Loading…
Loading…
Seagate Technology shares continued to advance as demand for high-capacity storage tied to AI data-center buildouts supported further positive earnings revisions. On balance, the Fund's artificial intelligence positioning was a net positive contributor to relative performance during the quarter. We added the Humana position on the view that earnings are at a cyclical trough, with MA margins currently depressed, in some cases negative, as elevated medical cost trends have outpaced premium growth across the industry.
The polite duopoly running the modern weight-loss drug boom just filed for divorce, and the market voted before the ink dried.
INDIANAPOLIS, July 22, 2026 /PRNewswire/ -- Eli Lilly and Company (NYSE: LLY) will announce its second-quarter 2026 financial results on August 5, 2026. Lilly will also conduct a conference call that day with the investment community and media to further detail the company's financial performance.
PINK has stronger one-year and three-year returns, while IXJ offers lower costs and a higher dividend yield.
President Donald Trump has announced that all generic drugs imported into the United States would continue to enjoy a zero-percent tariff for another two years, sending major drug stocks up.
IXJ offers a higher dividend yield and lower volatility with global exposure, while RSPH's equal-weight approach posted a stronger 1-year return.
Novo Nordisk A/S is suing rival drugmaker Eli Lilly & Co. for showing what it calls are misleading ads about obesity drugs in the US. Novo says Lilly is using outdated information when comparing Novo's Wegovy to Lilly's Zepbound.
CNBC's Jim Cramer delivers his daily Mad Dash.
Full call transcripts — prepared remarks + analyst Q&A — with speaker-by-speaker formatting and one-click switching across every quarter on file.
Click below to see what's inside, then upgrade to read every transcript for LLY and 80,000+ other tickers.
Transcripts source: company-published earnings calls. Speaker attribution and formatting are processed in-app.