Novo is back on the hunt for deals to boost its obesity portfolio after losing US biotech Metsera in a bidding war with Pfizer late last year bloomberg.com/news/articles/…

For most Americans, cheap oil is good news. In Midland, Texas, it is a problem. wsj.com/business/energ… via The Wall Street Journal

🚨 BREAKING NEWS🚨 The first R2 MVB rolls off the production line in Normal!!!!

cnbc.com/video/2026/01/…

How GLP-1s Broke Healthcare Distribution research.contrary.com/report/how-glp…

Americans, not foreigners, are bearing almost the entire cost of U.S. tariffs, according to new research wsj.com/economy/trade/… via The Wall Street Journal

Inflation slowed over the course of 2025, but Americans remain frustrated that they haven’t seen more relief on prices, particularly at the grocery store wsj.com/economy/consum… via The Wall Street Journal

Chevron lobbied hard for proximity to oil wealth in Venezuela—but the company has little appetite for making major investments there in the near term wsj.com/business/energ… via The Wall Street Journal

Who Actually Makes Trader Joe’s Food? youtu.be/zOd01sLlDj4?si… via YouTube

Rivian's $RIVN first test R2s come off the line after fast-track expansion in Normal wglt.org/local-news/202…

Will Rivian survive Trump? with CEO RJ Scaringe youtu.be/MYeRv_c5IQA?si… via YouTube

Ken Griffin says CEOs find Trump’s interference ‘distasteful’ wsj.com/business/ken-g… via The Wall Street Journal

The real headline of Alphabet's Q4 results is the massive $175B–$185B capex guidance for 2026, roughly $60B higher than consensus estimates and nearly double 2025 levels. This spending supports the "Great Rotation" thesis. Many investors mistakenly view AI as purely a

Soaring profits and stocks funnel more of GDP toward companies, their top employees and shareholders. AI will intensify this trend, writes Greg Ip. wsj.com/economy/jobs/c… via The Wall Street Journal

Fundamentals Still Matter: Lone Pine’s David Craver youtu.be/WGpWLg9KTlY?si… via YouTube

SCOTUS ruling sets parameters not just on tariffs, but how our Constitution operates: Neal Katyal cnb.cx/46oDdGe

Rivian to Announce R2’s Pricing and Launch Details at SXSW Festival eletric-vehicles.com/rivian/rivian-… via M

Insightful conversation, especially around cash-burn and liquidity.

Rivian Adopts Sequoia-Backed Platform as Single Engineering System eletric-vehicles.com/rivian/rivian-… via M

Neither theory, history nor the latest data suggests a recession driven by AI job dislocation is likely, the WSJ’s Greg Ip writes wsj.com/economy/jobs/t… via The Wall Street Journal