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Lilly Stock Jumps on Earnings Beat as Mounjaro Revenue Nearly Doubles
Barrons.com14d agoneutral
Lilly Stock Jumps on Earnings Beat as Mounjaro Revenue Nearly Doubles

Eli Lilly posted a blockbuster second quarter fueled by continued demand for its portfolio of GLP-1 medications. The world’s biggest drugmaker by market value reported adjusted earnings of $8.38 a share in the period, better than the $6.01 consensus estimate among analysts polled by FactSet. Revenue surged 48% to nearly $23 billion—Wall Street was looking for $20.7 billion.

This Week In AI Chips - AI Efficiency Boost Through Multiverse And Qualcomm Collaboration
Simply Wall St.14d agoneutral
This Week In AI Chips - AI Efficiency Boost Through Multiverse And Qualcomm Collaboration

A recent collaboration between Multiverse Computing and Qualcomm Technologies aims to enhance the efficiency of AI operations in data centers globally. This partnership will optimize AI models specifically for Qualcomm's Dragonfly AI200 and AI250 accelerators, focusing on improving performance and reducing power consumption. Live demonstrations have shown significant gains in response times and throughput, without sacrificing accuracy, using compressed AI models in real-world scenarios. As...

Bloomberg14d agoneutral
Uber, Wayve Win Licenses for Supervised Robotaxis in London

(Bloomberg) -- Uber Technologies Inc. and UK startup Wayve Technologies Ltd. received permits to launch their robotaxi service in London with a safety driver, getting out ahead of Waymo and Baidu Inc.’s planned rollouts.Most Read from BloombergTrump Says Iran Talks Going Well as Hopes Rise for Hormuz DealSpaceX’s AI Splurge Puts Damper on Debut Earnings After IPOChina’s AI Blitz Creates ‘Death Zone’ for Rival US Model MakersTaco Bell Met With Michigan on Parasite Weeks Before RecallBeer Dynasty

Investing.com14d agoneutral
Disney earnings beat lifts shares despite revenue miss

Investing.com -- Walt Disney Co (NYSE: DIS) shares rose 4.9% premarket after the entertainment giant reported third-quarter adjusted earnings that exceeded Wall Street expectations, though revenue came in slightly below estimates.

Bloomberg14d agoneutral
Carry Trade Is Powering On as Investors Sidestep Yen’s Gains

(Bloomberg) -- Emerging-market carry trades, some of this year’s most popular foreign-exchange bets, are showing resilience even after joint US-Japan currency intervention dented the appeal of this yen-funded strategy.Most Read from BloombergTrump Says Iran Talks Going Well as Hopes Rise for Hormuz DealChina’s AI Blitz Creates ‘Death Zone’ for Rival US Model MakersSpaceX’s AI Splurge Puts a Damper on Debut Earnings After IPOBeer Dynasty Families Sell €731 Million Stake in AB InBevTaco Bell Met W

Marathon Petroleum (MPC) Stock May Be 20% Undervalued On Cash Flow
Simply Wall St.14d agoneutral
Marathon Petroleum (MPC) Stock May Be 20% Undervalued On Cash Flow

Marathon Petroleum's share price has climbed sharply in recent years, yet the current Discounted Cash Flow (DCF) intrinsic value estimate still points to the stock trading at a discount to that valuation. Over the past 5 years, Marathon Petroleum has delivered a total return of about 7x, which puts recent gains in a longer term context that investors may consider when thinking about valuation today. The key support for the current valuation can come from Marathon Petroleum's ability to turn...

Is Super Micro Computer (SMCI) Fully Valued On Its New AI Server Push?
Simply Wall St.14d agoneutral
Is Super Micro Computer (SMCI) Fully Valued On Its New AI Server Push?

Super Micro Computer (SMCI) is back in focus after rolling out new high-density AI data center racks and H15 servers, paired with management’s confident AI demand outlook and reinforced ties to Nvidia, AMD, and Intel. See our latest analysis for Super Micro Computer. Those new AI racks and H15 servers have arrived alongside a sharp short-term rebound in Super Micro Computer’s stock, with a 7 day share price return of 23.31% and a 30 day share price return of 16.55%. However, the 1 year total...

Netlist, Samsung settle patent disputes in new five-year memory deal
Reuters14d agoneutral
Netlist, Samsung settle patent disputes in new five-year memory deal

Netlist has struck a five-year deal to license its memory chip patents to Samsung Electronics, ‌it said on Wednesday, gaining access to the ‌South Korean firm's products and ending years of legal disputes between the companies. Here ​are some details: • Netlist develops advanced memory and storage technologies, including server memory and high-bandwidth memory technologies used in AI computing. Samsung will receive access to Netlist's patent portfolio, including its ‌server dual in-line memory ⁠module and high-bandwidth memory technologies used in AI servers and high-performance computing.

Ford Motor (F) On Q2 Loss And Ford Pro Narrative, Is It Fully Valued?
Simply Wall St.14d agoneutral
Ford Motor (F) On Q2 Loss And Ford Pro Narrative, Is It Fully Valued?

Q2 2026 earnings headline for Ford Motor stock Ford Motor (F) has become a focus for investors after its second quarter 2026 report showed revenue of US$48,296 million and a net loss of US$1,327 million from continuing operations. See our latest analysis for Ford Motor. The latest earnings release, dividend affirmation and the planned European joint venture with Geely all landed against a backdrop of mixed price action for Ford Motor. A 90 day share price return of 17.01% and a 1 year total...