I ricavi di Eli Lilly sono aumentati del 46% nel Q2 e l'azienda si avvicina a una capitalizzazione di mercato da 1.000 miliardi di dollari

Le azioni di Marvell sono salite di circa il 13% oggi dopo che le potenziali restrizioni sulle apparecchiature ottiche cinesi hanno sollevato i titoli del networking per l'IA. Ecco come i chip personalizzati, la connettività ottica e il miglioramento della redditività potrebbero determinare se il rally durerà fino al 2026.

IREN ha chiuso in rialzo dell'8% lunedì, coronando un mese che l'ha vista scendere di oltre il 60% dal suo picco prima di rimbalzare vigorosamente. Dietro queste oscillazioni si trovano un obiettivo di ricavi annuali ricorrenti (ARR) rivisto al rialzo a 4 miliardi di dollari e uno dei divari più ampi tra prezzo e valore stimato sul mercato.

Lumentum è salita di oltre il 9% dopo le notizie secondo cui Washington sta preparando un divieto sui nuovi transceiver ottici cinesi, una politica che potrebbe indirizzare gli ordini degli hyperscaler verso i fornitori statunitensi.

Oracle è salita di oltre il 9% in una singola seduta dopo che gli investitori hanno continuato a premiare la sua partnership ampliata con Google Cloud. Ma il titolo è ancora in calo del 28% quest'anno, e un profilo di cash flow profondamente negativo significa che una buona giornata non risolve nulla.

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Change to "snacks" is not allowed. Banned: "snacks" is not allowed. Anchored. Occasion: Weekday dinner. Occasion: Occasion: Weeknight dinner 2. Weeknight dinner with kids. Occasion: Occasion: Occasion: Occasion: Occasion: Occasion: Occasion: Occasion: Occasion: Occasion: Occason: Occasion: No 1.5 - STEP 1.5 — No 1.5 — NO MEMORY GUARDRAIL: No dietary restrictions: No indications: No dietary restrictions: No dietary restrictions: No dietary restrictions: No dietary restrictions: No dietary restrictions: No dietary restrictions: No memory: No memory: Purchase of this product: Purchase of a Ninja Microwave Oven: Purchase of a Panasonic microwave oven: Purchase of a specific microwave oven: Purchase of this product: " " " " " " " " a Ninja Air Fryer: Ninja Air Fryer: Ninja, the same kind of evidence as the same as the same as the same as the same as the same as the same as the same as the same as the same as the same as the same as the same as the same as the same as the same as the same as the same as the same as the same as the same as the same as the same as the same as the same as the same as the same as the same as the same as the same as the same as the 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