Demand Increases for Eli Lilly’s (LLY) Mounjaro With Delays in Filling Orders
Eli Lilly (LLY) can’t keep up with demand for Mounjaro, and now it has to make Zepbound too. That’s good news for shareholders.
Eli Lilly (LLY) can’t keep up with demand for Mounjaro, and now it has to make Zepbound too. That’s good news for shareholders.
Salesforce (CRM) has evolved into a faster growing company with its two catalysts: Data Cloud and Einstein its AI chatbot.
Zscaler (ZS) is considered a peer to Crowdstrike in the cybersecurity space. But this quarter, ZS is a better value with higher upside.
Palantir (PLTR) is doing bootcamps to show potential corporate customers use cases, and its creating a flood of demand.
Wingstop (WING) has impressed investors with its robost same store sales growth, which clocked in at 21% last quarter in the US.
CLoudflare (NET) closed out 2023 with robust momentum as is landed a slew of large customers, including government deals.
AMD (AMD) is seeing strong demand for its new AI infrastructure from big enterprises including Meta, Amazon and Microsoft.
American Express (AXP) stock shot higher after the company reported earnings last qtr. And with a PE of 16, AXP is still cheap.
Supermicro Computer (SMCI) said this AI boom will last for many quarters, if not years. And demand could last for decades to come.
ServiceNow (NOW) Is rolling in new business as its AI offerings are leading the software space. And its stock is flying high.
Cintas (CTAS) is a model of certainty as revenue is very consistent in the uniform rental, rug cleaning, and first aid businesses.
Costco (COST) is paying a special $15 dividend today to its shareholders. But with a high P/E and a soppy chart, it may be time to sell.