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.
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.
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.
When OFAC Says No, Even Carlyle Walks Away From Lukoil
A $22 billion deal fell apart, and the Oct. 22 deadline is real
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.
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.
UK Card Defaults Have Risen for Six Straight Quarters
A new Bank of England survey shows UK card defaults rising again
Consumer Confidence Is 2.8 Points From Its Record Low. The Number to Watch Is Not the Headline.
Michigan’s Oct. preliminary sentiment hits at 10:00am ET. With year-ahead inflation expectations at 4.6% and gas at $4.36 a gallon, the inflation figure matters more than the index.
The 10-Year Treasury Hit 5.365%. Here Is Where the Dow Goes Next.
Fed minutes signaled another hike could come this year. Now small caps, banks, and utilities face a reckoning at multi-decade yield highs.