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Earnings season continues, with another company surpassing analyst estimates: tech giant Broadcom Inc. A key factor in its growth was revenue from the artificial intelligence (AI) segment, along with strong results from its software division. Given the nearly 30% drop in its stock price, these results are even more significant as they have the potential to restore the growth trend, giving investors the opportunity to buy at a more favourable valuation.*

One of the most popular companies on Wall Street, Nvidia, released its earnings on Wednesday, February 26, 2025, confirming impressive growth in the AI chip segment. Despite this, its stock faced pressure due to expectations of a decline in gross margin, which created uncertainty among investors. However, the positive news is that Nvidia has secured enough manufacturing capacity for this year with its main supplier, TSMC. Yet, it faces the risk of new tariffs imposed by the US government.

Pharmaceutical giant Eli Lilly has made a significant shift in its pricing strategy for the popular weight-loss drug Zepbound. The company announced that selected doses would be available at a lower price to help patients without adequate health insurance while strengthening its market position. This move comes at a time when regulatory authorities have declared the end of the drug shortage, and Eli Lilly faces growing competition. Additionally, the company is investing heavily in developing an oral alternative, which could significantly reshape the market. 

Recent financial results from Mercedes-Benz reveal that the company faced a harsh wake-up call last year, as it struggled with the slowing shift to electric vehicles and weakening demand in China, once an inexhaustible source of profits for German automakers. Its challenges reflect the tough period during which European vehicle manufacturers are grappling with sharp declines in sales, especially in the electric vehicle sector. However, early sales data for this year suggests improvement, which could be the first sign of market recovery.

CVS Health, one of the largest healthcare companies in the U.S., surprised investors with positive results for the fourth quarter of 2024. Despite challenges, it managed to exceed expectations and demonstrated stable growth in key segments. The company also presented ambitious plans for 2025, which include cost reduction and strategic improvements in Medicare Advantage insurance.