Sector Sheet

🏭 Sector Sheet: Trump’s Drug Cost Plan? Raise Prices Abroad

U.S. officials are urging drugmakers to hike prices in Europe to justify price cuts at home.

Aug 10, 2025

Sector Sheet

🏭 Sector Sheet: Antitrust Winds Hit the Cloud

The U.K.’s CMA says $MSFT and $AMZN dominate a lopsided market—and may face conduct rules or probes by 2026.

Aug 1, 2025

Sector Sheet

🏭 Sector Sheet: Air Force Calls in Booz

The Pentagon picked BAH and LHX to deliver a cutting-edge prototype for command and control operations.

Jul 27, 2025

Sector Sheet

🏭 Sector Sheet: Hudbay Minerals (HBM) idles Snow Lake mine as Manitoba wildfires force town evacuation.

Freeport-McMoRan (FCX) called “biggest winner” of Trump’s 50 % copper tariff

Jul 13, 2025

Sector Sheet

🏭 Sector Sheet: Apple (AAPL) faces German demand to drop China’s DeepSeek AI app

Meta’s (META) Instagram is building a TV-optimized version to chase YouTube’s living-room audience.

Jun 29, 2025

Sector Sheet

🏭 Sector Sheet: Boeing (BA) projects 43,600 new jet deliveries as global fleet nearly doubles by 2044

NTSB flags smoke risk on CFM LEAP engines in Airbus (EADSY) A320neo & 737 MAX; BAE Systems (BAESY) teams with U.S. Army on M109-52 howitzer.

Jun 22, 2025

Sector Sheet

🏭 Sector Sheet: Tesla (TSLA) hikes Model S/X prices $5 K and targets June 22 robotaxi launch

NHTSA fast-tracks autonomous-vehicle exemptions, while GM (GM) commits $4 B to boost U.S. EV and gas-vehicle output amid a flurry of sector moves from Daimler Truck-Toyota to Marelli’s Chapter 11.

Jun 15, 2025