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Francesca Fontana

👤 Speaker
709 total appearances

Appearances Over Time

Podcast Appearances

WSJ What’s News
What’s News in Markets: AI Deals, Trump on Pharma, Banks Split

This one data point I found really highlights just how massive these deals are.

WSJ What’s News
What’s News in Markets: AI Deals, Trump on Pharma, Banks Split

Apparently, the total scale of computing capacity that OpenAI's agreed to buy is now 26 gigawatts.

WSJ What’s News
What’s News in Markets: AI Deals, Trump on Pharma, Banks Split

That's enough power to meet the summer electricity needs of New York City more than two times over.

WSJ What’s News
What’s News in Markets: AI Deals, Trump on Pharma, Banks Split

Broadcom shares jumped 9.9% on Monday and held on to most of those gains throughout the week.

WSJ What’s News
What’s News in Markets: AI Deals, Trump on Pharma, Banks Split

And here's another chat GPT headline from this week.

WSJ What’s News
What’s News in Markets: AI Deals, Trump on Pharma, Banks Split

Walmart will soon be selling its products right within the AI chatbot.

WSJ What’s News
What’s News in Markets: AI Deals, Trump on Pharma, Banks Split

The retail giant's partnership with OpenAI will let U.S.-based users purchase nearly everything that they could get from the Walmart website, except for fresh food.

WSJ What’s News
What’s News in Markets: AI Deals, Trump on Pharma, Banks Split

And Walmart shares ended up gaining 5% on Tuesday and on a weekly basis rose 5.8%.

WSJ What’s News
What’s News in Markets: AI Deals, Trump on Pharma, Banks Split

Next up, let's look at some health-related stocks making moves this week.

WSJ What’s News
What’s News in Markets: AI Deals, Trump on Pharma, Banks Split

Hims and Hers shares jumped 16% on Wednesday on the news that the telehealth company will now offer menopause and perimenopause care.

WSJ What’s News
What’s News in Markets: AI Deals, Trump on Pharma, Banks Split

Hims and Hers said it expects the new specialty to help Hers, its women's health unit, to surpass $1 billion in annual revenue next year.

WSJ What’s News
What’s News in Markets: AI Deals, Trump on Pharma, Banks Split

Now let's jump to Friday's session.

WSJ What’s News
What’s News in Markets: AI Deals, Trump on Pharma, Banks Split

Pharma stocks Novo Nordisk and Eli Lilly really needed a shot in the arm after comments from President Trump the day before sent their shares falling.

WSJ What’s News
What’s News in Markets: AI Deals, Trump on Pharma, Banks Split

While speaking in the Oval Office, Trump said that the out-of-pocket cost of Ozempic could fall to $150.

WSJ What’s News
What’s News in Markets: AI Deals, Trump on Pharma, Banks Split

For reference, Ozempic currently has a U.S.

WSJ What’s News
What’s News in Markets: AI Deals, Trump on Pharma, Banks Split

list price of nearly $1,000 a month.

WSJ What’s News
What’s News in Markets: AI Deals, Trump on Pharma, Banks Split

Now remember, Novo Nordisk makes Ozempic, as well as another weight loss drug, Wagovi.

WSJ What’s News
What’s News in Markets: AI Deals, Trump on Pharma, Banks Split

And Eli Lilly sells similar drugs, Monjaro and Zepbound.

WSJ What’s News
What’s News in Markets: AI Deals, Trump on Pharma, Banks Split

Now, these drugs costs are still apparently being negotiated, so this is just talk, so to speak.

WSJ What’s News
What’s News in Markets: AI Deals, Trump on Pharma, Banks Split

But the pricing concerns were enough to send U.S.-traded shares of Novo Nordisk down 3.1% on Friday, losing 4.5% for the week.