Last week's biggest large-cap laggards were Nike, Arm, and Lennar, sliding on weak China demand, analyst downgrades, earnings/CFO headlines, and broader crypto/energy pressure.
Trump and nine major pharmaceutical companies struck deals to lower drug prices for cash payers and Medicaid, with over $150 billion pledged for U.S. R&D and manufacturing.
Jabil heads into its next earnings report with Bank of America highlighting resilient AI demand, new capacity projects and a strategic power-infrastructure deal.