Eli Lilly (NYSE: LLY) and Novo Nordisk (NYSE: NVO) have made headlines over the past few years for selling one of the world's most in-demand products: weight loss drugs. Lilly is the maker of tirzepatide, approved for type 2 diabetes under the name Mounjaro and for weight loss as Zepbound. Novo's semaglutide is sold for those indications as Ozempic and Wegovy, respectively. Demand has been high fo...
Eli Lilly (NYSE: LLY) and Novo Nordisk (NYSE: NVO) have made headlines over the past few years for selling one of the world's most in-demand products: weight loss drugs. Lilly is the maker of tirzepatide, approved for type 2 diabetes under the name Mounjaro and for weight loss as Zepbound. Novo's semaglutide is sold for those indications as Ozempic and Wegovy, respectively. Demand has been high for these drugs -- so high, that they were on the U.S. Food and Drug Administration's drug shortage list back in 2024. Lilly and Novo ramped up their production and manufacturing infrastructure to meet demand, and supply has returned. But people continue to rush to these drugs, and analysts' forecasts call for the obesity drug market to reach almost $100 billion by the end of the decade. So, weight loss drugs are on track to deliver more growth to companies in the field. Now, in this Eli Lilly versus Novo Nordisk story, here's what investors need to know. Continue reading
In this article GOOGL ORCL AMZN MSFT Follow your favorite stocks CREATE FREE ACCOUNT Alphabet 's rare 100-year sterling bond is the latest sign of late-cycle exuberance in credit markets, strategists say, as tech hyperscalers ramp up borrowing to historic levels to fund vast data center and AI infrastructure buildouts. The century bond — the Google-owner's debut issuance in sterling — is part of a...
In this article GOOGL ORCL AMZN MSFT Follow your favorite stocks CREATE FREE ACCOUNT Alphabet 's rare 100-year sterling bond is the latest sign of late-cycle exuberance in credit markets, strategists say, as tech hyperscalers ramp up borrowing to historic levels to fund vast data center and AI infrastructure buildouts. The century bond — the Google-owner's debut issuance in sterling — is part of a broader multi-tranche, multi-currency borrowing drive totaling some $20 billion . The offering spans maturities across dollars, euros and sterling, and includes a debut bond in Swiss francs. Century bonds remain rare, and are more commonly associated with governments than corporate borrowers. Demand typically comes from large institutional investors such as pension funds and insurers seeking to match long-term liabilities. Alphabet joins a small group of sterling-denominated century bond issuers, including the University of Oxford, the Wellcome Trust, EDF Energy and the government of Mexico. The 100-year bond attracted almost 10 times orders for the £1 billion ($1.37 billion) sale on Tuesday, with the coupon reaching 120 basis points above 10-year gilts, according to a report from Bloomberg, which cites anonymous sources. 'Off-the-historical scale' Bill Blain, CEO of Wind Shift Capital, said the deal is reflective of the "off-the-historical scale" levels of debt now being raised in both public and private markets to finance AI expansion . Alphabet said last week that its capex spend is expected to hit $185 billion this year. "I give them full credit for taking advantage of the opportunity that existed to sell a moderately high coupon 100-year bond," Blain told CNBC in an interview. "They clearly identified demand… that this was what U.K. insurance and pension funds wanted to cover their liabilities." Stock Chart Icon Stock chart icon Alphabet. But with credit spreads at historically tight levels, long-term data center demand uncertain, and rapid technological change set to...
Check Point Software Technologies press release ( CHKP ): Q4 Non-GAAP EPS of $3.40 beats by $0.63 . Revenue of $745M (+5.8% Y/Y) misses by $1.42M . Calculated Billings* reached $1,039 million, an 8 percent increase year over year Remaining Performance Obligation (RPO)**: $2,728 million, an 8 percent increase year over year Security Subscription Revenues: $325 million, an 11 percent increase year o...
Check Point Software Technologies press release ( CHKP ): Q4 Non-GAAP EPS of $3.40 beats by $0.63 . Revenue of $745M (+5.8% Y/Y) misses by $1.42M . Calculated Billings* reached $1,039 million, an 8 percent increase year over year Remaining Performance Obligation (RPO)**: $2,728 million, an 8 percent increase year over year Security Subscription Revenues: $325 million, an 11 percent increase year over year More on Check Point Software Technologies Check Point Software: Poised To Continue Lackluster Growth Check Point Software Technologies Ltd. (CHKP) Presents at 53rd Annual Nasdaq Investor Conference Transcript Check Point Software Technologies Q4 2025 Earnings Preview China tells local companies to stop using US, Israeli cybersecurity software: report Seeking Alpha’s Quant Rating on Check Point Software Technologies
Shares in Verisure Plc dropped the most on record after earnings from the Swedish alarm group failed to reassure investors who had been selling the stock on fears around artificial intelligence-related disruption. The stock tumbled more than 17% at 10:57 a.m. in Stockholm, the most since its October initial public offering. The shares fell as low as €10.35 ($12.30), a level that continues to pull ...
Shares in Verisure Plc dropped the most on record after earnings from the Swedish alarm group failed to reassure investors who had been selling the stock on fears around artificial intelligence-related disruption. The stock tumbled more than 17% at 10:57 a.m. in Stockholm, the most since its October initial public offering. The shares fell as low as €10.35 ($12.30), a level that continues to pull away from the €13.25 IPO price. Verisure’s listing accounted for more than half of the $7.23 billion raised from IPOs on the Stockholm exchange in 2025, making it one of the most high profile capital markets events in Europe. Chief Executive Officer Austin Lally told Bloomberg TV on Thursday that he was “disappointed” with the recent performance of the share price but expects the stock market to change course as the security company maintains its growth. “It’s important as a CEO that I don’t chase the ticker, I have to focus on delivery,” Lally said in an interview . The share price move comes in the wake of fourth-quarter results in which adjusted earnings before interest, taxes, depreciation and amortization totaled €420.6 million, falling short of the €431.3 million average estimate compiled by Bloomberg. The company said it remained on track to deliver mid-term guidance of 10% growth in annual recurring revenue as well as expansion of its adjusted Ebit margin to 30% over the long term. The 12-month average analyst target price for the stock is €19.27, offering more than 80% upside to current levels. “I don’t believe it’s logical for Verisure to be caught in the selloff affecting technology stocks,” Bloomberg Intelligence analyst Stephane Kovatchev said before the earnings report. Read More: Verisure’s AI Selloff Didn’t Make Sense, Analysts Say: ECM Watch
tsingha25/iStock via Getty Images The following segment was excerpted from the Oakmark Global All Cap Strategy Q4 2025 Commentary. Portfolio Performance The portfolio's return was 4.99% (net) for the reporting period. This compares to the MSCI World Index that returned 3.12% for the same period. Performance highlights Contributors DSV ( DSDVF ) IQVIA Holdings ( IQV ) Samsung Electronics Pfd ( SSNL...
tsingha25/iStock via Getty Images The following segment was excerpted from the Oakmark Global All Cap Strategy Q4 2025 Commentary. Portfolio Performance The portfolio's return was 4.99% (net) for the reporting period. This compares to the MSCI World Index that returned 3.12% for the same period. Performance highlights Contributors DSV ( DSDVF ) IQVIA Holdings ( IQV ) Samsung Electronics Pfd ( SSNLF ) Detractors Alibaba Group ( BABA ) CNH Industrial ( CNH ) Dassault Systemes ( DASTY ) Top contributors: DSV was a contributor during the quarter. The Denmark-headquartered air freight and logistics company's stock price rose as it delivered what we view as solid third-quarter results. DSV is accelerating the timeline for the realization of synergies from its DB Schenker acquisition, which management attributed to having more detailed plans and reducing uncertainties around the integration. We continue to think freight forwarding is a high-growth, return-generative business that benefits from an asset-lite model. In our view, DSV has the industry's best management team, which has the company well-positioned for future growth and to expand its already industry-leading profitability. IQVIA Holdings was a contributor during the quarter. The U.S.-headquartered provider of analytics, solutions, and clinical research services saw its stock price appreciate as it delivered inline third-quarter earnings that were supplemented by what we view as optimistic commentary about the macroeconomic backdrop. Customer demand appears to be improving, and we believe IQVIA is well-positioned to sustain this momentum in the next year. Samsung Electronics was a contributor during the quarter. The South Korea-headquartered tech company's stock price rose as earnings staged a sharp recovery due to strength in its core semiconductor business. We recently met with the company in Korea and were reassured by its confidence in its High Bandwidth Memory product lineup, which has continued to improve un...