The Chip Trade Is Unwinding. Here Is Where It Stops.
Eight straight losses, a 21% VIX surge, and software joining the rout tell a specific story about which crowded positions still have room to fall.
Anthropic’s IPO May Be Weeks Away. An FTC Subpoena Raises the Stakes.
The FTC’s consumer-protection probe lands as Anthropic targets a $2 trillion IPO valuation, and confidentiality does not shield investors from regulatory risk.
Chinese Labs Are Writing the Next Decade of Drug Discovery. Who Keeps the Money?
A $139 billion year of out-licensing shifts the question from who discovers drugs to who captures the economics.
The KOSPI Fell Twice as Hard as the Nikkei. That Gap Is the Story.
Seoul’s circuit breakers and Tokyo’s Topix divergence show which stocks the world is selling, and why.
Nvidia’s China Revenue Has Nearly Vanished. The Model Still Needs Explaining.
IDC data shows the loss. Investors still need to know how much the forward outlook quietly depends on China returning.
BlackRock Beat Estimates by 11% This Morning
Adjusted EPS of $15.93, $7.75B in revenue, and $15.5T in AUM
Williams Says 2027 Is Safe. CPI Decides If He’s Right.
September inflation lands today, and the core reading tests the Fed’s split on 2027.
Blood Testing Just Shrank to Fit on a Countertop
Microfluidics is turning lab screens into desktop products
Bristol Myers’ Lung Drug Works. Now Explain the Dose Split.
Admilparant hit Phase 3 FVC at 60mg, but the 120mg miss complicates the FDA story.
Lone Pine Turned a 44% Gain Into Almost Nothing. Here Is How It Happened.
The Cypress fund’s Q3 collapse shows what went wrong in crowded AI infrastructure bets.