On the change side is Eli Lilly. The company's Form 10-K for 2025 (filed February 12, 2026, accession 0000059478-26-000013) reported total revenue of $65.18 billion, up from $45.04 billion in 2024 and $34.12 billion in 2023, with first-quarter 2026 revenue of $19.80 billion against $12.73 billion a year earlier. Those are not rounding-error revisions; they are the kind of figures that re-anchor how a name is modeled. The filing attributes the trajectory to incretin demand — Mounjaro, Zepbound, and the franchise around them — which the prior-year 10-K said accounted for 48 percent of total revenue.

On the noise side, in the technical sense, is Broadcom. Its 10-Q (filed September 10, 2025) again reiterates that VMware stockholders received approximately $30,788 million in cash plus shares in the 2023 acquisition — language essentially identical to the prior several quarterly filings. That is not a criticism; restated structural disclosure is exactly what a 10-Q is supposed to carry. But for a reader hunting for what changed, it is the story staying audible rather than the story moving.

The midweek discipline is to weight those two differently. New, quantified disclosure earns a model update; a faithfully repeated structural line earns a note that nothing has changed yet. Both are useful, and conflating them is how a desk talks itself into a narrative the tape did not actually deliver.

So the honest midweek read is one genuine mover and one steady-state restatement. Lilly gave the week a number to argue about. Broadcom gave it a reminder that its biggest integration is still in progress. Keep the open question open: the Broadcom payoff is a future-filings question, not a this-week one.

Both filings, and the figures quoted from them, were surfaced through SEC filings, the SEC filing data API and evidence index. The primary sources of record are the SEC filings themselves. See the SEC filing on sec.gov for the primary record, discovered via SEC filings, the SEC filing data API and evidence index.