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Lilly’s recent deal to acquire AtaiBeckley gave the field a boost, but other biotechs still need to prove their clinical and commercial potential.

Expensive stocks often command premium valuations because the market thinks their business models are exceptional. However, the downside is that high expectations are already baked into their prices, leaving little room for error if they stumble even slightly.

This fund has just $2 billion in assets, but it might deserve more attention because of its solid returns.

(Bloomberg) -- Asia-based hedge funds logged extensive losses in July, as the tech selloff led to what Goldman Sachs Group Inc. prime brokers said was the worst month for regional stockpickers on record.Most Read from BloombergBeer Dynasty Families Sell €731 Million Stake in AB InBevApple’s New CEO Taps Retired Hardware Executive for Management TeamTaco Bell Met With Michigan on Parasite Weeks Before RecallMamdani Dismisses Business Leaders Advising NYC’s Mayor’s FundS&P 500 Closes Near Record H

Companies In The News Are: CNA, CNH, ATKR, MAR.

Wall Street closed sharply higher on Monday to start August trading.

Computer processor maker Intel (NASDAQ:INTC) announced better-than-expected revenue in Q2 CY2026, with sales up 25.4% year on year to $16.13 billion. On top of that, next quarter’s revenue guidance ($16.3 billion at the midpoint) was surprisingly good and 7.8% above what analysts were expecting. Its non-GAAP profit of $0.42 per share was 93.1% above analysts’ consensus estimates.

Early trading in SpaceX stock has been wild. Coming into earnings, SpaceX stock was down 15% from its $135 IPO price and 43% from its record closing high of $201.80, reached on June 16. Recent short selling will only add to the SpaceX post-earnings volatility.

Amazon.com, Inc. (NASDAQ:AMZN) completed its full $50 billion OpenAI investment and built a roughly 5% stake, the Financial Times reported on July 31. The payment became possible after Microsoft Corporation (NASDAQ:MSFT) revised its OpenAI agreement on April 27 and ended the exclusivity that had constrained rival cloud providers. Amazon originally committed $15 billion immediately and […]

Palantir Technologies Inc. (NASDAQ:PLTR) CEO Alex Karp reiterated on Monday that he believes AI frontier labs are not trustworthy enough for enterprise use. During the earnings call, following the company’s robust results, the CEO argued that companies should support technologies that strengthen U.S. interests rather than benefit adversaries, while criticizing what he described as a small group of elites controlling economic gains at others’ expense. Karp argued that enterprises are effectively

Kevin Warsh delivers "shock" while leaving Wall Street in awe.

MoffettNathanson’s Julie Zhu called launch SpaceX’s “crown jewel” because its rocket capacity underpins Starlink and prospective orbital data centers.

The Morning Bull - US Market Morning Update Tuesday, Aug, 4 2026 US stock futures are pointing higher this morning, with E-mini S&P 500 contracts up about 0.5% and Nasdaq-100 futures rising roughly 0.5%. The backdrop is a mixed global growth picture. Manufacturing scorecards across Europe, such as the S&P Global Eurozone Manufacturing PMI at 51.9 and Germany at 52.2, signal factory activity that is growing but still cautious. At the same time, government bond yields are easing in the US and...

Monster Beverage (MNST) heads into its 6 August Q2 2026 earnings report with investors watching two things closely: how international sales and new products line up against a valuation already seen as demanding. See our latest analysis for Monster Beverage. Despite a recent pullback that includes a 1 day share price return of down 2.94% and a 7 day share price return of down 4.29%, Monster Beverage still sits at US$93.55 after a 90 day share price return of 21.18% and a 1 year total...

Apple (AAPL) has just posted third quarter revenue of US$109.4b and net income of US$29.8b, alongside a US$0.27 per share dividend declaration, giving investors fresh numbers to assess the stock. See our latest analysis for Apple. Apple’s recent earnings and dividend news landed in the middle of a sharp pullback, with the share price falling 10.78% over the past week and 1.78% in the last session, even as the 90 day share price return of 5.53% and 1 year total shareholder return of 50.12%...

Amazon.com (AMZN) stock is in focus after a consumer lawsuit filed on July 31, 2026, alleged the retailer sold Orgain protein powder containing harmful levels of heavy metals and misrepresented the products’ safety and quality attributes. See our latest analysis for Amazon.com. After the latest lawsuit headlines, Amazon.com’s recent share price moves still reflect strong momentum, with a 7 day share price return of 23.03% and a 1 year total shareholder return of 32.87%, which points to...

Celestica (TSX:CLS) is in focus after reporting second quarter 2026 results and updating guidance. Revenue, earnings per share, and full year outlook all shifted, giving investors fresh numbers to reassess the stock. See our latest analysis for Celestica. Celestica’s latest earnings and higher 2026 revenue outlook have come alongside a sharp pullback, with the share price down 18% over 90 days but supported by a much stronger multi year total shareholder return. This suggests momentum has...

Mastercard (NYSE:MA), Citi and American Airlines launched expanded benefits for the Citi /AAdvantage Executive World Legend Mastercard. The refresh introduces broader lounge access, higher rewards accrual, travel credits and upgraded hotel and car rental perks. The card now sits on Mastercard's new World Legend benefits tier, aimed at frequent American Airlines travelers in the premium segment. This update sits squarely in Mastercard's core business of powering payment networks and...

Cisco stock has outperformed the broader market over the past year, and analysts remain fairly bullish about its prospects.

BP (NYSE:BP) reported second-quarter underlying replacement cost profit of $5.7 billion, up 78% from the first quarter, as stronger commodity prices, improved refining margins and higher trading performance lifted results. The company also raised its dividend per share by 4% and said financial oblig

SpaceX reports its inaugural quarterly numbers on Tuesday evening. A lot will be said about rocketry, AI, space, and even the future of human civilization. SpaceX is newly public and it just merged with Elon Musk’s AI company, xAI, in February.

SpaceX reports its first-ever quarterly earnings as a public company after the closing bell Tuesday, giving investors a detailed look at Elon Musk’s rocket, satellite and AI company after a rocky start to trading.

Record inflows, expanding margins, stronger profitability, and continued balance sheet improvement have fueled Invesco (IVZ) stock.

Investors are focused on Redwire’s second-quarter results as defense demand and possible government support strengthen its outlook.

Amazon posted its biggest rally since 2012 after AWS revenue surged to $42.2 billion, while Microsoft's Copilot adoption doubled to 30 million users.

(Bloomberg) -- Apple Inc. exceeded $10 billion in annual sales in India for the first time last fiscal year, underscoring surging demand for its pricey devices in a market where it’s steadily ramping up its retail network.Most Read from BloombergBeer Dynasty Families Sell €731 Million Stake in AB InBevApple’s New CEO Taps Retired Hardware Executive for Management TeamTaco Bell Met With Michigan on Parasite Weeks Before RecallMamdani Dismisses Business Leaders Advising NYC’s Mayor’s FundS&P 500 C

The metric adds a company’s year-over-year revenue growth rate to its profit margin and is most commonly applied to enterprise software and SaaS companies.

Snap Inc. (NYSE:SNAP) said its $2,195 artificial intelligence-powered Spectacles are a long-term investment, with CEO Evan Spiegel acknowledging that mass-market adoption is unlikely before the end of the decade even as the company continues to invest in what it sees as the next computing platform. Mass Market Adoption May Take Years Speaking on the company’s second-quarter earnings call, Spiegel said Snap plans to unveil its augmented reality glasses at its Sept. 16 event before a commercial la

Micron Technology (MU) is back in focus after investors reassessed the stock in light of aggressive capacity expansion plans from CXMT, Samsung and SK Hynix. These plans could pressure future memory pricing. See our latest analysis for Micron Technology. Micron Technology’s share price has been volatile, with a 1-day share price return of 0.79% and a 7-day return of 1.09%, following a July decline of about 15% and concerns over capacity expansion from CXMT, Samsung and SK Hynix. Even with...

The Bank of N.T. Butterfield & Son Limited recently reported past second-quarter 2026 results, with net interest income rising to US$95.61 million while quarterly net income eased to US$46.91 million, and also declared a US$0.50 per-share dividend payable on August 26, 2026. Although quarterly earnings per share declined year on year, six-month results showed higher net income and earnings per share, reflecting resilient performance alongside growing interest-earning assets and fee-based...