Stocks were down broadly this week as investors chase value over growth. There are plenty of factors that support that strategy. The conflict between the U.S. and Iran has intensified. Investors are finding it hard to look past the massive capital expenditure (CapEx) being poured into artificial in....
Good MorningU.S. stocks were mixed Friday as technology shares came under pressure from renewed concerns about AI-related spending. Chip stocks dragged on the S&P 500 and Nasdaq, with reports pointing to a drop in the semiconductor index despite strong earnings from Intel. Intel beat estimates, but its plan to lift 2026 capital spending above $20 billion added to investor worries about returns on AI infrastructure spending.
Company-specific moves were active. RingCentral jumped 25% after topping Q2 expectations and boosting its dividend, while fuel-cell stocks sold off sharply, with Bloom Energy, FuelCell Energy and Plug Power all lower. NextEra Energy beat earnings estimates but missed on revenue, and Devon Energy was reportedly exploring a sale of Eagle Ford and Powder River assets that could fetch more than $4 billion.
Deal and regulatory headlines also shaped sentiment. Paramount Skydance agreed to pause its Warner Bros. Discovery acquisition until antitrust challenges are resolved or as late as June 2027, pressuring the shares. Uber fell after reports that Waymo is considering ending their partnership. In AI, NVIDIA, Meta and Microsoft backed a letter urging Washington to protect open-weight AI models, while Anthropic unveiled its Claude Opus 5 model. Featured: This is not a stock tip (Ad) 
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Technology |
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Stocks were down broadly this week as investors chase value over growth. There are plenty of factors that support that strategy. The conflict between the U.S. and Iran has intensified. Investors are finding it hard to look past the massive capital expenditure (CapEx) being poured into artificial in... Read the Full Story |
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From Our Partners |
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Behind the Markets editor Kelly Maguire says she has never sent an email quite like this one. A sealed congressional session, two executive orders signed in a single afternoon, and a quiet government stake in a $20 company have pushed Dylan Jovine to release his most urgent briefing yet.
Inside: the day U.S. intelligence has reportedly flagged, a 41-year-old strategy tied to a wave of new millionaires, and growing warnings from the World Economic Forum about a two-tier financial system taking shape. |
| Watch Dylan Jovine's full briefing now before it's taken down |
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Technology |
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Artificial intelligence (AI) infrastructure is hitting a physical wall. As large language models grow exponentially in size, the legacy approach of throwing large, monolithic graphics processing units at the problem breaks down during the inference phase. By physically separating prompt processing ... Read the Full Story |
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Technology |
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The importance of an earnings report has become almost overstated. However, it’s hard to understate what Intel Corporation (NASDAQ: INTC) faced heading into its Q2 2026 earnings report. The PHLX Semiconductor Index had fallen roughly 19% from its June 22 peak. Every constituent was in the red. Near... Read the Full Story |
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From Our Partners |
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Only a small fraction of companies use AI in a serious way today. That is about to change, and the shift from experimental to essential could reshape entire industries.
History shows the second wave of a technology boom often creates the lasting fortunes, not the first. Chips and infrastructure were phase one of AI. Phase two is companies using AI to build durable advantages in cybersecurity, retail logistics, and pharma regulatory work. |
| Watch the Great AI Divide briefing to see the three stocks now |
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Technology |
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CrowdStrike Holdings (NASDAQ: CRWD) has entered into a strategic partnership with Cerebras Systems (NASDAQ: CBRS). CrowdStrike will pair Cerebras’s industry-leading artificial intelligence (AI) inference speed with its proprietary Falcon AI Detection and Response (AIDR) platform for enterprises bui... Read the Full Story |
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Energy |
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For the better part of a decade, markets treated large-cap midstream energy operators as reliable but unexciting bond proxies. Investors bought these stocks for their steady distributions, tolerated their sluggish capital appreciation, and largely ignored their future project pipelines. That era is... Read the Full Story |
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From Our Partners |
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The biggest AI profits may not come from the chipmakers everyone already knows.
Alexander Green of The Oxford Club points to a Phase 2 shift, where companies use AI to build what he calls legal monopolies in cybersecurity, warehouse automation, and pharma regulatory work.
Watch the Great AI Divide briefing to see these three companies now |
| Watch the Great AI Divide briefing to see these three companies now |
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Basic Materials |
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On July 23, Freeport-McMoRan (NYSE: FCX) delivered an earnings report shaped by two forces that will define how investors read the quarter. Copper and gold prices sat at historically elevated levels, lifting realizations across the board. The report also showed the company continues to move toward ... Read the Full Story |
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Technology |
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The semiconductor trade has spent the last few years operating as a rising tide lifting all ships, fueled by an insatiable global appetite for artificial intelligence (AI) infrastructure. That indiscriminate tide is beginning to recede, leaving bare the structural differences in how individual chip... Read the Full Story |
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Auto/Tires/Trucks |
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On paper, Tesla Inc. (NASDAQ: TSLA) just had one of the best quarters in its history. Revenue climbed 26% year-over-year, pushing the company past $100 billion in trailing 12-month sales for the first time. Deliveries hit a record 480,126 vehicles, and management said it exited the quarter with it... Read the Full Story |
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Technology |
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Microsoft Corp. (NASDAQ: MSFT) reports fiscal fourth-quarter 2026 earnings on July 29. It’s likely that Microsoft will beat both top- and bottom-line estimates. However, investors will be more focused on what management says about capital expenditures (CapEx) in fiscal year 2027 (FY2027). Analysts ... Read the Full Story |
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Consumer Discretionary |
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Premium consumer brands, once a stable bet even in times of market volatility, are no longer quite so insulated from broader economic pressures. Investors have increasingly begun to separate companies, favoring those with true pricing power and brand momentum over those that have struggled as deman... Read the Full Story |
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The 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, Jaypir... |
Should I Buy Eli Lilly and Company Stock? LLY Bull and Bear Case ExplainedThese 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 Thursday, July 23, 2026 at 6:04 PM. Eli Lilly and Company Bull Case
- The company has demonstrated impressive financial performance, with a return on equity exceeding 100%, indicating effective management and profitability.
- Eli Lilly and Co recently reported earnings per share significantly above analysts' expectations, showcasing strong operational efficiency and market demand for its products.
- The current stock price is around $720, reflecting a robust market position and investor confidence in the company's future growth prospects.
- With a net margin of nearly 35%, Eli Lilly and Co is effectively converting a substantial portion of its revenue into profit, which is attractive for potential investors.
- The company has a solid dividend payout ratio, allowing for consistent returns to shareholders while still reinvesting in growth opportunities.
Eli Lilly and Company Bear Case
- Despite strong earnings, the pharmaceutical industry is highly competitive, and Eli Lilly and Co faces pressure from generic alternatives and pricing regulations.
- The company's reliance on a few key products for revenue could pose risks if market dynamics shift or if new competitors emerge.
- While the dividend yield is currently low, it may not be sufficient to attract income-focused investors compared to other investment opportunities.
- Institutional investors hold a significant portion of the stock, which can lead to volatility if large shareholders decide to sell their positions.
- Future earnings guidance may be subject to change based on regulatory approvals and market conditions, introducing uncertainty for investors.
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