 Practical Investment Analysis for the New Energy EconomyWhy Big Pharma Is Betting Big On AIIn the mid-1960s, a small team at Stanford tried to teach a computer how to think like a chemist. The project was called DENDRAL, and the task was simple to describe but brutal to do. It looked at messy mass-spectrometry data to figure out what molecule could plausibly have produced it. Back then, chemistry was still more of an art than a science. You learned the tools, you watched the masters, you built instincts, and you got humbled by molecules that refused to behave. DENDRAL treated the whole thing like a search problem. It generated candidate structures, applied constraints, and eliminated what didn't fit, until the remaining answers were not "pretty," but probable. That early idea matters in 2026 because drug discovery is still, at its core, a long sequence of guesses under uncertainty. Let's face it, most drug candidates fail. Many fail late in development, and failures cost companies billions of dollars… not to mention the time they wasted. So, the industry kept coming back to the same question: How do you get BETTER at guessing, quicker? That's where AI is quietly moving from curiosity to infrastructure. Not as a robot scientist replacing the lab bench, mind you, but as a system that can rank hypotheses, predict binding, and propose new molecules. Today, AI is telling us what drugs are worth making next. Gold Just Climbed Back Above $5,100 — Here's What That Means The market is speaking again: gold hasn't lost its momentum. After briefly dipping, gold is once again marching higher, and showing resilience amid a mix of geopolitical uncertainty, central bank buying, and shifting macro currents. This isn't a random bounce. It's confirmation that major buyers — from institutions to sovereign reserves — still see gold as essential in an unpredictable world. Safe‑haven demand remains deeply entrenched, and technical indicators show gold holding key support zones even as markets digest global economic data. Enter NatGold — a digital token secured by real, in‑ground gold. Blockchain‑verified. Fully audited. No mining. No middlemen. It's gold ownership redesigned for today's reality — where certainty matters more than ever. Click here to claim your NatGold today. Big Pharma Is Betting Big On AI This month, a major pharma company inked a $1.7 billion, multi-year AI drug discovery partnership built around AI-driven small-molecule design. When deals like that get done, you can bet it's because someone has decided that enough is enough. Look, AI drug discovery works best when you stop thinking of it as a single model, and start thinking of it as a loop. The loop starts with a target hypothesis, a structure (or a proxy for one), and a set of constraints that matter in the real world: potency, selectivity, safety signals, metabolism, and whether the molecule can even be synthesized efficiently. From there, the modern systems do two things unusually well… They search large chemical spaces quickly, and they learn from feedback without needing a human to hand-label every step. The result isn't certainty, but rather triage. Why? Well, if you can rule out weak candidates sooner, you spend fewer quarters chasing dead ends. Makes sense, right? And if you can propose higher-quality starting points, you then compress the early discovery timeline that used to take half a decade to complete. This is why the biggest signal right now isn't a flashy demo! It's the industry's willingness to build around AI as a permanent capability, including compute and automated experimentation. Do you think it's a coincidence that Eli Lilly jumped in bed with NVIDIA to build a first-of-its-kind AI co-innovation lab that will apply advanced AI infrastructure to drug discovery and connect models to lab reality through robotics and scaled workflows. That's the part most people miss. The #1 Rare Earths Stock to Own Right Now China controls 85% of rare earth metals, leaving U.S. tech and defense industries vulnerable. One tiny American mining company could end this reliance, with its vast reserves of rare earths and potential billions in government contracts. Keith Kohl calls it "the most explosive rare earths stock of the decade." Keep in mind that drug discovery doesn't fail because teams can't generate ideas. Rather, the issue is that biology can be messy, and the distance between an idea and a validated candidate is bogged down with two very crucial elements — time and money. If AI is going to matter, it has to address these bottlenecks, not just do the brainstorming. So what are the bottlenecks AI is already pressing on? Well, just think…
That last point is worth lingering on, because it changes the tone of the whole conversation. Last December, the FDA announced it had qualified its first AI drug development tool for use in clinical trials for MASH, aimed at standardizing and speeding the way disease activity is assessed from liver biopsy images. But this isn't a case of AI designing a miracle drug, dear reader. No, this is far more practical. It's regulators drawing clear boundaries for how AI can be used to produce information that supports decisions about safety, effectiveness, and quality. The FDA has also highlighted guidance work on "Considerations for the Use of Artificial Intelligence to Support Regulatory Decision Making for Drug and Biological Products," which is another way of saying the agency expects more AI-generated evidence to show up, and it wants it to be auditable. That matters because drug discovery is a chain. America Can't Stop These Drones
China's AI swarms are already inside U.S. airspace — too fast for radar, too smart for our defenses. Trump just launched a $5.3 TRILLION missile shield to stop them... And one tiny company holds the breakthrough tech at the center of it all. AI Just Broke Drug Discovery Forever There's a familiar pattern we find within markets. That is, the loudest excitement gathers around the most visible outcome. In biotech, that outcome is a new drug approval, preferably one that changes a standard of care. However, the economic value often starts accumulating earlier, in the unglamorous layer where the workflow becomes repeatable. That's where AI drug discovery is drifting toward right now. However, it's not because models are perfect, but because the cost of running the old process is rising while the incentive to move faster is becoming structural. You know as well as I do that drug pipelines are crowded, competition is global, and a single program costing billions can burn years of hard work only to arrive at a market that has already moved on. So the winners in this era won't necessarily be the people who talk the most about AI. If you're trying to think a step ahead, then consider what happens next… As this becomes normal, certain companies won't just "use AI." Instead, they'll own a meaningful piece of the discovery pipeline that others rent. Some will be platform-first specialists partnering with larger drugmakers, while others will be hybrid outfits that pair models with lab throughput, so they control both prediction and proof. Then, there'll be a small group of biotech players that sit on the most valuable choke points — the data, the compute architecture, or the translation layer that turns biology into a design space. You can't help but wonder which of those biotech gems will keep showing up on Wall Street's radar. Well, how about I show you one right here. Until next time,
Keith Kohl A true insider in the technology and energy markets, Keith's research has helped everyday investors capitalize from the rapid adoption of new technology trends and energy transitions. Keith connects with hundreds of thousands of readers as the Managing Editor of Energy & Capital, as well as the investment director of Angel Publishing's Energy Investor and Technology and Opportunity. For nearly two decades, Keith has been providing in-depth coverage of the hottest investment trends before they go mainstream — from the shale oil and gas boom in the United States to the red-hot EV revolution currently underway. Keith and his readers have banked hundreds of winning trades on the 5G rollout and on key advancements in robotics and AI technology. Keith's keen trading acumen and investment research also extend all the way into the complex biotech sector, where he and his readers take advantage of the newest and most groundbreaking medical therapies being developed by nearly 1,000 biotech companies. His network includes hundreds of experts, from M.D.s and Ph.D.s to lab scientists grinding out the latest medical technology and treatments. You can join his vast investment community and target the most profitable biotech stocks in Keith's Topline Trader advisory newsletter.
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