Gilead’s $1.275 Billion Bet on a China IBD Pill: Too Bold?
Paying full price for a Phase 1 asset from Shanghai tests whether Gilead’s inflammation push is disciplined diversification or acquisitive impatience.
Category: Economy
Bitcoin Can’t Hold $85,000. ETF Outflows Explain Why.
BTC is about 34% below its October 2025 peak, and spot ETFs keep bleeding cash.
Linde’s Hydrogen Steel Play Has CBAM Behind It
EU CBAM entered its definitive phase January 1, 2026. Q3 earnings arrive October 29.
Anthropic’s IPO Roadshow Gets a Governance Test
A benefit fund tied to its valuation signals the company’s public posture.
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.
Who Actually Controls Starlink? SpaceX Investors Just Found Out
Ukraine’s Starlink limits exposed a risk SPCX and TSLA investors should weigh.
China’s Export Surge Is Powered by Chips. Wednesday Shows If It Held.
September trade data lands overnight with CPI, as the truce ticks to Jan. 10.
The IMF Says 3% Growth Is Holding. The Bond Market Is Not So Sure.
With the 10-year Treasury above 5.2% and global public debt headed for 100% of GDP, the Fund’s Bangkok outlook lands into conditions that test every assumption inside it.
Alphabet Is Collecting AI Revenue as Rivals Still Project It
Google’s universal Gemini agent lands in paying enterprises
Tesla Beat Deliveries. Oct. 21 Is About Something Else.
The car numbers topped estimates. Investors will ask about Robotaxi, Optimus, and whether higher capex is working.