Friday, October 30, 2026

Corporate Strategy & Investments

1 article

NVIDIA Plans Rubin Ultra for 2027 as AMD Wins Meta Partnership in $350B AI Chip Race

NVIDIA maintains AI chip dominance while ramping Blackwell production and targeting 2027 for Rubin Ultra architecture, but faces intensifying competition from AMD's Meta partnership and custom silicon from Google TPUs and Baidu Kunlunxin. Apple and TSMC are pioneering US-based advanced chip production, driven by Trump administration power requirements and geopolitical pressure to diversify semiconductor manufacturing away from Asia.

ViaNews Editorial Team (Finance)•Feb 28, 2026

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What we're seeing

ESMO 2026 Oncology Data Wave Builds Toward Ivonescimab PDUFA, While Micro-Cap Biotech Exits the Market

Late October 2026 is a dense catalyst window led by ESMO 2026. Daiichi Sankyo's DXd antibody-drug conjugate (ADC) programs (DESTINY-Lung04, DESTINY-Breast11, REJOICE-Ovarian01/02, TUXEDO-3), Guardant's 25 abstracts and the PACE-LUNG ctDNA trial all report there. These feed into the FDA's 14 November 2026 PDUFA date for ivonescimab. Large and mid-cap developers with late-stage data and commercial launches (ZEGFROVY, ANKTIVA, MIUDELLA, lorundrostat, duvakitug) are drawing capital and attention. Spago Nanomedical's board decision to seek a Nasdaq First North delisting (EGM 19 November, application 25 January 2027) shows the capital squeeze on early-stage, single-asset names (Tumorad is Phase I).

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Signals we're tracking

EPKINLY Regulatory-Clinical Success Cascade

High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.

Patterns we're watching ›

Where sources disagree

Ford Motor Company

Both facts give cash for Ford Motor Company at the same point in time (2025-12-31; FY 2025 year-end and Q4 2025 year-end are the same date). Both are labelled USD, but the values are 23,356,000,000 and 23.356, which cannot both be true in USD. The two numbers agree once the second is read as billions (23.356 bn = 23,356,000,000), so the economic content is consistent and the conflict is a unit/scale error in the Q4 2025 record. The period is not the reason for the conflict: a Q4 and an FY figure at the same year-end date should match.

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