Sectors
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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…
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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.…
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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…
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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.…
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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…
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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…
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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…
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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…
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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…
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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…
