Bloom Energy (NYSE: BE) is no longer the niche fuel-cell maker Wall Street shrugged at for much of the past decade as it racked up years of losses.
Instead, it’s become a player on the front lines of an urgent AI problem. AI data centers need power faster than the electric grid can deliver it.
Bloo.... |
Good MorningU.S. stocks moved higher Wednesday as long-term Treasury yields fell sharply after the Treasury Department announced plans to increase its purchases of longer-dated government debt. The drop in yields supported risk appetite across the market, while oil prices also advanced. Gold climbed to its highest level in more than two months as lower yields and a weaker dollar boosted demand for the precious metal.
Crypto-linked assets rallied, with Bitcoin climbing about 6% and shares of Coinbase and Circle posting double-digit gains. The rally was already underway ahead of a White House meeting with crypto industry executives, where President Trump urged Congress to advance the CLARITY Act, a proposed framework for regulating the U.S. digital asset market.
Corporate news remained mixed. BILL reported 14% fiscal fourth-quarter revenue growth but a wider GAAP net loss, while Accuray posted a 21% decline in quarterly revenue and a $1.9 million net loss. Wolfspeed said fiscal 2026 AI data-center revenue more than doubled from the prior year. Investors are also looking ahead to Thursday earnings reports from Walmart, Deere and Ross Stores. Featured: Before you trust an algo with your capital, read this (Ad) 
| Industrials | |
Bloom Energy (NYSE: BE) is no longer the niche fuel-cell maker Wall Street shrugged at for much of the past decade as it racked up years of losses.
Instead, it’s become a player on the front lines of an urgent AI problem. AI data centers need power faster than the electric grid can deliver it.
Bloo... Read the Full Story |
| From Our Partners | | In 2014, Marc Chaikin pointed readers toward Nvidia. Now the 60-year Wall Street veteran and creator of the Chaikin Money Flow indicator has a new top retirement pick.
The company holds three fast-growing businesses -- including an autonomous vehicle unit and a streaming service with 10x Netflix's reach -- any of which could be spun off in the next 12 to 24 months. It also pays a dividend, a rarity among high-growth AI names.
Chaikin lays out the full case in a new free presentation, no email or credit card required. | | Get Marc Chaikin's free presentation on this overlooked AI stock now |
| Consumer Staples | |
Target (NYSE: TGT) hit the bullseye with its Q2 results, proving that getting back to basics works. The results included better-than-expected top- and bottom-line results, sustained growth, and improved guidance. A key detail was comp store strength, highlighting the most important factor in retail... Read the Full Story |
| Technology | |
Another quarter has come and gone, and investors may still be waiting for the quantum computing industry's breakthrough moment. Although many likely assume this will come via artificial intelligence applications, cryptographic advancements, or even something like pharmaceutical research, it's possi... 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.
The strategy isn't about replacing your current portfolio - it's a potential new bucket for investors who've built serious capital and want to see it working harder.
Attendees will learn how these algorithms aim to perform across different market environments, not just bull markets. | | Save your free seat and see the strategy explained today |
| Technology | |
Apple Inc. (NASDAQ: AAPL) just reported record revenue, is selling more devices than ever, and generates cash at a rate most companies can only envy.
And yet a growing chorus of skeptics is fixated on a single, awkward question those glittering numbers cannot drown out. Why is the most valuable co... Read the Full Story |
| Consumer Discretionary | |
Lowe’s (NYSE: LOW) continues to face headwinds in 2026; however, the stock's value, capital returns, and long-term catalysts make for a compelling setup. Trading in the low $200s, LOW is near multi-year lows and at the bottom end of its historic price-to-earnings (P/E) range, setting the stage for... 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.
A free StockEarnings briefing breaks down 9 public companies tied to the data-center buildout, including their competitive moats, growth catalysts, and key risks to watch.
As AI infrastructure becomes a real-world buildout, the companies supplying these bottlenecks may become harder for investors to ignore. | | Get the free 9-stock data center breakdown now |
| Technology | |
For a few years now, Okta Inc. (NASDAQ: OKTA) has been something of a forgotten name in technology investing. Once a high-flying darling of the cloud-software boom, the identity-management specialist saw its growth cool and its shares languish, leaving many investors to move on to shinier names. La... Read the Full Story |
| Technology | |
Enterprise artificial intelligence (AI) adoption is forcing a sudden reckoning in data governance. Recent headlines, capped by an approximate $1.5 billion piracy settlement involving Anthropic, send a clear message across the tech sector. AI training data and continuous compliance are no longer aft... Read the Full Story |
| Technology | |
As much as enthusiasts might wish it not to be the case, quantum computing is still a highly speculative investment thesis heading into the second half of 2026. That's not to say that companies have yet to make real progress—technological breakthroughs are accelerating across the industry, and even... Read the Full Story |
| Industrials | |
The war in Ukraine taught the U.S. Army many lessons, including the value of drone technology, and AeroVironment (NASDAQ: AVAV) is well-positioned to benefit.
While enemies struggle to get materiel in place, AVAV's drones are in the sky, hunting them down in real time and providing actionable intel... Read the Full Story |
| Finance | |
Anthropic recently exceeded expectations by surpassing an annualized revenue run rate of about $65 billion at the close of July. Enterprise AI monetization is compounding at a pace that breaks historical software adoption curves. The developer behind the Claude foundational models confidentially fi... Read the Full Story |
| Thursday'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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