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MannKind Shares Surge on United Therapeutics Inhaled Drug Collaboration Expansion for Pulmonary Hypertension

MannKind Stock Rally Reflects Investor Focus on Platform Commercialisation

Nitish Kishor | 06 May 2026

Copper's Record Test: Supply Chain Fractures and the Data Centre Demand Surge

Copper futures approach record highs above USD 6.1 per pound as Iran ceasefire talks ease energy costs, Chile faces sulphuric acid shortages threatening refining capacity, and data centre expansion drives structural electrificationDemand.Key HighlightsCopper climbed above USD 6.1 per pound, within range of January's record …

Nitish Kishor | 06 May 2026

Lithium Carbonate Prices Surge 50%: Can the Rally Hold Against Structural Demand?

Lithium carbonate prices in China are trading at CNY 187,500 per tonne on May 6, 2026, up 5.93% intraday and approaching their highest levels since 2023. The move, representing a roughly 50% gain year-to-date, reflects more than a short-termCommoditysqueeze. It signals a structural recalibration …

Nitish Kishor | 06 May 2026

Anthropic's SpaceX Compute Deal Signals a New Infrastructure Arms Race in AI

The artificial intelligence industry has arrived at a decisive inflection point. Model quality, once the primary competitive differentiator, is increasingly table stakes. The variable that now separates leaders from followers is raw compute capacity and the ability to deploy it at scale, reliably, and …

Nitish Kishor | 06 May 2026

Tariff Refund Queue Grows, But Consumers Will Not See a Dollar Back

Major global firms are filing for U.S.Tariffrebates after the Supreme Court ruling. Consumer prices remain unchanged as CFOs retain refunds asBusinesscompensation.Key HighlightsPhilips and Pandora formally announced tariff rebate applications on May 6, 2026.The U.S. faces potentialLiabilityof up to USD 175 billion across roughly 53 …

Nitish Kishor | 06 May 2026

Disney Q2 FY2026: Streaming Margins Inflect as New CEO Sharpens Growth Guidance

Walt Disney (NYSE:DIS) beats Q2 FY2026Earningson EPS andRevenueas new CEO Josh D'Amaro tightens guidance to 12% adjusted EPS growth for fiscal 2026. Streaming crosses double-digit margins while park headwinds begin to ease.Key HighlightsAdjusted EPS of USD 1.57 beat consensus; revenue of USD 25.17 billion …

Nitish Kishor | 06 May 2026

U.S. Equities Hit New Records as Iran Deal Nears and AI Earnings Accelerate

U.S.Equitymarkets rose at record levels on Wednesday, May 6, 2026, as diplomatic progress between Washington and Tehran materially altered the risk environment that has weighed on asset prices since the conflict escalated. An Axios report indicated the two governments were close to finalising a …

Nitish Kishor | 06 May 2026
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