What I Am Reading

Thursday, April 9, 2026

Latest Morning Briefing

On Health Care, Energy Inflation & Small Nuclear Reactors

The S&P 500 Health Care sector is showing signs of a rebound following a period of significant underperformance. Jackie examines the recent surge of large drug companies buying biotech upstarts and the surprise increase in Medicare reimbursement rates for 2027. ... The cease-fire between the US and Iran sent the price of Brent crude oil futures tumbling 15%, providing some much-needed relief for airlines and shippers which have been aggressively passing higher fuel costs to consumers. ... Meanwhile, the race to build AI data centers is accelerating interest in Small Modular Reactors despite one project cancellation and pending regulatory approvals. We look at some of the major projects being planned across the country by X-Energy Reactor, NuScale Power, Oklo, TerraPower, and Holtec International.