Eli Lilly's stock recovery chugs along, and Amazon's AI strategy adds a new pillar

Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.

CNBC - 9h

Eli Lilly Plans to Spend $27 Billion on Four New U.S. Plants

Inc. - 12h

Eli Lilly plans at least $27 billion in new U.S. manufacturing investments

It comes as companies work to build goodwill with Trump, who has emphasized reshoring manufacturing to the U.S. and reducing reliance on foreign supply chains.

CNBC - 7h

From pills to new uses, here's what Eli Lilly’s top scientist sees as the future of weight loss drugs

Eli Lilly Chief Scientific Officer Dan Skovronsky spoke to CNBC about obesity pills and more on the future of weight loss.

CNBC - 6d

Eli Lilly to spend up to $27 billion in new domestic plants amid Trump tariff threat

Drugmaker Eli Lilly plans to invest up to $27 billion to build four new pharmaceutical manufacturing sites in the U.S., the company announced Wednesday, a move that comes as President Trump is ...

The Hill - 12h

Eli Lilly to spend $27 billion to expand U.S. manufacturing with four new sites

Eli Lilly & Co.’s stock rose 1.6% Wednesday, after the drug company announced plans to expand its U.S. manufacturing sites by adding four more locations this year, along with 13,000 high-wage jobs.

MarketWatch - 12h

Amazon Debuts New Alexa Voice Assistant With AI Overhaul

It’s called Alexa+, and the idea behind it is that generative AI can take the voice assistant to the next level.

Inc. - 11h

Eli Lilly is selling higher-dose vials of Zepbound at a lower price to boost weight loss drug access

Eli Lilly is offering higher-dose vials through its direct-to-consumer website, LillyDirect, which started offering lower doses in vials in August.

CNBC - 1d

Eli Lilly cuts price of weight-loss drug Zepbound as competition heats up

The drug company is calling on insurers and federal programs to cover obesity as a chronic disease.

MarketWatch - 16h

Eli Lilly unveils $27bn US investment as corporate America seeks to woo Trump

Pharmaceutical industry hopes to ward off growing tariff threat

Financial Times - 14h

Trump’s Rift With Europe Adds Fuel to a Rally in Defense Stocks

A flurry of trading has helped push the Pan-European Stoxx 600 index to a record high as investors expect Europe’s governments to increase military spending.

The New York Times - Feb. 18

With Its AI-Powered Alexa Plus, Amazon Just Put Apple on Notice

Amazon just showed off the AI future everyone is promising–including Apple.

Inc. - 4h

Here's my strategy for the stock market this week after Friday's brutal sell-off

In his Sunday column for Investing Club subscribers, Jim Cramer explains how he's preparing for the stock market after a rough week.

CNBC - 3d

Alibaba’s stock falls on expensive AI-investment pledge

The online retailer plans to spend $53 billion over the next three years on AI and cloud technology.

MarketWatch - 2d

Amazon MGM gets creative control of James Bond franchise in new deal

Amazon MGM Studios and longtime Bond custodians Michael G. Wilson and Barbara Broccoli formed a new joint venture in which they will co-own James Bond intellectual property rights.

CBS News - 5d

Here’s how the new Alexa+ could change the price of Amazon Prime

Amazon revealed its $19.99 Alexa+ service, which will tap generative AI to perform more advanced tasks. Prime members won’t have to pay extra for it — for now.

MarketWatch - 6h

Meta slashes staff stock awards as group embarks on AI spending drive

Most employees will receive about 10% less equity options this year

Financial Times - 6d

C3.ai’s stock falls as revenue growth beats expectations but slows down

C3.ai shares tumbled more than 5% in extended trading Wednesday.

MarketWatch - 4h

Amazon bets savings from automation can help fuel AI spending boom

US tech giant expected to spend as much as $25bn on warehouse automation in broader efficiency drive

Financial Times - 1d

Amazon unveils revamped Alexa with AI features for $19.99 per month, free for Prime members

Amazon has been working for years to overhaul Alexa with generative AI features as it faced rising competition from OpenAI's ChatGPT and other chatbots.

CNBC - 10h

Rebuilding Alexa: How Amazon is mixing models, agents and browser-use for smarter AI

In rearchitecting the upgraded Alexa voice assistant, Amazon turned to model mixing to bring agentic capabilities to devices.

VentureBeat - 5h

MLB free agent tracker: Pirates add Andrew Heaney, Alex Bregman finally finds new home with Red Sox

With spring training open, the free-agent market is just about tapped

CBS Sports - 3d

Value investor Bill Nygren explains why Nvidia isn’t the best AI stock to own now

Look at companies that use AI effectively — not AI hardware manufacturers — Oakmark Fund manager says.

MarketWatch - 5h

FDA says Ozempic and Wegovy shortage is ending. That’s bad news for this wellness stock.

“We will continue to offer access to personalized treatments as allowed by law to meet patient needs,” Hims & Hers CEO said.

MarketWatch - 5d

Stagflation is a new threat to the stock-market rally. What investors should know.

Worries about an unwelcome mix of inflation and stagnating economic growth are back, only this time such fears are becoming harder for investors to shake off.

MarketWatch - 2d

Krispy Kreme’s stock heads for a new low as company warns of weaker revenue

Krispy Kreme Inc.’s stock was down more than 23% Tuesday and heading toward a new low, weighed down by the doughnut maker’s fourth-quarter results and weak full-year outlook.

MarketWatch - 1d

Beijing embraces DeepSeek to lead AI adoption as it looks for new growth drivers

DeepSeek's rise came as a timely confidence boost as the Chinese leadership faces a prolonged economic gloom and a brewing trade war with U.S.

CNBC - 5d

Weather forecasting takes big step forward with Europe’s new AI system

Predictions for up to 15 days ahead expected to improve tracking of extreme events

Financial Times - 2d

DeepSeek Rushes to Launch new AI Model as China Goes All in

The new model from DeepSeek will be called R2, and could worry the U.S. government. Here’s why.

Inc. - 1d

No pain, no gain? Hardly. This year's fitness buzzword is 'recovery'

There was a time not long ago that the exercise mantra in gyms was “no pain, no gain.”

ABC News - Feb. 19

"Resolute": Benjamin Hall on embracing the challenge of recovery

In 2022 the Fox News correspondent, covering the war in Ukraine, was critically wounded when his car was struck by Russian missiles. The author of the bestseller "Saved," he now writes about his ...

CBS News - 3d

Do Elon Musk and His Father Get Along?

Errol Musk questioned his son’s parenting ability on a podcast, but said that his comments had been taken out of context and that they were on good terms.

The New York Times - 5d

Buy Nike’s stock aggressively as new CEO’s playbook should work, analyst says

Jefferies’ Randal Konik sees 50% upside in the stock, as he effectively calls a bottom in earnings and investor sentiment.

MarketWatch - 2d

Xbox Pushes Ahead With Muse, a New Generative AI Model. Devs Say ‘Nobody Will Want This’

One developer responds to the release of Muse: “We are implicitly empowering a class of people who own these tools and don’t give a fuck about how they reshape our lives.”

Wired - Feb. 19

How Google’s New AI Co-Scientist Tool Gives Us a Taste of Tomorrow’s Workplace

Scientists often use sophisticated technology, so an AI tool designed to help them begin new investigations may see broad take-up among the community. It’s also a hint of how many other workplaces ...

Inc. - 5d

Gabby Petito's AI-faked voice in new Netflix documentary sparks viewer backlash

Netflix's “American Murder: Gabby Petito” is facing backlash from some viewers who are questioning whether the filmmakers' decision to use AI to recreate Petito’s voice is ethical.

NBC News - 5d

A New AI Worry: Many Young Coders No Longer Know How Their Code Really Works

Research recently showed that using AI may impact workers’ long term critical thinking powers. Another alarm bell raises worries that overreliance on AI to help write code will also have a ...

Inc. - 2d

Hume launches new text-to-speech model Octave that generates custom AI voices with adjustable emotions

Hume emphasized its Octave TTS pricing is around half the cost of the competing offering from AI voice creation startup ElevenLabs.

VentureBeat - 16h

AI’s power demands spark new joint GE Vernova–NRG electricity plant project

NRG flags need for new partnerships to fuel power development.

MarketWatch - 6h

Latest in Eli Lilly's stock recovery chugs along, and Amazon's AI strategy adds a new pillar

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