U.S. Market Pulse

The $480 million DOE loan to Arena Energy's Project Elkhorn funds a brownfield revival of 22 existing platforms, not a new discovery or lease sale.

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The coverage links CoreWeave's strong third-quarter results and raised revenue outlook to a rebound across AI-linked chip stocks. Arm rose 12.88%,...

The Fed held its benchmark rate at 3.75%-4.00% in a 10-2 vote, while saying inflation "remains elevated". Two dissenters wanted a quarter-point...

• Tuesday: Nvidia shares slid another 6% after a 4% drop Monday, amid the scandal involving CEO Jensen Huang.
• Wednesday: The New York Times reported...

Capricor is cutting about 10% of its workforce while it awaits an FDA decision on deramiocel, due Nov. 22. CEO Linda Marbán said the move aligns the...

Citi's card business looks strong on paper, with third-quarter card spending up 11% and loans up 6%. But the base is largely prime, with 86% of card...

Scaling qubits without losing performance is one of the industry's biggest hurdles, and fault-tolerant systems need far more physical qubits for error...

A study of ten Indonesia-listed EV value-chain firms found no statistically supported return gain after the 2024 finance ministry rules. Key...

October retail sales rose just 0.2% to $561.7 billion, the slowest monthly growth in almost a year. Excluding restaurants, core retail sales rose...

Governor Barr's speech sets up AI's inequality effects, but this excerpt mainly covers the current baseline.

• Income is concentrated: the top 10...

OpenAI's quarterly revenue reportedly crossed $10 billion for the first time, according to Bloomberg citing anonymous sources. If accurate, that would...

Morgan Stanley's Mike Wilson thinks the S&P 500 is a buy, but with an asterisk. He has long seen the index testing a 7,100 to 7,300 range with...

Raymond James strategist Matt Orton says he is not buying the overall SOX index and favors picking names. His test is the “second derivative of...

This week's pharma news touches access, storage and safety:

• Access: Eligible Hims & Hers patients prescribed Zepbound or Foundayo can get self-pay...

VEON plans to acquire a 33.75% equity stake and control rights in Jungo TV's holding company, combining its content and distribution with VEON's...

Cleveland Clinic is asking patients for permission to record appointments so the interactions can be fed into AI, according to a post by @LukeGromen....

Dealmakers placed fewer but bigger bets in 2026, with U.S. activity leading the way. Key threads for investors:

• AI infrastructure: Capital is...

Kyverna has deprioritized its next-gen autoimmune CAR-T, KYV-102, to concentrate on its lead candidate. The FDA had cleared the program for clinical...

• BMW's supply agreement with Samsung SDI and LG Energy Solution covers cells for its sixth-generation high-voltage batteries.
• LG Energy Solution...

Beef imports are climbing while cull cow prices slide.

• Imports jump: September beef and veal imports rose 49.7% from a year earlier, and...