Direxion Daily LLY Bull 2X Shares

$Apple(AAPL.US) is the only Magnificent 7 stock in the green today, and it is trading above its record close

Shares are up about 0.7% near $346, above Wednesday's all-time closing high of $343.99, per Yahoo Finance data

Every other member is red. $Meta Platforms(META.US) is down 8%, $Amazon(AMZN.US) 5%, $NVIDIA(NVDA.US) 4.4%, $Alphabet(GOOGL.US) 3.4%, $Tesla(TSLA.US) 2.6% and $Microsoft(MSFT.US) 2.1%

The Nasdaq 100 is down 3%, on pace for its worst day since June

Per Yahoo Finance, $Apple(AAPL.US), $Eli Lilly(LLY.US) and $Walmart(WMT.US) have added more than $400 billion in market value since chip stocks peaked in early October, while $Meta Platforms(META.US), $Alphabet(GOOGL.US) and $SpaceX(SPCX.US) have lost nearly twice that

The dividing line is AI spending. $Meta Platforms(META.US) just narrowed its capex plan to $135 billion to $145 billion and created a new class of nonvoting shares it can sell to raise money

For two years the knock on $Apple(AAPL.US) was that it was behind in AI. Now that the bill for the buildout is coming due, not spending $100 billion+ a year on data centers is starting to look like the feature, and Apple has become where money hides inside Big Tech

Source: StockMarket.News

$TSMC (-1.7%) delivered a better-than-expected revenue outlook of +44% for FY’26, up from its previous FY’26 forecast of +40%, but failed to dispel rising concerns about the sustainability of the global AI buildout. Other chip stocks are falling in sympathy pre-mkt as investors seek to reduce the weighting of tech stocks in their portfolios, which has reached record proportions.

Tech now makes up 40% of the S&P500, up from 34% at the end of 2025 and 29% at year-end 2021. I see high growth health care names as major beneficiaries as investors seek alternatives to reduce their AI exposure. $Eli Lilly(LLY.US) tacked on +1.5% pre-mkt to yesterday’s +3.6% rise as oral GLP-1 momentum builds (Foundayo) while Injectable growth (Zepbound, Mounjaro) remains intact. $Eli Lilly(LLY.US) reports earnings on Oct 29th and I expect management to again raise FY2026 rev guidance (prior $85-$87B +35% YoY).

📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $Eli Lilly(LLY.US) Lilly Analysis Shows Zepbound 15 mg Delivered 4.5% Greater Weight Loss Than Wegovy HD

👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:

➤ 𝗭𝗲𝗽𝗯𝗼𝘂𝗻𝗱 𝟭𝟱 𝗺𝗴 showed 𝟰.𝟱% greater weight loss than Wegovy HD.

➤ 𝗭𝗲𝗽𝗯𝗼𝘂𝗻𝗱 𝟭𝟬 𝗺𝗴 showed 𝟯.𝟮% greater weight loss.

➤ Comparison used 𝗦𝗨𝗥𝗠𝗢𝗨𝗡𝗧-𝟭 and 𝗦𝗧𝗘𝗣 𝗨𝗣 trial data.

➤ Results evaluated adults with obesity over 𝟳𝟮 𝘄𝗲𝗲𝗸𝘀.

➤ Zepbound 15 mg had 𝟯.𝟱𝟰-times higher odds of ≥20% weight loss.

➤ Under efficacy analysis, those odds increased to 𝟰.𝟭𝟱 times.

➤ Efficacy-estimand mean differences were 𝗻𝗼𝘁 𝘀𝘁𝗮𝘁𝗶𝘀𝘁𝗶𝗰𝗮𝗹𝗹𝘆 𝘀𝗶𝗴𝗻𝗶𝗳𝗶𝗰𝗮𝗻𝘁.

➤ Findings were presented at the 𝟲𝟮𝗻𝗱 𝗘𝗔𝗦𝗗 Annual Meeting.

➤ Analysis compared Zepbound with 𝗪𝗲𝗴𝗼𝘃𝘆 𝗛𝗗 𝟳.𝟮 𝗺𝗴 indirectly.

👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:

➤ Provides new comparative evidence for the expanding 𝗼𝗯𝗲𝘀𝗶𝘁𝘆 𝗱𝗿𝘂𝗴 market.

➤ Results suggest potential differentiation for Lilly's 𝗭𝗲𝗽𝗯𝗼𝘂𝗻𝗱 at higher doses.

➤ However, this was an 𝗶𝗻𝗱𝗶𝗿𝗲𝗰𝘁 𝗰𝗼𝗺𝗽𝗮𝗿𝗶𝘀𝗼𝗻, not a head-to-head trial.

➤ Findings could inform future clinical research and treatment comparisons.

👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁𝘀:

𝗝𝗼𝗵𝗻 𝗪𝗶𝗹𝗱𝗶𝗻𝗴, DM, Professor of Medicine at the University of Liverpool:

"For people living with obesity, the choice of treatment matters, and clinicians increasingly want evidence on how the available options compare. Tirzepatide 10 mg and 15 mg and semaglutide 1.7 mg and 2.4 mg were compared directly in SURMOUNT-5, where tirzepatide helped people with obesity lose more weight. In the absence of a head-to-head trial comparing tirzepatide 15 mg against semaglutide 7.2 mg, this indirect comparison offers useful evidence for physicians as they make treatment decisions."

𝗧𝗵𝗼𝗺𝗮𝘀 𝗦𝗲𝗰𝗸, M.D., Senior Vice President of Product Development, Lilly Cardiometabolic Health:

"People with obesity have more treatment options than ever before, and their healthcare providers deserve as much information as possible to help guide their decisions. In a head-to-head Phase 3 clinical trial, Zepbound 10 mg and 15 mg delivered greater weight loss than Wegovy 1.7 mg and 2.4 mg, and a new indirect treatment comparison suggests the same doses of Zepbound may outperform Wegovy HD, as well. Together, these results offer physicians more information as they choose a treatment path."

$Eli Lilly(LLY.US) | JPMorgan 𝗺𝗮𝗶𝗻𝘁𝗮𝗶𝗻𝘀 𝗢𝘃𝗲𝗿𝘄𝗲𝗶𝗴𝗵𝘁 on 𝗘𝗹𝗶 𝗟𝗶𝗹𝗹𝘆, raises PT to $𝟭𝟱𝟬𝟬 from $𝟭𝟰𝟬𝟬

Analyst sees strong incretin trends positioning Eli Lilly to raise guidance again after 3Q results.