What to Expect in the Week Ahead (GS, JNJ, TSM, and NFLX Earnings; Retail Sales and Housing Starts)

Earnings in the week ahead could be the next catalyst for a broadening market

Moomoo Breakfast US54minutes ago

Eli Lilly's GLP-1 Impact on ResMed Is Overblown: Barron's

Seeking Alpha15:34 ET

Morgan Stanley Sees $180B Patent Cliff, $380B Deal Capacity Fueling Biopharma M&A

Seeking Alpha14:03 ET

The key to the fruit chain is not market share, but user upgrade rate. That's why this round of the cycle will be strong for apples.

Bernstein pointed out that the market generally mistakenly believes that the change in iPhone sales is due to competition with Android manufacturers' market share, but this is not the case. The main driver of iPhone sales is the user upgrade rate. It is expected that Apple will usher in a strong cycle in 2025.

wallstreetcnJul 13 08:36 ET

OpenAI's Q* Gets New Name, Project Strawberry: Report Says It Can Navigate Internet Autonomously With 'Deep Research' And Significantly Better Reasoning Capabilities

OpenAI, the creator of ChatGPT, is reportedly working on a novel artificial intelligence project, codenamed "Strawberry." This project aims to significantly enhance the reasoning capabilities of AI

BenzingaJul 13 02:30 ET

405 billion parameters! Meta may release its most powerful Llama 3 model yet on July 23.

Compared with its predecessor, Llama 3 has made a qualitative leap. Llama 2 was trained with 2 trillion tokens, while the token used to train Llama 3 large version exceeded 15 trillion.

wallstreetcnJul 12 22:27 ET