USD\/JPY – Take Out The Range Bottom
USD/JPY – Take Out The Range Bottom
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Novo Nordisk: Continued Concerns Of Compounding
Follow Summary We sold Novo Nordisk out of the portfolio due to two concerns that made us question the company’s ability to deliver long-term growth. There were two incidents of suicide out of total 3,008 patients in CagriSema’s Phase 3 trials. Together with the continued concerns of compounding, which is a blatant violation of intellectual…
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Apple Eyes AI-Powered Search for Safari Amid Google Tensions – Equitypandit
Apple is considering shifting Safari toward AI-powered search engines due to the potential collapse of its $20 billion-a-year deal with Google. Apple executive Eddy Cue testified that AI search tools like OpenAI, Perplexity, and Anthropic could eventually replace traditional engines, though they aren’t ready to become Safari’s default yet. Safari searches dipped last month for…
