Players
Gold spent the week stuck. Iran peace talks gave it brief bounces but nothing that held. The 10-year Treasury hit 4.6653% on May 19, its highest since January 2025, and rate hike odds for December firmed toward 40%. That combination kept a ceiling on bullion and pushed the junior gold miner index to its worst…
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Biotech Weekly: Lung Cancer Data, Emerging Stock Drug Launch, Stroke Trial
Three biotech stories this week that most people missed. A clinical-stage oncology company posted Phase 2 lung cancer data that sent its stock up 16% and earned an ASCO podium. A under-the-radar stock with a real FDA-approved product secured national pharmacy coverage and launched a real-world evidence study. And a micro-cap developing a stroke drug…
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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…
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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…
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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…
