The Motley Fool·2025-09-13 11:45Group 1: Apple - Apple has faced challenges such as tariffs but continues to show strong financial performance, with Q3 2025 revenue increasing by 10% year over year to $94 billion [4] - The installed base of active devices has reached an all-time high, exceeding 2.35 billion, indicating strong demand for its products [5] - Apple's services revenue hit a record $27.4 billion in Q3, up 13.3% from the previous year, and now accounts for almost 30% of total sales, highlighting the company's focus on high-margin recurring revenue [6][7] - The company generates significant cash flow for R&D investments, and while its AI initiatives have not yet impressed, there is potential for future success in this area [8] - Apple has a strong dividend history, having doubled its dividend over the past decade, making it an attractive option for long-term investors [8][9] Group 2: Eli Lilly - Eli Lilly has encountered setbacks, including a disappointing performance from its investigational GLP-1 medicine, orforglipron, which resulted in a 12.4% mean weight loss, leading to a sell-off [10] - Despite this, Eli Lilly is expected to dominate the weight loss market, with projected sales of tirzepatide reaching nearly $62 billion by 2030 [11] - The company's pipeline remains strong, with orforglipron successfully helping diabetes patients, and several promising candidates in development [12] - Eli Lilly has a diversified product portfolio across immunology, oncology, and neurological diseases, supported by strong financial results that enable further pipeline development [13] - The company's dividend has increased by 200% over the past decade, presenting a buying opportunity for long-term investors despite a current forward yield of 0.8% [14]