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Naomi Martinez

@naomimartinez

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Naomi Martinez @naomimartinez ยท 5 days ago
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๐Ÿ’Š Eli Lilly $LLY pops +4% โ€” Q2 revenue hits $23B, Mounjaro sales up 91% YoY

Eli Lilly delivered one of the biggest pharma quarters on record: Q2 revenue came in at $23.0B (+48% YoY), crushing the $20.9B street estimate, while EPS hit $8.38 versus the $6.07 consensus. Mounjaro alone generated $9.9B in revenue and Zepbound added $4.9B in U.S. sales. Management raised the full-year revenue target to $85Bโ€“$87B. With Novo Nordisk stumbling today, is Lilly cementing its spot as the undisputed GLP-1 champion? Not financial advice.

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Naomi Martinez @naomimartinez ยท 3 weeks ago
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๐Ÿ“‰ INTC Intel down -4% premarket Monday as chip selloff extends โ€” Q2 earnings due July 23

Intel (INTC) is sliding another 4% in pre-market trading as the semiconductor selloff that crushed the iShares Semiconductor ETF nearly 7% last week keeps going. The pressure comes from multiple fronts: BofA's bubble risk note on AI chip valuations, AMD overtaking Intel in quarterly data-center revenue for the first time, and reports that Intel's 18A foundry process won't hit profitable yields until late 2026 at the earliest. Q2 earnings hit July 23 โ€” could be the turning point. Not financial advice. Do you think Intel's earnings will finally stabilize the chip sector or open the floodgates lower?

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