ON Semiconductor stock rises. Analysts see better margins and stronger AI demand ahead
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AI may be changing the rules of the chip cycle
AMD stock plunged after another strong quarter.
SpaceX bears have taken over, with good reason.
Americans are buying THC seltzers at Total Wine while Congress debates re-criminalizing them. RYTHM’s blowout quarter shows who’s winning.
This rock-solid dividend ETF proved it can deliver durable income over time.
AstraZeneca (NASDAQ: AZN) and Bristol Myers Squibb (NYSE: BMY) are the two directly affected public companies; AZN bears the most immediate price risk given it absorbed a roughly 9% single-day selloff on Monday when the merger speculation first emerged, while BMY shareholders were widely viewed as the primary beneficiaries of any combination.
Investors are growing impatient with unprofitable companies.
Circle Internet Group (NYSE:CRCL) shares rose around 7% in pre-market trading after the stablecoin issuer reported second-quarter results in line with expectations, secured the first federal bank charter granted to a stablecoin company and raised parts of its full-year outlook. The company also announced that BlackRock, Visa and Mastercard will serve as validators for its upcoming blockchain network.
Self-driving Ubers will be picking up passengers in London within weeks after Transport for London (TfL) awarded them a licence.
Investors are waiting for a potential Anthropic IPO in the coming months, but buying Micron and Nvidia could be a smarter bet.

<body><p>STORY: :: Novo Nordisk</p><p>'''Right now, the market isn't convinced that Novo Nordisk pipeline of experimental drugs is robust enough to fight against Lilly.''</p><p>:: How is Novo Nordisk future proofing as investors worry about pipeline?</p><p>:: August 5, 2026</p><p>:: Maggie Fick, European Pharma Industry Correspondent </p><p>''The drugmaker on Tuesday raised its full year profit and sales outlook, but investors are less focused on the numbers. They did look at the weaker than expected sales for its new Wegovy pill, and they're more focused on what the answer that the company has is to this question of the expirations of the patents for the company's key drugs. ''</p><p>'''So the name of the game now really is the medicines that Novo Nordisk is testing right now in trials. And also on Tuesday, Novo reported a trial failure for one of its next generation obesity drugs, obesity and diabetes drugs, CagriSema, and we think that's part of the reason that shares fell on these announcements.''</p><p>:: What is CEO Mike Doutsdar's response?</p><p>:: Novo Nordisk</p><p>''So Mike Doustdar acknowledged these recent trials setbacks, but he argued that they don't change the company's strategy. He says the answer is to move faster in research. He's been at the helm of the company now for a year. And he said one of the important steps he took was to combine research and development under one executive, and that that is helping that department move faster with trials. And he continues to say that failures are part of the pharmaceutical industry, that, trials are run with risks and so this is not unusual and they just have to keep moving. He said that it's important for Novo to stick to its strategy of bolt-on acquisitions to complement its own research and development. And he stressed that a transformational acquisition, a big merger, is not something on his agenda and that's for companies that have big problems.''</p></body>
Eli Lilly stock jumped Wednesday on a solid beat-and-raise thanks to its GLP-1 drugs, treatments for diabetes and obesity.
“They ought to give some of that back to the public.”
CDW Corporation (NASDAQ:CDW) reported second-quarter results that exceeded Wall Street expectations for both earnings and revenue, but shares dropped more than 8% in pre-market trading as investors focused on weaker margins and higher restructuring costs. The technology solutions provider posted adjusted earnings of $2.
Shares fell nearly 9% after strong results failed to clear increasingly ambitious expectations.
IT solutions provider CDW (NASDAQGS:CDW) reported Q2 CY2026 results beating Wall Street’s revenue expectations, with sales up 10% year on year to $6.57 billion. Its non-GAAP profit of $2.91 per share was 4% above analysts’ consensus estimates.
SpaceX Eyes Major Starship Milestone With First Attempt at Landing the Upper Stage
AMD Just Unveiled a Huge AI Growth Target. Here's What Investors Need to Know
A 30% surge left short sellers facing about $3 billion in paper losses.
Rocket Lab Lands $397 Million Space Force Contract
Individual stocks are sporting unusually high IV relative to the SPY
Morgan Stanley (MS) is leading a consortium of banks planning to refinance through bond sales $15 bi
Investing.com -- Jefferies downgraded Best Buy, a U.S. consumer electronics retailer to Hold from Buy, saying the market already reflects an optimistic outlook for second-quarter comparable sales while earnings upside beyond that could prove more limited amid softer consumer demand and rising cost pressures.
AMD Stock Falls 8% Despite Data Center Revenue Doubling
The global electric vehicle (EV) battery market is poised for significant growth, with projections indicating an increase from USD 103.04 billion in 2026 to USD 168.95 billion by 2035, driven by a compound annual growth rate of 5.6%. This expansion is fueled by the rising adoption of battery electric vehicles (BEVs), decreased battery pack prices, investments in local manufacturing, and advancements in fast-charging technologies and battery architectures. The 50-110 kWh battery capacity...