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Alibaba and Baidu Rally as Apple Expands AI Push in China

The chipmaker guided third-quarter revenue above $45 billion as its 2-nanometer node ramps

Johnson Matthey (LON:JMAT) told shareholders at its 2026 Annual General Meeting that it remains on track with its restructuring plans and medium-term commitments, while highlighting progress on cash generation, portfolio changes and new investments. Opening the meeting, Chair Andy said his first ye

UnitedHealth Stock Rallies as Profit, Revenue Top Wall Street Expectations

The jet engine maker lifted its adjusted EPS forecast to $7.65–$7.85, up from $7.10–$7.40, after revenue climbed 21% in the quarter

By 30 June 2026, total assets under management or supervision stood at $2tn.

Both ATAI and CMPS stocks were among the top trending on Stocktwits in pre-market trade.

Eli Lilly has struck a deal to buy mental-health-focused AtaiBeckley for an initial $2.8 billion, continuing the drugmaker’s recent buying spree.

The health insurance giant posted adjusted earnings of $6.38 per share, well above Wall Street estimates, and lifted its full-year adjusted profit guidance to $19.50–$20.00 per share

SpaceX stock has lost altitude recently, creating an opportunity for Cathie Wood’s ARK Invest. ARK is a big believer in Elon Musk. Coming into Thursday trading, SpaceX stock was down for three consecutive days and seven of the past nine days, leaving shares just 27 cents above the $135 IPO price.

They've not been all that magnificent of late, but the sellers behind a few of their recent setbacks seem to have overshot their target.

Health insurance company UnitedHealth (NYSE:UNH) announced better-than-expected revenue in Q2 CY2026, but sales were flat year on year at $112 billion. Its non-GAAP profit of $6.38 per share was 30.6% above analysts’ consensus estimates.

In mid-July 2026, Newmont Corporation, the world’s largest gold miner, received multiple analyst upgrades highlighting improved operational efficiency, growing free cash flow and active share buybacks amid rising unit costs and ongoing integration of its Newcrest acquisition. These updates underline how Newmont’s efforts to streamline its portfolio and invest in lower-cost core assets are reshaping how analysts view the balance between its cost pressures and long-term gold exposure. We’ll...

It's been easy to get entranced with the largest S&P 500 stocks. But there's a shift worth noticing to smaller stocks.

Eli Lilly has struck a deal to buy mental-health-focused AtaiBeckley for an initial $2.8 billion, continuing a recent buying spree. Eli will pay $6.75 a share in cash for the biopharma company, a 26% premium to yesterday's closing price of $5.

Investing.com -- GE Aerospace reported second-quarter results that exceeded analyst expectations and raised its full-year outlook across all metrics, driven by robust commercial services growth.

Chinese rival to Micron could shake up the chip market, U.S. will put 25% tariff on some Brazilian goods, United Airlines raises full-year guidance, and more news to start your day.

The AI lab will support rapid prototyping, validation, and scaling of industrial automation for enterprises in mobility and manufacturing.

The First Trust Rising Dividend Achievers ETF has a performance history that rivals any dividend ETF available today.

Citi has initiated coverage of Hikma Pharmaceuticals PLC (LSE:HIK, OTC:HKMPF) with a 'buy' rating and a £17 price target, arguing the generic drugmaker's current valuation offers a compelling entry point. The 12-month target, based on a sum-of-the-parts valuation, implies a share price return...

UnitedHealth Group crushed Q2 earnings forecasts amid lower-than-expected benefit costs and gave a big boost to its full-year outlook. Humana, Centene and CVS Health all got a sizable lift from the warm reception for UnitedHealth's earnings report.

Companies with more cash than debt can be financially resilient, but that doesn’t mean they’re all strong investments. Some lack leverage because they struggle to grow or generate consistent profits, making them unattractive borrowers.

RWR offers lower fees and boasts stronger one-year returns, while GQRE offers global diversification and a higher dividend yield.

Investing.com -- UnitedHealth Group (NYSE:UNH) reported second quarter results that exceeded analyst expectations across earnings, revenue and guidance, sending shares up 7% premarket as investors responded positively to the healthcare giant's improved outlook.

Uber Technologies (NYSE:UBER) has reached an agreement to acquire Germany’s Delivery Hero (TG:DHER) in a transaction valued at approximately $14. 8 billion, strengthening its international food delivery operations as competition across the sector continues to intensify.

The best-performing stocks typically have robust sales growth, increasing margins, and rising returns on capital, and those that can maintain this trifecta year in and year out often become the legends of the investing world.

<body><p>STORY: From SK Hynix shares yo-yoing to Apple suing OpenAI...</p><p>This is AI Weekly.</p><p>:: AI Weekly</p><p>SK Hynix shares went on a wild ride after its U.S. listing last week.</p><p>Shares plunged 15% in trading on Monday, marking the South Korean chip giant's biggest one-day fall on record.</p><p>But the firm's stock bounced back almost 13% later in the week.</p><p>It followed gains made in U.S. tech stocks after softer-than-expected U.S. inflation data and upbeat analyst forecasts for AI memory demand.</p><p>Meta plans to produce AI chips this September.</p><p>That's according to a memo seen by Reuters.</p><p>The move would help Meta gain more independence from chip suppliers like Nvidia.</p><p>Apple sued OpenAI and two former employees.</p><p>The U.S. tech giant alleged misappropriation of its trade secrets to benefit the ChatGPT-maker's move into consumer hardware.</p><p>It accused OpenAI of orchestrating an effort to acquire and exploit Apple's confidential information through former employees, recruiting practices and supplier relations.</p><p>OpenAI said in a statement they "have no interest in other companies’ trade secrets."</p><p>IBM shares plunged by a quarter in one day.</p><p>Investors sold off after the U.S. tech company signaled the AI infrastructure boom has drawn spending away from the software sector.</p><p>IBM said it expected revenue to rise just 1% in the second quarter, falling short of Wall Street hopes.</p><p>The announcement added to worries over a software industry already rocked by the rise of AI tools.</p><p>And TSMC raised it forecast for capital spending by up to 14% for this year.</p><p>It comes after the chipmaker and major Nvidia supplier posted a 77% jump in second-quarter profit of $22 billion.</p><p>That was well ahead of market forecasts and the firm's ninth straight quarter of double-digit percentage growth.</p><p>Looking ahead, capital expenditure for this year is forecast to now be between $60 billion and $64 billion.</p></body>

The healthcare giant posts better-than-expected second-quarter earnings and hikes its full-year guidance.

Rocket stocks have been on a wild ride lately.

AtaiBeckley (NASDAQ:ATAI) shares jumped as much as 53% in premarket trading on Thursday after reports emerged that Eli Lilly (NYSE:LLY) is in discussions to acquire the psychedelic drug developer. Potential deal would broaden Lilly’s neuroscience portfolioAccording to BMO Capital Markets analyst Evan David Seigerman, an acquisition of AtaiBeckley would strengthen Eli Lilly’s presence in psychiatry while supporting its strategy of expanding beyond its established cardiometabolic business.