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

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

As agentic AI adoption accelerates, inference demand will grow exponentially.
Taser-maker Axon pops 18% as AI boosts demand for its software tools

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

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

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

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

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

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

Oppenheimer sees shares of Oracle rallying 27% from here.