MarketPulse — Real-Time Financial News & Market Analysis

Buffett defends Social Security as essential transfer system, proposes raising earnings cap to boost revenue rather than cutting benefits for retirees.

Investor David Tepper reduced GPU maker exposure, increasing stakes in AI infrastructure leaders like Micron, TSMC, and major tech platforms developing custom chips.

Medical Properties Trust shows recovery signs after tenant crisis, raising dividend 12.5% and authorizing $150M buyback despite elevated risk relative to peers.

Portnoy Law Firm sues Richtech Robotics for falsely claiming Microsoft partnership. Stock fell 29% after Microsoft denied commercial relationship, causing investor losses.

CAVU Consumer Partners promotes Jared Jacobs to Managing Partner after seven years. He'll oversee investment direction in pet care, nutrition, and wellness sectors.

Akamai and NVIDIA launch agent-free cybersecurity for industrial networks, combining segmentation tech with hardware acceleration to protect legacy systems without software installation.

OKYO Pharma's urcosimod earns ARVO 2026 presentation slot for neuropathic eye pain therapy. Phase 2a data shows pain reduction and quality-of-life improvements; Phase 2b/3 trial planned for 2026.

Cohen & Company closed its PriDe IV European insurance fund at €481.5M, exceeding its target. The oversubscribed fund provides Tier II capital to small and mid-sized European insurers.

FLSmidth appoints Qasim Abrahams as Products Business Line President, replacing departing Julian Soles. Alanas Kraujalis takes interim Service Business Line role.

Supreme Court invalidates previous tariff structure, implementing new 15% uniform global tariff. Some nations face reduced burdens while EU, Japan, and others face higher rates.

Gilead acquires Arcellx for $7.8B to expand CAR-T therapy portfolio, strengthening oncology pipeline and cell therapy capabilities.

Eli Lilly strengthens market position with blockbuster weight-loss drug Zepbound, diversified pipeline, and AI integration, supporting consistent financial performance and shareholder returns.

Disney's 2026 slate featuring Avengers, Toy Story 5, and Moana 2 is expected to drive major box office revenue and significantly impact the company's financial performance.

Commodore Capital liquidates its entire $69M Viridian position despite the stock's 75% annual rally, signaling strategic reallocation ahead of anticipated FDA decisions.

Commodore Capital increases Spyre Therapeutics stake to $78.24M as stock surges 63% YoY. Biotech firm has $757M cash and expects Phase 2 data in 2026.

Meta and TSMC emerge as AI boom winners. Meta monetizes 3.58B users via AI ads; TSMC dominates chip production with 72% foundry market share and 30% projected growth.

Commodore Capital exits majority Centessa stake, selling 1.85M shares for $46.86M amid 53% stock rally and company's strategic leadership changes.

DoorDash gains momentum with analysts targeting 20-40% upside on strong 2026 outlook. Q4 results show 40% revenue growth and 51% net income increase year-over-year.

Energy sector stocks offer dividend yields above 5%. Chevron, Enterprise Products, and Brookfield Renewable provide income opportunities with strong dividend track records and diversified asset bases.

Three major stocks—PayPal, Genuine Parts, and Vulcan Materials—show deteriorating earnings and bearish technical signals, signaling deeper economic weakness ahead.