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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>
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.
Wednesday, J.B. Hunt reported earnings per share of $1.91, up 45% year over year, from sales of $3.5 billion, up 19%.
Nvidia and Palantir are partnering up for sovereign AI.
Taiwan Semiconductor Manufacturing beat analyst estimates for the second quarter and with its outlook. But TSM stock fell.
Psychedelic drugmaker AtaiBeckley was surging 50% ahead of the open Thursday following a report that pharma giant Eli Lilly is nearing a deal to buy the company . A deal, being negotiated at a premium, could be announced as early as this week, Bloomberg reported, citing people familiar with the matter. The shares jumped 22% in a single day in April when President Donald Trump signed a directive to accelerate the Food and Drug Administration’s review of psychedelic drugs for serious mental illnesses.
The speedy clearance of Lipfendra is an important milestone for Merck and the result of a controversial voucher program put in place by former commissioner Marty Makary.
Generating cash is essential for any business, but not all cash-rich companies are great investments. Some produce plenty of cash but fail to allocate it effectively, leading to missed opportunities.
The collaboration allows customers to have video games, consoles, accessories, collectibles and other electronics delivered from GameStop stores across the US.
By Akash Sriram July 16 (Reuters) - Global investment in space startups was near record levels in the second quarter, buoyed by investor enthusiasm following SpaceX's nearly $86 billion initial public
The contract is part of a multibillion-dollar agreement connected to one of the world’s largest unconventional gas development initiatives.
The AI factory will provide the computing foundation to develop multimodal foundation models for physical AI.
Morningstar says a Stripe-led takeover makes strategic sense but questions whether the reported $60.50-a-share offer will ultimately materialize.
Exchange-traded funds have been a fixture of financial markets since the 1990s as a popular low-cost way for investors to buy baskets of stocks and trade them like shares on a brokerage account. Leveraged ETFs, which promise to multiply the daily returns of their targets, have been around for two decades and are now exploding in popularity, particularly around the AI theme and some of the companies at the forefront of hardware sales. Single-stock leveraged ETFs, which launched in the U.S. in 2022, are booming in Asia as a way to juice bets on South Korean chipmakers Samsung Electronics and SK Hynix and are driving so much money they are reshaping the market, lifting volatility and worrying regulators.
Larry Fink said reduced leverage had made Bitcoin and crypto markets more stable. BlackRock’s IBIT recorded $138.9 million in net inflows, bringing total US spot ...
GXO Logistics (GXO) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions could translate into further price increase in the near term.
All of these tech players have delivered significant gains.
Microsoft stock looks like a bargain heading into its upcoming quarterly earnings report.
Taiwan Semiconductor raised 2026 capital spending to between $60 billion and $64 billion.
(Bloomberg) -- Sign up for the Next Japan newsletter, for an inside view of the forces reshaping Japan, and what’s next for its businesses, markets and consumers.Most Read from BloombergThailand Scraps Plan to End Visa-Free Entry for Indian TouristsOpenAI’s First Device Will Be Movable, Screenless Speaker Built as AI CompanionCIA Says AI Drones Give Russian Troops Only 30 Minutes to LiveOnePlus, Once Popular with Tech Fans, to Pull Out of US and EuropeTrump Drops 20% Fee for Hormuz Cargo After G
J&J’s fast-growing Inlexzo bladder-cancer franchise could make IBRX either strategically attractive or a direct rival.
Electrovaya Inc. (ELVA) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.
Square, part of Block (NYSE:XYZ), expanded its partnership with Honolulu Cookie Company across 14 retail locations. The retailer is using Square Loyalty, integrated inventory tools, and a centralized customer directory as it opens a new flagship store. The rollout reflects wider use of Block's commerce platform by a midsize business with multi-state expansion goals. For investors tracking Block, this expanded Square deployment at Honolulu Cookie Company adds a concrete example of how the...
(Bloomberg) -- Uber Technologies Inc. has agreed to buy Delivery Hero SE in a deal that values the German food-delivery company at $14.8 billion.Most Read from BloombergThailand Scraps Plan to End Visa-Free Entry for Indian TouristsOpenAI’s First Device Will Be Movable, Screenless Speaker Built as AI CompanionCIA Says AI Drones Give Russian Troops Only 30 Minutes to LiveOnePlus, Once Popular with Tech Fans, to Pull Out of US and EuropeTrump Drops 20% Fee for Hormuz Cargo After Gulf PressureUber
Uber Technologies agreed to acquire Germany’s Delivery Hero in a deal that values the German food-delivery company at $14.8 billion and seeks to strengthen the U.S. tech company’s footprint in international markets. The San Francisco-based company said Thursday that it entered into a combination agreement with Delivery Hero under which it will offer 41.50 euros a share in cash.
The world’s largest contract chip maker posted its fifth straight quarter of record earnings amid voracious global appetite for artificial-intelligence infrastructure.
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