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Wall Street Breakfast

Novo Nordisk trims outlook on rising rivalry

06 Aug 2025

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Novo Nordisk (NVO) plans cost cuts amid slower Wegovy growth outlook. (00:22) Disney’s (DIS) ESPN to acquire NFL media assets. (01:35) OpenAI reportedly exploring share sale at $500B valuation. (03:14)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: AMD, ANET, SMCI, and moreSuper Micro sinks as Q4 results, Q1 outlook falls shortNvidia reiterates its AI chips don't have backdoors or kill switches, urges against location verificationAMD dips after earnings; revenue beats expectations, but data center growth slowsSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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