|
|
|
|
|
|
|
|
|
|
|
05.02.26 - 20:09
|
$49 Wegovy Copycat Pill Sparks Selloff In Novo Shares (ZeroHedge)
|
|
|
$49 Wegovy Copycat Pill Sparks Selloff In Novo Shares
Just when Goldman's long-time Novo Nordisk bull James Quigley likely thought the downside was exhausted, the stock plunged yet again on Thursday after tumbling earlier this week following a dismal sales outlook.
Shares dropped below the six-month base in the stock around the 300 kroner level after telehealth firm Hims & Hers Health rolled out a cheaper copycat version of Wegovy, delivering another blow to the beleaguered Danish drugmaker.
"Today, we're taking the next step in personalized care by introducing a Compounded Semaglutide Pill for weight loss, with introductory plans starting at just $49 for the first month* with a 5-month plan," HIMS wrote in a press release.
HIMS' weight-loss pill comes shortly after Novo launched the Wegovy pill in January for $149 per month.
Last June, Novo terminated its partnership, citing the telehealth company's "illegal mass compounding and deceptive marketing."
On Tuesday, Novo...
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
05.02.26 - 05:24
|
Silver Crashes 20% As China Opens, Gold & Bitcoin Also Plunging (ZeroHedge)
|
|
|
Silver Crashes 20% As China Opens, Gold & Bitcoin Also Plunging
On the heels of today's momentum collapse in the US, Silver prices have puked almost 20% in a matter of hours after Asian markets opened...
...erasing the rebound gains of the last three days...
The overall decline from when Trump's announcement of Warsh's nomination as the next Fed Chair is now back up to 40%.
“Sentiment seems to have turned soggy across most asset classes, including regional equities and metals,” said Christopher Wong, a strategist at Oversea-Chinese Banking Corp Ltd.
“This underscores fragile sentiment” and has created “a feedback loop amid thin market liquidity,” he said.
Spot Gold prices are also down (around 4-5%), with $5000 seemingly acting as serious resistance...
There's no obvious specific catalysts for the decline in precious metals for now but Goldman Sachs does note that data suggested that Chinese speculators may have played a minor role in the recent volatility (until now).
The ti...
|
|
|
|
|
04.02.26 - 23:42
|
Google Goes Wild After Hours After Beating Estimates, Projects Mindblowing CapEx (ZeroHedge)
|
|
|
Google Goes Wild After Hours After Beating Estimates, Projects Mindblowing CapEx
Heading into today's Alphabet earnings, we said that as a result of positioning (GOOGL positioning was 9.5/10 according to Goldman's desk), it would be difficult for the stock, which was already priced to perfection, to impress an increasingly skeptical Wall Street, especially on the day when momentum saw its 4th biggest drop on record.
Well, that's what happened, at least initially because despite solid results which beat across the board, the company's shocking 2026 capex guidance (a mindblowing $175-185BN, double the 2025 number and crushing the estimate of ) absolutely spooked investors, who promptly sent the stock down as much as 7.5% after hours. But more remarkably, after losing as much as $350BN in market cap in kneejerk response to the company's stunning capex forecast, the stock managed to rebound and even turn green, a reversal of some $800BN in the span of minutes!
Here is what GOOGLE just repor...
|
|
|
04.02.26 - 21:24
|
Goldman Sachs hat Epstein-Ärger (Der Aktionaer)
|
|
|
Eigentlich lief es auf Party-Stimmung in Miami hinaus. Doch jetzt lesen Top-Leute bei Goldman Sachs nervös in Akten. Die Aktie rutscht, obwohl das Kerngeschäft läuft. Der Auslöser ist ein Name, der sofort alles vergiftet: Jeffrey Epstein. Nun steht ausgerechnet die Person im Zentrum, die im Haus über Regeln, Geschenke und Reputationsrisiken wacht....
|
|
|
04.02.26 - 20:15
|
Nuclear Nuggets From Goldman Offers Snapshot Of Reactor Space, Uranium Prices, Cameco (ZeroHedge)
|
|
|
Nuclear Nuggets From Goldman Offers Snapshot Of Reactor Space, Uranium Prices, Cameco
Our Dec. 23 note, "Why the Price of Uranium Is About to Soar," was published just days before uranium futures surged 25% to above $100 per pound. Prices have since corrected about 10% to around $91 per pound, but the broader thesis remains intact: up and to the right.
As we first outlined to readers since December 2020 (read here), uranium has emerged as the next gold. In an era of data centers and a rush to power up America with new nuclear reactors and to build next-generation grids capable of supporting explosive data-center growth and broader electrification trends, the world faces a massive uranium supply deficit that is only set to worsen by the end of the decade.
Drawing on Goldman's Global Reactor Tracker, we provide readers with the latest developments, data points, and progress across North America, Europe, and Asia that only reinforce our bullish thesis on Cameco Corp and peers. We expec...
|
|
Börsentreff auf Facebook |
Börsentreff auf X |
Börsentreff auf Instagram
