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CrowdStrike Stock Is Up 154% in Six Months. Here’s Where It Could Go Further.
TIKR1d agoneutral
CrowdStrike Stock Is Up 154% in Six Months. Here’s Where It Could Go Further.

Key TakeawaysCrowdStrike stock has climbed 154% since late March, closing at $262 on September 23 after a fiscal quarter that delivered the largest net new annual recurring revenue beat in the company’s history. Wall Street carries 30 buy ratings, 10 outperforms, 12 holds, 1 no opinion and 1 underperform on the stock, but the $236 mean target now sits 10% below the $262 close.

Can Eli Lilly Stock Catch Up To Rivals It Outgrows?
Trefis1d agoneutral
Can Eli Lilly Stock Catch Up To Rivals It Outgrows?

Eli Lilly (LLY) grew revenue 49.6% over the last twelve months, the fastest of the six companies in its peer group. It also runs the group's widest operating margin, at 49.7%. Yet its 53.4% stock return ranks only third, behind Merck and Johnson & Johnson, which both grew far more slowly. The open question is how long Mounjaro and Zepbound can carry a lead the stock has not matched.

Can This Number Push ISRG Stock Higher?
Trefis1d agoneutral
Can This Number Push ISRG Stock Higher?

Intuitive Surgical (ISRG) shares fell 10.4% in the past year, while the S&P 500 returned 16.5%. Much of the market has focused on moderating U.S. procedure growth. The more telling number is 144 trade-ins in fiscal Q2 2026, up from 83 a year earlier. Most came from customers moving to the new da Vinci 5 robot. Those trade-ins matter most if upgrades continue and each surgery also earns more. Is that number a blip, or are customers still trading up.

Investing.com1d agoneutral
OpenAI’s former head of data centers joins Nvidia

Investing.com -- Chris Malone, OpenAI's former head of data centers, joined Nvidia as vice president of the company's DSX Platform this month, according to his LinkedIn profile. The DSX division helps customers design and build AI data centers according to Nvidia's specifications.

A Guide to Owning Bonds When They Are Selling Off
The Wall Street Journal1d agobearish
A Guide to Owning Bonds When They Are Selling Off

A bond-market rout pushed the 10-year Treasury yield to the highest since 2007, but it doesn’t erase the value of fixed income in a diversified portfolio. Over 80% of the global bond market now yields above 4%, according to BlackRock. The asset manager says the average yield in a bond portfolio it tracks has more than doubled from five years earlier.

What Is Salesforce No Longer Telling You?
Trefis1d agoneutral
What Is Salesforce No Longer Telling You?

Salesforce (CRM) stock has gained 56% in three months, against 5.0% for the S&P 500. Buyers are betting that AI will lift Salesforce rather than undercut its seat-based model. For that gain to hold, two things must both be true. Salesforce's own AI must earn real money, and its new AI pitch must speed up growth. The first depends on an idea management no longer leads with. The second rests on what replaced it. So what idea did Salesforce management once stress on its calls.