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The 107-Year-Old Transformer Company Quietly Becoming an AI Infrastructure Bottleneck

For much of the past two years, investor attention around AI infrastructure has focused almost exclusively on semiconductors,Cloud Computinggiants and data-center operators. Companies making GPUs, cooling systems and networking hardware became the obvious beneficiaries of the generative AI arms race.

Nitish Kishor | 19 May 2026

OpenAI’s Deployment Company Is a Direct Threat to the Global IT Services Industry

The artificial intelligence arms race has so far been defined by semiconductor companies, cloud providers and software platforms. But OpenAI’s latest strategic move suggests the next battleground may emerge somewhere far larger and economically more consequential: the global IT services industry.

Nitish Kishor | 19 May 2026

MetaVia (NASDAQ: MTVA) — Analyst Backs GLP-1 Challenger With $20 Price Target

MetaVia (NASDAQ: MTVA) received a vote of confidence fromWall Streetthis week as an analyst at H.C. Wainwright maintained a Buy rating on the stock with a $20.00 price target. The endorsement centres on DA-1726, the company's lead asset and its bid to carve out …

Nitish Kishor | 19 May 2026

Onconetix, Inc. (NASDAQ: ONCO) — Reverse Split Sets Stage for Robotics Pivot

Onconetix, Inc. (NASDAQ: ONCO) has announced a significant corporate restructuring move that signals a dramatic strategic shift for the company. TheBoard of Directorshas approved a 1-for-10 reverse stock split of its common stock, set to take effect at market open on May 21, 2026. …

Nitish Kishor | 19 May 2026

Dogwood Therapeutics, Inc. (NASDAQ: DWTX) — Non-Opioid Pain Drug Advances Into 12-Week Extension

Dogwood Therapeutics, Inc. (Nasdaq: DWTX) announced the commencement of a 12-week open-label Phase 2b extension study for Halneuron, its first-in-class non-opioid analgesic targeting chemotherapy-induced neuropathic pain. The extension follows a positive pre-planned interim analysis from the ongoing 4-week double-blinded Phase 2b study — a …

Nitish Kishor | 19 May 2026

GeoVax Labs, Inc. (NASDAQ: GOVX) — Patent Confirmation Anchors MVA Platform Credibility

GeoVax Labs, Inc. (Nasdaq: GOVX) confirmed this week that it holds U.S. Patent No. 11,701,418, covering its Modified Vaccinia Ankara viral vector platform engineered to express Ebola virus glycoprotein and matrix protein. The patent protects a platform designed to generate noninfectious virus-like particles that …

Nitish Kishor | 19 May 2026

Lakewood-Amedex Biotherapeutics Inc. (NASDAQ: LABT) — Manufacturing Data Fails to Lift Shares

Lakewood-Amedex Biotherapeutics Inc. (Nasdaq: LABT) found itself in the frustrating position familiar to many small-cap biotechs this week — announcing genuinely positive manufacturing and stability data only to watch its shares reverse earlier gains and trade lower by the close. The divergence between the …

Nitish Kishor | 19 May 2026

Clearmind Medicine (NASDAQ: CMND) — Reverse Split Buys Time for Psychedelic Pipeline

Clearmind Medicine (NASDAQ: CMND) has announced a 1-for-10 reverse stock split effective May 21, 2026, joining a growing list of small-cap biotechs taking corrective action to maintain their Nasdaq listings in a challenging market environment. The company's outstanding shares will be reduced from approximately …

Nitish Kishor | 19 May 2026

Relay Therapeutics (NASDAQ: RLAY) — Phase 2 Data Bolsters Vascular Anomaly Bet

Relay Therapeutics (Nasdaq: RLAY) delivered encouraging early Phase 2 data this week that meaningfully advances the clinical case for zovegalisib in vascular anomalies — an underserved patient population with limited treatmentOptionsand significant unmet medical need. The results, drawn from the ReInspire study, offer the …

Nitish Kishor | 19 May 2026

Lipocine Inc. (NASDAQ: LPCN) — Oral Brexanolone Data Heads to ASCP Stage

Lipocine Inc. (Nasdaq: LPCN) announced that Phase 3 clinical data for LPCN 1154 — its oral formulation of brexanolone — has been selected for both an oral and a poster presentation at the 2026 American Society of Clinical Psychopharmacology Annual Meeting, running May 26–29, …

Nitish Kishor | 19 May 2026
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