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Gilead Wins Appeals Court Ruling Blocking Imported HIV Drug Sales
Insider Monkey13d agobullish
Gilead Wins Appeals Court Ruling Blocking Imported HIV Drug Sales

On August 13, a federal appeals court ruled in favor of Gilead Sciences, Inc. (NASDAQ:GILD), upholding a preliminary injunction that bars the defendants from importing or facilitating the sale of foreign-market Gilead-branded medications in the US. The US Court of Appeals for the Fourth Circuit found that the differences between Gilead’s HIV medication for the […]

Lululemon’s Guidance Cut Sent Shares Down 18%, Was It An Overreaction?
Insider Monkey13d agobearish
Lululemon’s Guidance Cut Sent Shares Down 18%, Was It An Overreaction?

Lululemon Athletica Inc. (NASDAQ:LULU) recently issued its second guidance cut of the year, and investors responded immediately by sending shares down roughly 18%. That selloff came despite an EPS beat, but the headline result was heavily supported by a tariff refund rather than underlying business strength. Brand sentiment, traffic, and leggings sales are all weakening […]

CPI Inflation Came Hot: Watch These Stocks If Kevin Warsh Hikes Next Week
Benzinga Prediction Markets14d agoneutral
CPI Inflation Came Hot: Watch These Stocks If Kevin Warsh Hikes Next Week

Friday’s hotter-than-expected core inflation report has put a Federal Reserve rate hike firmly in play, leaving investors with a more useful question: which stocks could benefit if Chair Kevin Warsh delivers next week? And which might suffer? Polymarket traders put...

Can Apple Stock's Premium Survive The Memory Squeeze On Its Margin?
Trefis14d agoneutral
Can Apple Stock's Premium Survive The Memory Squeeze On Its Margin?

Apple (AAPL) is selling iPhones and Macs faster than it can build them, but the number a holder should fear most is the gross margin underneath those sales. Leaving out tariff refunds, that margin fell in the June quarter and is guided lower again for the September quarter. Management puts both steps down to rising memory prices, while the stock's price-to-earnings multiple sits near the top of its 10-year range.