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Volume Up 60 Percent, Prices Down 13: What Eli Lilly’s 48 Percent Quarter Really Shows
Eli Lilly reported second-quarter results before the US open on Wednesday, and at first glance they read as a continuation...
Palantir Grew 93 Percent and Is Still Down for the Year — In 2026 the Multiple Decides, Not the Business
After Monday’s closing bell in New York, Palantir Technologies delivered a quarter of a kind that rarely appears in the...
The Buyer Falls Seven Percent — AstraZeneca Would Import Thirty Billion Dollars of Patent Expiry
On Sunday evening the Financial Times reported that AstraZeneca and Bristol Myers Squibb have spent months discussing a merger. The...
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15 INVESTORSWhat the world's best investors are buying & selling right now.
Apple trimmed to 22.6% — AXP now #2 at 20.5%, cash ~$300B
80% in AI puts (PLTR & NVDA) — plus contrarian Pfizer calls
New positions in financials (XLF) and equal-weight S&P (RSP) — trimmed biotech
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Start AI Portfolio Analysis →- Eleven Sellers for Every Buyer: Why the Most Alarming Insider Number in 20 Years Means Almost Nothing
In the first half of 2026, executives at US companies sold 77.6 billion dollars of their own stock and bought…
- The Breakup Premium Moved: Why the Old Spin-Off Rule Stopped Working in 2026
In November 2025, Qnity was carved out of DuPont. The stock first fell about twelve percent, then traded at more…
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