Opening Recap
Market Pulse: Risk assets drifted as Bitcoin’s momentum stalled at resistance and traders rotated back into tech after a surprise earnings beat.
Key Movers: Bitcoin’s slip after failing to clear 73K (“Bitcoin retreats to $71K after $73K rejection…” from The Times of India) collided with BlackBerry’s rally on strong Q4 results (“BlackBerry Stock Surges 6.7%…” from Ibtimes.com.au).
Macro & Politics: Regulators just shook up healthcare – the FDA greenlit Lilly’s new oral obesity pill and Amazon Pharmacy rolled out same-day delivery (“Amazon Pharmacy adds Lilly’s obesity pill…” from Techtarget.com), while Granules is tightening oversight after an FDA warning letter (“Drugmaker Granules to tighten oversight…” from The Times of India).
What’s Next: Watch the CPI release for fresh cues on Fed policy and potential volatility ahead of Monday’s open.
Market Commentary
Everyone’s missing how fast the White Coat crowd can rewrite margin math. “Foundayo FDA approval: what changes for patients?” (Alltoc.com) seems like another pill headline, but when Amazon Pharmacy adds Lilly’s obesity pill with same-day delivery (Techtarget.com), that’s a fucking game-changer for distribution economics. Legacy pharmacies without a tech spine are about to get steamrolled.
It’s ridiculous how a potential squeeze in battery maker CATL (“CATL Short Sellers at Risk of Squeeze on Earnings Surprise” from Financial Post) and the boom in portable ultrasound demand (“Global Portable Ultrasound Market to Reach USD 3.83 Billion by 2030” from GlobeNewswire) both signal a deeper reflation trade. Hardware plays with structural tailwinds are under the radar while everyone chases the latest meme coin.
Here’s the play: lean into catalysts – lock in positions ahead of expected beats and approvals, but hedge biotech names facing regulatory heat. Keep stops tight on Granules and scale into cybersecurity pivots like BlackBerry. Stay nimble around major data prints; that edge is where real gains happen.
📈 Breaking Financial News
CATL Short Sellers at Risk of Squeeze on Earnings Surprise
An earnings beat by Contemporary Amperex Technology Co. Ltd. next week may set the stage for a short squeeze, after a surge in the battery maker’s shares on bets tied to soaring energy prices.
Bitcoin retreats to $71K after $73K rejection as macro risks, $250M ETF outflows weigh on sentiment
Bitcoin trades near $71,000 on Friday. Macroeconomic uncertainty and geopolitical risks are capping its momentum. Recent ETF outflows have also impacted buying pressure. Analysts watch the CPI release for potential price movements. Market sentiment has improv…
Foundayo FDA approval: what changes for patients? #health
Eli Lilly’s Foundayo (oral GLP 1) expands weight loss options The FDA has approved Eli Lilly’s new daily oral weight loss pill, Foundayo, giving patients an additional option besides injectable GLP 1 therapies such as Wegovy. The new medication matters becaus…
What is Foundayo and who can use it? #health
FDA approval of Eli Lilly’s oral weight loss pill, Foundayo The FDA approved Eli Lilly’s new GLP 1 daily pill, Foundayo, giving patients an additional oral option for weight loss. The coverage describes Foundayo as a fast tracked medication that competes in t…
Does your baby need a high-tech wearable health tracker?
We’ve come a long way since the “Radio Nurse.”[nyp_video player=”SPdDOYds” platform=”jw-player” playlist=”W5xXwQyA” playlisttype=”dynamic” placement=”true” jwpropertyid=”XDErnc08″ /]
The Elon Musk “Mystery Metal” That Could Break China's Grip Trump called America's rare-ea
quietly engineered by Elon Musk… could end that crisis forever. And one tiny company is sitting at the center of it all. Musk is expected to make an announcement any day now. See more about this secret project here.
🔍 Market Analysis & Insights
Amazon Pharmacy adds Lilly's obesity pill with same-day delivery
Amazon's pharmacy now sells Eli Lilly's recently approved weight loss pill at in-office kiosks and offers same-day delivery online.
TCS shares down 3.2% despite Q4 profit growth and deal wins
Broader IT sector also witnesses selling pressure, with the Nifty IT index falling nearly 3% to hit a low of 30,721.40 during the session
AI-Powered Drug Marketer Medvi Responds After Allegations About Fake Doctors and Patients
We have questions.
The post AI-Powered Drug Marketer Medvi Responds After Allegations About Fake Doctors and Patients appeared first on Futurism.
BlackBerry Stock Surges 6.7% After Q4 Beat and Upbeat 2027 Guidance as Cybersecurity Pivot Gains Traction
WATERLOO, Ontario — Shares of BlackBerry Ltd. jumped more than 6% Thursday after the once-iconic smartphone maker posted stronger-than-expected fourth-quarter fiscal 2026 results and issued first-quarter guidance that topped Wall Street forecasts, signaling c…
Hertz Stock Soars 10% on Surging Rental Demand and Used Car Prices as Q1 Earnings Loom
ESTERO, Fla. — Shares of Hertz Global Holdings Inc. jumped more than 10% Thursday as investors piled into the car rental giant amid signs of strengthening travel demand and a sharp rebound in used vehicle values that could ease fleet depreciation pressures ah…
The Elon Musk “Mystery Metal” That Could Break China's Grip Trump called America's rare-ea
quietly engineered by Elon Musk… could end that crisis forever. And one tiny company is sitting at the center of it all. Musk is expected to make an announcement any day now. See more about this secret project here.
💰 Investment Opportunities
Brown-Forman Stock Surges 13% as Jack Daniel's Maker Rebounds on Improved Outlook and M&A Speculation
Shares of Brown-Forman Corp., the maker of Jack Daniel's whiskey, jumped more than 13% midday Thursday, climbing to levels not seen in recent weeks as investors appeared to embrace signs of stabilizing demand for premium spirits and lingering optimism from ea…
Palantir Stock Plunges 7.5% as Michael Burry Claims Anthropic Is ‘Eating Palantir's Lunch' in AI Race
Palantir Technologies Inc. shares tumbled more than 7% midday Thursday, extending a volatile stretch for the once-high-flying artificial intelligence stock as prominent investor Michael Burry questioned the company's competitive position against rising rivals…
Drugmaker Granules to tighten oversight after US FDA warning, executive says
The company, which is globally one of the largest paracetamol makers and a major player in the active pharmaceutical ingredients market, derives a bulk of its revenue from the US.
Global Portable Ultrasound Market to Reach USD 3.83 Billion by 2030 | MarketsandMarkets™
Strategic expansion driven by AI integration, point-of-care diagnostics, and telemedicine transformation reshape medical imaging investment landscape Strategic expansion driven by AI integration, point-of-care diagnostics, and telemedicine transformation resh…
Revisiting price linkages between London and Shanghai base metal futures markets: A time-frequency connectedness analysis
Against the backdrop of recent global events (including the COVID-19 pandemic, the Russia-Ukraine war, and escalating trade tensions), this paper revisits price linkages between the London Metal Exchange (LME) and the Shanghai Futures Exchange (SHFE) base met…
The Comeback of the Century: Wall Street Wrote Him Off…
But Elon's $3 Trillion Comeback Could Begin Soon Elon Musk was declared washed up and finished. But any day now, he could unveil a new technology that outshines Tesla, SpaceX, even PayPal… a breakthrough big enough to solve America's toughest problem, make President Trump a hero to the Western World… and spark a $3 trillion boom. Early investors could see massive gains. Details here.