Optical Stocks Slammed as Samsung Jumps into Silicon Photonics
Optical stocks plunged as Samsung officially announced its entry into the silicon photonics market with 224Gbps tech and ambitious AI plans.
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Alaska Air Slashes Q1 Profit Forecast as Iran War Fuels Record Fuel Costs
Alaska Air now expects a deeper Q1 2026 adjusted loss of $1.50–$2 per share due to surging fuel prices and weaker demand in Mexico & Hawaii.
Alumis Stock Crashes in Classic “Sell the News” After Strong Phase 3 Psoriasis Data
Alumis shares plunged after strong Phase 3 psoriasis data for envudeucitinib. HC Wainwright cuts price target to $25 citing rising competition.
No Tenant, Huge Losses: Inside Fermi’s 2025 Shareholder Letter
Fermi reported a $486.4M net loss and zero revenue in its first year. Still no signed tenant for Project Matador AI power campus. Stock drops sharply.
Lilly Signs $2.75B AI Drug Deal with Hong Kong’s Insilico Medicine
Eli Lilly has signed a $2.75 billion deal with Hong Kong-listed AI biotech Insilico Medicine for a GLP-1 diabetes drug.
Wells Fargo Calls Boston Scientific’s WATCHMAN Trial “Good, Not Great”
Wells Fargo says Boston Scientific’s CHAMPION-AF trial met all endpoints for WATCHMAN FLX but calls results “good, not great” due to slightly higher stroke rate vs blood thinners.