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Further upside would require its pipeline to outperform already-high expectations, limiting the risk/reward at current levels.The analysts said they remain positive on near-term catalysts, especially Sac-TMT data at ESMO and TL1A trial results in ulcerative colitis and hidradenitis suppurativa. \"However, expectations are high, and the pipeline benefits from a halo effect. Any material disappointment could trigger a disproportionate negative reaction,\" the firm said.The analysts said that beyond the upcoming Q3 readouts, further upside would likely require more business development activity, faster growth outside Keytruda, or positive early-st","market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.mtnewswires.com/","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"mtnewswires_news","symbols":["LU2324357040.USD","LU0432979614.USD","LU0130517989.USD","LU1066051225.USD","LU2491049909.HKD","LU1989771016.USD","LU1974910355.USD","LU1037948897.HKD","LU2461242641.AUD","SG9999014559.SGD","SGXZ57979304.SGD","IE00BJT1NW94.SGD","LU1430594728.SGD","LU0689626769.HKD","GDOC","LU2491050154.USD","LU0965509101.SGD","LU1037948541.HKD","LU0098860793.USD","LU1093756325.SGD","VHT","SG9999014542.SGD","LU2357627491.SGD","LU0203345920.USD","LU0058720904.USD","LU0861579265.USD","PPH","LU0106261372.USD","LU0006306889.USD","LU1934455194.USD","LU0124676726.USD","LU1989772923.USD","IE00BSNM7G36.USD","LU0965509010.AUD","LU0289739699.SGD","IE00BBT3K403.USD","LU0234572021.USD","IE00BN8TJ469.HKD","LU0130102774.USD","HRTS","BMED","IE00BFTCPJ56.SGD","IE00B1BXHZ80.USD","LU1116320901.HKD","LU2361044865.SGD","SG9999013999.USD","LU1069347547.HKD","LU1983299246.USD","LU2023250843.SGD","LU0208291251.USD","LU1585245621.USD","LU0320765489.SGD","BK4585","LU2468319806.SGD","SG9999002232.USD","LU0203347892.USD","SG9999001176.SGD","SG9999001440.SGD","SG9999014575.USD","LU1057294990.SGD","LU2361045086.USD","LU0320765646.SGD","LU1291159041.SGD","LU0070302665.USD","LU1929549753.HKD","LU2023250504.SGD","LU0868494617.USD","LU0648001328.SGD","IE0002141913.USD","BK4534","MRK","BK4550","LU0965508806.USD","SG9999015341.SGD","FTXH","SG9999001176.USD","LU1162221912.USD","LU1571399168.USD","LU1035773651.USD","SG9999002224.SGD","LU0238689110.USD","IYH","LU1023059063.AUD","LU0122379950.USD","LU0265550359.USD","LU0477156953.USD","LU0980610538.SGD","XLV","LU2433249047.HKD","IXJ","LU1093756168.USD","IE00BLSP4239.USD","LU1941712264.USD","LU0265550946.USD","LU2125909247.SGD","SG9999015358.SGD","BK4588","LU1699723380.USD","LU2361044949.HKD","BK4516","LU1201861249.SGD","LU2491050071.SGD","BK4559","LU2360032135.SGD","LU1066051811.HKD","BK4007","FHLC","LU0211331839.USD","SG9999014567.USD","IHE","TRUH","LU1066053197.SGD","LU1941712348.USD","LU0868494708.USD","IE00B4R5TH58.HKD","LU1934455863.HKD","LU2125154778.USD","BK4533","LU1923622614.USD","PAWZ","LU1116320737.USD","LU1989772840.SGD","LU0266013472.USD","LU2106854487.HKD","LU1061106388.HKD","IE000M9KFDE8.USD","LU2112291526.USD","LU0859254822.USD","LU0823416689.USD","LU0965509283.SGD","IE00BLSP4452.SGD","IE00B2B36J28.USD","LU2125154935.USD","LU0985320562.USD","IE00BJJMRZ35.SGD","LU0942090050.USD","RXL","LU1066051498.USD","LU1917777945.USD","IE0009355771.USD","LU2125909593.SGD","JDOC","LU1934455277.USD","LU2089984988.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2660233757","title":"Nvidia's AI Demand, Rubin Ramp Support Strong Q2, RBC Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2660233757","media":"MT Newswires Live","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660233757?lang=en_us&edition=fundamental","pubTime":"2026-08-20 23:21","pubTimestamp":1787239317,"startTime":"0","endTime":"0","summary":"Nvidia  is expected to deliver another strong quarter as demand for AI compute remains strong and the initial Rubin platform ramp begins, RBC Capital Markets said.RBC models fiscal Q2 revenue of $91.1 billion and adjusted EPS of $2.06, compared with consensus estimates of $92 billion and $2.09, respectively. The firm expects fiscal Q3 revenue guidance to come in about 5% above the $103.8 billion consensus.The initial Rubin platform ramp is expected to carry a more than 50% average selling price premium, along with an estimated $10 billion of incremental standalone CPU opportunity in the second half of the year, according to the report Wednesday.RBC also pointed to Nvidia's access to component supply, citing $119 billion of purchase commitments in the last quarter. The firm expects gross margin of 75% in fiscal Q2 and Q3 and expects management to reiterate mid-70% gross-margin guidance for fiscal 2027.The investment firm said it projects more than $400 billion in free cash flow over 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Stocks Have Higher Valuations than Tech. They Deserve It.","url":"https://stock-news.laohu8.com/highlight/detail?id=2660330142","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660330142?lang=en_us&edition=fundamental","pubTime":"2026-08-20 23:21","pubTimestamp":1787239260,"startTime":"0","endTime":"0","summary":"AI is creating trillions in stock market value, but technology isn't the sector benefiting the most. That distinction falls to rusty old industrials.Take Nordson, for example. The company isn't a 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bullish activity in NVIDIA with shareslittle changed","url":"https://stock-news.laohu8.com/highlight/detail?id=2660233717","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660233717?lang=en_us&edition=fundamental","pubTime":"2026-08-20 23:20","pubTimestamp":1787239215,"startTime":"0","endTime":"0","summary":"Moderately bullish activity in NVIDIA (NVDA), with shares up 10c, or 0.04%, near $217.66. Options volume relatively light with 899k contracts 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