Investors hunting for ways to profit from the artificial intelligence boom typically look to chipmakers, cloud giants, or maybe software firms embedding AI into everything.
But what about the company that makes the cable running between the server racks? Just ask Belden (NYSE: BDC) about where this.... |
Good MorningU.S. stocks moved lower Tuesday, with the Nasdaq leading declines as renewed inflation concerns and rising bond yields pressured growth shares. Semiconductor stocks and AI-related names were among the notable weak spots, while higher mortgage rates added another headwind for housing-sensitive markets.
Intel shares fell sharply amid the broader semiconductor sell-off, keeping investor attention on the chipmaker’s competitive position despite recent insider buying by CEO Lip-Bu Tan. AI cloud names including Nebius and TeraWulf also declined amid the broader risk-off move. Baidu reported second-quarter revenue and earnings below expectations as advertising weakness overshadowed growth in its AI businesses.
Energy markets remained in focus as WTI crude and gasoline reached three-week highs, with concerns about constrained Middle Eastern oil flows and shipping through the Strait of Hormuz intensifying amid the U.S.-Iran standoff. Elsewhere, Costco advanced after announcing plans with SCAN Group to launch co-branded Medicare Advantage plans. Featured: The retirement stock I'd buy before Nvidia today (Ad) 
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Investors hunting for ways to profit from the artificial intelligence boom typically look to chipmakers, cloud giants, or maybe software firms embedding AI into everything.
But what about the company that makes the cable running between the server racks? Just ask Belden (NYSE: BDC) about where this... Read the Full Story |
| From Our Partners | | Tobacco, telecom, pipelines, and healthcare real estate trade at 10 to 15 times earnings while the index yields about 1 percent.
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Few things unsettle investors quite like the sight of a famous name heading for the exit.
So when news broke last week that investor Dan Loeb's Third Point fund had trimmed its stake in Amazon.com Inc. (NASDAQ: AMZN), just as the shares slid back from record highs, it was tempting to read it as a... Read the Full Story |
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With rumors swirling that activist investor Nelson Peltz's Trian Fund Management is putting together resources necessary to take Wendy's Co. (NASDAQ: WEN) private, investors are bracing for a fast food shake-up that rivals any seen in recent years. As of mid-August, no formal offer has been submitt... Read the Full Story |
| From Our Partners | | AI does not run on headlines. It runs on data centers, and data centers need power, cooling, advanced manufacturing, networking, and digital infrastructure.
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| Consumer Discretionary | |
Home Depot’s (NYSE: HD) stock price signaled a trend-following entry earlier this year, having completed a head-and-shoulders reversal at a critical uptrend line.
Momentum was recently boosted by a solid Q2 report, which revealed inherent strengths despite the tepid housing market, with profession... Read the Full Story |
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Global defense priorities are experiencing a structural reset as military agencies replenish precision munitions and modernize aging fleets. For investors, this process converts multi-year government commitments into compounding shareholder returns. When rising geopolitical budgets cross paths with... Read the Full Story |
| From Our Partners | | Former Wells Fargo Senior Financial Advisor Brian Jackson is hosting a free Investor Briefing on automated futures algorithms built to trade across shifting market conditions.
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When Berkshire Hathaway (NYSE: BRK.B) reveals a major new bet, the market usually listens. And when the firm's latest 13F filing hit after the close on Aug. 14, one position towered over the rest: Alphabet (NASDAQ: GOOGL).
Berkshire lifted its stake in Google's parent by 83% during the second quart... Read the Full Story |
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Michael Burry is at it again. The investor who became legendary as “The Big Short” is doubling down on his bearish position in Palantir Technologies (NASDAQ: PLTR). In his Substack newsletter, Cassandra Unchained, Burry announced his purchase of out-of-the-money put options on PLTR stock expiring i... Read the Full Story |
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When fundamentals are strong, as they are for Fabrinet (NYSE: FN), and the market sells good news, investors may be looking at a classic buy-the-dip setup. The fundamental story is that Fabrinet plays an important role in AI infrastructure through its advanced optical packaging solutions, results a... Read the Full Story |
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Smart money is executing a land grab in the commercial space sector. Following a historic $75 billion initial public offering in June 2026, institutional investors are aggressively accumulating shares of SpaceX (NASDAQ: SPCX).
Driven by a revenue surge and the disruptive economics of the newly de... Read the Full Story |
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Investors analyzing what's driving semiconductor stocks should look at how two forces—trade policy and the demands of artificial intelligence—are reshaping institutional portfolios. Traditional cyclicality in the memory segment is giving way to something steadier and more structural.
This shift is ... Read the Full Story |
| Wednesday's Early Bird Stock Of The Day Eli Lilly and Company discovers, develops, and markets human pharmaceuticals worldwide. The company offers Basaglar, Humalog, Humalog Mix 75/25, Humalog U-100, Humalog U-200, Humalog Mix 50/50, insulin lispro, insulin lispro protamine, insulin lispro mix 75/25, Humulin, Humulin 70/30, Humulin N, Humulin R, and Humulin U-500 for diabetes; Jardiance, Mounjaro, and Trulicity for type 2 diabetes; and Zepbound for obesity. It also provides oncology products, including Alimta, Cyramza, Erbitux, Jaypirca, Retevmo, Tyvyt, and Verzenio. In addition, the company offers Olumiant for rheumatoid arthritis, atopic dermatitis, severe alopecia areata, and COVID-19; Taltz for plaque psoriasis, psoriatic arthritis, ankylosing spondylitis, and non-radiographic axial spondylarthritis; Omvoh for ulcerative colitis; Cymbalta for depressive disorder, diabetic peripheral neuropathic pain, generalized anxiety disorder, fibromyalgia, and chronic musculoskeletal pain; Ebglyss for severe atopic dermatitis; and Emgality for migraine prevention and episodic cluster headache. Further, it provides Cialis for erectile dysfunction and benign prostatic hyperplasia; and Forteo for osteoporosis. It has collaborations with Incyte Corporation; Boehringer Ingelheim Pharmaceuticals, Inc.; F. Hoffmann-La Roche Ltd and Genentech, Inc.; Biologics, Inc., AbCellera Biologics Inc.; and Chugai Pharmaceutical Co., Ltd. The company was founded in 1876 and is headquartered in Indianapolis, Indiana. | Should I Buy Eli Lilly and Company Stock? LLY Bull and Bear Case Explained
These insights were generated using artificial intelligence. They are based on proprietary MarketBeat data, news articles, and custom LLM A.I. algorithms. This analysis of Eli Lilly and Company was last updated on Saturday, October 03, 2026 at 6:04 PM.
Eli Lilly and Company Bull Case -
Recent clinical data for EloraTZP, a combination therapy of eloralintide and tirzepatide, demonstrated weight loss of up to 23.3% after 48 weeks in patients with type 2 diabetes, which supports the company's strategy of extending its lead in the obesity market by adding amylin-based therapies to existing treatments.
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The FDA expanded the indication for Jaypirca (pirtobrutinib) to include certain adults with previously untreated chronic lymphocytic leukemia or small lymphocytic lymphoma without a known 17p deletion, broadening the drug's addressable market and supporting future oncology revenue growth.
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New data for the oral GLP-1 drug Foundayo (orforglipron) showed cardiovascular safety and significant reductions in predicted long-term risk of type 2 diabetes and cardiovascular disease, strengthening the company's obesity and diabetes pipeline with a once-daily oral option.
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Eli Lilly and Co reported strong financial performance with revenue of $22.97 billion in the most recent quarter, which was up 47.7% compared to the same quarter last year, and earnings per share of $8.38, significantly topping the consensus estimate of $6.40.
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The company currently trades at a stock price of $1,144.20, which is below the consensus price target of $1,311.96, suggesting potential upside for investors given the company's strong earnings growth and pipeline developments.
Eli Lilly and Company Bear Case -
Investors remain concerned that lower pricing for Zepbound and Mounjaro could pressure revenue growth, as the company trades at a demanding valuation with a price-to-earnings ratio of 38.40, which may limit upside potential if pricing pressures materialize.
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Eli Lilly and Co ended its cancer-development partnership with Foghorn Therapeutics after disappointing early results, highlighting pipeline execution risk and resulting in major layoffs at the partner company, which could signal broader challenges in the oncology pipeline.
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The company received permits for a planned $3 billion pharmaceutical plant in Katwijk, Netherlands, which may expand long-term manufacturing capacity but involves significant construction spending and an extended timeline that limits any immediate earnings effect.
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Insiders have been selling shares, with EVP Anat Hakim selling 5,000 shares and EVP Patrik Jonsson selling 6,500 shares in recent transactions, indicating potential lack of confidence from company executives in the current stock price.
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The stock has a beta of 0.46, which is lower than the market average, but the company's debt-to-equity ratio of 1.41 and the recent decline in healthcare stocks add broader market pressure and financial risk to the investment.
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