On this episode of Stock Movers: 
SpaceX (SPCX) shares fell after the company disclosed higher-than-expected spending on its artificial intelligence business. The company’s capital expenditures soared to $28.5 billion in the first half of the year, with the vast majority of expenditures steered toward AI. SpaceX generated $3.38 billion in revenue from artificial intelligence during the first six months of the year, less than half what its connectivity business brought in during that span. 
Eli Lilly (LLY) shares jump. Eli Lilly & Co. boosted its 2026 sales guidance after its weight-loss drug franchise performed far better than expected in the second quarter. Sales for the year are forecast to be between $85 billion and $87 billion, with second-quarter adjusted earnings and revenue beating Wall Street estimates. 
Davita (DVA) shares slide. The kidney dialysis center operator reported weaker-than-expected US dialysis revenue. The firm also reaffirmed its full-year guidance, with the midpoint of the guidance fell below Wall Street’s expectations.

On this episode of Stock Movers:&nbsp;
<ul>
<li>SpaceX (SPCX) shares fell after the company disclosed higher-than-expected spending on its artificial intelligence business. The company&rsquo;s capital expenditures soared to $28.5 billion in the first half of the year, with the vast majority of expenditures steered toward AI. SpaceX generated $3.38 billion in revenue from artificial intelligence during the first six months of the year, less than half what its connectivity business brought in during that span.&nbsp;</li>
<li>Eli Lilly (LLY) shares jump. Eli Lilly &amp; Co. boosted its 2026 sales guidance after its weight-loss drug franchise performed far better than expected in the second quarter. Sales for the year are forecast to be between $85 billion and $87 billion, with second-quarter adjusted earnings and revenue beating Wall Street estimates.&nbsp;</li>
<li>Davita (DVA) shares slide. The kidney dialysis center operator reported weaker-than-expected US dialysis revenue. The firm also reaffirmed its full-year guidance, with the midpoint of the guidance fell below Wall Street&rsquo;s expectations.</li>
</ul>

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Subscribe for analysis on the companies making news in global equity markets. Episodes are published throughout the day to track stock moves from New York, London, Frankfurt and Paris. Join us for investment news covering technology, energy, finance, health care, communications, industrials, utilities, consumer staples, materials, real estate and more.

Listen for news on today's biggest winners and losers in the stock market.

Stock Movers

SpaceX Falls, Eli Lilly Jumps, Davita Slides as US Dialysis Revenue Misses Estimates

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