Stock Movers Alphabet Shares Soar; Eli Lilly Slumps; RTX Defense Deal
Nov 24, 2025
Alphabet's shares surged after positive reviews of its new AI model, boosting investor confidence. Meanwhile, Eli Lilly faced a downturn following disappointing results from Alzheimer’s drug trials. In a significant move, RTX and Rafael secured a $1.25 billion defense contract, marking their first collaboration at a new Arkansas facility. Additionally, the healthcare sector saw insurers gaining traction amidst potential policy changes, while defense stocks like Lockheed Martin experienced some weakness.
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Sponsor Intro Frames Episode
- Capital Group and KKR introduce public-private plus funds and an exclusive partnership for investors.
- The brief sponsor message frames the episode's opening but is not part of market coverage.
Gemini Spurs Alphabet Rally
- Alphabet's Gemini model release significantly boosted investor confidence and lifted GOOG shares about 3%.
- Kriti Gupta notes Gemini's latest version reportedly surpassed ChatGPT on industry benchmarks, fueling tech gains.
Alzheimer's Trial News Hits Eli Lilly
- Eli Lilly shares fell about 1.6% after competing Alzheimer's trial news from Novo Nordisk created pressure.
- Kriti Gupta clarifies Novo Nordisk's late-stage trial results and market reaction affected LLY's performance this morning.