Eli Lilly shares surged over 4.5% on analyst upgrades, acquisition rumors involving Ventyx Biosciences, and a new $1.3 billion research partnership.

The FTSE 100 index hit the brakes on Wednesday, retreating 0.7% after an impressive streak of record highs.

5 of 6 AI-semiconductor sub-segments gained an average 45% in 2025. This article outlines each segment’s focus, overall performance, and the results of its key constituents.