Stock Movers Eli Lilly Jumps, Comcast Gains, Meta Falls
Oct 30, 2025
Danica Sokova, a Bloomberg News reporter specializing in market analysis, breaks down recent corporate highlights. Eli Lilly is soaring after surpassing revenue expectations from its diabetes and weight-loss drugs, expecting up to $63.5 billion in sales. Meanwhile, Comcast's subscriber losses were less severe than anticipated, hinting at competitive challenges. Meta Platforms plans to raise at least $25 billion through bond sales, raising concerns about their substantial investments in AI. The discussion uncovers key market dynamics and company strategies.
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Lilly Leading The Weight-Loss Market
- Eli Lilly is taking an increasingly dominant share of the weight-loss and diabetes market.
- Their Mounjaro and Zepbound sales beat expectations by a combined nearly $1.3 billion, signaling clear momentum.
Assess Barriers To Drug Adoption
- Consider cost, administration, availability, and side effects when assessing adoption of weight-loss drugs.
- Cost likely remains the primary barrier to broader patient uptake, despite other factors like shots or side effects.
Comcast's Losses Are Improving, But Pressure Remains
- Comcast lost broadband subscribers for the tenth straight quarter but did better than feared this quarter.
- The smaller-than-expected losses and revenue beat provide limited optimism amid intense competition from wireless and streaming alternatives.