Eli Lilly and NVIDIA both reported strong quarterly results, with Lilly growing 47.7% driven by obesity drugs Mounjaro and Zepbound, and NVIDIA soaring 105.8% on AI data center demand. Lilly focuses on expanding its pharmaceutical portfolio and manufacturing capacity, while NVIDIA leads in AI infrastructure with massive third-party capital backing. Analysts favor NVIDIA for its rapid revenue growth and platform strategy despite some margin risks, while Lilly offers defensive exposure with dividend growth. The choice for a $10,000 investment in 2026 depends on whether investors prioritize high growth in AI or steady gains in healthcare innovation.
The iShares US Pharmaceuticals ETF (IHE) is rated a hold due to fair valuation and increasing short-term challenges. Its portfolio is heavily concentrated, with 43% in Johnson & Johnson and Eli Lilly, and the top 10 holdings making up 76%. Technical ...
Novartis' failed cholesterol drug trial for pelacarsen caused a sharp 14% drop in its stock and dragged down the entire Lp(a) drug class, hitting Amgen hardest with a 10% decline despite Amgen's positive Phase 3 lung cancer trial results announced th...
Novartis announced that its drug pelacarsen, designed to lower the harmful cholesterol Lp(a), failed to significantly reduce cardiovascular events in a late-stage trial. This setback raises doubts about the effectiveness of targeting Lp(a) to prevent...
The 4-Factor Dividend Growth Strategy, inspired by the Schwab US Dividend Equity ETF (SCHD), targets high-quality dividend stocks using four key metrics. Since its inception, it has delivered an average return of 14.89%, marginally beating SCHD's 14....
