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Healthcare Investing Is Now an AI Short in Disguise
The Wall Street Journal1d agoneutral
Healthcare Investing Is Now an AI Short in Disguise

For years, healthcare and semiconductor stocks weren’t particularly tied to each other. In other words, they increasingly go in opposite directions: when chips sell off, healthcare has tended to catch a bid. After years of underperformance, healthcare investors are enjoying a burst of momentum amid the recent nervousness around AI.

Eli Lilly and Company Q2 Earnings Call Highlights
MarketBeat3d agoneutral
Eli Lilly and Company Q2 Earnings Call Highlights

Eli Lilly and Company (NYSE:LLY) reported 48% revenue growth in the second quarter of 2026, driven primarily by continued demand for its cardiometabolic medicines MOUNJARO and ZEPBOUND, while raising its full-year revenue and earnings guidance. Chair and CEO Dave Ricks said the company delivered gr

Morning Bid: Dealjà vu
Reuters5d agoneutral
Morning Bid: Dealjà vu

By Anna Szymanski August 7 (Reuters) - Your weekly market recap, with reading, watching and listening recommendations from the ROI team From the Editor Tech earnings hogged the spotlight this week, as

Health Care Roundup: Market Talk
The Wall Street Journal6d 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%.

Bloomberg6d agobullish
Asian Stocks Set for Declines as AI Rally Cools: Markets Wrap

(Bloomberg) -- Stocks in Asia were poised to ease Thursday as investors digested gains in technology shares while watching for fresh signs of progress toward a deal to reopen the Strait of Hormuz.Most Read from BloombergIran Says Agreement on Hormuz Shipping Reached With OmanSpaceX’s AI Splurge Puts a Damper on First Earnings After IPOTrump Says Iran Talks Going Well as Hopes Rise for Hormuz DealChina’s AI Blitz Creates ‘Death Zone’ for Rival US Model MakersTaco Bell Met With Michigan on Parasit

Health Care Roundup: Market Talk
The Wall Street Journal6d agoneutral
Health Care Roundup: Market Talk

BUSINESS The latest Market Talks covering the Health Care sector. Published exclusively on Dow Jones Newswires at 4:20 ET, 12:20 ET and 16:50 ET. 0429 ET – Novo Nordisk’s second-quarter earnings beat and guidance raise imply minimal changes to the midpoint of consensus estimates, Bernstein analysts write.

Lilly Stock Jumps on Earnings Beat as Mounjaro Revenue Nearly Doubles
Barrons.com7d agoneutral
Lilly Stock Jumps on Earnings Beat as Mounjaro Revenue Nearly Doubles

Eli Lilly posted a blockbuster second quarter fueled by continued demand for its portfolio of GLP-1 medications. The world’s biggest drugmaker by market value reported adjusted earnings of $8.38 a share in the period, better than the $6.01 consensus estimate among analysts polled by FactSet. Revenue surged 48% to nearly $23 billion—Wall Street was looking for $20.7 billion.