The Motley Foolยท2025-09-30 08:15Group 1: Apple - Apple has faced challenges this year, including underperformance in AI initiatives compared to competitors and heavy tariffs impacting margins [2] - Despite these issues, Apple has rebounded, with a 17% stock increase over the past six months, driven by new product announcements and efforts to mitigate tariff impacts [3][4] - Recent fiscal results show a 10% year-over-year revenue increase to $94 billion and a 12% rise in earnings per share to $1.57, with active devices reaching all-time highs [4] - The services segment is growing, with over 2 billion devices in circulation and more than 1 billion paid subscriptions, which will enhance margins and improve the bottom line [5] - Apple has a forward yield of around 0.4%, has increased dividends by 100% over the past decade, and maintains a conservative payout ratio of 16%, allowing for future dividend growth [6] Group 2: Eli Lilly - Eli Lilly's shares dropped after mixed phase 3 results for its oral GLP-1 candidate, orforglipron, which induced a mean weight loss of 12.4% in non-diabetic patients [7] - The company rebounded with significant results from another phase 3 study for orforglipron in diabetic patients, showing better weight loss and A1C reductions than competitors [8] - Eli Lilly is a dominant player in the weight loss market, with orforglipron expected to receive approval by early 2027, solidifying its market position [9] - The candidate retatrutide shows promise, inducing weight loss of up to 24.2% in phase 2 studies, potentially outperforming the current leading product, Zepbound [10] - Eli Lilly's second-quarter revenue increased by 38% year over year to $15.6 billion, indicating strong sales and earnings growth [11] - The company has increased its dividend by 200% over the past decade, with a payout ratio of about 44% and a forward yield of 0.8%, reflecting a strong underlying business [12]