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Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Tesla reached a new all-time high, fueling community discussions around its robotaxi strategy and battery expansion plans in Europe. Bullish sentiment appears strong, with some traders eyeing the $500 level and beyond, while others caution about stretched valuations and potential pullbacks. Discussions also include the company's long-term growth potential and competition in the EV market.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including from sellers, advertising, and subscription services through internationally-focused online stores. The AWS segment is composed of global sales of compute, storage, database, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazon's potential $10B investment from OpenAI to utilize its AI chips is a hot topic, fueling discussions about the data center sector and analysts' target prices. The community is analyzing Amazon's infrastructure and AWS re-acceleration, while some express concerns about the investment's impact and potential market reactions, viewing it as an AI "circle jerk."

BlackRock Institutional Trust Company N.A. - iShares Silver Trust

iShares Silver Trust

SLV is trending as silver prices surge to new all-time highs, fueling community excitement and discussions around potential triple-digit prices. Community members are actively debating market manipulation, supply shortages, and the impact of industrial demand on silver's value. Some are noting JPM's shift to a long position as a bullish signal, while others caution against potential pullbacks and COMEX intervention.

A project grown out of the community's love and passion for the weed culture. Launched around early 2025, $weedcoin, “Like Bitcoin but way higher,” emphasizes its alignment with cannabis culture and a laid-back vibe. Unlike other Weed communities, this project leans heavily into community engagement over technical utility, aiming to build a “stoner community” through social media presence and decentralized governance. We also aim to focus on onboarding web2 businesses and users onto web3 through the token.

Weedcoin

Weedcoin is trending as community members rally behind its vision of merging cannabis culture with cryptocurrency on the Solana blockchain. Discussions highlight Weedcoin's long-term potential, focus on community, and its connection to the broader cannabis industry and potential benefits of cannabis research. The coin is being positioned as a culture coin, like Bitcoin but way higher.

nLIGHT, Inc. engages in the provision of semiconductor and fiber lasers for aerospace and defense, industrial, and microfabrication applications. It operates through the Laser Products and Advanced Development segments. The Laser Products segment designs, manufactures, and sells a range of semiconductor lasers and fiber lasers that are typically integrated into laser systems or manufacturing tools built by customers. The Advanced Development segment focuses on research, design, and prototyping of next-generation laser technologies, leveraging expertise in laser technology, development, beam control, and advanced optics. The company was founded by Scott H. Keeney, Mark DeVito, and Jason Farmer in June 2000 and is headquartered in Camas, WA.

nLIGHT Inc

nLIGHT ($LASR) is trending as traders discuss its potential breakout, noting that it is coiling under resistance. Community members are watching for volume expansion to confirm a fresh trend in this mid-cap laser tech company. Some also point to possible defense contracts, such as the "Golden Dome", as a catalyst.

AMC Robotics Corp. engages in developing and deploying AI-enabled robotics and smart security solutions, especially for warehouse automation, enterprise security, robotics patrol/incident-response and logistics automation. The company is headquartered in New York, NY.

AMC Robotics Corp.

AMCI is trending due to its recent merger and focus on robotics, with community members comparing it to past high-flying stocks. The stock's low float and high short interest are fueling speculation of a potential short squeeze, with many retail investors encouraging others to hold firm. Community members are actively discussing price targets and strategies to counter short sellers.

Advisorshares Trust - AdvisorShares Pure US Cannabis ETF

AdvisorShares Pure US Cannabis ETF

MSOS is trending as anticipation builds around potential cannabis rescheduling, fueled by reports of a possible executive order. The community is buzzing over the implications of rescheduling, particularly the potential for tax relief and increased institutional investment. Traders are closely watching for official confirmation and the resulting impact on US cannabis companies.

Robinhood Markets, Inc is a financial services platform, which engages in the provision of retail brokerage and offers trading in U.S. listed stocks and Exchange Traded Funds, related options, and cryptocurrency trading, as well as cash management, which includes debit cards services. The company was founded by Vladimir Tenev and Baiju Prafulkumar Bhatt in 2013 and is headquartered in Menlo Park, CA.

Robinhood Markets Inc - Ordinary Shares - Class A

Robinhood Markets Inc

Robinhood's $HOOD is trending as investors digest news of an upcoming product showcase, including AI improvements and prediction markets, sparking debates around potential legal challenges and technical analysis. The community is focused on how these new features, especially the AI Cortex, could impact the platform's competitive advantage and future growth. Broader influences like Nasdaq's potential extended trading hours and Bitcoin's volatility are also shaping the conversation around the stock.

B. Riley Financial, Inc. engages in the provision of financial services and solutions to the capital raising and financial advisory needs of public and private firms. It operates through the following segments: Capital Markets, Wealth Management, Financial Consulting, Auction and Liquidation, Communications, and Consumer. The Capital Markets segment provides investment banking, corporate finance, research, wealth management, and sales and trading services to corporate, institutional, and high net worth clients. The Wealth Management segment offers retail brokerage, investment management, and insurance, and tax preparation services. The Financial Consulting segment focuses on a variety of specialized advisory services spanning bankruptcy, restructuring, turnaround management, forensic accounting, crisis and litigation support, appraisal and valuation, real estate, and operations management. The Auction and Liquidation segment deals with retail liquidation services. The Communications segment is composed of a portfolio of companies acquired for attractive risk-adjusted investment return characteristics. The Consumer segment includes Targus and the Brands investment portfolio. The company was founded in 1973 and is headquartered in Los Angeles, CA.

B. Riley Financial Inc

B. Riley Financial is trending due to the recent filing of its overdue Q2 report, which revealed a swing to profitability and a revenue increase. Community discussions revolve around the company's progress in meeting Nasdaq's compliance deadline and potential short squeeze opportunities. Investors are also considering the implications of the company's debt and ongoing regulatory matters.

Pfizer Inc. is a research-based global biopharmaceutical company, which engages in the discovery, development, manufacture, marketing, sales and distribution of biopharmaceutical products worldwide. The firm works across developed and emerging markets to advance wellness, prevention, treatments and cures that challenge the most feared diseases. The company was founded by Charles Pfizer Sr. and Charles Erhart in 1849 and is headquartered in New York, NY.

Pfizer Inc.

Pfizer Inc

Pfizer is trending as investors digest updated revenue guidance for 2025 and 2026, with some analysts suggesting the lowered expectations are conservative. The community is actively discussing potential entry points, dividend safety, and whether the company is a turnaround play, while also debating the CEO's performance and future prospects. Some traders are taking short-term positions, while others focus on long-term value and accumulating shares.

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<ul class="summary-bullets"><li>Global obesity-drug sales could exceed $130–150B by the mid-2030s, driven by GLP-1/GIP drugs and expanding access beyond the U.S.</li><li>Lilly strengthens its leadership with a deep pipeline, while Novo faces slowing growth, price cuts, and disappointing CargiSema data.</li><li>New entrants—from Wave Life Sciences to Amgen, AstraZeneca, and Pfizer—intensify competition in an expanding market.</li></ul>The weight-loss category has emerged as pharma’s new sweet spot, propelling Eli Lilly (LLY) to become the first trillion-dollar&nbsp;healthcare company. The momentum hasn’t been limited to the giants—several smaller players have also surged on the back of their obesity drug pipelines. The scramble for dominance in weight-loss therapeutics now mirrors the AI arms race in tech, with companies pouring capital, talent, and research into a market too transformative to ignore.<a href="https://stocktwits.com/symbol/WVE">Wave Life Sciences Ltd.’s (WVE) shares</a> jumped nearly 150% on Monday after the small-cap biotech announced positive interim early-stage trial data for its obesity treatment candidate, codenamed “WVE-007.” Wall Street went gaga over the data, with the stock receiving a raft of generous price target raises and even a few upgrades.&nbsp;<h2 class="st-heading-2">Anti-Obesity Drug Market — Bulky Opportunity</h2>The weight-loss drug market is currently essentially a duopoly — one dominated by Danish pharma giant Novo Nordisk (NVO) and Lilly. But there are hordes of other large-cap pharma giants and small fries waiting in the wings. But is the field lucrative enough to justify the strong interest?Morgan Stanley in May raised its global weight-loss medication market estimate for 2035 to $150 billion, calling it the peak potential, up from $105 billion. If the forecast proves accurate, the market is expected to grow exponentially, from $15 billion in 2024. According to the firm’s analyst Terence Flynn, “We believe we are now at an inflection point for the broadening of obesity drugs’ use, which will extend beyond the U.S. to larger numbers of patients globally.”Coherent Market Insights puts the global market opportunity at $82.55 billion by 2032, growing at a compounded annual growth rate (CAGR) of 18% from $25.87 billion in 2025. Health information technology company IQVIA estimates the anti-obesity medication market to grow at a CAGR of 13-15% to $130 billion by 2034.<h4 class="st-heading-4" style="text-align:center;">Obesity Drug Market: Rapid Growth Through 2035</h4><img src="https://news.stocktwits-cdn.com/Screenshot_2025_12_09_at_3_48_53_AM_png_f0daa98697.webp" alt="Screenshot 2025-12-09 at 3.48.53 AM.png">Source: IQVIAAccording to McKinsey, nearly one in three adults in the U.S., or about 100 million people, meet the clinical criteria for obesity. Add to this the 900 million people worldwide, and the addressable opportunity swells.Currently, the market is dominated (96%) by a class of drugs called glucagon-like peptide (GLP-1)/glucose-dependent insulinotropic polypeptide (GIP) receptor agonists. These are injectable drugs that mimic natural gut hormones (GLP-1 and GIP) to slow digestion, reduce appetite, and lower blood sugar. Dual-class agonists, such as Lilly’s Zepbound (chemically, tirzepatide), combine agonist activity to produce a better effect by working synergistically in the brain and gut.Some of the other modalities used by currently marketed drugs and those in development are:<ul><li>Lipase inhibitors (block fat-digesting enzymes in the gut)</li><li>Appetite suppressants (target specific genes/receptors for hunger)</li><li>Hormone/analog-based agents (slow gastric emptying)</li><li>Genetic/receptor-targeted therapies (used for rare forms of obesity; work by regulating via the central nervous system)</li></ul>Wave Sciences’s WVE-007 uses RNA interference (RNAi) to silence the INHBE gene, thereby reducing Activin E protein levels and promoting fat burning.<h2 class="st-heading-2">Lily Soars, Novo Lags</h2>Novo Nordisk may have revolutionized the obesity drug race with its semaglutide diabetes drug, which was marketed as Ozempic. Initially, Ozempic was used off-label for weight loss before the Danish company gained regulatory approval for a higher dose of semaglutide, under the brand name Wegovy, exclusively for treating obesity.The company has further beefed up the portfolio with Saxenda, an injectable formulation used in adults and some adolescents.Novo Nordisk has also filed for regulatory approval for an oral formulation of its obesity drug and a long-acting GLP-1 analogue intended as a once-weekly treatment for obesity. The company also has several other candidates in various stages of development, including its next-generation drug candidate CargiSema.&nbsp;The weight loss credentials of CargiSema, gleaned from two late-stage trial results, haven’t lived up to the hype, serving as a drag on the stock. The company has, however, maintained that it is on track to file a regulatory submission in the first quarter of 2026.Rival Lilly’s has an FDA-approved obesity treatment, Zepbound, and its diabetes drug Mounjaro is also used to treat obesity. The company’s obesity pipeline is brimming with activity, including:&nbsp;<ul><li>Once-daily, oral GLP-1 receptor agonist Orforglipron (Phase 3 development)</li><li>Triple-acting injectable incretin called Retatrutide (targeting GLP1+GIP and glucagon receptors)</li><li>Once-weekly injectable late-stage candidate Eloralinitide</li><li>Mid-stage Bimagrunab that came into its stable through its Versanis Bio buy (works by reducing fat mass even while preserving muscle mass)</li></ul>Novo Nordisk’s weight-loss drug’s charm has since then declined. Citing lower growth for its GLP-1 treatment in diabetes and obesity, the company trimmed its 2025 forecast for the third time this year. To make matters worse, the company had to agree to a price cut for the direct-to-consumer sales in the U.S. to align with the Trump administration’s efforts to make drugs accessible and affordable.The slowing sales of this money-spinning portfolio led to the ouster of Lars Fruergaard Jorgensen in May. The board explicitly stated that the exit was due to market challenges it faced and the resulting decline in the stock price since mid-2024.Here’s a look at how obesity portfolios of both companies have fared:<img src="https://news.stocktwits-cdn.com/How_Much_Revenue_Do_Novos_Obesity_Drugs_Generate_jpg_9b42c387d7.webp" alt="How_Much_Revenue_Do_Novos_Obesity_Drugs_Generate.jpg"><img src="https://news.stocktwits-cdn.com/How_Much_Revenue_Do_Novos_Obesity_Drugs_Generate_jpg_5e73990a2a.webp" alt="How_Much_Revenue_Do_Novos_Obesity_Drugs_Generate.jpg">Source: Fiscal.ai*Ozempic and Mounjaro sales may not be entirely attributable to the obesity indication since they are used off-label for the indication.On Monday, JPMorgan slashed its price target for Novo Nordisk by 30% but maintained an ‘Overweight’ rating, the Fly reported. Argus downgraded the stock to ‘Hold’ from ‘Buy,’ citing the loss of share in the GLP-1 drug market and the price cuts in the U.S. The firm also flagged potential generic competition in some international markets and the lukewarm results from ongoing trials of pipeline candidates.&nbsp;On the other hand, Eli Lilly stock received a price target hike from Guggenheim to $1163 from $1,036. The firm said the action followed the updation of its models for the two obesity drug rivals to reflect prescription trends, GLP-1 pricing updates, and announcements.&nbsp;The stock prices of <a href="https://stocktwits.com/symbol/LLY">Lily</a> and <a href="https://stocktwits.com/symbol/NVO">Novo Nordisk</a> have captured the reversing fortunes of both companies.&nbsp;<img src="https://news.stocktwits-cdn.com/LLY_VS_NVO_Stock_png_8157958009.webp" alt="LLY VS NVO Stock.png">Source: Koyfin<h2 class="st-heading-2">Other Players Knocking On The Door</h2><ul><li>Amgen - MariTide (Phase 3)</li><li>Boehringer Ingelheim - Survodutide (Phase 3)</li><li>AstraZeneca - AZD-6235, AZD-5004 (Phase 2)</li><li>Arrowhead - ARO-ALK7 (Phase 2)</li><li>Regeneron - Trevogrumab (Phase 2)</li><li>Roche - RG-6640 (Phase 2)</li><li>Pfizer - PR-07976016 (Phase 2)</li><li>Viking - VK-2735 (Phase 2)</li></ul><h2 class="st-heading-2">The Future</h2>Drugmakers see the shift from injectables to oral formulations as the holy grail of obesity treatment. Lilly and Novo Nordisk both have an oral drug candidate in late-stage development. The latter could leave the worst behind and regain its lead if it can convince regulators of Cargisema's efficacy and safety.&nbsp;Morgan Stanley sees the supply, additional clinical benefits for other diseases, expanded payer coverage, pill formulation and more efficient delivery mechanisms as factors that can increase the uptake of the obesity drugs.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nasdaq-s-and-p-500-futures-freeze-amid-fresh-trump-tariff-threats-fed-jitters/cLIr8v9REZ5">Nasdaq, S&amp;P 500 Futures Freeze As Fresh Trump Tariff Threats On Mexico, India Collide With Fed Jitters — Strategist Warns Santa Rally Looks Unlikely</a>

Woman using Semaglutide injection pen. - stock photo

The 2025 Weight-Loss Drug Gold Rush: How Eli Lilly Pulled Ahead, Novo Hit A Snag — And A Swarm Of Biotech Underdogs Are Closing In

The obesity-drug boom is reshaping pharma, with Lilly surging ahead, Novo stumbling, and a wave of emerging players racing to capture a massive, fast-growing global market.

Equity

The obesity-drug boom is reshaping pharma, with Lilly surging ahead, Novo stumbling, and a wave of emerging players racing to capture a massive, fast-growing global market.


Eli Lilly Hits $1 Trillion Milestone: ETFs to Invest in 

Lilly's $1T valuation and soaring GLP-1 demand spotlight ETFs like IHE, PPH, MEDI, OZEM, MEDX and THNR for investors riding the weight-loss drug boom.


NVO Wins FDA Approval for MASH Treatment: ETFs Likely to Gain

NVO rose about 4% on Aug. 18, 2025, after Wegovy won FDA approval as the first GLP-1 therapy for MASH, expanding its reach beyond obesity and diabetes. NVO-heavy ETFs like OZEM, THNR and PPH should benefit from this trend. 

ETFs to Capitalize on the Novo Nordisk-Septerna Deal

Amplify ETF Trust - Amplify Weight Loss Drug & Treatment ETF

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The S&P 500 is modestly lower so far in December, putting the Santa Claus rally in question. The Santa Claus rally refers to the market’s tendency to rise in the final weeks of the year—what do you expect from December 16 through December 31?

What do you expect the S&amp;P 500’s total return to be in the second half of December?

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What do you expect the S&P 500’s total return to be in the second half of December?

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