Eli Lilly market share drops, Novo Nordisk holds firm as generic weight-loss drugs flood India

Eli Lilly loses share in India’s GLP‑1 market as cheap semaglutide generics surge, while Novo holds steady after deep price cuts to defend Ozempic, Wegovy.
What this real-world oil price says about the level of stress in the energy market

Energy analysts warn that the Iran ceasefire is not likely to alleviate acute signs of stress in the physical oil market.
Investors are questioning gold’s role in portfolios, says Morgan Stanley — but another metal is set to outperform

Gold’s conventional role as a portfolio risk management tool has been brought into question over a dramatic five-week period for commodity prices
The Trump administration is getting angry as EU Big Tech fines top $7 billion in 2 years

The European Commission and Trump administration are increasingly clashing over the bloc’s actions against U.S. tech companies.
Warsh Fed confirmation plan hits a snag as expected nomination hearing is delayed

A Senate hearing expected to be held in the coming days has been put off.
Alibaba leads $290 million investment for building a new kind of AI model as LLM limits emerge

Startup Shengshu plans to use the money for a “general world model,” paving the way for more practical robot applications.
China factory prices return to growth after 3 years, beating expectations on surging oil prices

China faces possible inflationary spillovers, though its massive strategic stockpiling onshore and diversified sources of energy provided some cushion.
Oil edges higher as U.S.-Iran ceasefire fails to boost traffic via Strait of Hormuz

U.S. President Donald Trump on Thursday warned Iran to “stop now” if it was charging tankers to transit the Strait of Hormuz.
Asia-Pacific markets set to open mixed as renewed tensions test a fragile Iran-U.S. ceasefire

The West Texas Intermediate was up 0.62% at $98.48 per barrel as of 7:50 p.m. ET. Brent crude ended the session at $95.92 per barrel.
Friday’s big stock stories: What’s likely to move the market in the next trading session

Stocks continued their relief rally on Thursday as traders hoped the U.S.-Iran ceasefire would stick. The Dow Industrials turned positive for 2026.