Key Points Sales of Lilly's GLP-1 drugs are surging. Management issued a bullish profit forecast. 10 stocks we like better than Eli Lilly › Shares of Eli Lilly (NYSE: LLY) climbed over 10% on Wednesday after the medicine maker delivered a blockbuster earnings report. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you...
Key Points Sales of Lilly's GLP-1 drugs are surging. Management issued a bullish profit forecast. 10 stocks we like better than Eli Lilly › Shares of Eli Lilly (NYSE: LLY) climbed over 10% on Wednesday after the medicine maker delivered a blockbuster earnings report. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » Sales of Eli Lilly's GLP-1 medicines are booming Lilly's fourth-quarter revenue rose 43% year over year to $19.3 billion. The gains were driven by the biotech's diabetes and obesity treatments, Mounjaro and Zepbound, which saw sales surge by 110% and 123%, respectively, to $7.4 billion and $4.3 billion. Lilly has been rushing to expand its manufacturing network to keep up with soaring demand for its popular GLP-1 medications. That challenge intensified after the drugmaker reached a deal with the U.S. government in November that's likely to further increase demand for Mounjaro and Zepbound, by making them available at reduced cost to Medicare beneficiaries. Moreover, Lilly's market share is rising in the rapidly growing obesity drug market after a clinical trial showed that Zepbound resulted in greater weight loss than Novo Nordisk's Wegovy. "Zepbound continues to be the market leader in the branded obesity market with nearly 70% share of new prescriptions," chief financial officer Lucas Montarce said during a conference call with analysts. All told, Lilly's adjusted net income jumped 41% to $6.8 billion, or $7.54 per share. That easily surpassed Wall Street's estimates, which had called for per-share profits of $6.91. Eli Lilly issued a strong growth forecast Looking ahead, management expects full-year revenue to grow by roughly 25% to between $80 billion and $83 billion in 2026, with adjusted earnings per share increasing by about 40% to $33.50 to $35.00. "This past year was busy and productive, and we expect more of the same in 2026 a...
In the days since 84-year-old Nancy Guthrie disappeared in the middle of night from her home in Tucson, authorities have said they are investigating an alleged ransom note and believe she was taken against her will.
In the days since 84-year-old Nancy Guthrie disappeared in the middle of night from her home in Tucson, authorities have said they are investigating an alleged ransom note and believe she was taken against her will.
Maximusnd/iStock via Getty Images The opening weeks of 2026 have already challenged assumptions about market stability. Geopolitical developments, shifting policy signals, and abrupt changes in risk sentiment have emerged early in the year, as stocks and bonds declined in tandem 1 , underscoring how quickly correlations can converge and diversification can break down.* These dynamics highlight an ...
Maximusnd/iStock via Getty Images The opening weeks of 2026 have already challenged assumptions about market stability. Geopolitical developments, shifting policy signals, and abrupt changes in risk sentiment have emerged early in the year, as stocks and bonds declined in tandem 1 , underscoring how quickly correlations can converge and diversification can break down.* These dynamics highlight an enduring challenge for investors: portfolios optimized for a narrow set of economic outcomes often struggle when conditions change. The traditional 60/40 stock-bond framework, long viewed as a balanced solution, has shown meaningful limitations in environments characterized by inflation shocks, rising rates, and macro volatility. Some of the world's largest institutional investors have been evolving their thinking beyond the 60/40.** The Total Portfolio Approach, championed by pension giants like California Public Employees’ Retirement System (CalPERS) and the California State Teachers’ Retirement System (CalSTRS), offers a different way to think about risk and return, creating compelling opportunities for diversifying strategies like managed futures, including the KraneShares Mount Lucas Managed Futures Index Strategy ETF ( KMLM ). Within this framework, strategies like KMLM are not designed to compete with equities or bonds on a year-by-year basis. Instead, KMLM plays a specific role: providing exposure to macro trends, price volatility, and environments where traditional assets struggle. But here's the thing: for this approach to actually work, each portfolio element needs to do its job. And we need to stop judging them all by the same yardstick. What Is the Total Portfolio Approach? The Total Portfolio Approach (TPA) represents a fundamental shift in how institutional investors think about asset allocation. Rather than optimizing individual asset classes in silos, TPA focuses on managing risk and return at the total portfolio level. CalPERS, managing over $450 billion i...
Key Points Software stocks are plunging over a fear of disruption from AI. Something similar happened to Alphabet stock when ChatGPT first came out. Alphabet stock has tripled since then. 10 stocks we like better than Alphabet › Cloud software stocks have been big winners on the market historically, but lately, one of the surest bets in investing over the last decade has gone belly up. The iShares...
Key Points Software stocks are plunging over a fear of disruption from AI. Something similar happened to Alphabet stock when ChatGPT first came out. Alphabet stock has tripled since then. 10 stocks we like better than Alphabet › Cloud software stocks have been big winners on the market historically, but lately, one of the surest bets in investing over the last decade has gone belly up. The iShares Expanded Tech-Software Sector ETF (NYSEMKT: IGV), which tracks top software stocks like Microsoft, Palantir, and Salesforce, is down 22% year-to-date, and the culprit is clear. Investors are panicked that new AI tools from companies like OpenAI and Anthropic could disrupt entrenched software-as-a-service (SaaS) models. That theory is leading to valuations in the historically expensive industry being dramatically compressed, even though there's no sign yet that AI is putting a significant dent in any major software businesses. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue » This response from the market isn't unprecedented. The first software sell-off in response to AI fears came shortly after the launch of OpenAI's ChatGPT. Alphabet's "code red" When ChatGPT was launched on Nov. 30, 2022, investors immediately understood that it was a disruptive innovation -- the era of AI was here. Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) and its investors also recognized the launch as the biggest challenge yet to Google Search. Scrambling to come up with a response to ChatGPT, Alphabet announced a "code red," and by February 2023, it introduced Bard, its own chatbot similar to ChatGPT. However, in its initial presentation, Bard gave some incorrect answers, and Alphabet stock plunged as a result, falling 8% in a single session. At the time, Alphabet looked weaker and more vulnerable than it had in a long time. A start-up that was little-known to most investors had kicked off the next technological revolu...
Netanyahu Tells US Envoys Iran Cannot Be Trusted If Deal Is Reached Via The Libertarian Institute Israeli Prime Minister Benjamin Netanyahu told US envoy Steve Witkoff during a meeting in Jerusalem on Tuesday that Iran cannot be trusted, as Witkoff prepares for potential talks with Iranian Foreign Minister Abbas Araghchi. "Ahead of Envoy Witkoff’s departure to meet with a representative of Iran, t...
Netanyahu Tells US Envoys Iran Cannot Be Trusted If Deal Is Reached Via The Libertarian Institute Israeli Prime Minister Benjamin Netanyahu told US envoy Steve Witkoff during a meeting in Jerusalem on Tuesday that Iran cannot be trusted, as Witkoff prepares for potential talks with Iranian Foreign Minister Abbas Araghchi. "Ahead of Envoy Witkoff’s departure to meet with a representative of Iran, the Prime Minister clarified his position that Iran has proven time and again that its promises cannot be relied upon ," Netanyahu’s office said in a statement after the talks . via CNN According to Haaretz , President Trump’s son-in-law, Jared Kushner, also attended the meeting . While holding no official position in the Trump administration, Kushner has been deeply involved in US engagement with Israel and negotiations on Gaza. Initial reports said Witkoff and Araghchi were expected to meet in Turkey, but the venue may now be changed to Oman. Axios reported on Tuesday that Iran was making new demands related to the talks, but the claim was contradicted by Ali Vaez of the Crisis Group. "A senior Iranian official just told me that this report is not accurate: ‘Both sides are deciding together on the best format and venue,' he noted," Vaez wrote on X in response to the Axios report. The White House also said that talks are still planned for this Friday. It's unlikely that a deal between the US and Iran can be reached as the Trump administration is demanding that any agreement must include limits on Tehran’s missile program, a condition Iranian officials have said is a non-starter. President Trump has been threatening to bomb Iran for weeks and has ordered a major US military buildup in the region, which has involved the deployment of the aircraft carrier USS Abraham Lincoln and its strike group and additional air defenses. The president is now pushing the idea of some sort of deal with Iran, but before the launch of the 12-Day War, he was also calling for diplomacy as part of...
Brazil has ended a temporary tariff exemption that allowed electric and hybrid vehicles assembled using imported parts from China to enter the country at sharply reduced costs, closing a measure that fuelled months of confrontation between the government, Chinese carmaker BYD and Brazil’s established automotive industry. The exemption expired on January 31 and was not renewed, the South China Morn...
Brazil has ended a temporary tariff exemption that allowed electric and hybrid vehicles assembled using imported parts from China to enter the country at sharply reduced costs, closing a measure that fuelled months of confrontation between the government, Chinese carmaker BYD and Brazil’s established automotive industry. The exemption expired on January 31 and was not renewed, the South China Morning Post confirmed with multiple sources on Wednesday. Companies like BYD and Great Wall Motors will once again have to pay import taxes on vehicle kits brought from abroad for assembly in Brazil, reversing a policy introduced as a short-term incentive for new manufacturers entering the market. Advertisement In the semi-knocked down model (SKD), vehicles arrive almost complete and need little local labour, while the completely knocked down system (CKD) brings parts separately for assembly in Brazil but still depends largely on imported components. Under current rules, SKD kits face an 18 per cent import tax and CKD kits pay 16 per cent. Both rates have risen to 35 per cent, a shift that sharply increases costs for manufacturers that rely on imported parts rather than full local production. 02:13 Xi meets Lula: China, Brazil call for ‘more just’ world order amid Trump tariff turmoil Xi meets Lula: China, Brazil call for ‘more just’ world order amid Trump tariff turmoil The tariff break began in August after the government agreed to a request from BYD as the Chinese company prepared to launch large-scale manufacturing in Brazil.