🚀 Eli Lilly Hits $1T as GLP-1 Mania Explodes

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Good morning, nut fam 🌰 — Eli Lilly just broke into the trillion-dollar club, Google’s monopoly case is heating up, Nvidia’s CEO is stressed but still running the AI universe, and the prediction-market world just hit its own unicorn moment. Let’s crack today’s biggest headlines 👇

🏭 Business Nuts

💉 Eli Lilly Enters the $1 Trillion Club — The First Healthcare Giant Ever

GLP-1s didn’t just change waistlines… they changed Wall Street.

Roll out the confetti and crank Pitbull — Eli Lilly ($LLY) just became the first healthcare company in history to hit a $1 trillion market cap. The stock jumped 1.6%, sealing its place as the second non-tech company ever to join the trillion-dollar elite.

🔬 The GLP-1 Gold Rush

It’s all thanks to obesity + diabetes blockbusters Zepbound and Mounjaro, which now generate over half of Lilly’s revenue — $10.09B of last quarter’s $17.6B haul.

A few wild stats:

• Stock is up 75% since Zepbound launched in 2023

• Up 36% YTD

• Market value is now 2× Johnson & Johnson

Novo Nordisk may have lit the match with Ozempic and Wegovy — but their supply shortages gave Lilly the perfect opening to dominate the $72B weight-loss market.

💊 What’s Next: The Holy Grail — A Pill

Wall Street’s obsession? A GLP-1 pill that actually works.
Eli Lilly may have it: orforglipron, a no-fasting-required oral drug that analysts think could rake in $40B a year at peak.

Lilly plans to file for FDA approval by end of 2025 — aiming for shelves by mid-2026.

🟢 Bottom Line: Lilly didn’t just build a drug franchise. It built a historic empire.

⚖️ Antitrust Nuts

🧑‍⚖️ Judge Prepares Ruling in Google’s Ad-Tech Monopoly Case

The DOJ wants Google to sell AdX. Google wants… not that.

The Justice Department is pushing hard to force Google ($GOOG) to divest AdX, its dominant ad exchange, arguing the company illegally monopolized two ad-tech markets.

Google’s counter? “We’ll change our behavior, promise.”
The DOJ’s answer? “Lol no.”

Judge Brinkema is expected to rule next year — but she warned the clock is ticking. If remedies come too late, they won’t matter.

For context:

• Between filing and trial, TikTok went from small competitor → major disruptor, showing how fast the landscape shifts.

• That’s why regulators are racing against time.

🟡 Bottom Line: If Google is forced to break up its ad-tech business, it would be the biggest structural antitrust move since AT&T’s 1984 breakup.

🤖 AI Nuts

⚙️ Nvidia CEO Says the Company Is in a “No-Win Situation”

When you’re too successful, even winning looks like losing.

Nvidia just posted monster earnings again — but CEO Jensen Huang told employees Wall Street has created an impossible trap:

Investors fear tech giants are spending too aggressively on AI infrastructure without certainty those dollars will come back.

Here’s the bizarre reality Huang pointed out:

• Nvidia can lose $500B in market value in weeks, simply because expectations are too high.

• Despite a surge in data-center processor sales, shares turned red because investors are paranoid AI spending is peaking.

• If Nvidia misses guidance by a hair, people declare the AI story dead.

🟣 Bottom Line: Nvidia is still the king — but mega-success has turned into a stress test.

📰 Other News — Quick Bites

• 💸 Prediction market startup lands $1B new round at $11B valuation — just 2 months after raising $300M. Sequoia, CapitalG, a16z, Paradigm all joined the feeding frenzy.

• 🎬 Google drops Gemini 3 Pro + Nano Banana — its new image model described by observers as something that “could quietly change filmmaking forever.”

• 💴 Japan unveils $135B stimulus package — the country’s biggest since COVID — even as the yen continues to get crushed.

• 🎵 AI music generator Suno raises $250M — now valued at $2.45B, despite being sued by three major record labels.

• 📹 Agentio raises $40M — the brand-to-creator matchmaking platform says it has already paid tens of millions to YouTubers and is expanding testing onto Meta platforms.

🌰 That’s a Wrap

Eli Lilly makes history, Google braces for a legal earthquake, Nvidia’s CEO vents, and AI-powered startups are raising cash like it’s 2021 again.

Thanks for cracking open today’s Cash Nut 🌰
See you tomorrow — same nut time, same nut channel.

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