David Wainer

The technology has arrived in the drug lab. But should investors pay up for it?

David Wainer Artificial intelligence has proven it can speed up what humans already know how to do: write software, summarize earnings calls and automate routine tasks.

Investors have rightly given up on companies such as General Mills and Kraft Heinz, which are squeezed by everything from inflation to GLP-1s.

David Wainer America's biggest food companies have tried everything to win shoppers back. They've cut prices, ramped up marketing and added protein to everything from Cheerios to Goldfish.

Few big-pharma bosses enjoy a stronger reputation on Wall Street than AstraZeneca's chief executive, Pascal Soriot.

The logic of a pharma megamerger is questionable, but AstraZeneca’s record isn’t.

Forget drug pipelines and clinical trials. These days, every healthcare trader has to be a part-time AI specialist just to keep up.

Big healthcare companies are increasingly trading opposite to tech.

Forget drug pipelines and clinical trials. These days, what matters most to large-cap pharma and health insurance stocks right now is the momentum of the artificial-intelligence boom. When chips sell off, healthcare has tended to catch a bid. Read more:

Big healthcare companies are increasingly trading opposite to tech.