NOVARTIS

Novartis exits India with $159M unit sale while pouring $23B into 11 US facilities. Trump claims tariffs drove the reshoring.

Novartis Reshapes Global Footprint: $23B U.S. Expansion, $159M India Exit

INSMED

Insmed's BRINSUPRI posts $144.6M in first full quarter, guides $1B+ for 2026. Only 15 drugs in history have achieved this milestone—all hit $70B+ valuations.

Insmed's BRINSUPRI Targets $1 Billion in Year One—Only 15 Drugs Have Ever Done It

Alphabet

NY Governor Hochul withdraws robotaxi expansion plan after labor opposition—a setback for Waymo's $126B expansion just weeks after raising $16B.

New York Pulls Robotaxi Expansion Plan in Blow to Waymo's $16 Billion Growth Bet

VISA

Mastercard

Visa acquires Prisma and Newpay from Advent, reclaiming Argentina's 6B-transaction processing backbone it sold in 2019. Deal deepens LatAm footprint.

Visa Reclaims Argentina Payments Infrastructure with Prisma, Newpay Acquisition

AppLovin

Meta Platforms

Snap

AppLovin plans to build its own social platform after TikTok bid failed. The $127B ad tech giant takes the opposite approach of Meta—ads first, audience second.

AppLovin to Build Social Platform After Failed TikTok Bid

LOCKHEED MARTIN

NORTHROP GRUMMAN CORP /DE/

GENERAL ELECTRIC

HUNTINGTON INGALLS INDUSTRIES

BOEING

GENERAL DYNAMICS

Leidos Holdings

Howmet Aerospace

Lockheed Martin, Northrop Grumman, RTX, GE Aerospace, and Huntington Ingalls all hit 52-week highs as U.S. military buildup near Iran accelerates.

News

Today

Novartis Reshapes Global Footprint: $23B U.S. Expansion, $159M India Exit

Insmed's BRINSUPRI Targets $1 Billion in Year One—Only 15 Drugs Have Ever Done It

New York Pulls Robotaxi Expansion Plan in Blow to Waymo's $16 Billion Growth Bet

Visa Reclaims Argentina Payments Infrastructure with Prisma, Newpay Acquisition

AppLovin to Build Social Platform After Failed TikTok Bid

Defense Stocks Hit All-Time Highs as Iran Tensions and Security Supercycle Converge