ELI LILLY &

NOVO NORDISK A S

Eli Lilly Q4 revenue surges 43% to $19.3B, crushing estimates by 7%. Mounjaro and Zepbound sales double. 2026 guidance of $80-83B stuns Street.

Eli Lilly Crushes Q4 as Mounjaro and Zepbound Sales Double—Stock Surges 8%

PMG CEO George Popstefanov bets $100M on Soho House as part of $2.7B take-private deal. The ad mogul joins Ron Burkle and Ashton Kutcher as major investors.

PMG Founder George Popstefanov Drops $100 Million on Soho House, Joins Board

Uber Technologies

ANALOG DEVICES

SHOPIFY

Alphabet

Uber CFO Mahendra-Rajah exits after 27 months as Q1 guidance misses by 10%. Replacement signals AV-first future for the $162B ride-hailing giant.

Uber CFO Departs After Just 27 Months as Stock Plunges 12% on Weak Guidance

THOMSON REUTERS CORP /CAN/

Infosys

Accenture

GARTNER

EPAM Systems

PAYCHEX

WIPRO

Anthropic's Claude Cowork legal plugin triggers 18% Thomson Reuters plunge, 6% Indian IT crash. Worst software selloff in years as AI disruption fears spread.

Anthropic's Legal AI Plugin Triggers $100 Billion Global Software Selloff

NVIDIA

CISCO SYSTEMS

MICROSOFT

AMAZON COM

Walmart

Walt Disney

Mobileye Global

Tesla

Jensen Huang reveals $100T physical AI opportunity at Cisco AI Summit, previews Vera Rubin platform partnership, urges enterprises: 'Get to it.'

Jensen Huang at Cisco AI Summit: Physical AI Unlocks $100 Trillion Economy

INFINEON TECHNOLOGIES

Infineon pays €570M for ams OSRAM's sensor portfolio, betting on humanoid robotics as sensors become critical for Physical AI applications.

Infineon Bets €570M on Humanoid Robotics with ams OSRAM Sensor Deal

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