Daily ideas

Huize said AI advisor and claims tools cut its first-half expense-to-income ratio to 24.2%, though absolute operating expenses fell only 1.3%.

Walmart said Sparky users grew 70% and spend 40% more per order, with no controlled comparison between users and non-users.

Opera said Western query revenue grew 29% against 21% globally on AI browser entry points, while AI revenue itself stays undisclosed.

Nord Health said nearly all its code is AI-generated, production code rose 130%, and the team shrank 4% in 2026 without lower output.

Lowe's said online shoppers using its Mylow assistant convert at three times the rate of others, after 25 million questions and with no controlled test.

Kuaishou's AIGC ad spend grew over 70% and 92% of staff use AI agents, yet group revenue rose 1.4% and gross margin fell 410 basis points.

Bill.com said AI underwriting grew invoice financing volume and revenue about 30% in FY26 and improved the expected loss rate by more than 50%.