Brew Markets

Can Amazon Deliver on Grocery & Novo Nordisk and Pfizer’s Drug War

12 snips
Nov 3, 2025
Dive into the compelling world of pharma as Kimberly-Clark acquires Kenvue amidst political scrutiny over Tylenol. Explore Amazon's struggle to dominate the grocery sector despite strong cloud hosting performance with AWS. Unpack the high-stakes clash between Pfizer and Novo Nordisk as they vie for control over MetSera, with intriguing tactics and legal battles shaping the future of obesity treatment. A blend of business, politics, and competitive strategy that keeps you on the edge of your seat!
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INSIGHT

Kimberly-Clark's Risky Scale Play

  • Kimberly-Clark is buying Kenvue for scale, gaining distribution leverage and $2B in net cost savings.
  • The deal carries risk from Kenview's weak sales and political scrutiny around Tylenol that could hurt Kimberly-Clark.
INSIGHT

AWS Is Amazon's Cash Machine

  • AWS drove the quarter and reported growth that beat forecasts, easing cloud market share concerns.
  • AWS now funds Amazon's experiments across AI, chips, media, and retail initiatives as a cash machine.
INSIGHT

OpenAI Boosts AWS Momentum

  • OpenAI signed a major cloud deal with Amazon after renegotiating exclusivity with Microsoft, sending $38B in spend to AWS.
  • That agreement helped push Amazon shares higher and validated AWS's AI positioning.
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