Economy

Barclays dramatically cuts Novo Nordisk's CagriSema revenue projections from $25.4B to $4.4B, sending shockwaves through pharma investment community and raising questions about obesity drug market reality.

Meta plans stablecoin payment integration in H2 2026 via third-party vendors, avoiding direct issuance after Libra's regulatory failure. Stripe emerges as likely partner for 3B+ user rollout

Kraken launches perpetual futures for tokenized stocks, bringing crypto-style trading to traditional equities. What this means for global markets and retail investors.

Stripe's valuation jumps to $159 billion in latest share sale, signaling potential recovery in fintech investments. What this means for the broader payment industry and investors.

SEC approves WisdomTree's round-the-clock fund trading via blockchain. What this means for traditional finance and the $10 billion tokenized Treasury market.

Meta strikes a multibillion-dollar chip deal with AMD, challenging NVIDIA's dominance in AI processors. Is this the beginning of real competition or just a negotiating tactic?

Japan to subsidize rare earth recycling infrastructure from 2026, aiming to reduce 80% dependence on Chinese imports. Will the economics work?

Trump's evolving tariff strategy may benefit Brazilian aircraft maker Embraer and US airlines while creating new competitive dynamics in aerospace.

Despite overnight gains in US stock futures, underlying concerns about Trump's tariff policies and AI investment bubbles continue to weigh on investor sentiment.

Coinbase launches stock and ETF trading for all US users, moving beyond crypto to compete with Robinhood. The timing reveals a deeper strategy to break free from bitcoin's price swings.

Stripe's valuation jumps 75% in one year as it positions itself as the financial backbone of the AI token economy, with $1.9 trillion in payment volume

Trump's unpredictable decision-making style creates a new category of global risk that traditional financial models struggle to price. How markets are adapting to personality-driven policy volatility.