Nvidia and Eli Lilly launch Co-Innovation AI Lab to advance drug discovery — Positive
LLY NVDA Proactive Investors — January 12, 2026Nvidia 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 — Neutral
GRAL Seeking Alpha — January 12, 2026GRAIL, 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 — Neutral
SRRK Seeking Alpha — January 12, 2026Scholar Rock Holding Corporation (SRRK) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript
With Nvidia in the Limelight, Examine This Exciting ETF — Positive
NVDU ETF Trends — January 12, 2026The 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.
XPeng's Potential Breakout Ahead - I Am A Buyer Here — Positive
XPEV Seeking Alpha — January 12, 2026XPEV'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 Street Capital: Awesome Business And Terrible Price Make It A Hold — Positive
MAIN Seeking Alpha — January 12, 2026MAIN 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.
Johnson Fistel Investigates the Grindr Board for Potential Breaches of Fiduciary Duties Relating to the Grindr Buyout Termination — Neutral
GRND Business Wire — January 12, 2026SAN 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: Great Opportunities, But Let's Cool The Hype (Rating Downgrade) — Neutral
GOOG GOOGL Seeking Alpha — January 12, 2026Alphabet 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.
Will AppLovin (APP) Beat Estimates Again in Its Next Earnings Report? — Positive
APP Zacks Investment Research — January 12, 2026AppLovin (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.
Will Robinhood Markets (HOOD) Beat Estimates Again in Its Next Earnings Report? — Positive
HOOD Zacks Investment Research — January 12, 2026Robinhood 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.
Will CVS Health (CVS) Beat Estimates Again in Its Next Earnings Report? — Positive
CVS Zacks Investment Research — January 12, 2026CVS 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.
Will Ford Motor (F) Beat Estimates Again in Its Next Earnings Report? — Positive
F Zacks Investment Research — January 12, 2026Ford 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.
Will Delta (DAL) Beat Estimates Again in Its Next Earnings Report? — Positive
DAL Zacks Investment Research — January 12, 2026Delta (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.
Why APTIV HLDS LTD (APTV) Could Beat Earnings Estimates Again — Positive
APTV Zacks Investment Research — January 12, 2026APTIV 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.
Why Leidos (LDOS) is Poised to Beat Earnings Estimates Again — Positive
LDOS Zacks Investment Research — January 12, 2026Leidos (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.
Will Vertex (VRTX) Beat Estimates Again in Its Next Earnings Report? — Positive
VRTX Zacks Investment Research — January 12, 2026Vertex (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.
Will Dutch Bros (BROS) Beat Estimates Again in Its Next Earnings Report? — Positive
BROS Zacks Investment Research — January 12, 2026Dutch 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.
Will Enphase Energy (ENPH) Beat Estimates Again in Its Next Earnings Report? — Positive
ENPH Zacks Investment Research — January 12, 2026Enphase 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.
Will Copa Holdings (CPA) Beat Estimates Again in Its Next Earnings Report? — Positive
CPA Zacks Investment Research — January 12, 2026Copa 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.