#bond-market
2 digests
2026
- Moderna and Merck's cancer vaccine gamble appears to have paid offModerna and Merck's individualized cancer vaccine program appears to have overcome years of skepticism, according to STAT. Anthropic's revenue climbed sharply even as its flagship model reportedly loses ground to cheaper rivals, a tension one developer described as forcing harder choices about AI coding costs. Health policy shifted on several fronts: a Medicaid precedent that could reach far beyond its original target, a new FDA nominee, and a promised FDA guidance on generative AI devices.Aug 24, 2026
- Claude returns from export control limbo as Cloudflare opens agent toll roadsAnthropic's Claude Sonnet 5 shipped on June 30 and Fable 5 returned globally on July 1 after the Department of Commerce lifted export controls that had restricted access for 19 days. Cloudflare declared a second Content Independence Day, launching a Monetization Gateway that lets site owners charge AI agents for any resource via stablecoin settlement over the x402 protocol, and released new granular controls to distinguish search bots from training bots. The FDA granted a historic clearance to an LLM-based diabetes management app, prompting debate about whether the model is an interface or a clinical decision-maker. Biotech stocks have now rallied for 15 consecutive months. The U.S. Department of Transportation proposed the first update to supersonic flight rules since the 1970s, opening the door to civilian supersonic travel.Jul 02, 2026