Eli Lilly Rose 4% as Tech Sank. Here’s Why Earnings Matter.
Wednesday’s rotation out of AI and into pharma had a clear winner, and Lilly has the numbers to make the move stick.
Politics
Beijing Gets IMF Cover to Go Bigger. Will It?
The fund’s unusually blunt call for more China stimulus lands ahead of Monday’s GDP data that could force Beijing’s hand.
ASML Cannot Build Fast Enough. That Is the Case.
A blowout Q3, guidance raised again, and demand seen through 2028.
Two Reports on Thursday Will Tell the Fed Whether to Hike Again
Retail sales and producer prices land Oct. 15, ahead of the Oct. 28-29 Fed decision.
The Pentagon Just Bet $1.4 Billion Against Chinese Graphite
A Pentagon loan to Sila signals silicon-carbon anodes are strategic
Broadcom Is Arranging $50 Billion in AI Chip Financing. The Stock Trades at 19x Forward Earnings.
The OpenAI chip plan puts Broadcom at the center of AI hardware finance, while its valuation has quietly compressed.
Humana Cleared 4 Stars. The 2028 Bonus Math Matters Now.
CMS ratings restore Humana’s biggest contract to bonus-eligible status and point to 2028 earnings recovery, if the stock has not already run past fair value.
DraftKings Is Down 54% Over 12 Months. BofA Sees $800M in New Revenue.
Bank of America upgraded DraftKings to Buy Monday, saying prediction markets could add to the sportsbook, not replace it.
WEC Energy’s Nuclear Deal Shows Utilities Can Grow
Oracle absorbing $300 million in Point Beach fuel costs is proof regulated utilities are no longer just income plays.
Tesla Beat Deliveries. Oct. 21 Is About Something Else.
The car numbers topped estimates. Investors will ask about Robotaxi, Optimus, and whether higher capex is working.