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Novartis Jumps 6% on Remibrutinib Data as Patent Cliff Looms
Novartis ADRs jumped 6% after remibrutinib met Phase III endpoints in multiple sclerosis, easing concerns about patent expirations. Stock hit $161.22.
Netflix's 'The Secret Woman' Debuts at No. 2, But Content ROI Questions Loom
Netflix's 'The Secret Woman' debuted at No. 2 on its global film chart, but the company's $25.1B content obligations raise questions about profitability. NFLX shares were flat.
Oracle Shares Slide 3% on Job Cut Reports Amid Record AI Spending
Oracle shares dropped 3.08% premarket after reports of potential layoffs of 7,000-10,000 employees, as the company's massive AI investment cycle strains cash flow.
Tesla Surges 5.5% as Autopilot Data Fuels Autonomy Optimism
Tesla (TSLA) shares surged 5.5% Monday, adding $75.8 billion in market value, as investors focused on autonomy potential despite fresh safety data.
Palantir's Six-Day Rally Pushes Valuation to 55x Sales
Palantir shares rose 6% over six sessions, lifting its market cap to $447.9B. The stock now trades at 54.9x projected 2026 revenue, with analyst targets implying only 2.8% upside.
CrowdStrike Rally Stalls as High Valuation Meets Fal.Con Reality
CrowdStrike shares climbed 5.8% to $231, but the stock's 39x sales multiple faces a key test as Fal.Con announcements lack pricing details.
CNH Industrial Rallies on Baird Upgrade, $15 Target
CNH Industrial (CNH) gained 1.3% after Baird upgraded to Outperform with a $15 target, citing margin recovery. Volume spiked to 7.8x the average.
Costco's Premium Valuation Pressures Shares Despite Robust Sales
Costco shares slipped 0.4% despite 10.7% July sales growth, as its 47.4x trailing P/E remains a key concern. Analysts' $1,077 target implies 14.3% upside.
Palantir's P/E Premium to Nvidia Hits 473% as Q2 Revenue Surges 93%
Palantir shares dipped 0.45% to $185.45, trading at 158.5x earnings versus Nvidia's 27.7x, even as Q2 revenue surged 93% to $1.94B.
SpaceX Delays Starship Flight 14 to September as Orbital Test Nears
SpaceX has moved Starship Flight 14 to September after Booster 21's static fire, aiming for its first orbital mission and potential tower catch. The test is a key valuation checkpoint for the $1.85 trillion company.
Klarna CEO's $10M Buy Fails to Halt Slide as Stock Trades Near Record Low
Klarna CEO invests $10M in shares as stock drops 50% YTD. Q2 revenue rose 27% but guidance cut weighs on sentiment.