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Eli Lilly (LLY) Stock Looks Below Fair Value On Cash Flow
Simply Wall St.20d agoneutral
Eli Lilly (LLY) Stock Looks Below Fair Value On Cash Flow

Eli Lilly stock has delivered very strong gains over the past five years, yet the latest valuation checks send mixed signals, with the Discounted Cash Flow (DCF) intrinsic value estimate pointing to a sizeable gap below the current price while the broader scorecard still leans expensive. Eli Lilly has returned about 357.2% over five years, which puts extra focus on whether the current price already reflects investors' optimism. The FDA's Breakthrough Therapy designation for olomorasib can...

Caterpillar (CAT) Is Teaming Up With WM To Test Autonomous Landfill Compactors
Simply Wall St.20d agoneutral
Caterpillar (CAT) Is Teaming Up With WM To Test Autonomous Landfill Compactors

WM and Caterpillar have agreed to collaborate on developing and testing autonomous landfill compactors for waste management operations. The partnership focuses on using autonomous heavy equipment to support safety and operational efficiency at landfill sites. The work centers on Caterpillar landfill compactors that can operate with reduced on site human intervention under controlled conditions. Caterpillar, traded as NYSE:CAT, is moving further into autonomous heavy equipment through this...

Schneider Electric (ENXTPA:SU) Posts Strong Half Year Earnings, Is It Still Undervalued?
Simply Wall St.20d agoneutral
Schneider Electric (ENXTPA:SU) Posts Strong Half Year Earnings, Is It Still Undervalued?

Schneider Electric (ENXTPA:SU) is back in focus after reporting half year 2026 earnings, with sales of €21,226m and net income of €2,488m, alongside fresh AI data center and safety research updates. See our latest analysis for Schneider Electric. The half year 2026 earnings release, together with Schneider Electric’s AI data center work with AMD and the potential Shelly Group acquisition, has arrived alongside firm price momentum. The 1-day share price return is 1.76% and the year to date...

Do Netflix’s APAC Brand Deals and Board Changes Hint at a Deeper Shift in Strategy (NFLX)?
Simply Wall St.20d agoneutral
Do Netflix’s APAC Brand Deals and Board Changes Hint at a Deeper Shift in Strategy (NFLX)?

In late July 2026, Netflix announced that Anne Sweeney resigned from its Board of Directors and appointed Kumar Kanagasabapathy as Director of Brand Partnerships for Asia Pacific, where he will lead regional brand tie-ups. These leadership moves highlight Netflix’s focus on strengthening governance while deepening its advertising and brand partnership capabilities across high-growth international markets. Next, we’ll examine how Kanagasabapathy’s appointment to lead APAC brand partnerships...

Palantir (PLTR) Is Turning Forward Deployed Engineering Into An Enterprise AI Playbook
Simply Wall St.20d agoneutral
Palantir (PLTR) Is Turning Forward Deployed Engineering Into An Enterprise AI Playbook

Palantir Technologies is drawing attention for its forward deployed engineering model, which is being used to handle rising complexity in enterprise AI integration. Industry observers report that more companies are building FDE-style programs that resemble Palantir’s approach to AI deployment. This shift highlights how Palantir’s methods are influencing wider enterprise AI adoption beyond its established government work. Palantir Technologies, ticker NasdaqGS:PLTR, is increasingly discussed...

Medicus Pharma CMO to lead  Antev's Teverelix clinical programme
Proactive20d agoneutral
Medicus Pharma CMO to lead Antev's Teverelix clinical programme

Medicus Pharma (NASDAQ:MDCX) announced it has put its chief medical officer in charge of UK subsidiary Antev Limited, consolidating leadership of the Teverelix clinical programme ahead of regulatory, late-stage development and partnering work. Dr Faisal Mehmud will become Antev’s chief...

Shopify (SHOP): Evolution from E-Commerce Platform to AI Operating System
Insider Monkey20d agoneutral
Shopify (SHOP): Evolution from E-Commerce Platform to AI Operating System

Rowan Street Capital, an investment management company, released its Q1 2026 investor letter. A copy of the letter can be downloaded here. The Fund’s performance remained stable in the second quarter, with the portfolio declining about 1$ from the first quarter, resulting in a net return of -21% for the second half of 2026. Despite the […]

BofA crowns monitoring platform top software pick before earnings
TheStreet20d agoneutral
BofA crowns monitoring platform top software pick before earnings

Bank of America (BAC) just told clients which software stock it wants to own going into earnings season. The pick is Datadog (DDOG), the cloud monitoring company that reports second-quarter results on August 6. BofA named Datadog its top software pick and kept its Buy rating. That call matters ...

Bloomberg20d agoneutral
JPMorgan Seeks to Pour $750 Billion Into Housing in Next Decade

(Bloomberg) -- JPMorgan Chase & Co. is vowing to funnel $750 billion into housing over the next decade, nearly 40% more than it has over the past 10 years, as part of Chief Executive Officer Jamie Dimon’s push to invest more money in US communities. Most Read from BloombergTrump Says US to Hold Off Iran Attack If Deal AgreedAlibaba Adds to China AI Breakthroughs With New Qwen Model Saudi Prince Concerned Over Trump’s Iran Strike Plan: AxiosTrump Says Iran Talks to Begin Monday After Scrapping At

Tesla’s (TSLA) AI Driven Future Beyond Cars
Insider Monkey20d agoneutral
Tesla’s (TSLA) AI Driven Future Beyond Cars

Rowan Street Capital, an investment management company, released its Q1 2026 investor letter. A copy of the letter can be downloaded here. The Fund’s performance remained stable in the second quarter, with the portfolio declining about 1$ from the first quarter, resulting in a net return of -21% for the second half of 2026. Despite the […]