Expected Moves

The Read: Actuate Therapeutics’ stock plunged about 46% on Q4 2025 fears of imminent cash exhaustion and dilution, then surged over 85% on Q2 2026 trial success doubling pancreatic cancer survival and board additions, and rose about 28% after FDA IND clearance offsetting expected dilution.

Scouting Reports

OPEC Fracture and Supply Shocks Drive Upstream E&P Supercycle

May 16, 2026

The global energy market is undergoing a structural realignment that is fundamentally altering capital flows across the broader economy. Following the United Arab Emirates’ departure from OPEC on May

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