Stock Movers Closing Bell: Fertilizer Stocks Jump, Eli Lilly Gains, Lululemon Earnings
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Dec 11, 2025 Fertilizer stocks saw a significant surge after drone strikes on Russian plants raised supply chain concerns. Eli Lilly's promising obesity drug results are set to shake up the weight-loss market, with shares climbing. Lululemon's after-hours jump followed strong earnings and an unexpected CEO departure, leaving investors curious about succession plans. The podcast also touches upon Disney's hefty investment in OpenAI and Oracle's alarming stock drop amid rising tech costs. It's a whirlwind of market insights and surprising shifts!
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Fertilizer Supply Risk Spurs Rally
- Fertilizer stocks jumped after reports of drones hitting two fertilizer plants in western Russia.
- Markets re-priced risk as investors moved toward producers who could supply constrained nutrients.
Lilly Gains From Potent Obesity Drug Data
- Eli Lilly shares rose after a next-generation obesity shot delivered nearly 25% weight loss over 68 weeks.
- Investors moved into Lilly on the drug's potency and potential health benefits.
Disney Strikes Big AI Deal With OpenAI
- Disney agreed to invest $1 billion in OpenAI and license characters for AI video use.
- The deal surprised markets because Disney normally tightly guards its IP but seeks strategic AI partnerships.