Vertex

Healthcare is the leader at moment. Not one name. I see a cluster:

- M&A rocket: $Crinetics Pharmaceuticals(CRNX.US) +116% in July on $Vertex Pharma(VRTX.US) $10B buyout at $85

- Mega cap momentum: $Eli Lilly(LLY.US) 52 week high, revenue +47%

- YTD monsters: $Moderna(MRNA.US) +170%, $Gilead Sciences(GILD.US) +5% today

- Defensive flows: $Johnson & Johnson(JNJ.US) $Unitedhealth(UNH.US) $Welltower Op(WELL.US) all at highs

Meanwhile $MAGS is bleeds=ing and $XLK is red. The pattern is, institutions are rotating into pharma and biotech.

Watch the cluster: #UNH $Eli Lilly(LLY.US) $Vertex Pharma(VRTX.US) $Crinetics Pharmaceuticals(CRNX.US) $Moderna(MRNA.US) $Gilead Sciences(GILD.US) $Johnson & Johnson(JNJ.US) $TG Therap(TGTX.US) $Revolution Medicines(RVMD.US)

Always keep an eye on the sector rotation.

$Vertex Pharma(VRTX.US) Mixed Results

EPS: $4.47 vs $4.31 est

REV: $2.896B vs $3.032B est

🟩 +0.97%

Gemini 3.1 Pro is here. Hitting 77.1% on ARC-AGI-2, it’s a step forward in core reasoning (more than 2x 3 Pro).

With a more capable baseline, it’s great for super complex tasks like visualizing difficult concepts, synthesizing data into a single view, or bringing creative projects to life.

We’re shipping 3.1 Pro across our consumer and developer products to bring this underlying leap in intelligence to your everyday applications right away. Rolling out now to:

- Developers in preview via the Gemini API in @GoogleAIStudio

- Enterprises in Vertex AI and Gemini Enterprise

- Everyone through the @Geminiapp and @NotebookLM

Source: Sundar Pichai

We’re back in a Flash ⚡

Gemini 3 Flash is our latest model with frontier intelligence built for lightning speed, and pushing the Pareto Frontier of performance and efficiency. It outperforms 2.5 Pro while being 3x faster at a fraction of the cost.

With this release, Gemini 3’s next-generation intelligence is now rolling out to everyone across our products including @Geminiapp + AI Mode in Search. Devs can build with it in the Gemini API @GoogleAIStudio, Gemini CLI, and Google @antigravity and enterprises can get it in Vertex AI and Gemini Enterprise.

Source: Sundar Pichai