The Eli Lilly and Novo Nordisk logos. Mike Blake | Tom Little | Reuters The diverging paths of two GLP-1 drugmakers were on full display this week. Both Eli Lilly and Novo Nordisk beat second-quarter estimates and raised their full-year outlooks. But while investors cheered Lilly’s results, sending shares higher on Wednesday, they punished Novo…
My top 10 things to watch Monday, Aug. 3 1. Peace talks between the U.S. and Iran are back on the menu, so oil prices are falling. WTI crude is off more than 5%, trading below $80 a barrel this morning. Stock futures are higher across the board, led by the Dow . Within our…
The jobs market steps into the spotlight this week, while second-quarter earnings season continues apace. Here’s a closer look at what to expect in the coming days. We’ll start with the Club holdings set to report, before touching on the labor-market updates and their implications for Federal Reserve policy. 1. Earnings : The action kicks…
A pharmacy at a Costco store in Teterboro, New Jersey, US, on Wednesday, Feb. 28, 2024. Bloomberg | Bloomberg | Getty Images As more Americans use GLP-1 weight-loss drugs to shrink their waistlines, retail giants are betting on a bottom-line bump tied to a shift in the way the drugs are priced and purchased. Employers…
The boom in GLP-1 weight-loss drugs and other specialized medicines has created lucrative logistics opportunities in an industry that pays a premium for reliability, visibility, and regulatory know-how. The expertise needed to properly transport these temperature-sensitive therapies is just part of the reason why FedEx created a dedicated unit to handle what has become a…
It was a tough week for stocks, as investors navigated everything from escalating tensions in the Middle East to key tech earnings reports to healthcare developments. Logging their second straight weekly losses, the S & P 500 slipped 0.6%, while the tech-heavy Nasdaq fell 2.1%. Here’s a closer look at what drove the trading action….
A FedEx worker walks past his truck in the North Beach neighborhood on June 23, 2026 in San Francisco, California. Heather Diehl | Getty Images As demand rises for specialized medications like GLP-1s, logistics companies including UPS and FedEx are adapting their strategies to be able to better ship and store those pharmaceuticals. Most injectable…
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street. Stocks pulled back on Friday , capping off another volatile week. Weakness in the hyperscalers — Amazon , Alphabet , Meta Platforms , and Microsoft —…
The common thread linking this week’s biggest market events is the state of the U.S. economy. The biggest day is Tuesday, when the nation’s largest banks — JPMorgan , Bank of America and Citigroup , along with Club names Wells Fargo and Goldman Sachs — mark the start of second-quarter earnings season. As if that…
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street. Stocks rebounded Thursday as investors shrugged off concerns about a significant escalation in the military conflict between the U.S. and Iran. That sent bond yields and…
