Mega-Caps — page 3
Abivax, Merck and Teva–Sanofi pursue the next wave of colitis therapies
Seven selected compounds place investigational programs alongside approved treatments, with trial design and patient setting shaping every comparison.
Lilly’s Zepbound sets an approved benchmark for dual-agonist obesity drugs
Tirzepatide’s weight-management history helps frame newer candidates, though shared mechanisms do not establish equal efficacy or safety.
AbbVie’s Skyrizi extends its IL-23 role into ulcerative colitis
The approved indication rests on distinct induction and maintenance studies, with longer follow-up continuing.
Lilly’s triple agonist retatrutide heads toward a planned US filing
Phase 3 readouts support a submission target for early 2027, while regulatory review and longer-term questions remain ahead.
Lilly’s Foundayo brings oral GLP-1 treatment into the obesity market
Orforglipron received FDA approval in April 2026, adding an oral option alongside injectable medicines.
Lilly and Novo set the backdrop for a changing obesity pipeline
Nine selected compounds span approved treatments, new mechanisms and dosing schedules; unlike trials cannot establish a simple efficacy ranking.
Lilly’s Omvoh follows induction with maintenance in ulcerative colitis
The approved IL-23 antibody starts with infusions and moves to injections, with maintenance evidence drawn from patients who first responded.
Microsoft expands datacenter training
The cloud services provider extended its academy network to prepare local technicians for an infrastructure business that depends on skilled workers.
Buybacks Diverge Across Retail and Chip Names
American Eagle halted program repurchases while Broadcom, Academy Sports and RH kept authorizations moving.
AbbVie Completes $10.9 Billion Cash Purchase of Apogee
The immunology-focused drugmaker closed the all-cash deal that folds a late-stage atopic dermatitis antibody and a respiratory pipeline into its franchise.
Broadcom Posts $29.6 Billion Revenue on 86% Growth
The chipmaker guided fourth-quarter sales to about $34.8 billion, implying 93% year-over-year growth.
Credo Flags 'Bubble' Talk as AI Capex Language Splits Filings
Credo Technology became the first company in the group to name market 'bubble' concerns around AI infrastructure spending, as peers diverged between warning on capex sustainability and doubling down on buildout risk.
Walmart and TJX Buy Back More Stock
Retail giants kept buying shares while software and home-goods firms paused or stopped repurchases.
Nvidia Third-Quarter Revenue Outlook Reaches $108 Billion
The AI chipmaker posted $96.2 billion in second-quarter sales and said it is not assuming any Data Center compute revenue from China in the new forecast.
Walmart Lifts Outlook as Tariff Refunds Fuel Profit Surge
The retailer now expects adjusted earnings of $2.80 to $2.87 a share for the full year after second-quarter operating income jumped 28.8%.
Nvidia to Buy SB Energy in $1.5 Billion Deal
The acquisition secures critical power and land capacity to host exclusive AI factories amid surging global demand for compute infrastructure.
Media Earnings: Demand, Outlook Broadly Upbeat as Costs Diverge
Communications and media companies described a strong demand backdrop and confident guidance for the second quarter of 2026, even as cost management and hiring told a more uneven story.
Healthcare Earnings: Demand Surges, Costs Bite Back
Healthcare and pharma companies described broad-based patient and prescription demand alongside investment-heavy capex plans, even as input costs emerged as the one category tilting negative.
Financial Services Earnings: Demand Strong, Costs Bite Back
Financial services companies reported broad demand strength and expanding capex plans in 2026Q2, even as rising input costs and a softening insurance pricing cycle complicated the picture.
Banks Post Broad Loan Growth as Funding Costs Ease
Lenders described widespread loan and deposit growth alongside falling deposit costs, even as a chunk of the group flagged rising personnel and technology spending.
Applied Materials Raises Calendar 2026 Systems Outlook
The equipment maker guided fourth-quarter revenue to $10.25 billion plus or minus $500 million after a record $9.12 billion quarter.
Cisco's Revenue Growth Accelerates to 18% in Fourth Quarter
Fourth-quarter sales reached $17.3 billion, and the company guided first-quarter fiscal 2027 revenue to $18.0 billion to $18.2 billion.
Berkshire Hathaway operating earnings rise to $12.98 billion
Net earnings attributable to shareholders rose to $25.67 billion in the second quarter
Institutional Capital Exits Software and Semiconductors
Net rotation in Software & Cloud and Semiconductors fell by over $400 billion as institutional positioning shifted.
Caterpillar hits record quarterly revenue as construction demand accelerates
The industrial manufacturer generated $20.5 billion in sales during the second quarter, the first time the company has exceeded $20 billion in a single period.
IEEPA Refunds Split Importers After Ruling
The Supreme Court’s IEEPA tariff ruling created refunds for some importers, delayed recoveries for others and a new tariff layer as Section 301 duties took effect.
AbbVie Lowers Annual Guidance Following Apogee Therapeutics Acquisition
The biopharmaceutical company reported second-quarter net revenues of $16.990 billion, a 10.2% increase from a year ago.
Visa revenue growth slows as operating expenses climb
The payments processor reported net revenue of $11.6 billion for the third quarter.
J&J to Buy Firefly Bio in $1 Billion Cash Asset Deal
The acquisition hands Johnson & Johnson a degrader antibody conjugate platform aimed at KRAS-driven solid tumors long considered hard to drug.
Volume Growth Carries Global Systemic Banks, Costs Split
Balance growth lifted eight of the season's eleven reporting global systemic banks, while a smaller cluster wrestled with rising costs and normalizing credit in the same breath.