Weekly Market Roundup
Intel Surges 10% After Trump Confirms Apple Chip Deal as Accenture Drops 13% on Guidance Cut
Intel’s 18A node packs 238 million transistors per square millimeter. TSMC’s competing N2 node packs 313 million. On June 18, Apple agreed to use Intel anyway, just not for the chips that matter most yet. Intel Surges After Trump Confirms Apple Will Use Intel Foundry for US-Made Chips President Trump posted on Truth Social early…
Pancreatic Cancer Trial Ahead of Schedule, Gastric Cancer Fast Track Win
A drug called givastomig produced a 77% response rate in gastric cancer. The stock trades 71% below its 52-week high. Sometimes the data and the price tell two different stories. AIM ImmunoTech Doses Final Patient in Phase 2 Pancreatic Cancer Trial Ahead of Schedule AIM ImmunoTech (NYSE American: AIM) had a busy stretch in the…
Banyan Gold 62.66 g/t Yukon Find and Formation Metals N2 Extension
Gold averaged $3,300 an ounce this month. At a 0.30 g/t cutoff, that turns marginal rock into ore. Banyan Gold just drilled 62.66 grams per tonne. That is not marginal rock. Banyan Gold Intersects 62.66 g/t Gold in a New High-Grade Zone at the Powerline Deposit, Yukon Banyan Gold Corp. (TSXV: BYN / OTCQB: BYAGF)…
Hut 8 Closes $4.25B AI Bond and Coinbase Launches Crypto Agents
Bitcoin mining companies used to fund themselves by selling the coins they dug up. Hut 8 just raised $4.25 billion in bonds. These are not the same business model. Hut 8 Closes $4.25 Billion Texas AI Data Center Bond and Appoints Stanley O’Neal as Chairman On June 10, Hut 8 Corp. (Nasdaq: HUT) closed a…
374Water PFAS Capacity Upgrade and PureCycle Packaging Milestone
PFAS has been detected in the blood of 97% of Americans. It does not biodegrade. Most technologies capture it, concentrate it, or move it somewhere else. 374Water’s technology destroys it permanently. On June 9, the company upgraded the facility that does that. 374Water Expands Iron Bridge Facility Targeting $3 Million to $5 Million in Annual…
Siri Gets Rebuilt, SpaceX Goes Public: The Week That Changed AI Markets
Siri has been the butt of the joke for five years. On June 8, Apple spent $1 billion to fix that. Apple WWDC 2026 Reveals Siri AI Powered by Custom 1.2 Trillion Parameter Gemini Model Apple’s Worldwide Developers Conference opened June 8 at Apple Park. The keynote landed with a specific number: 1.2 trillion parameters.…
Pancreatic Cancer Phase 3 Starts, Ovarian Cancer Phase 1 Wins
51,000 Americans will be diagnosed with pancreatic cancer this year. Roughly 45,000 will die from it. The five-year survival rate has not meaningfully changed since 2000. On June 11, a company called Immuneering dosed its first Phase 3 patient. Immuneering Corporation Doses First Patient in Phase 3 MAPKeeper 301 Pancreatic Cancer Trial Immuneering Corporation (Nasdaq:…
Group Eleven 23% Copper in Ireland, Gold Terra and Tier One Silver Results
Gold held near $3,300 this week. Silver was volatile between $32 and $34. The drill rigs did not care. Four junior mining companies released results across Ireland, Canada, and Peru — copper, gold, silver, and the kind of antimony grades that put a European discovery on the critical minerals map. Group Eleven Resources Drills 23.60%…
DMG Signs AI Tenant LOI, Robinhood Launches AI Trading
Bitcoin broke $60,000 on June 5, hitting its lowest level since October 2024. Down more than 30% year to date. Coinbase Q1 revenue fell 30.5% year over year. The crypto market is in a drawdown. The infrastructure being built underneath it is not slowing down. A Canadian blockchain company signed its first AI data center…
Fluence Energy Joins Siemens Nvidia AI Data Center Architecture
The biggest clean energy conference of the year ran June 1-4 in Houston. Eight thousand attendees. Five hundred exhibitors. The American Clean Power Association released Q1 data showing 6.4 gigawatts of new capacity added and a US total surpassing 370 gigawatts. Texas approaching 100 gigawatts alone. On the same day the conference opened, Fluence Energy’s…
