Research Reports

Key Findings

["FDA approved Foundayo (orforglipron) — the first oral GLP-1 pill for weight loss, achieving 12.4% weight loss at 72 weeks","UCSF researchers identified FTL1 protein as a key driver of brain aging; lowering it reversed cognitive decline in mice","Biopharma R&D pipeline contracted 3.9% — the first decline in 30 years — as companies shift toward quality over quantity","28 biotech M&A deals closed in 30 days, with over a third involving AI capabilities for drug discovery","FDA approved Merck's Idvynso — a new once-daily oral HIV-1 treatment"]

Key Findings

["Fed holds rates steady at 3.5-3.75%, balancing inflation concerns against a resilient labor market","Private credit market has exploded to $2.1 trillion, becoming a primary funding source for mid-market businesses","2026 IPO market poised for best year since 2021, with potential mega-cap listings from SpaceX and OpenAI","Fintech investment pivoting toward B2B infrastructure, payments, and stablecoins over consumer disruption","Banking sector stable with commercial real estate driving loan demand, while residential housing remains slow"]

Key Findings

["Planned Trump-Xi summit signals fragile thaw, but US tariffs on Chinese goods remain above 145% with a $202B trade deficit","Ukraine deploys world's first all-robot assault force, winning its first battle and potentially reshaping modern warfare","Iran closes the Strait of Hormuz after Israeli-US strikes, threatening 20% of global oil supply and sending Brent to $96/barrel","Red Sea and Hormuz disruptions simultaneously threaten two critical maritime chokepoints, compounding supply chain stress","OPEC+ agrees to modest output increase to stabilize markets as geopolitical risk premium drives oil price volatility"]

Key Findings

["Global semiconductor revenue projected to exceed $1.3 trillion in 2026, a 64% year-over-year increase","Memory chip prices surging — DRAM up 125%, NAND flash up 234% — in a phenomenon dubbed 'memflation'","NVIDIA dominates AI hardware but is supply-constrained by TSMC production capacity","White House invokes Defense Production Act for grid infrastructure, signaling wartime urgency for AI supply chains","Agentic AI emergence is accelerating compute demand beyond training into sustained inference workloads"]