Weekly Market Roundup
Ivonescimab posted a 34% survival benefit at ASCO — the FDA decides in November
ASCO week closed with one result that changed the conversation about lung cancer. Ivonescimab cut the risk of death by 34% in squamous NSCLC. The data landed in a Plenary Session. It was published simultaneously in The Lancet. It was the first time in the 61-year history of ASCO that a China-originated drug has been…
StrikePoint Drills Best Hole at Hercules as GR Silver Hits Record Grades
Gold is sitting near $4,700 an ounce. Silver has been running between $73 and $83. The drill rigs are busy. Four junior mining companies published meaningful results this week across gold, silver, copper, and lithium — Nevada, Mexico, Argentina, and back to Nevada again. Two of the four produced the best results in their respective…
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…
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…
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…
