Wall Street Breakfast Meta snaps up Manus
Dec 30, 2025
Meta is making big moves by acquiring Manus to enhance its AI capabilities. Boeing has landed an impressive $8.6 billion contract to supply F-15s to the Israeli Air Force. Novo Nordisk is slashing prices for Wegovy in China ahead of potential competition from generics. In market trends, silver and gold are experiencing significant declines, while SpaceX's stock viability is up for debate. Meanwhile, Samsung gains approval for shipping chipmaking tools to China, shaking up the tech landscape as the market keeps a close watch.
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Meta Expands AI Agent Capabilities
- Meta acquired Manus to boost its general-purpose AI agent capabilities and expand AI monetization beyond the metaverse.
- Manus reached a $125M annual run rate with subscription agents used for research, coding, data and stock analysis.
Boeing Secures Large F-15 Contract
- Boeing won a potential $8.6 billion U.S. Air Force contract to deliver 25 F-15IA jets to Israel with an option for 25 more.
- The work will be done in St. Louis and runs through year-end 2035, highlighting long-term defense production timelines.
Wegovy Price Drop Ahead Of Generics
- Novo Nordisk sharply cut Wegovy list prices in China as semaglutide's patent nears expiry in March.
- The price move anticipates a wave of generics and follows rising obesity estimates in China.