Vic and Marcus cover the Fed’s first rate cut, stagflation risks, and fiscal dominance; Oracle’s surprise wins with TikTok, Paramount, and OpenAI; robo-taxis arriving in Nashville; venture deals in pediatrics, maternal health, AI doctors, and genomics; policy turmoil at the CDC, telehealth’s temporary extensions, and a $50B rural health fund; scrutiny of nonprofit hospitals; Apple Watch’s hypertension approval; Amazon boosting worker benefits; Hopkins vs UnitedHealthcare; Lilly’s GLP-1 lead and pharma’s $350B U.S. expansion; plus crypto ETFs, tokenization, Gemini’s IPO, and hospital AI rollouts at Sutter
Links
3:07 Fed Lowers Rates by Quarter-Point, Signals More Cuts Are Likely WSJ
9:08 U.S. Investors, Trump Close In on TikTok Deal With China WSJ
15:50 Lyft, Waymo Partner to Launch Robotaxi Service in Nashville WSJ
17:49 Imagine Pediatrics lands $67M to expand hybrid care for kids with special needs Mobi Health
19:15 Dualitas Therapeutics launches with a focus on bispecific antibodies C&EN
19:43 Synthesize Bio Launches with $10M Seed Round to Accelerate Generative Genomics BioSpace
20:56 Startup Assured picks up $6M to slash the time it takes to credential providers Fierce Healthcare
22:34 Inbox Health secures $20M, bringing total raise to $55M Mobi Health
23:07Lōvu Health Rakes In $8M for Maternal Health Platform MedCity
24:20 Doctronic secures $20M to scale AI doctor platform Mobi Health
25:38 Former CDC Director Details Her Firing in Senate Hearing: Key Takeaways WSJ
33:45 I Run the F.D.A. Pharma Ads Are Hurting Americans. NYT-Op
34:13 CMS opens state applications for $50B Rural Health Transformation Program Fierce Healthcare
36:33 Western States Issue Their Own Vaccine Recommendations to Counter Kennedy NYT
37:51 New York and Other States Form Health Bloc as Answer to Trump’s Policies NTY
39.28 GOP bill extends telehealth flexibilities, sidesteps ACA subsidies Healthcare Dive
43:10 America First Global Health Strategy US State Dept
46:59 Nonprofit hospitals' community benefit spending faces lawmaker scrutiny Fierce Healthcare
50:21 Apple receives FDA nod for hypertension notification feature Mobi Health
51:50 Amazon bumps pay, lowers health insurance costs for warehouse workers Spokesman Review
54:51 Eli Lilly’s Diabetes Drug Tops Novo Nordisk’s Oral Pill in Trial WSJ
55:18 Drugmakers Have Pledged to Invest $350 Billion in U.S. After Tariff Threat WSJ
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