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J. Edward Moreno
Posts
Sandisk to join the Nasdaq 100 index
The company is up 1,834% since August as soaring chip prices turned the long-forgotten company into one of the the hottest AI trades.
CoreWeave strikes deal with Anthropic to rent data center capacity to power Claude
The stock, which has swelled more than 20% in the past month through yesterday’s close amid a string of positive news, is up another 4.5%…
Optics stocks rise after Lumentum CEO says demand is strong with “no end in sight”
These companies offers solutions that use light rather than electricity to move information around in data center environments.
STAAR Surgical soars after company reported preliminary sales that crushed expecations
The company, which sells eye implants, said Wednesday expects to report more than $90 million in the current quarter, compared to the $73 million analysts…
Eli Lilly makes the world’s bestselling drug. Can it keep the party going?
Some are starting to worry that Lilly, which for a short time vaulted into the trillion-dollar market cap club, may have hit a plateau.
Levi Strauss jumps after raising full-year guidance, reporting earnings beat
The company reported earnings results on Wednesday.
Levi Strauss jumps after raising full-year guidance, reporting earnings beat
The company reported earnings results on Wednesday.
FDA clarifies stricter stance on GLP-1 compounding: Reuters
Hims, historically seen as one of the largest sellers of copycat GLP-1s, sunk on the news.
The FDA is expected to lift restrictions on certain peptides, the NYT reports
Peptides — a class of understudied and often injectable supplements — have boomed in popularity, with search interest for “peptides” surpassing “ozempic” this month.
Trump reportedly willing to end Iran war without reopening the Strait of Hormuz
Analysts at Signum Global told clients in a note that they find it “extremely unlikely” that Trump would end the war without at least trying…