“It appears that the company set the appropriate initial bar for this year’s expectations after a volatile start to the year given the recent winter storms”

by Marketing | Feb 24, 2026 | Market Notes, Media Notes

Home Depot’s contractor bet pays off in soft US housing market

“With Amazon projecting a 50% capex increase this year, the market dislikes the amount of money that is getting invested in capex for these growth rates”

by Marketing | Feb 6, 2026 | Market Notes, Media Notes

Amazon sees 50% boost to capital spending this year, shares tumble

“Eli Lilly has continued to show that they’re the dominant player in the space… but when the shares ultimately get hit, like they have today, it tends to be a buying opportunity”

by Marketing | Feb 6, 2026 | Market Notes, Media Notes

VIEW Hims and Hers Health’s compounded Wegovy pill offering fuels market jitters

“Will they make all the right development choices over this and next year to support their longer-term return to growth?”

by Marketing | Feb 5, 2026 | Market Notes, Media Notes

Pfizer weight-loss drug data raises questions about side effects, shares fall

“For the stock to really get working, there needs to be an execution that relies on several drivers such as innovation, price cuts, productivity”

by Marketing | Feb 4, 2026 | Market Notes, Media Notes

PepsiCo to cut prices of Lay’s, Doritos as consumers push back