let's dive straight into those novo earnings.he company posted. >> a. >> fourth quarter beat on the top and bottom line, but the sales sales of its weight loss drug, wegovy did miss expectations, and growth for the year ahead is also expected to slow as competitors look to tip the scales in their favor. now sylvia joins us with the ceo of novo nordisk to tell us a little bit more about what's going on at the pharma giant sylvia. >> that's right giuliana. so let's get straight into the conversation. >> i'm pleased to say. >> that i have with. >> me lars. >> jorgensen, the. >> ceo of novo nordisk. >> good morning, and thanks for having us over. >> thanks for having me. >> first and foremost, i would like. >> to focus on. >> some investors had a lot of questions about the trial results we obtained in december. but today. you're saying that you will be asking for regulatory approval in the first quarter of 2026. tell us what's making you confident to achieve that timeline. >> so what we've seen is a very potent. >> biology that. >> d

francine: this is the man in charge of europe's most valuable company, novo nordisk, and its blockbuster diabetes and obesity drugs ozempic and wegovy. both contain the key ingredient semaglutide, revolutionizing the weight loss market and generating billions in sales. celebrities have helped their popularity soar. sharon osbourne, chelsea handler, and elon musk have all publicly talked about taking ozempic or wegovy, and they've had further backing from oprah winfrey. it's a global phenomenon, reaching millions on social media apps, including tiktok. but it's not without controversy, including possible side effects, high prices, and the company's lobbying efforts receiving criticism around the world. and in some cases, patients might also need to take the drugs indefinitely to avoid regaining the weight. chief executive lars fruergaard jorgensen says obesity is a disease and thinks the company will learn from its growing number of patients. lars: when i ask the scientists, they say the priority and mechanism will tell you that it's chronic treatment. my personal view is that we will als

. >> shares of novo nordisk. they're surging on massive. >> demand for its. >> weight loss. >> drugs, with the. >> ceo telling. >> cnbc about. >> the year ahead. >> and then later, much more on alphabet and why morningstar. says today's sell off. >> is actually a buying opportunity. >> a very. >> a very. >> busy hour still ahead on at ameriprise financial, we know our clients are so much more than clients. they're conquerors and champions, and what matters most to them matters most to us. it's no wonder we have a 4.9 out of 5 client satisfaction rating. ameriprise financial. products. i spend a lot of time taking care of myself, and i want clothes that fit well that are comfortable. i only shop at one place and that's stayed in liberty. >> nothing stands still. not technology, not the market, and not franklin templeton. we've been a firm in motion for over 75. >> years. >> always innovating. today, we're a leader in public and private markets, digital assets and custom tax management, empowering advisors with sol

the producer novo nordisk has danish kroner — that's about $18 billion.e helped by developments in the north american market, with sales up 30%. wegovyjumped last week, following the positive results from a trial of their new weight—loss drug. to 22% of their body weight after 36 weeks. that pretty phenomenal. let's hear now from henrik hallengreen laustsen, senior equities analyst, atjyske bank. now at jyske bank. have now atjyske bank. have the numbers, what now we have the numbers, what .. think? it now we have the numbers, what 7 do you think? it looks quite stronu. do you think? it looks quite strong. strong _ do you think? it looks quite strong. strong figures - do you think? it looks quitej strong. strong figures i 24 strong. strong figures of 2a and impressive and even more impressive that guidance for next year is also strong. i quite strong. i read the guidance _ quite strong. i read the guidance for _ quite strong. i read the guidance for next - quite strong. i read the guidance for next year| i; ii"? 2 ihey 77 they said worry because they said

novo last year was almost a tale of two halves.alf. >> of the year couldn't do anything wrong. second half. >> of the year. >> missed earnings results. >> on their. >> key. >> obesity drug wegovy. and then the just before christmas. disappointing results on the next generation. >> obesity drug carissima. >> so going. >> into this year and you know, it. >> was the worst. >> performing stock of all the large cap pharmas. and there was a lot of worry about. >> was demand slowing for these drugs. and is their pipeline going to be enough to continue the story? >> and i think yesterday i think. >> we. >> titled our note on the on the results a sigh of relief or something along the lines like that, because they. >> gave us some. >> more details. >> on the. >> pipeline that i. >> think give a little bit more promise to this next generation drug. >> and the guidance for a midpoint of 20% revenue growth was a message that don't worry about. >> demand, guys. >> it's still there in terms of demand and how it's splitting. novo is not the only h

we have novo nordisk later today and vest us. credit agricole the french lender with the beat in the fourth quarter. net income at 1.6 9 billion euros, above the estimates of 1.41 billion, the asset management part of this business performing well. potentially a fly in the ointment for this lender is alone lost provision number coming in at 594 million euros, that is above the estimates. that looks like a challenge for credit agricole but the top line is a pretty decent beat in the fourth quarter in terms of net income, also upbeat on revenue, seven euros versus estimates of 6.5 6 billion, full year dividend per share of one euro .10 above estimates had been just over one euro. we will speak exclusively with the ceo credit agricole, the deputy ceo jerome grivet, at 7:30 a.m. u.k. time. tune in for that conversation. the first shots of the u.s. china trade war are sapping sentiment on the markets. let's bring in mliv strategist mark cranfield. give us the deep dive in terms of market reaction in mainland china on the reopening aft

president trump says he's in "no rush" to talk all eyes on novo nordisk, as it's poised to reveal to lithium extraction? also in the programme — all things tech and beautiful. that is prevasive in so many of our lives. and what really concerned was the news growth in its closely—watched cloud business slowed. in after—hours trading on concerns it may be pouring $200 billion from its market value. like other tech giants, alphabet is betting $75 billion in capital expenditure this year — a figure that surprised analysts and highlighted for more, here's ritika gupta in new york. expectations on tuesday. in revenue to around $11.9 billion in the fourth quarter, slowing down from the 35% increase in the september quarter. the soft cloud numbers come even as google has spends more heavily on al. and competition remains fierce — google cloud its rival microsoft also reported weaker—than—expected growth in its azure cloud platform last week. that was looking at the numbers and some of the reaction among competitors. investigation into google. blocked in china since 2010. and he gave me his t

would that enable users to lose weight — also no surprise then the global demand for the producer novo just posted its full—year to 128 billion danish kroner — that's about $18 billion. american market, with sales up 30%. and wegovyjumped last week following the positive henrik hallengreen laustsen is senior equities analyst, at jyske bank. he gave me his reaction to these results. but i read the guidance for next year was a worry because they're saying that sales are going to slow down. why would sales slow down, given what we've just sales in terms of percentage points will slow down. so in my opinion that's quite impressive. shares in nissan fell today. what is going on? to be honest, ever since _ what is going on? to be honest, ever since the _ what is going on? to be honest, ever since the two _ what is going on? to be honest, ever since the two companies i what is going on? to be honest, ever si an the two companies i what is going on? to be honest, ever si an agreement npanies i what is going on? to be honest, ever si an agreement to anies i what is going on? to be honest, ever

. >> shares of novo nordisk are higher.govy and ozempic reported better than expected net profit in the fourth quarter and soaring demand for those obesity drugs. but it is forecasting a slight slowdown in sales for the full year. the company's ceo will join us live from copenhagen in the 8:00 hour. you see shares up 3.6% right now. meanwhile, amgen disclosed the fda paused the study of its early stage obesity drug. the company did not elaborate on why or when the trial of amg's amg 513 was placed on clinical hold, but said it was working with the fda to find a path forward. the company is another drug merited in trials, but it fell short of expectations in 20. in a 2024 study, the company also released new guidance for sales in 2025. the top end of the range did exceed analyst estimates. amgen shares down 1%. >> and we're watching shares of honda and nissan. multiple reports saying nissan is going to reject that acquisition offer. that would make it a subsidiary of honda. nissan's board held a meeting earlier this morning,

stuart: novo nordisk, i think they are up, and i think that's because -- let me guess -- good weight. so what if i told you that a sales for wegovy jumped 107%? that's more than doubled. it is unbelievable. but they did say that that they think sales growth this year will slow. i guess that that's not surprising if you're coming off of a doubling of sales, it might slow just a little bit. the company also did say they expect to bring a weight loss pill to market before their key competitor, eli lilly. stuart: that's what i want, the pill. >> the pill? you can't stab you with a good old -- stuart: i choose not to be stabbed. [laughter] the fda. well, wait a second, they paused their obesity drug study, but the stock's up. why did they pause the study in. >> yeah. they paused the study basically saying that they need more time. we don't have a lot of information right now. we don't exactly know why, but the fda saying let's just hold off on this study. what's interesting, the shares are up, but a lot of analysts that i was reading through this report said they really have to succeed in

until this and novo actually both today.ll long. >> it's expensive for sure. >> but i believe in. >> the story being much, much bigger. >> would you. >> rather. >> carter. >> would you, rather than the other choice? >> asked. >> the other choice is don't do it or cash. to your point, it's lulled. it's been sort of doing nothing since september, and this sort of not quite fixes the pattern, but today's strength repairs it to some extent. my own hunch is, if you've caught this 2,025% move off the low of a week or so ago, sell calls or trim. >> fill the gap. >> if you go back and look, we had a huge downdraft gap that was created. this move today filled that gap on big volume. it's logical to cbw point that we pause here. >> melissa. coming up, the palantir pop continues shares up more than 30% in a week and more than 400% in a year. what miko is seeing in the options pits, and how one tech analyst says you should handle this move. don't go anywhere fast. money is back in two. >> missed a moment of fast? catch us anytime on the

so, novo nordisk, let's start with this name.res jumping today as demand for weight. >> loss drug. >> wegovy drove some better than expected profit for the quarter. wegovy sales were up over 100% year over year, but novo did warn that there was going to be a slowdown in demand for the rest of this year. you can see shares up 3.5% roughly, and then shares of the popular dating app company match group lower today thanks to some weak guidance for the first quarter and for the full year. this was due in part to a decline in subscriber growth. match also announcing the appointment of board member and zillow co-founder spencer rascoff as its new ceo. shares off about 9% heading into the close. scott, back. >> to you. >> all right, kate, thank you very much. kate rooney. still ahead, we're going to run you through what to watch for when ford reports in overtime. talk about a stock that's been impacted by tariff talk. certainly one of them. back on the bell after this. >> most power. >> players on wall street rate nvidia a strong buy tod

it is for drugs like that bound which by the way overcame in a market share for the fourth quarter novottle bit as there are more competitors out there and you have the supply shortage anymore per the fda, now they looking for increased use cases of the drug, one of them being sleep apnea but there are several. cheryl: we are going to be joined by the ceo of eli lilly coming up in the next hour. we'll talk much more about all the things were getting out of these reports looking forward to the conversation with him. this news is second federal judge blocking president trump's executive order indeed birthright citizenship you have more on that story. >> u.s. district court judge in maryland and abiding air appointee issuing a eliminate injunction then definitely blocks trump's executive order in the birthright citizenship the judge arguing that the executive order is likely unconstitutional and runs to our nation's 250 year history of citizenship by birth. the nationwide injunction is more permanent than the 14 day temporary restraining order issued by a federal judge in seattle last mont

do think that pepsico is in somewhat of a denial about the impact of glp one weight loss drugs from novorted a terrific quarter this morning, and eli lilly, which reports tomorrow. i know the threat is real because these drugs eliminate your cravings for junk food, and they could ultimately be taken by 40 million people in this country alone, although that might actually be a lowball number, considering the 42% of americans the adults are obese. for mondelez, the problem isn't just the gop desk one soaring demand for its candies and its biscuits. there's also the cost element. the price of a key ingredient, cocoa, is incredibly high right now. most people thought that would be temporary, but it's held an astronomical level versus where it used to trade. cocoa is now about four times the price that mondelez has had to pay historically. that's devastating to the margins. plus, they can't get away with the endless raising of prices like they used to. oh, and let's not forget about the problem of tariffs. you're getting some sudden price increases for many goods. someone has to pay for the t

it's not like it's just de novo here. this is new money.s is for existing commitments and things of that nature. >> and also, you know, alongside sam altman when it comes to the stargate investment. so he's bullish. and you know as we shared that letter you know that he sent you know for the vision fund like he is all in. and when he goes all in and very bullish it comes out in a big way. >> no doubt no doubt. he listen he has been bullish to be fair on the power of i far longer than many. again i reference the conversations. the last one we had on camera many years ago where carl, he was talking about the promise of ai for society. he did make an enormous investment in nvidia, but ultimately did not stay in there long enough to reap the real benefits. the stock went up, but nothing like it did once. of course, the power of the gpu for the data center and powering all of this. >> we're going to see how resolute he is and huge implications for states like texas, and who will be watching to make sure there's not a repeat of commitments that w

. >> another earnings mover to watch novo nordisk shares rising on its q4 profit beat strength thanksdrug, posting a 107% year on year increase in wegovy sales alone. the stock still down more than 25% over the last year of trading. we'll be right back. (vo) weight loss is changing. for so long, i felt stuck on repeat. i tried, and tried again. lost weight, gained it back. but zepbound means change. zepbound is for adults with obesity, to help lose weight and keep it off. activating 2 naturally occurring hormone receptors in my body, zepbound works differently. it's changing what i believe is possible when it comes to weight loss. it's changing how much weight i lose. up to 48 pounds. and it's changing what happens. don't take if allergic to it, or if you or someone in your family had medullary thyroid cancer or multiple endocrine neoplasia syndrome type 2. tell your doctor if you get a lump or swelling in your neck. stop zepbound and call your doctor if you have severe stomach pain or a serious allergic reaction. severe side effects may include inflamed pancreas or gallbladder proble

novo nordisk, that company the market cap is largely the entire gene pool of denmark.largest company in europe, 90% of their profits are excited to come from bilking the u.s. taxpayer. in denmark the standard of care for obesity is not lifetime ozone pick shops -- ozone pick -- ozempic shots. we have a totally wrong framework that led to a situation where we are spending three times more per capita on health care than our european friends and living eight years less then a person in denmark. so i personally am excited president trump is taking on denmark on greenland. we should also take them on their entire economies. >> what food will robert kennedy tell americans they should eat? guest: the biden administration is a monstrosity making dietary complicated. our book and what robert kennedy is talked about this simple. if you throw out the entire tens or hundreds of millions of dollars we spent on nutrition and the u.s. government all the nutrition advisors would fire everyone and cut every single funding and replace the monstrosity that says beans are the best source