Investors were braced for AI fallout — just not this one, popular strategist says.

Nomura’s Charlie McElligott says second-order AI disruption worries have arrived early. Investors need to get ready.
Eli Lilly blows past quarterly estimates, posts strong outlook as Zepbound and Mounjaro sales soar
Eli Lilly’s fourth-quarter earnings come as it tries to maintain its advantage over Novo Nordisk in the GLP-1 market.
‘I’m spooked’: Gold is back above $5,000, but is it a high-risk bet for your retirement?

“Before you ask, there is nothing extreme about 5% of my ‘alternative’ assets.”
PepsiCo's drink sales are improving, and it's planning to cut snack prices
PepsiCo reported fourth-quarter earnings and revenue that topped Wall Street’s estimates.
Pfizer beats quarterly estimates despite Covid product decline, reaffirms modest outlook
The pharmaceutical giant reaffirmed the modest 2026 outlook that rattled investors in December.
Many U.S. households feel like they can’t get ahead financially — and they’re right

The top wealth holders outpace everyone else.
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PayPal’s stock suffers near-historic decline upon ‘dramatic’ CEO change

PayPal just saw a major slowdown on a metric closely watched by investors. Soon, HP veteran Enrique Lores will be tasked with turning the company around.
Chipotle stock sinks as restaurant chain reports falling traffic, weak guidance
Chipotle stock has fallen about 33% over the last year, dragging the company’s market value down to about $51 billion.
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