Taysha Gene Therapies (TSHA) +53% on FDA Breakthrough News

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Taysha Gene Therapies surged 53% in a single day after announcing that the FDA granted Breakthrough Therapy Designation for its experimental treatment TSHA-102 in Rett Syndrome, a rare neurological disorder. The designation speeds up development and review, signaling strong confidence in the therapy’s potential. Investors saw it as a major validation of Taysha’s platform and pipeline, sending shares sharply higher.

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FICO (FICO) +21% on Credit Score Shakeup

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Fair Isaac Corp. surged more than 21% last week after announcing it will begin selling FICO credit scores directly to mortgage resellers, cutting out middlemen like Equifax (EFX) and TransUnion (TRU).
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The move allows mortgage lenders and brokers to calculate and distribute scores themselves—reducing costs and adding price transparency to the mortgage process. Investors saw it as a major power shift in consumer credit data, sending FICO shares up 18% in a day while Equifax and TransUnion each fell over 8%.
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Analysts called the change a “big win” for FICO, which gains new recurring revenue and tighter control over score distribution. It also comes as Fannie Mae and Freddie Mac move toward accepting more credit models like VantageScore, setting up a new competitive era in how creditworthiness is measured.

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Lithium Americas (LAC) — U.S. Takes Equity Stake in Thacker Pass Mine

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The U.S. government has taken an equity stake in Lithium Americas (LAC) as part of a $2.26 billion Department of Energy loan supporting construction of the Thacker Pass lithium mine in Nevada — the largest planned lithium project in the Western Hemisphere.
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The project’s Phase 1 output of 40,000 metric tons per year will supply enough lithium for roughly 800,000 EVs. GM holds a 38% stake with exclusive rights to Phase 1 production, while Washington’s new position gives it direct exposure to future revenue.
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The move marks a major step in the U.S. push to onshore critical mineral supply chains and reduce reliance on China, following July’s Pentagon investment in MP Materials. By taking equity rather than issuing only loans, the government is signaling it wants a lasting role in the nation’s clean-energy resource base.

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