Weekly Market Roundup
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…
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…
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…
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…
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…
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…
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…
Green Energy & Markets Weekly: The Grid Is Being Tested From Both Ends
Brent crude hit $104.84 per barrel at the start of the week, up 59% from a year ago on the back of the Middle East supply shock. Then came the Iran peace talk headlines. Oil fell nearly 7% over the week as traders priced in a possible reopening of the Strait of Hormuz. WTI stood…
