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Health Care Roundup: Market Talk
The Wall Street Journal1d agoneutral
Health Care Roundup: Market Talk

1655 GMT – Eli Lilly CEO David Ricks says on CNBC that Foundayo—the company’s recently launched once-daily GLP-1 pill—is expanding the market, not cannibalizing it even though it’s offered at lower prices. At the same time, access to weight-loss treatments continues to expand, further increasing the total addressable market, Ricks says. Eli Lilly is up 3%.

‘Perps’ Are the Risky New Derivatives That Could Amplify Stock Blowups
The Wall Street Journal1d agoneutral
‘Perps’ Are the Risky New Derivatives That Could Amplify Stock Blowups

Not really, but CME Group the granddaddy of derivatives exchanges, would like to keep it respectable. CME provides many products needed for the normal functioning of financial markets. Its business has also gotten a big lift from the explosion in retail options trading and the public’s embrace of leveraged and options income funds.

Disney CEO Says Disney+ Is Evolving Into Much More Than a Streaming Service: 'We're Just Playing a Different Game'
Benzinga1d agoneutral
Disney CEO Says Disney+ Is Evolving Into Much More Than a Streaming Service: 'We're Just Playing a Different Game'

The Walt Disney Company (NYSE:DIS) plans to evolve Disney+ from a video platform into an integrated fan ecosystem combining games, merchandise, and interactive experiences by spring 2027, as Chief Executive Officer Josh D’Amaro declared that the entertainment giant is “just playing a different game” compared to streaming rivals. Transforming the Fan Experience Speaking during Disney’s fiscal third-quarter 2026 earnings call, D’Amaro outlined a vision to position Disney+ as the digital centerpiec

Gary Black Says Uber, Not Tesla or Waymo, Has the Best Shot at Bringing Robotaxis to the Masses
Benzinga1d agoneutral
Gary Black Says Uber, Not Tesla or Waymo, Has the Best Shot at Bringing Robotaxis to the Masses

Investor Gary Black of The Future Fund LLC has backed ride-hailing giant Uber Technologies Inc. (NYSE:UBER) as his pick to lead the autonomous ride-hailing market ahead of the likes of Alphabet Inc.‘s (NASDAQ:GOOGL) (NASDAQ:GOOG) Waymo and Elon Musk‘s Tesla Inc. (NASDAQ:TSLA). Gary Black Says Uber Is Not Like Blockbuster In a post on X, Black responded to user @PME2717 who said that being bullish on Uber was not a smart move as the company was like the video rental company Blockbuster Inc. in a

Block explores how to price AI
Payments Dive1d agoneutral
Block explores how to price AI

Cash App’s parent is focused on customer adoption of its AI tools before deciding how it will monetize those offerings, CEO Jack Dorsey said.

Why Marvell (MRVL) Is Up 29.1% After Launching Its New AI Memory Infrastructure Portfolio
Simply Wall St.1d agoneutral
Why Marvell (MRVL) Is Up 29.1% After Launching Its New AI Memory Infrastructure Portfolio

In early August 2026, Marvell Technology, Inc. unveiled a broad AI memory infrastructure portfolio spanning Bravera SC6 PCIe 6.0 SSD controllers, Structera X CXL-based memory expansion, and Photonic Fabric optical shared-memory solutions to help hyperscalers decouple and scale memory independently from compute for agentic AI inference. By targeting KV cache offload, rack-scale memory pooling, and optical shared memory across racks, Marvell is positioning itself as a key enabler of more...

Does SLM's (SLM) Earnings Dip and Steady Dividend Reveal a Deeper Capital Return Strategy?
Simply Wall St.1d agoneutral
Does SLM's (SLM) Earnings Dip and Steady Dividend Reveal a Deeper Capital Return Strategy?

In the past quarter, SLM Corporation reported second-quarter 2026 net income of US$58.53 million, down from US$71.27 million a year earlier, while also affirming a quarterly dividend of US$0.13 per share payable on September 15, 2026. While quarterly earnings softened, the increase in basic earnings per share from continuing operations over the first half of 2026 versus 2025 highlights how share count reductions are influencing per-share profitability. We'll now examine how SLM's softer...

Why Is Salesforce (CRM) Deploying IL5 AI Agents In A Major Government Role?
Simply Wall St.1d agoneutral
Why Is Salesforce (CRM) Deploying IL5 AI Agents In A Major Government Role?

Salesforce (NYSE:CRM) has deployed IL5-authorized Agentforce 360 AI agents to the U.S. Army Human Resources Command under Missionforce National Security. The rollout introduces autonomous, always-on AI support for millions of Soldiers, Veterans, and families across routine HR processes. The deployment is described as the first use of IL5-authorized AI agents within the Department of War for mission-critical human resources workloads. The system is intended to automate standard tasks and free...

KKR (KKR) Following Integer Bid Talk Faces A Fresh Valuation Test
Simply Wall St.1d agoneutral
KKR (KKR) Following Integer Bid Talk Faces A Fresh Valuation Test

KKR (KKR) is in focus after reports that it is nearing a takeover of medical device outsourcer Integer Holdings for about $4.3 billion, with an indicated offer of $127 per share. See our latest analysis for KKR. At a share price of US$105.65, KKR has recently shown firm short term momentum with a 7 day share price return of 6.42% and 30 day return of 10.09%. However, the year to date share price return is down 18.04% and the 1 year total shareholder return is down 26.43%. This is set against...

Sandisk shares slide as cautious guidance overshadows strong AI-driven growth
InvestorsHub1d agoneutral
Sandisk shares slide as cautious guidance overshadows strong AI-driven growth

Sandisk (NASDAQ:SNDK) shares fell in premarket trading on Thursday after the flash memory manufacturer issued first-quarter guidance that failed to meet investors’ elevated expectations, despite another quarter of exceptional growth fuelled by artificial intelligence demand. The company forecast fiscal first-quarter 2027 revenue of between $10.

Bloomberg1d agoneutral
Accell Enters Insolvency Process as KKR Pandemic Bike Bet Flops

(Bloomberg) -- Accell Group Holding BV, the bike maker whose €1.6 billion ($1.9 billion) buyout by KKR & Co. epitomized pandemic lockdown bets, has sought court protection in the Netherlands after running out of cash to pay its debts.Most Read from BloombergIran Says Agreement on Hormuz Shipping Reached With OmanGoogle AI Veterans Depart During Seismic Leadership ShiftMajor Hedge Funds Targeted in Wave of Attempted CyberattacksMicrosoft’s AI Sales Mostly Come From OpenAI, Disclosures ShowSpaceX’

Pressured by Tesla, European regulators keep 'Full Self-Driving' safety data secret
Reuters1d agoneutral
Pressured by Tesla, European regulators keep 'Full Self-Driving' safety data secret

Aug 6 () - Four months ago, the Netherlands approved Tesla’s Full Self-Driving (FSD) system and has since then advocated for its adoption across the EU. But Dutch road regulator RDW won’t tell the public why it concluded the driver-assistance system is safe or how it evaluated the technology, which for years has faced regulatory investigations and lawsuits over FSD-involved crashes in the United States.