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Category: Economy

Bristol Myers’ Lung Drug Works. Now Explain the Dose Split.
Economy

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.

October 13, 2026
FieldAI’s $10B Raise Tells You Where the Robot Money Is Going
Economy

FieldAI’s $10B Raise Tells You Where the Robot Money Is Going

After Firmus’s failed IPO, private capital is abandoning AI data centres for physical AI. Here are the listed names in the path of that shift.

October 12, 2026
TikTok’s Ad Dollars Just Got Kicked Out of Meta. Snap and Pinterest Are First in Line.
Economy

TikTok’s Ad Dollars Just Got Kicked Out of Meta. Snap and Pinterest Are First in Line.

Meta’s ByteDance ad ban raises a reallocation question, and one challenger looks better positioned than the other.

October 11, 2026
When OFAC Says No, Even Carlyle Walks Away From Lukoil
Economy

When OFAC Says No, Even Carlyle Walks Away From Lukoil

A $22 billion deal fell apart, and the Oct. 22 deadline is real

October 11, 2026
Federal Water Money Is Gone. Modular RO Plants Fill the Gap.
Economy

Federal Water Money Is Gone. Modular RO Plants Fill the Gap.

The IIJA fiscal-year rollover is accelerating a shift toward subscription-style water delivery.

October 10, 2026
Valero Is Up 44% Since June. Does China’s Diesel News Change Anything?
Economy

Valero Is Up 44% Since June. Does China’s Diesel News Change Anything?

China’s October fuel exports look modest, but three other risks deserve equal attention ahead of Valero’s Oct. 22 earnings report.

October 10, 2026
Three Catalysts Will Define Markets This Week
Economy

Three Catalysts Will Define Markets This Week

ISM services Monday, Fed minutes Wednesday, and PepsiCo Thursday tighten the October decision window into five days.

October 4, 2026
Toyota Grew Sales 8.4% in September. Who Paid?
Economy

Toyota Grew Sales 8.4% in September. Who Paid?

Incentives hit 6.9% of sticker. Not every automaker needed them.

October 2, 2026
Amazon Is Paying to Keep Calvert Cliffs Running. That Tells You Everything About Nuclear’s Real Value.
Economy

Amazon Is Paying to Keep Calvert Cliffs Running. That Tells You Everything About Nuclear’s Real Value.

AI demand cannot wait for new reactors. Existing plants are the only firm clean power you can contract today.

October 2, 2026
Delta’s Q2 Premium Shift. Q3 Tells Us If It Holds.
Economy

Delta’s Q2 Premium Shift. Q3 Tells Us If It Holds.

Premium ticket revenue beat main cabin in Q2. Delta reports Oct. 9.

October 1, 2026

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