In today’s briefing:
- The Gold–Platinum Ratio at a Turning Point: Late-Cycle Signals and Precious Metals Risk Into 2026
- Quantum Computing Buys Luminar: A Game-Changing Move or a High-Risk Play?
- NRXBF: Treatment Shows Inflammation Reduction
- Blue Owl Exit Puts Oracle AI Data Center Funding Strategy in Question!
- SNGX: Positive Results for Phase 2a Trial in Psoriasis
- RADX: Interim Readout Achieves 92% Concordance
- DoorDash Just Set Up An UNBELIEVABLE Tie-Up With ChatGPT—And Grocery Shopping May Never Be the Same!
- Adobe: What the Semrush Acquisition Changes About Its SEO & AI Search Strategy!
- PLX: Secarna’s Antisense Oligonucleotide Discovery Collaboration
- Synopsys: How AI-Driven Design Complexity Is Quietly Reshaping Its Revenue Engine!
The Gold–Platinum Ratio at a Turning Point: Late-Cycle Signals and Precious Metals Risk Into 2026
- Precious metals have posted high-double-digit YTD gains but extreme RSI readings across the precious metals complex resemble prior late-cycle exhaustion phases.
- Prior silver (2011) and platinum (2008) peaks saw weekly RSI above ~88–91, conditions that historically preceded blow-off tops and sharply negative forward returns.
- With long-only demand exhausted, mean reversion in Gold–Platinum and Gold–Silver ratios offers cleaner late-cycle exposure than outright metals.
Quantum Computing Buys Luminar: A Game-Changing Move or a High-Risk Play?
- Quantum Computing Inc. has made headlines with its bold $110 million all-cash offer to acquire Luminar Semiconductor, a deal surfacing amid Luminar Technologies’ bankruptcy-driven divestiture.
- This acquisition comes at a pivotal time for Quantum Computing, which recently secured over $1.5 billion in capital and strengthened its strategic roadmap through the buildout of Fab 1—a foundry for thin-film lithium niobate (TFLN) photonic chips.
- The proposed acquisition is not just a financial transaction; it is a potential catalyst to integrate core photonic IP, engineers, and manufacturing capabilities.
NRXBF: Treatment Shows Inflammation Reduction
- NurExone (OTC-NRXBF) is a preclinical stage biotech company that is developing a breakthrough treatment for spinal cord injuries that has the potential to dramatically improve lives.
- The technology involved also has the potential to more efficiently get other treatments to the area needed.
- The company announced clinical tests that showed the company’s proprietary exosomes “significantly reduced inflammation” in cell, both untreated and those treated with a commercially available product.
Blue Owl Exit Puts Oracle AI Data Center Funding Strategy in Question!
- Oracle’s AI ambitions may have been too big, too fast.
- The company’s sprawling plans to build a national footprint of AI data centers suffered a high-profile blow this week after reports surfaced that Blue Owl Capital walked away from a major funding partnership.
- While Oracle insists Blue Owl was simply outbid for the Michigan data center project, the market response was immediate: shares slid 4.4% and bond prices declined.
SNGX: Positive Results for Phase 2a Trial in Psoriasis
- On December 17, 2025, Soligenix, Inc. (SNGX) announced positive results from Cohort 3 of its ongoing Phase 2a trial of SGX302 (synthetic hypericin) in patients with mild-to-moderate psoriasis.
- The patients in Cohort 3 were treated for 18 weeks, but in contrast to Cohorts 1 and 2 they were treated with an optimized gel formulation of synthetic hypericin.
- The three evaluable patients (one patient withdrew for personal reasons) showed improvements in the Investigator Global Assessment (IGA), the Psoriasis Activity and Severity Index (PASI), the simplified psoriasis index, the dermatology life quality index, and the Skindex-29 questionnaire.
RADX: Interim Readout Achieves 92% Concordance
- Radiopharm Theranostics is advancing a portfolio of imaging and therapeutic radiopharmaceutical candidates in oncology.
- Its approach recognizes the opportunities in tumors beyond prostate, thyroid & neuroendocrine targets identified through precision oncology & validated by clinical trials & regulatory approval.
- RAD101, an F-18 radioisotope developed to image brain metastases is the most advanced asset.
DoorDash Just Set Up An UNBELIEVABLE Tie-Up With ChatGPT—And Grocery Shopping May Never Be the Same!
- DoorDash is accelerating its push into AI-enabled commerce by embedding its grocery shopping functionality directly into OpenAI’s ChatGPT.
- The new integration, announced in December 2025, allows users to ask ChatGPT for meal or recipe suggestions and seamlessly transfer those ideas into grocery shopping lists and orders via the DoorDash app.
- Once users decide on a recipe, the chatbot can help build a cart and guide them through checkout, all within the same ChatGPT interface.
Adobe: What the Semrush Acquisition Changes About Its SEO & AI Search Strategy!
- Adobe’s fourth quarter and fiscal year 2025 results reflect a balance of robust growth fueled by strategic initiatives, particularly in the AI space, yet also come with considerations of competitive pressures and operational challenges.
- The company achieved record revenue of $23.77 billion, marking an 11% year-over-year growth.
- The non-GAAP EPS of $20.94, reflecting a 14% increase, indicates strong profitability, largely driven by the expansion of AI-influenced offerings and a heightened focus on digital media and experience solutions.
PLX: Secarna’s Antisense Oligonucleotide Discovery Collaboration
- Protalix is a clinical and commercial pharmaceutical company using its proprietary ProCellEx plant-based expression system to pro duce thera peutic proteins for global markets.
- The company has two commer cialized products, Elelyso that is marketed by Fiocruz in Brazil & Pfizer in the rest of the world for Gaucher Disease and Elfabrio which was approved in May 2023.
- Chiesi Rare Disease will commercialize Elfabrio globally.
Synopsys: How AI-Driven Design Complexity Is Quietly Reshaping Its Revenue Engine!
- Synopsys reported results that reflected a year of structural change, with the integration of Ansys reshaping both the scale and scope of the business.
- Revenue reached $7.05 billion for the fiscal year, supported by $757 million of contribution from Ansys, while backlog expanded to $11.4 billion, indicating solid multi-year demand visibility across design automation, simulation, and related software.
- Fourth-quarter revenue and non-GAAP earnings per share came in within or slightly ahead of guidance, supported by disciplined expense control and strong execution in hardware-assisted verification and advanced-node design tools.
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