Vir Biotechnology’s 44% Response Rate Opens a Fight With Gilead
A Phase 3 win in hepatitis delta gives Vir a credible path to challenging the only FDA-approved treatment in the field.
UK Growth Data on Thursday Will Tell the Bank of England Whether It Needs to Go Again
The Q3 GDP reading drops before the US open and directly shapes the December rate decision, sterling, and gilt yields.
Crude and Tanker Stocks Doubt the Iran Escalation
Oil settled Friday at $98 on peace hopes. Task Force Iron Gate and a strike on the M/V Huda followed. The gap between those two realities is the story.
A 165,000-Job Shock Rewrites December Sector Plays
With a December Fed hike about 77% priced and the 10-year near 4.9%, rotation is speeding up.
Tesla Is Retiring the Cybertruck. The Factory Floor Shows Musk’s Next Bet.
Ending Cybertruck at a tenth of planned volume is a capital allocation call.
Moderna Posts a $1.10 Loss. Are the Cuts Working?
With Q3 results out this morning, the question isn’t the loss itself, it’s whether Moderna’s cost discipline is building something durable.
SoftBank’s Default Insurance Just Hit a Four-Year High
A $40 billion bridge loan matures in March 2027, and credit is driving the debate
Super Micro Beat Earnings. The Stock Is Still Falling.
A record $19.9 billion quarter cannot fix a working capital machine burning roughly $7 billion a year in free cash flow.
Commerzbank Posted a 45% Profit Jump. Here’s What It Means
European bank dividends and buybacks are delivering returns many U.S. investors have missed.
Coinbase and Circle Are Down 20% and 36%. How Much Is Warren’s Fault?
With Democrats confirmed to control the Senate, the debate is what part of COIN and CRCL ever depended on the CLARITY Act.