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Super Micro Computer Landed $60 Billion in Orders Last Quarter, but Trades at Just $30

Key Points Supermicro booked more than $60 billion in new AI server orders in one quarter and expects significantly higher gross margins (15% to 17%). The market remains cautious because some orders are not firm commitments. The company is raising $7 billion through equity-related …

SMCI main company
Sharemaestro market context Price above Trend Line 31 weeks +3.2% SMCI stored weekly price path from 9 Jan 2026 to 7 Aug 2026

Solventum (SOLV) Stock Fair Value Rises After Q2 And HIS Separation Plans

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Solventum's analyst fair value estimate has been revised from US$82.15 to US$93.15, a shift of about 13% in the updated framework. This adjustment …

UBSG mentioned
Sharemaestro market context Trend signal active 52 weeks +39.3% · Next-week setup positive 59.9% UBSG stored weekly price path from 15 Aug 2025 to 7 Aug 2026

LLY Q2 Deep Dive: Key Products and Pipeline Expansion

Global pharmaceutical company Eli Lilly (NYSE:LLY)reported Q2 CY2026 results topping the market's revenue expectations , with sales up 47.7% year on year to $22.97 billion. The company's full-year revenue guidance of $86 billion at the midpoint came in 0.6% above analysts' estimates. Its non-GAAP …

LLY main company
Sharemaestro market context Trend signal active 52 weeks +71.6% · Next-week setup negative 40.9% LLY stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Eli Lilly (LLY) Gains FDA Breakthrough Nod As Olomorasib Cancer Trial Broadens

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Eli Lilly (NYSE: LLY) reported that its KRAS G12C inhibitor olomorasib received FDA Breakthrough Therapy designation for advanced pancreatic cancer in patients with …

LLY main company
Sharemaestro market context Trend signal active 52 weeks +71.6% · Next-week setup negative 40.9% LLY stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Caterpillar tariffs send major signal on margins

Caterpillar delivered a quarter that its own leadership called historic. Sales topped $20 billion for the first time in company history, and profit per share jumped 73% from last year. Notably, Caterpillar's (CAT) adjusted operating margin came in at 21.9%, boosted by a surprise …

CAT main company
Sharemaestro market context Trend signal active 31 weeks +45.6% · Next-week setup negative 24.7% CAT stored weekly price path from 9 Jan 2026 to 7 Aug 2026

BofA points to the Eli Lilly market that could outsize the U.S.

Eli Lilly (LLY) posted a second-quarter result strong enough to shift the debate around its stock. For months, the debate centered on one worry: a slow start for its new obesity pill. That worry did not disappear in the second quarter, but it stopped …

LLY main company
Sharemaestro market context Trend signal active 52 weeks +71.6% · Next-week setup negative 40.9% LLY stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Eli Lilly and Company Q2 Earnings Call Highlights

Key Points Interested in Eli Lilly and Company? Here are five stocks we like better. Lilly reported 48% year-over-year revenue growth in Q2 2026, with MOUNJARO and ZEPBOUND generating $14.9 billion in combined sales. The company raised its full-year revenue outlook to $85 billion–$87 …

LLY main company
Sharemaestro market context Trend signal active 52 weeks +71.6% · Next-week setup negative 40.9% LLY stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Coeur Mining (CDE) Is Up 16.6% After Record Output And New Payout Plan Has The Bull Case Changed?

In early August 2026, Coeur Mining reported record quarterly gold output of 163,490 ounces and quarterly revenue of about US$1.09 billion, alongside revised 2026 production guidance across gold, silver and copper. The company paired these mixed operating and earnings results with its first dividend …

CDE main company
Sharemaestro market context Price below Trend Line 31 weeks -15.0% CDE stored weekly price path from 9 Jan 2026 to 7 Aug 2026

Swisscom AG (SCMWY) (Q2 2026) Earnings Call Highlights: EBITDAaL Surges 6. ...

This article first appeared on GuruFocus. Revenue: CHF3.6 billion in Q2 2026, down 2% year-over-year, driven by lower service revenue in both Italy and Switzerland and lower hardware revenue in Italy. EBITDAaL: CHF1.269 billion in Q2 2026, up 6.1%, driven by synergies in Italy …

SCMN main company
Sharemaestro market context Price below Trend Line 52 weeks +13.1% SCMN stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Eli Lilly's Timing of the FDA Filing of Its Next Weight-Loss Drug Is Now Official -- and Novo Nordisk Has a Problem

Eli Lilly (NYSE: LLY) is already the leader in the weight-loss market thanks to Zepbound, the best-selling medication in this space. However, the drugmaker has been making headlines with its next-gen anti-obesity medicine, retatrutide. Eli Lilly recently announced that it will request approval from …

LLY main company
Sharemaestro market context Trend signal active 52 weeks +71.6% · Next-week setup negative 40.9% LLY stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Stocks Settle Higher as a Weak Jobs Report Allays Rate Hike Fears

The S&P 500 Index ($SPX) (SPY) closed up +0.62% on Friday, the Dow Jones Industrial Average ($DOWI) (DIA) closed up +0.28%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed up +1.19%. September E-mini S&P futures (ESU26) rose +0.55%, and September E-mini Nasdaq futures (NQU26) …

CDE mentioned
Sharemaestro market context Price below Trend Line 31 weeks -15.0% CDE stored weekly price path from 9 Jan 2026 to 7 Aug 2026

Caterpillar (CAT) Could Be 13% Undervalued After Record Quarter And Raised Outlook

Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. Caterpillar (CAT) is back in focus after reporting record second quarter results, lifting its …

CAT main company
Sharemaestro market context Trend signal active 31 weeks +45.6% · Next-week setup negative 24.7% CAT stored weekly price path from 9 Jan 2026 to 7 Aug 2026

Roche Stock Jumps as Morgan Stanley Sees Drug Breakout

This article first appeared on GuruFocus. Roche Holding (RHHBY), the Swiss pharmaceutical and diagnostics giant, got a major Wall Street vote of confidence after Morgan Stanley upgraded the stock to Overweight from Equal Weight and hiked its ADR price target to $63 from $46. …

RO main company ROP main company
Sharemaestro market context Trend signal started 52 weeks +43.8% RO stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Week’s Best: Think Twice About That Roth IRA Conversion

A veteran financial planner, Shenkman offers six important questions that advisors should explore before they counsel affluent clients to sign off on a conversion. The co-authors of the book Your Retirement Sketchbook, Hopkins and Treichel explain how advisors can increase the effectiveness of the …

UBSG mentioned
Sharemaestro market context Trend signal active 52 weeks +39.3% · Next-week setup positive 59.9% UBSG stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Johnson & Johnson (JNJ) Reaches $5.5 Billion Talc Settlement To Close Years Of Lawsuits

Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Johnson & Johnson (NYSE: JNJ) agreed to a US$5.5b settlement to resolve tens of thousands of talc baby powder lawsuits. The deal ends decades of …

JNJ main company
Sharemaestro market context Trend signal active 29 weeks +21.8% · Next-week setup negative 36.2% JNJ stored weekly price path from 23 Jan 2026 to 7 Aug 2026

Catalyst Watch: Inflation reads, AMAT earnings, Google Pixel event, and MLB on Netflix

[Lower Manhattan Cityscape] Art Wager/E+ via Getty Images Welcome to Seeking Alpha's Catalyst Watch - a breakdown of some of next week's actionable events that stand out. Read more about the events that may impact stock prices next week. MONDAY - AUGUST 10 * …

GLW mentioned
Sharemaestro market context Trend signal active 31 weeks +97.1% GLW stored weekly price path from 9 Jan 2026 to 7 Aug 2026

Jim Cramer Shares Key Reason Why Caterpillar Inc. (NYSE:CAT)’s Shares Are Higher Than Deere’s

Caterpillar Inc. (NYSE:CAT) has been on Jim Cramer's radar with respect to the AI data center buildout for quite some time now. In most of his appearances, the CNBC TV host has discussed the link between the firm's power generation products and the need …

CAT main company
Sharemaestro market context Trend signal active 31 weeks +45.6% · Next-week setup negative 24.7% CAT stored weekly price path from 9 Jan 2026 to 7 Aug 2026

CYTK Q2 Earnings Top Estimates, Myqorzo Uptake Strong

Cytokinetics, Incorporated CYTK reported a second-quarter 2026 loss of $1.50 per share, narrower than the Zacks Consensus Estimate of a loss of $1.63 per share. In the year-ago quarter, the company reported a loss of $1.12 per share. Loss widened year over year due …

ALLN mentioned INRN mentioned
Sharemaestro market context Price below Trend Line 52 weeks +17.9% · Next-week setup positive 65.5% ALLN stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Bittium Oyj (HLSE:BITTI) Earnings Reset The Valuation Debate

Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. How Bittium Oyj's Latest Earnings Shape the Investment Picture Bittium Oyj (HLSE:BITTI) reported half …

ALLN mentioned INRN mentioned
Sharemaestro market context Price below Trend Line 52 weeks +17.9% · Next-week setup positive 65.5% ALLN stored weekly price path from 15 Aug 2025 to 7 Aug 2026

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