Nebius Group N.V.

Palantir Technologies Inc.

Intel Corporation

Apple Inc.

AI and fintech are surging in the U.S. market. OpenAI is preparing an employee stock deal that could raise the company's valuation to $500 billion - higher than SpaceX. Apple joined Donald Trump in announcing a $100 billion increase in investments in the U.S., including $2.5 billion in iPhone glass manufacturing. Palantir surpassed $1 billion in revenue for the first time, Nebius Group shares soared 28% after a seven-fold increase in revenue and an increase in guidance. The main events of August 4-8 are in our review;

Highlights of the week: Trump and duties, Palantir breaks records, OpenAI catches up with SpaceX


Novo Nordisk A/S

Eli Lilly and Company

Over the past year - from July 2024 to August 2025 - Novo Nordisk's stock, <a href="https://oninvest.com/issuers/novo-b-co">has lost</a> nearly 70% in value. That's a fantastic collapse for a company that makes sought-after diabetes and weight-loss drugs&nbsp; and is showing good revenue and profit growth. What happened to Novo Nordisk and how much of this investor reaction is justified?

The Novo Nordisk case: how the creator of Ozempic lost leadership in the market it created

LifeMD, Inc.

The small cap is still up almost 150% YTD

Shares of telehealth company LifeMD in free fall after 2025 guidance downgraded

After two worsening of the annual forecast and the change of the head of the company, the market is cautious


Sales of the drug Wegovy increased by 67%. Will this convince Novo Nordisk investors?


Since the beginning of the year, Novo Nordisk's market value has fallen 50 times more than that of its main competitor, Eli Lilly

UBS no longer advises buying shares in the maker of Ozempic. Is it inferior to a competitor?

Pfizer Inc.

The US President sent letters to 17 pharmaceutical market leaders

Pharma stocks plummet after Trump's demand for price cuts. Should we be worried?

Sarepta Therapeutics, Inc.

Shares of Sarepta Therapeutics, a small-cap developer of genetic medicines to treat rare neuromuscular and central nervous system diseases, soared 14% yesterday, July 29. The driver of the gains was the announcement that U.S. health regulators had authorized the biotech to resume shipments of its gene therapy that accounts for the majority of its revenue. Still, analysts&nbsp;caution that sales momentum will need to be maintained for the company to make a looming debt repayment.&nbsp;

Shares in biotech Sarepta soar after FDA allows shipments of Elevidys to resume


The developer of Ozempic is under pressure from both aggressive competition with Eli Lilly and the abundance of copies of its drugs on the U.S. market

Novo Nordisk shares are having their worst day in almost 40 years. The company downgraded its outlook again

Investment bank HC Wainwright has lowered its target price on Sarepta Therapeutics from $10 per share to $0 per share while maintaining its "sell" recommendation. Its analysts believe that after three deaths linked to the company's gene therapies and trouble with U.S. pharmaceutical regulators, the stock is worth nothing.&nbsp;

After third patient death this year, HC Wainwright cuts TP on Sarepta to zero

Nestle S.A.

Diabetes and obesity drugs based on semaglutide and tirzepatide - Ozempic, Wegowy, Zepbound and other hits from Danish Novo Nordisk and U.S.-based Eli lilly - are not only affecting the pharmaceutical market, but also other industries, including food production, restaurants and even clothing sales. In June, The Wall Street Journal <a href="https://www.wsj.com/business/retail/ozempic-clothing-sizes-weight-loss-80f9f83d">reported</a> on the sudden demand for clothes in small sizes, one of the reasons for which was the widespread availability of new weight-loss drugs;

Business in the age of Ozempic: who will benefit from the growing popularity of weight loss drugs


Chewy, Inc.

Chewy is developing a chain of veterinary clinics and pet pharmacies, which will bring it additional revenue, according to BofA

Pandemic pets taken from shelters are aging out. Which company will capitalize on this?


ProKidney Corp.

Biotech ProKidney, which develops a cell therapy platform for the treatment of multiple chronic kidney diseases, rose sixfold yesterday, July 8, to reach a market capitalization of $1.8 billion. The trigger was successful clinical trial results of its drug, but analysts are cautious.&nbsp;

Pharmaceutical Companies