Major investments, policy debates, and sustainability efforts are reshaping the semiconductor industry. TSMC’s $100 billion U.S. expansion carries geopolitical significance, while Broadcom’s strong earnings highlight AI’s growing role. Siemens is investing $285 million in U.S. manufacturing, adding to its long-term growth. Meanwhile, the CHIPS Act faces scrutiny, with Trump calling for its repeal. The Semiconductor…
In 2024, the US and Europe led in pharma value creation while GLP-1s disrupted the landscape
GLP-1 juggernauts Eli Lilly and Novo Nordisk, whose combined $1.18 trillion market cap now exceeds Johnson & Johnson, AbbVie, and Merck combined, have staked their claim as stock market darlings. This momentum is particularly evident in Novo Nordisk’s remarkable trajectory, reaching a $604 billion market capitalization by March 2024 and securing its position as the…