The article examines Johnson & Johnson (JNJ) and Amgen (AMGN), two dividend stocks that have outperformed the market in 2026. For J&J, revenue and earnings beat expectations and guidance was slightly raised, but its medtech unit faces weaker Impella demand and a Class 1 recall in the U.S.; the article still sees long-term prospects intact, citing new drug launches, the OTTAVA surgical system, a proposed $5.5 billion talc settlement and a 64-year dividend increase streak. Amgen's second-quarter revenue rose 10% to $10.1 billion despite FDA moves to remove Tavneos and falling denosumab sales after losing exclusivity. The article says growth drivers such as Tezspire, Tepezza and the MariTide obesity candidate could offset these headwinds.
Summary written by Upside AI from the original article. Read the source for full details.
Read the original on Yahoo Finance ↗
Related tickers and likely impact
NVDA
• NeutralNvidia
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Semiconductors |
| Market cap | $5.2T |
| Close on 10/20/2026 | 216.48 |
| Change that session | -0.28% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
Related news
- Major gold holder backs NVIDIA challenger
- Tech companies need more data centers. So why are nearly half of all planned projects delayed or canceled?
Global hyperscale spending is projected at about $700 billion, yet many U.S. data center projects are running late: according to the Sandstone Group, nearly half of planned projects are behind schedule, while industry research puts 30% to 50% of the 16 GW of U.S. capacity due online at risk of severe delays or cancellation. Allianz Research cites lengthy permitting, a shortage of roughly 439,000 skilled construction workers, and electrical equipment deficits as key reasons. In markets such as Northern Virginia, Phoenix and Dallas, waits to clear grid interconnection queues routinely run four to seven years. Oracle and OpenAI also scrapped plans to expand the 1,000-acre Crusoe Energy-developed AI campus in Abilene, Texas, from 1.2 GW to 2.0 GW, after negotiations stalled over financing and utility timelines.
- Amazon stockpiles Nvidia AI hardware ahead of power availability -Business Insider
Amazon has agreed to buy billions of dollars of Nvidia GPUs before its data centers have enough power to run them, according to internal August emails obtained by Business Insider. Under a new Early Rack Receipt program, the company is taking delivery of about $5 billion in Nvidia GB300 server racks at U.S. facilities, with plans to accept another $3 billion each month. Because several AWS sites lack the utility capacity to energize servers, some hardware sits idle in warehouses as dark GPUs, tying up capital before it generates cloud revenue. The move comes as Amazon projects roughly $220 billion in capex this year and posted negative free cash flow last quarter for the first time since 2023. An Amazon spokesperson called the staging a best business practice for rapid installation once power arrives and disputed reports that the company lacked a clear path to bring the sites online.
- Anthropic Is in Talks for Another $45 Billion AI Deal. Nvidia Could Be a Big Winner.
Anthropic, the company behind Claude, is reportedly in talks with British neocloud provider Nscale to expand an existing compute deal by about $45 billion in contract value, which would bring its total Nscale commitment to roughly $90 billion. The proposed deal would add 460 megawatts of capacity using Nvidia's Vera Rubin chips in a second building at Nscale's Monarch campus in West Virginia, plus a right of first refusal on a planned third building. Nscale's customer base is highly concentrated, with Microsoft and Anthropic accounting for about 85% of its contract value, and Microsoft pulled out of a planned UK data center after power connection delays. Anthropic is preparing an IPO reportedly targeting a $1.5–2 trillion valuation, with 2025 revenue of about $4.6 billion, $7.33 billion spent on computing and infrastructure, and an operating loss of over $8 billion.
- Nvidia Reportedly Just Landed $35 Billion In Chip Orders From Chinese Companies. Here's Why That Could Be Great News for the Stock
Reuters, citing anonymous sources, reported that Chinese companies including ByteDance, Alibaba and Tencent ordered more than 3 million Nvidia Blackwell chips, worth a collective $35 billion. Nvidia's guidance, including projected third-quarter fiscal 2027 revenue of around $108 billion, has not included potential sales to Chinese companies. However, one source told Reuters Nvidia may fill only 5% to 10% of these orders, with capacity of at most 3 million Blackwell chips globally in 2027. The stock, which has fallen over 9% recently amid AI concerns and carries a roughly $5.2 trillion market cap, rose only marginally on the news.
- Investment summit: German government strikes AI deal with Nvidia
At the Invest in Germany summit in Berlin, the federal government reportedly struck an AI cooperation deal with Nvidia, with a federal contribution to the partnership. Nvidia CEO Jensen Huang said it pained him to see Germany fall behind, yet he still believes in the country, and around a dozen German firms including Siemens and Audi are expected to join the project. Chancellor Merz urged companies to open their industrial data for AI to safeguard competitiveness in sectors like automotive. Amazon plans to invest around 16 billion euros in Germany in 2027, including 4.8 billion euros for AWS mainly in the Frankfurt am Main region. The IMF now forecasts 1.3 percent growth for Germany in 2026, up from 0.7 percent previously.
Related markets
Latest news
- The U.S. Army Is Spending $2.2 Billion on Micro Nuclear Reactors. This Stock Could Benefit.
On Aug. 26, the U.S. Army announced $2.2 billion in funding for several companies to own, build and operate nuclear microreactors for military installations, under its Janus Program launched in 2025. The goal is to supply safe, reliable power to the military through more than 20 microreactors, which are factory-assembled modular designs that can be built faster and at lower cost than large plants. BWX Technologies (BWXT) was selected as one of the vendors, given its long history of building reactors for the U.S. Navy. BWXT shares rose about 136% over five years but fell about 40% over the past six months, and the company recently raised its 2026 guidance for revenue, adjusted EBITDA, non-GAAP EPS and free cash flow. The article notes BWXT has a proven record of deploying its technology and earning profits, unlike some SMR companies without earnings.
- Utah AG sues Kalshi, pursues profits from prediction market company
Utah Attorney General Derek Brown sued Kalshi, its affiliates and two Susquehanna trading companies, alleging the prediction market platform has facilitated illegal betting in the state since 2024. Utah asked the court to compel the companies to return about $30 million to $60 million in profits and to stop sports, election, politics and culture bets in Utah. The lawsuit alleges Kalshi illegally served more than 32,000 users in the state, causing significant losses. A judge had earlier ruled for Utah in August, and an appellate court denied Kalshi's injunction request in September. The case is one of many filed by states against prediction market platforms such as Kalshi and Polymarket, as the U.S. Supreme Court considers New Jersey's case.
- JPMorgan Puts a Number on Bitcoin for the First Time: 10% a Year, With a Big Caveat
J.P. Morgan Asset Management projected a 10% compound annual return for Bitcoin over the next 10 to 15 years in its 2027 Long-Term Capital Market Assumptions, the first time the report includes the asset. That forecast tops its estimates for U.S. large-cap stocks (7.5%), gold (5.5%) and a 60/40 stock-bond portfolio (7%), but the report puts Bitcoin's annualized volatility at 55%, versus about 17% for gold. The firm still excludes Bitcoin from its main covariance matrices, citing volatility and unstable correlations, and rejected the currency debasement bull case as “wide of the mark.” Bitwise's Matt Hougan welcomed the forecast but argued the 55% volatility assumption is too high, making the return estimate too conservative. Meanwhile, U.S. spot Bitcoin ETFs drew $526.7 million on Monday, trimming October's net outflows to about $88 million.
- JPMorgan Puts a Number on Bitcoin for the First Time: 10% a Year, With a Big Caveat
J.P. Morgan Asset Management projected a 10% compound annual return for Bitcoin over the next 10 to 15 years in its 2027 Long-Term Capital Market Assumptions, the first time the report includes the asset. That forecast tops its estimates for U.S. large-cap stocks (7.5%), gold (5.5%) and a 60/40 stock-bond portfolio (7%), but the report puts Bitcoin's annualized volatility at 55%, versus about 17% for gold. The firm still excludes Bitcoin from its main covariance matrices, citing volatility and unstable correlations, and rejected the currency debasement bull case as “wide of the mark.” Bitwise's Matt Hougan welcomed the forecast but argued the 55% volatility assumption is too high, making the return estimate too conservative. Meanwhile, U.S. spot Bitcoin ETFs drew $526.7 million on Monday, trimming October's net outflows to about $88 million.
- Wall Street diverges Tuesday , industrials advance , techs slip
Industrial stocks rallied while tech lagged, although AI stocks firmed after recent sell-offs. The S&P 500 closed at 7,712.75, up 0.29 percent, while the Dow Jones Industrial Average gained 531.39 points (1.02 percent) to 52,497.42 and the Nasdaq Composite slipped 0.02 percent to 26,424.82. Jake Behan of Direxion said upcoming hyperscaler earnings would be the next major test for the AI trade, with guidance on ROI, data centre spending and 2027 capex seen as more important than headline earnings. In Asia, Japan’s Nikkei 225 fell 1.30 percent to 64,075.42 and South Korea’s KOSPI dropped 3.73 percent, while Indonesia’s IDX Composite rose 5.65 percent. The U.S. dollar weakened against major currencies, with EUR-USD at 1.1236.
- America's dismal housing market to get even worse in 2027, grim forecast predicts
Goldman Sachs expects America's housing market to stay frozen in 2027, with about 3.9 million existing homes changing hands, slightly fewer than this year and 26% below 2019 levels. Mortgage rates have climbed back above 7%, keeping buyers out while homeowners hold on to cheap loans: more than 95% of existing mortgage borrowers have rates below current market levels, and 65% are at least 2 percentage points lower. Rates have risen nearly 1.5 percentage points since February lows, and Goldman says affordability will increasingly weigh on activity. The Mortgage Bankers Association forecasts single-family mortgage lending will fall 5% in 2027 to just under $2 trillion, with new-home construction slowing. Housing-linked stocks are already down, with the SPDR S&P Homebuilders ETF off about 9% and the iShares Mortgage Real Estate ETF down about 24% this year.
Get the briefing on Telegram or Zalo
Join the Upside Telegram channel or Zalo group for the Vietnam stocks and gold briefing at 8:00 and 19:00 (Vietnam time) on trading days, plus a weekly wrap on Saturday morning.