Faeth Therapeutics Gets FDA Fast Track for PIKTOR in Advanced Endometrial Cancer
Faeth Therapeutics receives FDA Fast Track for PIKTOR + paclitaxel in advanced endometrial cancer with PI3K pathway changes. Phase 2 data expected end-2026.
NOTRELOAD AI
Northland Upgrades Astera Labs to Outperform on Extended AI Spending Cycle
Astera Labs gets a bullish upgrade as AI spending grows, with strong results and more funding expected to drive future growth.
BofA Keeps Micron as Top Memory Pick as SanDisk Signals Structural AI-Driven Growth
BofA reaffirms Micron as its top memory pick, citing SanDisk’s outlook as proof AI is making demand more durable. Sees $200–$250 EPS by 2030.
Workday Stock Slides After BTIG and Deutsche Bank Downgrades
Workday shares fall as BTIG and Deutsche Bank cut ratings from Buy after Silver Lake buyout rumors. Valuation concerns hit the recent rally.
HIVE’s BUZZ HPC Signs $350 Million AI Cloud Deal with Investment-Grade Customer
2,016 NVIDIA GPUs at hydro-powered BC data center.
EyePoint’s DURAVYU Fails Primary Goal in Phase 3 LUGANO Trial Despite Strong Secondary Results
EyePoint DURAVYU misses primary endpoint in LUGANO Phase 3 for wet AMD. Strong secondaries: 42% treatment burden reduction, favorable safety.