Proshares Russell Us Dividend Growers Etf (TMDV)
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Proshares Russell Us Dividend Growers Etf (TMDV) News
Day 2 of the 2026 National Reimbursement Drug List (NRDL) negotiations: Two CAR-T therapies vie for basic medical insurance coverage as executives from multiple companies maintain on-site presence.
1. As the national reimbursement drug negotiations entered their second day, several innovative drugs and products with high clinical value were brought to the negotiating table; 2. In line with past practice, innovative drugs that are relatively more difficult to negotiate, such as anti-cancer medications and treatments for rare diseases, tend to be scheduled more intensively in the subsequent days. The lineup of participating companies suggests that this arrangement has largely been maintained.
On-the-ground report from Day 2 of the 2026 NRDL negotiations: Blockbuster oncology drugs, including CAR-T therapies and the world’s first bispecific antibody-drug conjugate (ADC), made their debut, while products covered by commercial insurance sought to
① On the second day of national reimbursement negotiations, the focus shifted to innovative oncology drugs, with nearly 20 companies—including Hengrui Medicine, Eli Lilly and Co, Novartis, and Innovent Biologics—participating in the morning session; ② In the afternoon, multinational pharmaceutical firms took center stage, with Merck & Co, Roche, and Johnson & Johnson successively entering negotiations as several blockbuster innovative drugs were brought to the table; ③ Companies such as Heyuan Biopharma and JW Therapeutics, which emerged as new entrants in commercial health insurance formularies last year, are once again attempting to break into the basic medical insurance scheme, marking the transition of dual-formulary alignment into the practical implementation phase.
Insider Trades: Nvidia, TSMC, and Johnson & Johnson Among Notable Names
As U.S. consumption downgrades and hedge funds retreat, Wall Street adopts an attitude of "indifference and caution" toward retail stocks.
Accelerating sales at U.S. discount stores, coupled with slowing growth momentum at Walmart and Costco, have sparked market discussions about consumption downgrading. Goldman Sachs notes that U.S. hedge funds’ aggregate exposure to retail stocks has fallen to multi-year lows, indicating a systematic withdrawal of institutional capital from the sector. UBS Group characterizes market sentiment as "apathetic, cautious, and frustrated," warning that consumer stocks face multiple headwinds, including shrinking purchasing power, high interest rates, tariffs, freight costs, and geopolitical turbulence.
Lululemon's Margin Problem Could Spell Trouble for These ETFs
Lululemon Athletica Inc.'s (NASDAQ:LULU) latest earnings offered investors a deceptively positive number. Its second-quarter gross margin rose 200 basis points to 60.5%, but that improvement was
The trillion-dollar “arms race” enters a phase of full-speed expansion! From chips to software, which of the 65 core U.S. AI concept stocks is burning cash the fastest?
The capital expenditure race for AI infrastructure: These tech stocks are ramping up spending.
'Haleon Says It Negotiated Better Walmart, Target Shelf Space Via U.S. Price Deals; Haleon Says Improved Shelf Positions Are Driving U.S. Market Share' - Reuters Exclusive
Haleon offers lower prices, promotions, new products and exclusivity to secure improved shelf positionsNielsenIQ data shows Haleon's U.S. consumer health market share has grown every month since
U.S. August Employment Report: Despite expectations of improvement, concerns persist over a second consecutive monthly decline, with the negative surprise triggering dollar selling.
In the August employment report released by the U.S. Bureau of Labor Statistics, the unemployment rate is expected to remain at a historically low level of 4.1%, unchanged from July. Non-farm payrolls are anticipated to rebound by 50,000, recovering from the 23,000 decline recorded in July. The ISM Manufacturing Employment Index, a leading indicator, stood at 51.2, marking the second consecutive month above the 50 threshold and indicating expansion, following July's reading of 52.8; however, this figure fell short of expectations. Meanwhile, the August ADP National Employment Report, which tracks private-sector hiring, showed an increase of 38,000 jobs, the weakest growth since January.
Most and Least Shorted Mid- to Mega-cap Healthcare Stocks at the End of August
ADP Employment Report Misses Expectations! US Labor Market Cools as Manufacturing Hiring Stalls
U.S. private-sector employment increased by only 38,000 jobs in August, marking the slowest pace of growth since January. Weakness in the manufacturing and professional services sectors has softened the overall hiring market, while wage growth for low-paying jobs has lost momentum.
A Surprising Number of Survivors from the “SaaS Apocalypse”! Seven Months After the AI Shock, Numerous Software Companies Are Making a Strong Recovery
Seven months after the panic over the “demise of SaaS,” a major reversal has occurred. Salesforce’s strong performance has become a turning point in market sentiment, driving significant gains in software stocks such as Okta (up 86% year-to-date) and CrowdStrike. The market is reassessing AI’s impact on SaaS: companies with genuine professional moats, data assets, and complex solutions are difficult for AI to replace, while low-barrier, easily replicable SaaS offerings continue to face pressure, further intensifying industry divergence.
Wall Street's Most Accurate Analysts Weigh In On 3 Consumer Stocks With Over 3% Dividend Yields
During times of turbulence and uncertainty in the markets, many investors turn to dividend-yielding stocks. These are often companies that have high free cash flows and reward shareholders with a
Reluctance to sell off? Keep a close watch on employment-related indicators and earnings announcements.
(As of 1:30 PM) S&P 500 Futures: 7,634.75 (-8.00); Nasdaq 100 Futures: 29,048.00 (-77.50). In the U.S. stock futures market, S&P 500 and Nasdaq 100 futures edged lower, while Dow futures fell by $13. With rising U.S. interest rates and higher crude oil prices, the U.S. stock market appears poised to open with selling pressure. On the previous trading day, the three major indices in the New York market closed lower for the third consecutive session. The Dow faced selling pressure from the outset, closing down $419 at $52,766.
Australian GDP, Reserve Bank of New Zealand policy rate decision, US ADP employment report, etc. (2nd)
Note: Figures represent market consensus and previous values--------------------------------------------------------------------September 2 (Wed) Domestic 08:50 Monetary Base (August) -13.8% 10:30 BOJ Policy Board Member Takada to speak at the Sapporo Financial and Economic Discussion Meeting, followed by a press conference Overseas 10:30 Australia GDP (Apr-Jun) 1.9% 2.5% 11:00 New Zealand
Ten Top-performing Utilities Stocks as August Comes to a Close
Goldman Sachs’ “AI in Action”: How a Top Investment Bank Is Exploring the Productization of Agents
The financial industry cannot accept AI that is merely "good enough."
Take Salesforce as an example: AI is transforming software pricing models.
Salesforce allows customers to pay based on business outcomes—moving beyond mere task计量 to a model where it charges $2 only after helping the client earn $20. OpenAI, Sierra, and others are also adopting this "pay upon task completion" approach. However, outcome-based pricing carries inherent attribution risks: should performance be credited to AI or to marketing efforts? This pricing experiment will determine whether established software giants can successfully reinvent themselves amid the AI wave.
Ahead of Earnings, Lululemon Stock Trades Like a Discount Rack
Lululemon Athletica (NYSE:LULU) stock has traded sideways over the past two months as investors await greater clarity on the company's turnaround strategy ahead of Heidi O'Neill's transition to CEO.
Global Market Outlook for Next Week: August Non-Farm Payrolls Data in Focus; Broadcom Earnings Follow NVIDIA
① A wave of U.S. data releases—including employment figures, JOLTS, ADP, and ISM reports—will prompt the market to reassess the likelihood of a Federal Reserve rate hike in September; ② S&P 500 Q2 earnings are projected to rise 34.5% year-over-year, with performance from technology companies such as Broadcom serving as a litmus test for whether corporate profits can continue to support U.S. equities.
J&J's Stelara Granted Approval for Pediatric Ulcerative Colitis