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CRISPR Therapeutics reports positive Phase 1 results for zugo-cel in treating refractory autoimmune diseases.
CRISPR Therapeutics announced encouraging Phase 1 trial results for zugo-cel, their gene-edited CAR-T cell therapy targeting refractory autoimmune diseases like systemic sclerosis, lupus, and idiopathic inflammatory myopathy. Among 21 patients treate...

Velinotamig shows strong safety and efficacy in treating refractory systemic lupus erythematosus, with notable kidney improvements.
Cullinan Therapeutics announced promising Phase 1b/2a trial results for velinotamig, a BCMAxCD3 T cell engager, in patients with refractory moderate-to-severe systemic lupus erythematosus (SLE). Among nine evaluable patients, eight showed significant...

New Phase 1/2 data show Cabaletta's rese-cel therapy offers durable, immunomodulator-free benefits in autoimmune diseases.
Cabaletta Bio announced Phase 1/2 clinical data for rese-cel, a CAR T cell therapy targeting autoimmune diseases, showing durable benefits without immunomodulators across dermatomyositis, lupus nephritis, and systemic sclerosis patients. All dermatom...

Intel stock halves despite record data center growth; future hinges on foundry progress and customer wins.
Intel's stock dropped over 50% recently despite posting its strongest data center growth in 15 years, reflecting concerns over heavy spending, foundry losses, and a weak PC market outlook for 2027. The company sees strong demand for server CPUs and A...

Wall Street sells AI stocks AMD and Palantir despite record growth; AMD favored for retirement portfolios due to valuation.
Despite both AMD and Palantir reporting record quarterly growth, their stock prices have fallen sharply due to concerns over high valuations, debt, and AI spending commitments. Palantir shows faster revenue growth but trades at extremely high multipl...

Anthropic's $1.5T IPO highlights AI boom risks amid CoreWeave's heavy debt and market doubts.
Anthropic plans a $1.5 trillion IPO, down from earlier $2 trillion estimates, spotlighting financing risks in the AI sector. CoreWeave, a key AI infrastructure player, faces massive debt ($72B liabilities vs. $5B equity) and negative cash flow, with ...

Anthropic's $895B AI contract commitments pose major risks to suppliers and Wall Street debt markets.
Anthropic has committed $895.4 billion to future AI infrastructure contracts, heavily impacting suppliers like Broadcom, Alphabet, and Amazon, who are already burning cash to meet these obligations. This massive spending commitment, revealed in Anthr...

A record 1.28 billion barrels of oil stuck at sea may keep gas prices high despite falling crude prices.
A record 1.28 billion barrels of crude oil are currently stuck on tankers at sea, delaying delivery to refineries. This buildup is due to longer shipping routes and slower ship-to-ship transfers following disruptions in Middle Eastern supply routes. ...

Anthropic's IPO valuation may drop to $1 trillion, shaking AI investment expectations.
Anthropic's anticipated IPO valuation has potentially dropped from $2.5 trillion to around $1 trillion amid a tech selloff and investor pushback. Despite strong revenue growth, the company faces massive future spending commitments and slower growth, ...

Rising rates push REITs to discounts; VICI boosts dividend yield with strong AFFO guidance
Rising interest rates have led to significant drops in commercial and equity REIT valuations, creating attractive buying opportunities. BrightSpire Capital has eliminated all its risk-rated five loans and reduced troubled properties, signaling improv...

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