The revelation came after the market’s slumber, in the quiet hours following yesterday’s earnings report. A performance, it appears, that did not merely meet expectation, but breached it, like a river overflowing its banks. And with it, a forecast – a glimpse into a future where the currents strengthen, not abate.
Revenue hit $2.8 billion for the quarter. A robust number, they claimed. Seventeen percent up. Numbers can lie. The loss deepened, though. To $353 million. A hole in the water. Last year it was merely unpleasant. Now it’s starting to look like a chasm. Analysts wanted more. They always do. They expected $3.1 billion in revenue and a smaller loss. They’re dreamers, those analysts.
So, if you find yourself gazing longingly at Lilly’s ascent and suspecting the ladder has been thoroughly dismantled, allow me to introduce two contenders. Viking Therapeutics and Abivax. Both are attempting to bottle lightning – or, more accurately, to coax recalcitrant hormones and immune systems into a semblance of order. Whether they succeed is, as always, a matter for the Fates – and a rigorous phase 3 trial or two.
Second quarter fiscal 2026 saw net sales nearly triple year-over-year to just under 647 million euros (about $770 million). Tripling is good. Losses, however, deepened to 9.1 million euros ($10.8 million). It’s like, you get a raise, then your dry cleaner triples his prices. The per-share loss was 0.05 euros ($0.06). It’s a delicate balance, really.
This morning, before the sun had fully wrestled the shadows from the canyons of the financial district, Datadog unveiled its fourth-quarter secrets. The numbers, like ancient glyphs, revealed a company not merely surviving, but flourishing. Sales, a river swollen with the currency of innovation, flowed past expectations, and earnings, once fragile seedlings, had taken root and begun to bear fruit. The market, accustomed to the fleeting blooms of hype, seemed genuinely surprised, as if witnessing a miracle in the mundane.
Infleqtion, the company poised to merge with Churchill Capital, announced it’s collaborating with NASA. NASA! Not the gift shop, but the actual agency that sends things into space. Apparently, they’re launching a mission involving a “Quantum Gravity Gradiometer Pathfinder.” I had to read that sentence three times. It sounds like a rejected James Bond villain’s invention. The mission, in layman’s terms, will use a quantum sensor to measure the Earth’s gravitational field. Which, I suppose, is good. I’m just picturing a very sensitive scale hovering over the planet.
Datadog, a sentinel watching over the digital realm, saw its shares bloom, a 14% increase fueled by the promise of growth. A single, bright flower pushing through the frost. But S&P Global, burdened by expectations unmet, fell, a reminder that even the most established trees can shed their leaves.
By the close of trading, the stock price registered an increase exceeding fourteen percent. This, of course, is merely a numerical fluctuation, a ripple in the vast, opaque ocean of capital. To ascribe lasting significance to such a movement would be… premature.
The stock market, being the stock market, noticed. A couple of companies went up. Then, predictably, wobbled. That’s when you look, if you’re the looking type. Cameco and Centrus Energy. Two names. Two bets on the future, or at least the next decade. Worth a glance, maybe.
The question of another split hangs in the air, a minor irritation. Management, one assumes, has more pressing concerns than catering to the whims of those who believe a larger number of shares equates to greater wealth. Still, it is worth examining the history. Nvidia has split its stock six times since its inception, a habit not entirely unlike a nervous tick. Microsoft, with nine splits, appears positively frantic. A company’s past behavior, however, is seldom a reliable predictor of its future composure.