TIP Group (ASX: TIP) is an ASX-listed investment firm utilising proprietary and research driven insights to create better investors. The group implements a disciplined investment strategy to uncover long-term wealth-building opportunities, akin to legendary investors such as Warren Buffett, Benjamin Graham, and Peter Lynch. TIP Group operates an Active Investments division where it takes direct ownership in medium sized businesses, and a Passive Investments division where it seeks to deliver long-term wealth creation via managed funds, investment products, and other financial services.

TIP Group CEO, Andrew Coleman, joins Lel Smits from The Stock Network to discuss it`s latest results, strategy and investing approach to CSL (ASX:CSL):

🚀 TIP Group delivers strong FY25 performance to facilitate growth
📈 TIP Group investment philosophy for long-term wealth creation
💡 How TIP Group’s investment philosophy influenced its CSL investment ...

Nimy Resources (ASX: NIM) has revealed a significant breakthrough in its search for the source of the extensive copper-nickel mineralisation at its Masson discovery in WA.

⚒️ A DHEM survey at Masson, drilled 444m south of the discovery holes, identified three conductive plates near a large magnetic anomaly.
⛏️ Nimy considers the results to be highly significant as the plates’ proximity to the magnetic body suggests it may host the copper, nickel and PGEs found in nearby shallow drilling.

“These latest geophysics results provide more strong evidence of the potential for a significant body of high-grade copper and nickel at Masson.

“We now have three key pieces of firm supporting evidence: known shallow mineralisation, and three nearby connected conductive plates vectoring toward a large magnetic anomaly.

“This survey has successfully expanded the footprint and indicates a substantial accumulation of copper dominant massive sulphide mineralisation." - Luke Hampson, Nimy Managing Director ...

SoftBank Group Corp. (TYO:9984) has secured a definitive agreement to invest US$2 billion in Intel Corporation (NASDAQ:INTC) through the purchase of Intel common stock, in a move set to bolster U.S. semiconductor leadership

🤝SoftBank will acquire Intel shares at US$23 per share, with the transaction subject to customary closing conditions
🇺🇸The move comes amid global competition in semiconductor supply chains, with Intel positioned as a central player in U.S. manufacturing expansion
🛠️The investment aligns with SoftBank’s long-term strategy of accelerating the AI revolution, digital transformation and next-generation infrastructure

“Semiconductors are the foundation of every industry. For more than 50 years, Intel has been a trusted leader in innovation. This strategic investment reflects our belief that advanced semiconductor manufacturing and supply will further expand in the United States, with Intel playing a critical role.” – Masayoshi Son, Chairman & CEO of SoftBank

“We are very pleased to deepen our relationship with SoftBank, a company that’s at the forefront of so many areas of emerging technology and innovation and shares our commitment to advancing U.S. technology and manufacturing leadership. Masa and I have worked closely together for decades, and I appreciate the confidence he has placed in Intel with this investment.” – Lip-Bu Tan, CEO of Intel ...

Amazon.com Inc (NASDAQ:AMZN) has expanded its grocery services allowing Amazon Prime members in over 1,000 U.S. cities to order perishable groceries with free same-day delivery, with aims to reach 2,300 cities by the end of 2025

🛒Amazon Prime members can now receive free same-day delivery on grocery orders over $25, while non-members pay $12.99 per order
🍓Popularity for the service surged, with strawberries consistently knocking AirPods out of the top 5 best sellers of all products sold
🍏Amazon ensure freshness through temperature-controlled facilities, insulated recyclable packaging and a six-point quality check system.

“We’re continuously innovating to make grocery shopping simpler, faster, and more affordable for our customers, especially Prime members. By introducing fresh groceries into our Same-Day Delivery service, we’re creating a quick and easy experience for customers.” – Doug Herrington, CEO of Worldwide Amazon Stores ...

Kincora Copper (ASX & TSXV:KCC) has released its latest quarterly report, headlined by a ramp-up in partner-funded drilling across its portfolio of copper-gold projects in the Macquarie Arc of New South Wales and increasing management fee income.

Subsequent to period end, Kincora also secured strategic funding from leading North American investors and is advancing discussions with new asset level partners for its remaining wholly owned projects.

President and CEO, Sam Spring, joins Lel Smits from The Stock Network to discuss its progress and a new recent major discovery in the district.

⚒️ Progress in partner funded strategy
⛰️ Macquarie Arc potential across portfolio of projects
🤝 Strategic funding from Rick Rule and Jeff Phillips ...

Artificial intelligence startup Perplexity AI has made an unsolicited US$34.5 billion bid to acquire Google’s (NASDAQ:GOOG) Chrome browser, following a U.S. Department of Justice proposal that Google divest Chrome after losing an antitrust case.

👥Perplexity AI, valued at ~US$18 billion, is a three-year-old firm backed by Amazon founder Jeff Bezos and Nvidia
💻Chrome, launched in 2008, has an estimated three billion users and provides Google with valuable ad-targeting data
🛜In January 2025, Perplexity proposed merging with TikTok and recently launched its own AI-powered browser, Comet ...

Tencent Holdings (HKG:0700) released Q2 results showing a 15% jump in revenue, driven by AI investments and strong gaming performance

🗓️Q2 2025 revenue rose 15% year-over-year to ~US$25.7 billion
💻Expanded AI integration across games, advertising and HunYuan models, enhancing gameplay, marketing efficiency and new AI-powered features
🎮Hit titles including Honour of Kings, Peacekeeper Elite, Delta Force and Supercell games saw robust growth, supported by AI-driven advertising

“During the second quarter of 2025, we delivered double-digit revenue and non-IFRS operating profit growth on a year-on-year basis, as we invested in, and also benefitted from, utilising AI. Our games performed well in terms of users and revenue as evergreen games such as Honour of Kings and Peacekeeper Elite evolve into platforms while increasing their usage of AI, and as new games such as Delta Force broke out.” – Ma Huateng, Chairman and CEO of Tencent ...

Paramount, a Skydance Corporation (NASDAQ:PSKY), has secured a landmark seven-year media rights agreement with TKO Group Holdings valued at US$7.7 billion

🤝The US$7.7 billion deal makes Paramount the exclusive U.S. home of UFC events starting in 2026
📺All 13 annual numbered events and 30 Fight Nights will stream live on Paramount+, with select marquee fights simulcast on CBS
👥The agreement replaces UFC’s pay-per-view model and is aiming to boost accessibility, fan engagement and subscriber growth

Announcement ⚡️ https://ir.paramount.com/news-releases/news-release-details/paramount-and-tko-announce-historic-ufc-media-rights-agreement

“Rarely do opportunities arise to partner on an exclusive basis with a global sports powerhouse like UFC – an organization with extraordinary global recognition, scale, and cultural impact. Paramount`s advantage lies in the expansive reach of our linear and streaming platforms. Live sports continue to be a cornerstone of our broader strategy – driving engagement, subscriber growth, and long-term loyalty, and the addition of UFC`s year-round must-watch events to our platforms is a major win.” – David Ellison Chairman and CEO of Paramount

“Paramount is a platinum partner with significant reach. Our new agreement unlocks powerful opportunities at TKO for years to come… Just as importantly, our athletes will love this new stage." – Mark Shapiro, President and COO of TKO ...

Ford Motor Co. (NYSE:F) has announced an additional US$2 billion investment into its Louisville, Kentucky assembly plant, strengthening its commitment to electric vehicle manufacturing

👥The expansion is expected to create approximately 2,200 new jobs in Kentucky
🚘The Louisville facility will assemble a new four-door electric pickup, scheduled for launch in 2027
🏭This investment builds on the previously announced US$3 billion funding for BlueOval Battery Park Michigan

“Today, Ford and Team Kentucky are introducing the world to the future of automotive production with nearly $2 billion being invested to transform the Louisville Assembly Plant, which will also secure 2,200 jobs for Kentuckians. This announcement not only represents one of the largest investments on record in our state, it also boosts Kentucky’s position at the center of EV-related innovation and solidifies Louisville Assembly Plant as an important part of Ford’s future.” – Andy Beshear, Governor of Kentucky

“We took a radical approach to a very hard challenge: Create affordable vehicles that delight customers in every way that matters – design, innovation, flexibility, space, driving pleasure, and cost of ownership – and do it with American workers.” – Jim Farley, President and CEO of Ford ...

Nvidia (NASDAQ:NVDA) and AMD (NASDAQ:AMD) have reportedly both agreed to pay 15% of their revenue from chip sales in China to the U.S. government

· In exchange for 15% revenue share, Nvidia and AMD will receive export licenses to sell chips in China

· The export licenses will apply to Nvidia’s H20 chips and AMD’s MI308 chips

· This arrangement follows the Trump Administration’s implementation of tariffs, which continue to create uncertainty in the global economy ...

Mineral exploration business Nimy Resources (ASX: NIM) has had a busy start to FY26 with three key announcements in the last couple of weeks.

The company reported high-grade gallium results from the final holes of a drilling campaign at its Block 3 prospect in Western Australia, whilst unveiling a large copper-zinc-gold anomaly at its newly identified Sneaky Squirrel prospect.

Nimy also inked a deal with specialist New York-listed advisory firm M2i Global to help align its gallium portfolio with US-based capital.

Joining The Stock Network`s Lel Smits for the latest is Nimy Resources Managing Director, Luke Hampson.

⚒️ Upcoming steps following multiple high-grade gallium intercepts at Block 3
⛰️ Potential for the large copper-zinc-gold anomaly at Sneaky Squirrel
🤝 Significance of the collaboration with M2i Global for Nimy’s international growth strategy ...

Apple Inc (NASDAQ:AAPL) has increased their commitment to the American Manufacturing Program (AMP) to US$600 billion

· The AMP is dedicated to bringing more of Apple’s supply chain and manufacturing to within the U.S.
· Apple supports more than 450,000 jobs within the U.S., and have estimated that a further 20,000 jobs will be created in the next four years
· Two-thirds of the components manufactured in the U.S. are exported to customers around the world

“Today, we’re proud to increase our investments across the United States to $600 billion over four years and launch our new American Manufacturing Program. This includes new and expanded work with 10 companies across America. They produce components that are used in Apple products sold all over the world, and we’re grateful to the President for his support.” – Tim Cook, CEO of Apple ...