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Biotech is quietly stepping into a leadership role here in early 2026 — and the move is not happening in a vacuum. After years of underperformance from 2021 through much of 2024, the sector began a powerful rebound in the second half of 2025.
The State of the Union speech from President Donald Trump on Tuesday evening comes at a pivotal point for investors, sideswiped by market turbulence in recent months and craving stability.
Consumer staples, long seen as a safety play when tech stocks sell off, are now among the riskier bets on Wall Street.
This is a follow-up to The Cold War Collapse: Why the Fourth Turning Ends With Capital, Not War. The Cold War Collapse argued that the Fourth Turning would not end in war but in the destruction of capital.
An interesting trend is taking shape in the world of ETFs. Institutional investors vs.
The Great Rotation is moving capital from tech to value, defensives, and emerging markets. Strong gains in consumer staples signal a defensive shift, not necessarily a recession call.
The Citrini Research report sparked market fears of severe AI-driven disruption, projecting unemployment over 10% and a sharp S&P 500 decline by 2028. AI is already impacting stocks—IBM fell 13% on Anthropic's new AI tool, and software/cybersecurity sectors are under pressure from automation risks.
Paul Christopher, Wells Fargo head of global market strategy, joins 'The Exchange' to discuss the recent deal between AMD and Meta, his outlook for markets and much more.
Wall Street strategists have lifted their outlook for the S&P 500, projecting the benchmark will climb past 7,000 in the coming months.
The S&P 500, Dow, and Nasdaq all rose on Tuesday after posting sharp drops on Monday. Monday's selloff was driven by AI disruption fears and renewed tariff uncertainty.
U.S. tariffs and uncertainty have weighed on global economic growth, but many parts of the economy have proved more resilient than expected, Swiss National Bank Chairman Martin Schlegel said on Tuesday.
The past week or so, the market has had a lot of news to absorb. President Trump's appointment of Kevin Warsh to Fed Chair sparked volatility in the US dollar, rates, and precious metals. In addition, a rash of technology-related news caused a large selloff in software and broader tech shares. Today we sift through this tumult and share our views on where the market may be headed.
The S&P 500 is rated Hold due to balanced headwinds and tailwinds through the 2026 midterm cycle. Historical patterns and Monte Carlo simulations suggest a likely correction before the 2026 election, but a strong post-election rebound.
A rotation into value stocks might make the market look cheaper. History suggests it could also bring weaker returns and more volatility.
The most important financial document this week is not an earnings report or a Fed statement. It is a speculative macro memo written as though it's June 2028.
The Scalable Homeland Innovative Enterprise Layered Defense (SHIELD) contract is the $151 billion backbone of the Pentagon's Golden Dome initiative.
Senator Elizabeth Warren discusses the Supreme Court tariff decision saying, "When you take money from people illegally, you gotta give it back."
Tariffs unaffected by President Trump's Supreme Court loss are adding costs for many U.S. manufacturers that use steel, limiting exports and jeopardizing jobs.
U.S. Senator Elizabeth Warren joins 'Squawk on the Street' to discuss Friday's Supreme Court decision on tariffs, the Federal Reserve, and more.
Suzanne Clark, U.S. Chamber of Commerce president and CEO, discusses her thoughts on the Supreme Court tariff ruling.
Hims & Hers Health, Inc. remains ultra Bullish despite a near 80% drawdown from 52-week highs, with growth initiatives firmly on track. HIMS projects 2026 revenues of $2.7–$2.9 billion, above consensus, and expects strong subscriber growth in weight loss offerings despite temporary GLP-1 headwinds. The Eucalyptus acquisition is set to add at least $200 million to 2026 revenues, positioning HIMS for a $3.25–$4 billion annualized run rate entering 2027.
MENLO PARK, Calif., Feb. 24, 2026 /PRNewswire/ -- GRAIL, Inc. (Nasdaq: GRAL), a healthcare company whose mission is to detect cancer early when it can be cured, today announced that company management will present at the TD Cowen 46th Annual Health Care Conference in Boston on Tuesday, Mar. 3 at 10:30 a.m.
2025 Fourth Quarter Revenue of $542.6 Million, up 12.7% year-over-year Q4 Diluted EPS (GAAP) of $0.38 , up 21.8% from $0.31 in Q4 of 2024 Q4 Adjusted Diluted EPS (Non-GAAP) (1) of $0.50 , up 15.0% from $0.44 in Q4 of 2024
BOSTON, Feb. 24, 2026 (GLOBE NEWSWIRE) -- Bicara Therapeutics Inc. (Nasdaq: BCAX), a clinical-stage biopharmaceutical company committed to bringing transformative bifunctional therapies to patients with solid tumors, today announced that it has commenced an underwritten public offering of $150 million of shares of its common stock. Bicara intends to grant the underwriters a 30-day option to purchase up to an additional $22,500,000 of shares of common stock offered in the public offering, at the public offering price, less underwriting discounts and commissions. All of the shares of common stock to be sold in the proposed offering will be sold by Bicara. Morgan Stanley, TD Cowen, BofA Securities, Cantor and Stifel are acting as joint book-running managers for the offering. The proposed offering is subject to market and other conditions, and there can be no assurance as to whether or when the proposed offering may be completed or as to the actual size or terms of the proposed offering.
Palantir has emerged as a standout momentum play under the Driehaus strategy, backed by strong earnings surprises and a solid uptrend signal.
MYQORZO® Approved for Adults with Symptomatic Obstructive HCM in U.S., China and Europe; U.S. Launch Underway with First Prescriptions Dispensed within Days of Drug Availability Supplemental NDA for MAPLE-HCM Submitted to FDA in Q1 2026 Expect to Share Topline Results from ACACIA-HCM in Q2 2026 Company Provides 2026 Financial Guidance; ~$1.2 Billion in Cash, Cash Equivalents and Investments as of December 31, 2025 SOUTH SAN FRANCISCO, Calif., Feb. 24, 2026 (GLOBE NEWSWIRE) -- Cytokinetics, Incorporated (Nasdaq: CYTK) reported a management update and financial results for the fourth quarter and full year of 2025.
The largest recall covers 412,774 model year 2017-2019 Ford Explorer SUVs due to a rear suspension toe link that can fracture, potentially affecting steering control.
Option Care Health, Inc. (OPCH) Q4 2025 Earnings Call Transcript
Skyward Specialty Insurance Group, Inc. (SKWD) Q4 2025 Earnings Call Transcript
NEW YORK, Feb. 24, 2026 (GLOBE NEWSWIRE) -- Pomerantz LLP announces that a class action lawsuit has been filed against Varonis Systems, Inc. (“Varonis” or the “Company”) (NASDAQ: VRNS). Such investors are advised to contact Danielle Peyton at newaction@pomlaw.com or 646-581-9980, (or 888.4-POMLAW), toll-free, Ext. 7980. Those who inquire by e-mail are encouraged to include their mailing address, telephone number, and the number of shares purchased.