Asks about Novo Nordisk news regarding Alzheimer's drug disappointment
Andrew
Stephanie Link
Novo Nordisk negative news is disappointing but not heavily modeled, bulls will focus on Wegovy pill launch and lower GLP-1 pricing boosting volumes
Asks about Google/Alphabet and Marc Benioff's comment that Gemini III leapfrogged ChatGPT
Andrew
Stephanie Link
AI is not a bubble - industrial companies building data centers show substantial backlogs and real revenue streams