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- 🗞️ Eli Lilly Tops $1 Trillion
🗞️ Eli Lilly Tops $1 Trillion
Big Moves Decoded: INTU, ROST, and more
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Market Performance
S&P 500: 6,602.99 ⬆️ 0.98%
Nasdaq: 22,273.08 ⬆️ 0.88%
Dow Jones: 46,245.41 ⬆️ 1.08%
Eli Lilly Joins Tech Giants in Exclusive Club
Eli Lilly (LLY) just became the first healthcare company in history to hit a $1 trillion market capitalization.
Yes, you read that right. The pharmaceutical giant briefly crossed this milestone on Friday, joining an exclusive club previously dominated by tech behemoths.
This is a watershed moment for the healthcare sector. Eli Lilly is only the second non-tech company in the U.S. to reach this valuation, following Warren Buffett's Berkshire Hathaway.
What's driving this astronomical rise? Two words: GLP-1 drugs.
The company's weight-loss injection, Zepbound, and diabetes treatment, Mounjaro, are posting eye-popping numbers.
Mounjaro generated $6.52 billion in Q3 revenue (up 109% year-over-year), while Zepbound hit $3.59 billion (up 184%).
Moreover, an oral version is expected next year, and analysts project the weight-loss drug market could exceed $150 billion by the early 2030s.
Eli Lilly is positioned to dominate this space despite competition from Novo Nordisk and Pfizer's recent $10 billion acquisition of obesity drugmaker Metsera.
Eli Lilly stock has a Ziggma score of 88 and ranks higher than most peers in terms of profitability and financial health.
However, the blue-chip stock, which has increased by 1,150% over the last 10 years, may not offer significant upside potential.
Our Takeaway
Eli Lilly's trillion-dollar milestone signals a fundamental shift in market leadership—healthcare innovation is now rivaling Big Tech's influence.
The company's dual-hormone approach (targeting both GLP-1 and GIP) gives it a competitive edge, and with expanding approvals and insurance coverage, this growth story is far from over.
$6B Team Just Unleashed Cinderella on a $2T Market
Cinderella isn’t looking for her glass slipper— she’s busy smashing the $2T media market to pieces.
Elf Labs spent a decade at the US Patent & Trademark office in a historic effort to lock up 100+ historic trademarks to icons like Cinderella, Snow White, Rapunzel and more — characters that have generated billions for giant studios. Now they’re fusing their IP with patented AI/AR to build a new entertainment category the big players can’t copy.
And the numbers prove it’s working.
In just 12 months they raised $8M, closed a nationwide T-Mobile–supported telecom deal, launched patented interactive content, and landed a 200M-TV distribution partnership.
This isn’t a startup. It’s a takeover. And investors are sprinting to get in.
Lock in your ownership now
This is a paid advertisement for Elf Lab’s Regulation CF offering. Please read the offering circular at https://www.elflabs.com/
Market Overview 📈
Friday's market rally was fueled by renewed optimism around a December Federal Reserve rate cut after New York Fed President John Williams signaled room for further monetary policy adjustments.
Williams noted that policy remains "modestly restrictive" and suggested moving closer to a neutral stance to balance the Fed's dual mandate.
The comments led traders to dramatically increase their bets on a December cut, with Fed funds futures now pricing in over 70% probability—up from less than 40% the day before.
Rate-sensitive sectors led the charge, with homebuilders and consumer discretionary stocks posting strong gains.
This rally reversed Thursday's brutal session, when markets surrendered gains despite Nvidia's blockbuster earnings report.
The three major averages still posted significant weekly losses—the S&P 500 and Dow each fell about 2%, while the Nasdaq shed 2.7%.
Bitcoin extended its decline, dropping over 2% Friday and falling to levels not seen since April, with week-to-date losses approaching 11%.
Stock Moves Deciphered 📈
🛍️ Ross Stores (ROST)
The off-price retailer surged 8.4% after beating Wall Street expectations with earnings of $1.58 per share on revenue of $5.60 billion, compared to analyst estimates of $1.41 per share on $5.42 billion in revenue.
The company cited an excellent back-to-school season with strong trends continuing through the quarter, demonstrating effective merchandising strategies heading into the holiday shopping season.
💸 Cognizant Technology Solutions (CTSH)
The IT services company rallied 5% following an upgrade from William Blair, which changed its rating from "Market Perform" to "Outperform."
The positive analyst action, combined with the broader market rally driven by renewed rate-cut expectations, drove significant investor interest in the stock despite challenges in the broader tech consulting sector.
💻 HP (HPQ)
The technology hardware company climbed 6%, benefiting from both the market-wide rally and positive fundamental factors, including recent year-over-year revenue increases and significant institutional buying activity.
Investors are closely watching ahead of the company's upcoming fourth-quarter earnings release, which could provide further catalysts for the stock.
Headlines You Can't Miss 👀
📊 Alphabet continues to outperform the "Magnificent Seven" peers with 7% weekly gains, driven by enthusiasm for its AI products and custom-built Tensor Processing Units that compete with Nvidia's GPUs.
💊 Pfizer won a $10 billion bidding war against Novo Nordisk to acquire obesity drugmaker Metsera, marking a major push into the weight loss drug market.
🏠 iShares U.S. Home Construction ETF (ITB) surged nearly 6%, on track for its best day since July as homebuilder stocks rallied on rate cut optimism.
🔌 The Trump administration is reportedly considering allowing sales of Nvidia H200 AI chips to China, though no final decision has been made yet.
💻 Raymond James initiated coverage on Nvidia with a Strong Buy rating and $272 price target (51% upside), citing the company's extensive software stack and competitive moats.
🌐 AMD received an Outperform rating from Raymond James, with a $377 price target (83% upside), highlighting continued momentum in AI accelerators and gains in server market share.
🛢️ Oil prices extended declines with Brent crude falling 1.6% to $62.38 per barrel as President Trump pushed for a peace deal to end the Russia-Ukraine war.
Trending Stocks 📊
💰 Intuit (INTU)
The software company jumped nearly 4% after reporting strong first-quarter results, with adjusted earnings of $3.34 per share, beating analyst expectations of $3.09 per share, and revenue of $3.89 billion, exceeding the $3.76 billion estimate.
The tax and accounting software giant continues to demonstrate resilient demand for its financial management products across both consumer and small-business segments.
👚 Gap (GAP)
Shares rose over 8% after the clothing retailer reported company-wide third-quarter same-store sales growth of 5%, flying past Wall Street expectations.
CEO Richard Dickson noted the company hasn't needed to discount as often to sell products, with sales boosted by the viral "Better in Denim" campaign with Katseye, signaling improved brand positioning and pricing power.
🏡 D.R. Horton (DHI)
The nation's largest homebuilder by volume gained on Friday as the entire homebuilder sector rallied on expectations of Federal Reserve interest rate cuts.
Lower rates would reduce mortgage costs and stimulate housing demand, directly benefiting D.R. Horton's business model, focused on affordable entry-level and first-time homebuyer segments across multiple markets.
What’s Next?
Key market and macro news 👇
💰 Zoom reports Q3 2026 earnings: The video communications giant's performance will be closely watched for signs of growth in a post-pandemic world, with an EPS estimate of $1.40.
₿ The recent crash in Bitcoin and other digital assets, along with the collapse of several crypto mining stocks, could lead to further contagion in the broader market.
📈 University of Michigan's consumer sentiment index held at 51.0 for late November, matching expectations, with inflation expectations improving—one-year outlook at 4.5%, five-year view dropping to 3.4%.
🏪 Investors are watching consumer spending trends as retailers enter the critical Black Friday and holiday shopping period following strong results from Gap and Ross Stores.
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