Zacks Investment Management

08/10/2026

Alphabet is reshaping its AI leadership as investors grow concerned about the delayed launch of the latest Gemini model.

Chief Market Strategist Brian Mulberry recently told Juby Babu of Reuters, that "Google has a deep bench of talent but losing these four individuals will leave a mark for some time. Getting innovation and ex*****on back online is not going to be easy and losing key contributors won't make it any better."

Read more: https://www.reuters.com/business/google-shakes-up-ai-leadership-deepmind-chief-shifts-role-2026-08-05/

AI chief Demis Hassabis is leaving his main managerial role.

08/10/2026

Eli Lilly posted another strong quarter, with Mounjaro and Zepbound continuing to outperform expectations.

Chief Market Strategist Brian Mulberry recently told Allison Gatlin of Investor's Business Daily, "Continued strength from Mounjaro and Zepbound reinforces Lilly's dominant competitive position in obesity and diabetes, with management signaling that demand remains well above supply despite ongoing manufacturing expansion."

He added, "Management's guidance increase underscores confidence that manufacturing capacity is expanding quickly enough to support sustained demand. Beyond FY2026, Lilly appears positioned for another year of industry-leading earnings growth."

Read more: https://www.investors.com/news/technology/eli-lilly-stock-eli-lilly-earnings-q2-2026/

Eli Lilly stock jumped Wednesday on a solid beat-and-raise thanks to its GLP-1 drugs, treatments for diabetes and obesity.

08/05/2026

SpaceX shares fell after a strong Q2 revenue report, but it may be due to the upcoming lockup expiry.

Chief Market Strategist Brian Mulberry recently told Akash Sriram of Reuters, that the selloff “seems more sentiment driven, as media reports are that many insiders will look to sell on the strong results this week as their shares become fully vested."

Read more:https://www.reuters.com/legal/government/lockup-expiry-will-offer-next-test-investor-appetite-spacex-shares-2026-08-05/

08/05/2026

Novo Nordisk is betting the next phase of growth will stem from oral GLP-1 treatments, even with ongoing pricing pressure. With ongoing competition in the GLP-1 market intensifying, ex*****on and patient adoption will be the key metrics to watch.

Chief Market Strategist Brian Mulberry recently told Elsa Olhen of CNBC that Novo Nordisk management is counting on patients preferring pills over injections to fuel growth, but said that success will depend on the company’s ability to execute and scale.

Read more: https://www.cnbc.com/2026/08/05/novo-nordisk-stock-guidance-earnings-wegovy-ozempic-eli-lilly.html

Wall Street isn't convinced the Ozempic maker has a promising path back to sustainable growth as competition from Eli Lilly intensifies.

08/04/2026

As speculation continues around a potential Tesla-SpaceX merger, investors are one of the biggest hurdles: separating Tesla's China business.

Chief Market Strategist Brian Mulberry shared this thoughts with Reuters, saying that carving out Tesla's China operations could "clear the way for a cleaner merger domestically" in the U.S. He also noted that Chinese officials are "more than likely to require" a seat on the board of directors and could potentially install allies in executive positions.

Read more: https://www.reuters.com/legal/transactional/teslas-china-footprint-complicates-path-possible-spacex-merger-2026-08-04/

Tesla has several paths to separating its China business – each of them complicated – should CEO Elon Musk decide that’s a ​necessary step to combine the automaker with his rocket company SpaceX .

08/04/2026

Pfizer beat second-quarter expectations and raised its full-year revenue outlook as strength from Eliquis helped offset continued declines in COVID-related products.

Chief Market Strategist Brian Mulberry told Investor's Business Daily, saying, "The market's focus has largely shifted from 'How quickly are COVID revenues falling?' to 'Can Pfizer build its next generation of growth drivers?' Based on this quarter, there are encouraging signs that the answer is yes, particularly through oncology, cardiovascular medicines, and eventually obesity."

Read more: https://www.investors.com/news/technology/pfizer-stock-pfizer-earnings-q2-2026/

Pfizer beat second-quarter expectations Tuesday, offsetting a continued steep decline for its Covid products.

08/04/2026

As AI infrastructure continues to evolve, investors are looking beyond compute to the technologies that make it possible.

During a recent appearance on Yahoo Finance, Chief Market Strategist Brian Mulberry explained why memory remains one of the strongest areas of opportunity, noting, "You're getting 3x the computing power, but memory has been static until recently... we need 96 memory chips per server, not eight as we did a year ago. So you have a 12 times demand curve increase in memory to keep up with the speed of compute at this point in time."

As AI computing power accelerates, memory demand is growing even faster, making it an imperative aspect across the AI infrastructure buildout.

Watch the full interview: https://finance.yahoo.com/video/amd-vs-sandisk-company-post-160000399.html?.tsrc=rss

AMD (AMD) and Sandisk (SNDK) are both set to report quarterly earnings this week. Zacks Investment Management chief market strategist Brian Mulberry, Yahoo Finance Senior Business Reporter Ines Ferré, and Yahoo Finance Senior Reporter Brooke DiPalma discuss how markets could react to both earnings ...

08/04/2026

Ahead of SpaceX’s earnings announcement, Chief Market Strategist Brian Mulberry joined Yahoo Finance to discuss what investors should be watching, from Starlink's growth trajectory to the opportunity to monetize AI compute demand.

While those long-term drivers remain intact, Brian emphasized that near-term performance may depend less on fundamentals than on liquidity, saying, "I think the liquidity, honestly, is one of the biggest headwinds."

Watch the full interview: https://finance.yahoo.com/video/elon-musk-convince-investors-spacex-145440326.html

SpaceX (SPCX) stock is down 52% since its June IPO, just ahead of the company's first quarterly earnings report. Yahoo Finance Senior Reporter Brooke DiPalma, Yahoo Finance Senior Business Reporter Ines Ferré, and Zacks Investment Management chief market strategist Brian Mulberry share their though...

08/03/2026

U.S. economic growth slows, Fed holds steady, oil volatility is back
View more in our latest article: https://zacksim.com/blog/u-s-economic-growth-slows-fed-holds-steady-oil-volatility-is-back/

In this week’s edition of Steady Investor, we break down the latest developments shaping the economic and market outlook, including:

08/03/2026

Gauging the market impact of new tariffs and war developments
View more in our latest article: https://zacksim.com/blog/gauging-the-market-impact-of-new-tariffs-and-war-developments/