High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Kroger (KR) has cut its 2026 same-store sales outlook and kept its 2026 profit outlook. If you own the stock, the easy comfort is that earnings held. The risk sits inside that comfort. The cost savings holding up profit are the same savings management plans to spend on lower shelf prices, and the stock is down 15% over the past six months.
At the WSJ Leadership Institute's Technology Council Summit, technology executives from McKinsey, FedEx and CVS Health discuss how they are navigating the rising costs of generative AI and finding real business value.
“No, I don’t think so,” answered Joon Sung Park, co-founder and CEO at “digital twin” startup Simile, on the opening day of the Leadership Institute’s WSJ Technology Council Summit yesterday. Twins created with Simile are currently helping CVS Health make decisions more quickly and confidently, executives said as part of the same discussion. When the pharmacy and insurance company wanted to encourage adoption of lower-cost biologic drug alternatives, twins of the consumer pool suggested that people wanted to hear recommendations from their healthcare providers, said Tilak Mandadi, executive vice president of ventures and chief experience and technology officer at CVS Health.
Sen. Elizabeth Warren (D-Mass.) warned that growing corporate consolidation is giving a small group of powerful companies and CEOs outsized influence over Americans’ everyday choices, urging regulators to block mega-mergers. Warren Targets Corporate Consolidation On Saturday, in a post on...
Costco stock reclaimed a key technical level on Tuesday as the warehouse club climbed amid news of a partnership to offer Medicare Advantage plans to members. Costco Wholesale will offer co-branded plans in partnership with nonprofit health insurer Scan Group. Scan, based in Long Beach, Calif., has about 560,000 Medicare Advantage members in Southern California, Arizona, Nevada, New Mexico and Texas, according to the Wall Street Journal.
CVS delivers strong Q2 growth and raises 2026 targets, but Caremark pressures and medical costs are likely to shape its next move.
CVS Health is rebuilding momentum as Aetna drives stronger profits and higher 2026 guidance, but medical costs and PBM changes could test the recovery.
Adjusted EPS surged 42.5% on margin recovery across all operating segments.
After closing hundreds of locations in recent years, a pharmacy giant is continuing to shrink its retail footprint, with more stores disappearing from communities across the U.S. The latest closures come as the chain works to reshape its business and focus on locations it believes have a stronger ...
Fluent (NASDAQ:FLNT) reported second-quarter 2026 revenue growth as its Commerce Media Solutions business expanded sharply and became a larger share of the company’s overall mix. Management said the quarter marked a milestone in the company’s strategic shift toward commerce media, while maintaining
CVS Health (NYSE:CVS) reported second-quarter results that exceeded its expectations, citing earnings growth across all operating segments and raising its full-year outlook for adjusted earnings per share and operating cash flow. Chair and Chief Executive Officer David Joyner said the company gener
Moby summary of CVS Health Corporation's Q2 2026 earnings call
CVS Health saw its shares dip about 6% even though it handily beat Wall Street’s expectations for the most recent quarter and raised its guidance for 2026 earnings. The issue was the company’s unusually early commentary about 2027.
Today Federal Reserve speakers: Fed governor Lisa Cook Economic data: the Energy Information Administration’s weekly petroleum status report, U.S. services PMI, global services PMI, ADP employment survey Earnings (a.
CVS Health reports earnings Wednesday, with analysts expecting another solid quarter and looking for potential guidance upside from its Aetna insurance and Caremark pharmacy-benefit businesses.
Hims and Hers has 2.6 million subscribers, a battered stock price, and a CEO buying shares instead of signaling an exit. That combination puts a very specific list of giants on alert, and only one of them is a clean fit.
Today Earnings (a.m.): Merck, Pfizer, McDonald's, Caterpillar, Spotify, Apollo, TPG, Marathon Petroleum, Archer-Daniels-Midland, DuPont, Kimberly-Clark Earnings (p.m.): SpaceX, Advanced Micro Devices, ...
Knorr-Bremse AG (KNRRY) achieves highest quarterly operating EBIT margin in five and a half years, while launching a 'Growth Beyond' strategy targeting EUR10 billion in revenue by 2030.
Viatris (VTRS) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
X sued the WFA in 2024 for conducting what it called a "systematic illegal boycott" of the platform after it saw a decline in advertising revenue following Musk's $44 billion takeover of the social network
July 29 (Reuters) - SpaceX's X and the World Federation of Advertisers (WFA) said on Wednesday they had settled litigation over an alleged advertiser boycott of the social media platform linked to the
Humana reports earnings Wednesday after its stock surged this year on improving confidence in Medicare Advantage insurers. Investors will be watching medical costs and the company’s outlook.
(Bloomberg) -- US companies that are integrating artificial intelligence capabilities are well positioned this earnings season as they’re poised for stronger profit margins, according to Morgan Stanley strategists.Most Read from BloombergDeepSeek Suspends Fundraising After Viral US-China PostsUS, Iran Extend Pause in Strikes as Oman Holds Hormuz TalksSpaceX at $100 Would Imply Zero AI Value, Morgan Stanley SaysChina Chipmaker CXMT Jumps 466% in Debut After Blockbuster IPOStocks, Bonds Rise in Re
CVS Group (LON:CVSG) said revenue for the financial year ended June 30 exceeded GBP 710 million, up 5.9% from the prior year, as the veterinary services provider used an investor presentation to reiterate its capital allocation policy and outline expected returns from acquisitions and capital invest
Since its obesity pill Foundayo hit the market in April, Lilly has captured about 11% of the prescription volume for new pills, according to the latest weekly data. Novo Nordisk’s Wegovy pill, which launched in January, commands the rest. It is a remarkable turn of events for the near $80 billion anti-obesity market, among the hottest in the industry.
The Federal Trade Commission announced a settlement with CVS Health’s pharmacy benefit manager business on Tuesday, the agency’s second major agreement this year with drug industry middlemen. Pharmacy-benefit managers, or PBMs, play a key role in negotiating with drug companies and selecting which prescription drugs will be covered by an insurance plan. In litigation filed in 2024 during the Biden administration, the commission alleged that rebates and fees collected by major PBMs from drug manufacturers artificially inflated the price of insulin.
After a rocky start to the year, health insurer stocks have roared back. The insurers are trying to end a difficult cycle that began about three years ago, when healthcare use, and the costs to cover it, accelerated postpandemic. The fund’s top 10 holdings encompass six health insurers, three of which— UnitedHealth Group Aetna parent CVS Health and Elevance Health —comprise more than 40% of the fund.
CVS Health is scheduled to post its second-quarter results in August, and analysts project a single-digit earnings rise.
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