CVS Health Puts Pharmacy Muscle to Work as Aetna Rebuilds Margins

CVS Health CorpCVS Health Corp

Bristol Myers pivots from Revlimid drag to Eliquis-fuelled transition year

Bristol-Myers Squibb CoBristol-Myers Squibb Co

Amazon’s AI Capex Super‑Cycle Meets a Faster, Cheaper Retail Engine

Amazon.com IncAmazon.com Inc

Qualcomm’s Record Quarter Meets an Old Nemesis: the Memory Cycle

Qualcomm IncQualcomm Inc

Uber bets its balance sheet on the AV “multitrillion‑dollar” future

Uber Technologies IncUber Technologies Inc

Boston Scientific banks on breadth as EP boom normalises

Boston Scientific CorpBoston Scientific Corp

Alphabet’s $185bn AI Bet Recasts the Balance Sheet for the Gemini Era

Alphabet IncAlphabet Inc

AMD Targets a 60% Data Center Growth Trajectory as AI Supercycle Takes Hold

Advanced Micro Devices IncAdvanced Micro Devices Inc

Amgen bets its decade on cardiometabolic moonshot as legacy blockbusters erode

Amgen IncAmgen Inc

PayPal’s Checkout Squeeze Forces Reset as Board Brings in New CEO

PayPal Holdings IncPayPal Holdings Inc

PepsiCo banks on affordability and aisle expansion as U.S. consumer stays “choiceful”

PepsiCo IncPepsiCo Inc

Pfizer banks on ultra‑long‑acting GLP‑1 as post‑COVID portfolio takes shape

Pfizer IncPfizer Inc