Eli Lilly (LLY) has once again muscled its way to the top of the healthcare league tables, with its stock climbing as investors double down on the idea that obesity drugs are less a fad and more a new asset class. The…
IonQ’s (IONQ) decision to buy SkyWater Technology for $1.8 billion reads like a quantum-age industrial policy love story: a fast‑growing quantum upstart marries a scrappy U.S. chip foundry, and the honeymoon is scheduled right onshore. For investors, the deal is a bet…
Biopharma spent 2025 behaving like a sector that has finally read the fine print on the cost of capital—and decided to let someone else pick up the bar tab. Licensing and M&A stepped into the role IPOs used to play, and did…
Meta’s agreed purchase of AI agent startup Manus for more than $2 billion reads like a late‑cycle plot twist: the social media giant that rebranded around the metaverse is now buying an AI “do‑it‑for‑you” brain to justify all that spending. In Wall…