Wall Street Breakfast Papa John’s delivers a hot slice
Oct 14, 2025
Papa John's stock jumps on news of a $64 takeover offer from Apollo. Roche and Eli Lilly celebrate FDA approval for an Alzheimer's blood diagnostic test, marking a significant breakthrough. Meanwhile, Japanese payment app PayPay is poised for a valuation exceeding $20 billion in its upcoming U.S. IPO. The podcast also discusses trends in off-price retail amidst tariffs and spotlights Navitas's success in developing power devices for NVIDIA's AI technology. Market movements, including futures and commodities, round out the financial recap.
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Takeover Rumors Move Stock Prices
- A reported $64-per-share bid from Apollo pushed Papa John's stock sharply higher despite company silence.
- Market rumors can create large short-term value swings even without corporate confirmation.
Blood Test Cleans Up Alzheimer's Screening
- The FDA approved a Roche–Eli Lilly blood test to screen for Alzheimer's-related amyloid pathology.
- The test may reduce the need for invasive and costly diagnostic procedures in primary care.
PayPay Poised For Multi‑Billion IPO
- PayPay's U.S. IPO could value the company above $20 billion, reflecting its dominance in Japan's QR-code payments.
- Investors will scrutinize its overseas growth story given limited business foundations abroad.