Oral weight-loss drug battle intensifies! Eli Lilly and Co's Zepbound approved in the UK, challenging Novo-Nordisk A/S's first-mover advantage

① Following Foundayo’s approval in the UK, Eli Lilly and Co aims to challenge the first-mover advantage of Wegovy’s oral formulation by leveraging its key benefit of no dietary restrictions; ② The competition between Eli Lilly and Novo-Nordisk A/S is expanding from injectable weight-loss drugs into the oral segment, with both companies betting that oral products will unlock a broader market.

cls.cn21:45

These Stocks Have Some of Wall Street's Lowest Short Interest

Seeking Alpha21:40

Is leveraged capital hijacking the AI rally? Exposure via related ETFs has risen to 58%, and rebalancing could exacerbate volatility in tech stocks.

AI-related exposure in leveraged ETFs has reached 58%, heavily concentrated in semiconductor stocks such as SK Hynix and Micron. Their pro-cyclical daily rebalancing mechanism generates massive portfolio adjustment flows at market close, amplifying volatility in both underlying stocks and the broader market. The recent sharp swings in South Korea’s equity market underscore the risk of these instruments magnifying market volatility, making them a non-negligible source of hidden systemic impact.

wallstreetcn21:31

NVIDIA Launches Nemotron 3.5 Lightning Open 30B Mixture-Of-Experts Model; Partnered With VLLM, Ollama, Llama.cpp, LM Studio, Unsloth For Nemotron 3.5 Lightning; Nemo Switchyard Cuts Benchmark Completion Cost To One-Third Of Opus 4.8

NVIDIA Launches Nemotron 3.5 Lightning Open 30B Mixture-Of-Experts Model; Partnered With VLLM, Ollama, Llama.cpp, LM Studio, Unsloth For Nemotron 3.5 Lightning; Nemo Switchyard Cuts Benchmark

Benzinga21:30

Express News | The Swiss National Bank's U.S. equity holdings reached a record high, with its top three positions being NVIDIA, Apple, and Microsoft.

In the second quarter of this year, the Swiss National Bank's foreign exchange reserves held in the form of U.S. equities grew by more than 10% and reached a historical high. According to the so-called Form 13F filing submitted by the Swiss National Bank to the U.S. Securities and Exchange Commission and released on Tuesday, as of June 30, the bank held stakes in over 2,300 U.S.-listed companies valued at $191.4 billion. Slightly more than one-quarter of the Swiss National Bank’s foreign exchange reserves are held in equities, part of which is invested in U.S.-listed stocks. Its top three holdings are NVIDIA, Apple, and Microsoft. The central bank also holds $716.6 million worth of shares in defense software company Palantir Technologies Inc.

Breakings21:26

Trillion-parameter AI! NVIDIA is reportedly developing a new generation of AI models, aiming directly at the world's leading open-source models.

NVIDIA is developing the largest model in its Nemotron 4 series, aiming to match the performance of the world's top open-source AI models. Meanwhile, NVIDIA has significantly increased its spending on compute capacity for training its own models—by April of this year, its multi-year cloud service commitments had risen to $28 billion, roughly triple the amount from a year earlier.

wallstreetcn21:24