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Vertex (VRTX) Is Buying Crinetics For $10 Billion And Entering Endocrinology
Simply Wall St.42d agobullish
Vertex (VRTX) Is Buying Crinetics For $10 Billion And Entering Endocrinology

Vertex Pharmaceuticals (NasdaqGS:VRTX) agreed to acquire Crinetics Pharmaceuticals for US$10b. The deal adds a marketed rare disease drug and moves Vertex into endocrinology as a new business area. The transaction is positioned to expand Vertex's portfolio beyond its existing core franchises. Vertex Pharmaceuticals has built its business around treatments for rare and serious diseases, and the planned Crinetics acquisition marks a shift into endocrinology with an FDA approved therapy and...

A $1,000 Gold Rally? Why Analysts Are Repricing Safe Havens
24/7 Wall St.42d agobullish
A $1,000 Gold Rally? Why Analysts Are Repricing Safe Havens

The Number Gold’s proxy in the equity market, SPDR Gold Shares (NYSEARCA:GLD), has returned 22.27% over the past twelve months, climbing from $309.25 on July 2, 2025 to $378.13 on July 2, 2026. That single figure, a full-year total return on the world’s most-watched safe-haven vehicle, is why sell-side desks are rebuilding their commodity assumptions ... A $1,000 Gold Rally? Why Analysts Are Repricing Safe Havens

Oil Spikes, Yields Rise After U.S. Revokes Iran Oil Waivers
Barrons.com42d agobullish
Oil Spikes, Yields Rise After U.S. Revokes Iran Oil Waivers

Oil prices climbed higher after the U.S. government revoked sanction waivers for Iranian oil after commercial ship attacks. Brent crude futures climbed more than 5.1% to $75.65 per barrel while WTI futures rose 5% to $71.99. Oil prices were well below wartime highs, but still above prewar levels.

2 Healthcare Stocks to Buy for Their Dividends—and Why Pfizer Isn’t One of Them
Barrons.com42d agobullish
2 Healthcare Stocks to Buy for Their Dividends—and Why Pfizer Isn’t One of Them

Finding stocks with generous dividends isn’t easy these days, and with packaged food giant Conagra recently getting demoted from the S&P 500, Pfizer is now the highest yielding stock in the benchmark index. The drug company, which has made quarterly payouts more than 80 straight years, is certain to get a lot of attention from dividend hunters. Pfizer’s high yield reflects investors’ trepidation over the stock.

$27 Billion Is About to Chase SpaceX Into the Nasdaq 100, and Smart Money Already Beat You to It
24/7 Wall St.42d agobullish
$27 Billion Is About to Chase SpaceX Into the Nasdaq 100, and Smart Money Already Beat You to It

Index-inclusion day is supposed to be a party. Passive funds line up to buy, forced demand meets thin supply, and the newly added stock pops. That is the script. SpaceX (NASDAQ:SPCX) officially joined the Nasdaq 100 today, and by lunchtime shares were down 5.65% to $151.35, while the broader Nasdaq 100 proxy QQQ slipped 1.74%. ... $27 Billion Is About to Chase SpaceX Into the Nasdaq 100, and Smart Money Already Beat You to It

Super Micro Just Collapsed 36% In a Month: Is It Time to Buy This Low-P/E Prospect?
24/7 Wall St.42d agobullish
Super Micro Just Collapsed 36% In a Month: Is It Time to Buy This Low-P/E Prospect?

Shares of Super Micro Computer (NASDAQ:SMCI) are changing hands at $26 and change midday on Tuesday, capping a punishing stretch that has left the stock down 36% over the past month. The AI server maker has become the clear laggard of the datacenter hardware group, even as spending on AI infrastructure continues at a record ... Super Micro Just Collapsed 36% In a Month: Is It Time to Buy This Low-P/E Prospect?

🔎 Under the Radar: Vera Stock Jumps as Kidney-Disease Drug Approved by FDA
The Wall Street Journal42d agobullish
🔎 Under the Radar: Vera Stock Jumps as Kidney-Disease Drug Approved by FDA

Shares of Vera Therapeutics rose about 8% Tuesday after the Food and Drug Administration approved its treatment for a kidney disease, IgA nephropathy, that affects about 160,000 people in the U.S. and often leads to kidney failure. The drug, called Trutakna, works by blocking two proteins that push the immune system to make antibodies that build up in the kidneys and cause damage. It is the first drug approved in the U.S. that targets both proteins at once, though several other drugs already treat the disease.

Is Alibaba Group Holding (BABA) Undervalued Following Its Buyback And AI Push?
Simply Wall St.42d agobullish
Is Alibaba Group Holding (BABA) Undervalued Following Its Buyback And AI Push?

Alibaba Group Holding (NYSE:BABA) has initiated a substantial share repurchase program, authorizing the buyback of up to 1,907,598,428 shares, which represents 10% of its issued share capital as of September 2025. See our latest analysis for Alibaba Group Holding. Despite announcing the sizeable buyback and rolling out new AI and mapping products, Alibaba Group Holding’s recent share price momentum has been weak. The 30 day share price return is down 19.12%, and the year to date share price...