Nvidia Corp (NASDAQ:NVDA, XETRA:NVD) and Eli Lilly and Co (NYSE:LLY) have announced the creation of a new AI-focused co-innovation lab aimed at accelerating drug discovery and development. The lab will combine Lilly's expertise in medicine discovery, development, and manufacturing with Nvidia's AI and computing capabilities, the companies announced on Monday.

GRAIL, Inc. (GRAL) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript

Scholar Rock Holding Corporation (SRRK) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript

The Consumer Electronics Show (CES) took place last week in Las Vegas and the convention served as a reminder that Nvidia (NVDA) is a bellwether stock – a logical status given that it's the largest company in the world by market value.

XPEV's recent meltdown triggers a compelling dip buying opportunity, aided by the cheaper valuations and the bounce off the established floor at $18s. XPEV is on track for break-even operations by FQ4'25, supported by the robust Q4'25 delivery numbers and the expanding FQ3'25 margins. The company's strong cash position of $6.79B and Volkswagen partnership provide ample runway for aggressive R&D efforts and overseas expansion.

I am rating Coherent Corp. a Strong Buy rating, due to robust growth and three powerful structural tailwinds: AI data center demand, essential photonics infrastructure, and portfolio simplification. COHR delivered 17% y/y revenue growth to $1.58B, with data center & communications segment up 26%, driving 73% EPS growth and 200bps gross margin expansion. COHR's growth far outpaces peers—20.8% y/y revenue growth vs. 8% sector median—yet its FWD PEG ratio (1.04x) remains 38% below sector median, highlighting undervaluation.

MAIN stands out as the most resilient and effective BDC but trades at a nearly 90% NAV premium. MAIN's income remains stable despite Fed rate cuts, with Q3 2025 NII per share up 1% year-over-year. MAIN's unique portfolio mix—65% floating-rate debt, 30%+ equity exposure—mitigates rate risk and supports NAV growth.

SAN DIEGO--(BUSINESS WIRE)--Johnson Fistel, PLLP announces an investigation into potential breaches of fiduciary duty by the Board of Directors of Grindr Inc. (NYSE: GRND). The investigation concerns the Board's decision to terminate negotiations with Grindr's controlling stockholder and whether that decision—and related recent corporate actions—were consistent with the duties owed to all stockholders, particularly minority holders. We are reviewing whether the Board's choices may have impacted.

Alphabet Inc. is downgraded from Strong Buy to Buy after a 19.7% rally compresses near-term upside. GOOGL's AI initiatives, especially Gemini and new retail partnerships, are rapidly translating optionality into tangible revenue streams. Recent advances in Google Cloud and the launch of Ironwood TPU reinforce efficiency and long-term growth drivers.

AppLovin (APP) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Robinhood Markets (HOOD) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

CVS Health (CVS) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Ford Motor (F) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Delta (DAL) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

APTIV HLDS LTD (APTV) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Leidos (LDOS) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Vertex (VRTX) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Dutch Bros (BROS) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Enphase Energy (ENPH) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Copa Holdings (CPA) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.