Brew Markets

Eli Lilly Joins an Exclusive Club & Does Netflix Really Want Warner Bros?

12 snips
Nov 24, 2025
A landmark moment unfolds as Eli Lilly becomes the first healthcare company to join the trillion-dollar market cap club, showcasing its GLP-1 successes. Meanwhile, Warner Brothers Discovery attracts multiple suitors, with Paramount leading the pack in a bid that raises questions about Comcast's ambitions and the future of theatrical releases from Netflix. The discussion also dives into Ann's experience on Fox Business Network, shedding light on live TV preparation and the importance of clear communication.
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INSIGHT

Healthcare Joins The Trillion-Dollar Club

  • Eli Lilly became the first healthcare company to reach a $1 trillion market cap, driven by GLP-1 drugs like Zepbound and Mounjaro.
  • The trillion-dollar club is dominated by big tech and chips, but traditional giants like Saudi Aramco and Berkshire Hathaway also appear.
INSIGHT

Historical Firms Outsize Modern Giants

  • Inflation-adjusted valuations reveal historical giants like Standard Oil would dwarf today's leaders.
  • Market-cap milestones can hide long-term shifts in industry power and historical scale.
INSIGHT

Warner Bros. Sale Could Reshape Media

  • Warner Bros. Discovery put itself up for sale after debt and poor content performance following the Discovery merger.
  • The potential breakup or sale could reshape streaming, cable, and theatrical dynamics.
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