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Direct-to-consumer sales for obesity drugs are about to boom. JPMorgan sees Eli Lilly as big winner

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Thanks to its “best-in-class” status, the bank believes the company will be the winner from a growing GLP-1 patient base.

Wednesday, February 25, 2026: Jim Cramer discusses his next moves for the Investing Club

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There’s a structural shift taking place in AI that investors may be missing. How to play it

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As agentic AI adoption accelerates, inference demand will grow exponentially.

Taser-maker Axon pops 18% as AI boosts demand for its software tools

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CEO Rick Smith noted the impact of AI and said Axon is at a “moment unlike anything” he has seen since starting the company.

Jim Cramer’s top 10 things to watch in the stock market Wednesday

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Workday’s light guidance is sending the stock down big, and HP Inc. showed just how painful the memory-chip crisis is.

David Tepper sends scathing letter to Whirlpool for destroying shareholder value, pushes for changes

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Tepper said he watched with “a certain astonishment” as the company issued equity in what he called a large and unnecessary dilution of shareholders.

Here are Wednesday’s biggest analyst calls: Nvidia, Apple, Oracle, Live Nation, Cava, Netflix, AMD & more

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Here are the biggest sell-side research calls on Wall Street on Wednesday.

Nvidia’s new AI system Vera Rubin is 10 times more efficient than its predecessor — here’s a first look

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CNBC got an exclusive first look at Vera Rubin, Nvidia’s next AI system that’s due to ship in the second half of the year

David Ellison has a rocky history at the box office. Buying Warner Bros. could fix that

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Only five of Skydance’s features to date — three of them starring Tom Cruise — have generated more than $200 million domestically.

It’s time to buy Oracle shares after the sell-off, says Oppenheimer

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Oppenheimer sees shares of Oracle rallying 27% from here.

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