Broadcom's (NASDAQ: AVGO) latest earnings report was among the most revealing the company has posted recently.
Another quarter of explosive AI sales growth stood out, but the quarter itself was far from the biggest story.
Management also provided key stats and insights that help investors gain a .... |
Good MorningStocks moved higher Thursday as easing Treasury yields and reduced expectations for a September rate hike supported risk appetite. The Dow gained about 1.2%, while the S&P 500 rose roughly 1.1%. Investors are now focused on the August jobs report, with Fed futures roughly split on the outlook for a September rate increase.
AI-driven technology remained a major market theme. Snowflake surged about 18% after reporting stronger-than-expected quarterly results, accelerating product revenue growth, and higher guidance supported in part by AI demand. Broadcom delivered an earnings beat and bullish longer-term AI revenue outlook, though its shares fell after fourth-quarter revenue guidance came in below expectations. Dell also drew praise following a blowout quarter.
Retail brokerage stocks rallied, led by Robinhood, which climbed about 16% amid analyst upgrades, optimism around prediction markets, and a rebound in Bitcoin. Tesla gained ahead of its closely watched Cybercab event, while investors also monitored signs of progress in Nike’s turnaround, including improving wholesale trends and margins. In corporate news, BASF sued Apple over alleged infringement of face-authentication patents. Featured: One wafer-scale chip does in minutes what AI takes days (Ad) 
| Technology | |
Broadcom's (NASDAQ: AVGO) latest earnings report was among the most revealing the company has posted recently.
Another quarter of explosive AI sales growth stood out, but the quarter itself was far from the biggest story.
Management also provided key stats and insights that help investors gain a ... Read the Full Story |
| From Our Partners | | In 1975 the Fed raised rates and gold fell 50 percent. Headlines called the gold bull market dead. Instead gold climbed from 100 dollars in 1976 to 850 dollars by 1980, a 750 percent gain in under five years.
Today the new Fed chair has floated another rate hike, and investors are reacting the same way they did in 1975. Analyst Garrett Goggin, CFA, CMT, founder of Golden Portfolio, says the setup rhymes with that era. | | See the full 1970s to today gold market comparison now |
| Technology | |
Silicon alone does not guarantee a lasting monopoly. For years, the market valued NVIDIA Corporation (NASDAQ: NVDA) largely on the dominance of its data-center hardware. But the hyperscaler wars are evolving. Building the fastest chips is no longer enough when major cloud providers are aggressivel... Read the Full Story |
| Consumer Discretionary | |
The fast-food industry is facing a severe reality check. Menu price hikes are pricing out the core lower-income demographic, causing a decline in foot traffic across the sector. Yet amid this crisis, one operator just executed a masterclass in corporate defense.
Yum! Brands (NYSE: YUM) successfull... Read the Full Story |
| From Our Partners | | Cody Soodeen grew up boiling water and hauling bottles home after his family's well was contaminated. That experience inspired him to build technology that converts air humidity into clean, alkaline water.
His company has already logged $3M in sales and secured retail partnerships with Conrad Hotels, Walmart, and Amazon for its flagship Kara Pure line. A new $7M financing round is fueling expansion into self-refilling pet bowls and coffee machines, backed by 14,700 pre-orders worth over $28M in sales. | | Become a shareholder before 9/19 and claim bonus units |
| Consumer Discretionary | |
Technical indicators aren’t crystal balls, but when a death cross emerges on a stock’s chart, it tends to catch investors’ attention. The bearish pattern—which shows up when the 50-day moving average crosses under its 200-day moving average—can serve as a sign of more trouble ahead.
For the followi... Read the Full Story |
| Technology | |
On multiple occasions this year, President Donald Trump has publicly shown his support for Dell Technologies (NYSE: DELL), telling Americans to “go out and buy a Dell computer” as recently as July 6.
In doing so, he has shone a light on one of the best-performing stocks over the past year.
Since it... Read the Full Story |
| From Our Partners | | 232 companies listed on U.S. exchanges this year, raising over $251 billion by late July alone - more than five times 2025's full-year total. Yet most carry almost no analyst coverage.
We screened the entire class for average daily volume above 500,000 shares, market caps over $100 million, and at least 18 months of cash runway. Only seven names cleared every filter - four already trading, three still private. | | See the seven IPOs that passed every filter. |
| Consumer Discretionary | |
Amazon.com Inc. (NASDAQ: AMZN) has built its empire on a relentless obsession with doing things faster and cheaper, so news that it's quietly working to automate one of the last stubbornly manual corners of its operation should surprise nobody. What might raise an eyebrow is just how ambitious the ... Read the Full Story |
| Technology | |
Palo Alto Networks (NASDAQ: PANW) is no cheap stock, trading at roughly 78x its fiscal 2027 (FY2027) guidance and 18x its long-term forecast, but its setup looks compelling, especially on dips.
The Q4 FY2026 results revealed that its platformization strategy continues to gain traction, momentum is... Read the Full Story |
| Industrials | |
Defense technology has been one of the market's most volatile and arguably talked-about themes in 2026, apart from artificial intelligence, of course. But the gains across the sector have been far from evenly distributed.
AeroVironment (NASDAQ: AVAV) is proof of that. While many of its peers have ... Read the Full Story |
| Technology | |
MongoDB’s (NASDAQ: MDB) early-September price pullback is a buy-the-dip event, triggered by sell-the-news profit-taking. The key takeaway from the company's Q2 fiscal year (FY2027) earnings report is that the business is accelerating under the influence of AI. AI aids not only internals but also of... Read the Full Story |
| Consumer Discretionary | |
Any investor looking for a bargain might have a natural home in Burlington Stores Inc. (NYSE: BURL), the off-price retailer whose whole appeal rests on selling brand-name goods for less. There’s a certain irony in the fact that its own shares have been selling off heavily in recent weeks, and are c... Read the Full Story |
| Friday'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 Friday, September 04, 2026 at 1:05 AM.
Eli Lilly and Company Bull Case -
Eli Lilly and Company recently reported a significant earnings beat, with actual earnings per share of $8.38 compared to a consensus estimate of $6.40, demonstrating strong profitability and operational efficiency that exceeds market expectations.
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The company is expanding its therapeutic reach beyond obesity and diabetes by acquiring Merida Biosciences in a deal valued at up to $2.88 billion, which brings a platform for selectively degrading pathogenic autoantibodies into its immunology pipeline.
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Revenue growth remains robust, with the most recent quarter showing a 47.7% year-over-year increase to $22.97 billion, driven by strong demand for its portfolio of pharmaceuticals including Mounjaro and Zepbound.
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Analyst sentiment remains positive with a consensus rating of Moderate Buy and a price target of $1,292.18, which suggests potential upside from the current stock price of $1,160.98.
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Institutional interest is high, with 82.53% of the company's stock owned by institutional investors, indicating strong confidence from major financial entities in the long-term stability and growth of Eli Lilly and Company.
Eli Lilly and Company Bear Case -
The stock is trading at a premium valuation with a P/E ratio of 38.96, which is significantly higher than the broader market average, potentially limiting upside if growth slows or if the market corrects high-multiple pharmaceutical stocks.
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Recent insider activity shows a trend of selling, with executives such as Patrik Jonsson and Donald A. Zakrowski selling thousands of shares in August 2026, which may signal a lack of confidence in the current stock price or a desire to diversify personal holdings.
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Short interest has been increasing in recent months, with shares shorted rising to 6.56 million as of August 2026, indicating that a portion of the market is betting against the stock's future performance.
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The company faces intense competition in the GLP-1 market, particularly from Novo Nordisk, which could lead to pricing pressures and market share erosion if competitors introduce more effective or affordable alternatives.
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Regulatory and pricing risks remain a constant threat in the pharmaceutical industry, with potential government interventions on drug prices or changes in healthcare policy that could impact Eli Lilly and Company's revenue streams and profit margins.
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