Nissan, Renault and Mitsubishi announced a new structure for their alliance. But, as explains, the success of the partnership depends on profit margins. #WSJWhatsNow on.wsj.com/3RBQFhi
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The first word on what Wall Street is talking about.
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The newsletter formerly known as “Heard on the Street” is now rebranded Markets P.M.
Don’t worry - you’ll still get the same agenda-setting analysis and commentary from ’s team!
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Cloud giants are all hurting, but the biggest one of them all, Amazon, is really taking it on the chin says Heard on the Street's wsj.com/articles/tech- $AMZN
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Brands are putting their best foot forward by going wholesale says Heard on the Street's
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Europe's next step to wean itself off of Russian energy will have further economic costs
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Job numbers this month were great. explains why not everyone is excited about them. #WSJWhatsNow on.wsj.com/3jq7a3x
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Enjoyed going on CNBC's to discuss my latest piece on generic drug costs with and Tyler Mathisen
Quote Tweet
Financial behemoths like @amazon & @mcuban are attempting to disrupt the market for generic prescription drugs with lower-cost options to bypass industry "middlemen."
But @david_wainer of @WSJ joins to explain why it could be a tall task.
@PowerLunch @CNBC
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Investors are going ape for Nordstrom today but, as Heard on the Street's explains, meme king Ryan Cohen's influence seems to be more limited in this case wsj.com/articles/nords $JWN
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Prince might have approved of this column on the jobs report
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You always hurt the ones you love (or in Vladimir Putin's case, the ones you don't hate). Heard Asia Editor on how Russia's gas games are hurting China too
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Ford has similar revenue to GM, with 26,000 more workers. Time to get serious on costs, says
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Why does the same drug at a different pharmacy cost hundreds or even thousands more? Check out the great essay by on the companies & people, like , who could shake up this crazy system
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Ford is finally starting to come clean about its flabby manufacturing and inefficient engineering. My latest for
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After a furious tech rally, tech giants didn't quite clear the bar writes wsj.com/articles/big-t $AAPL $AMZN $GOOG
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People are using new drugs like Ozempic, Mounjaro and Wegovy to lose weight. As explains, drug makers Eli Lilly and Novo Nordisk are working to increase insurance coverage and capacity. #WSJWhatsNow on.wsj.com/3RARc31
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Heard on the Street: Adani’s moment of truth as shares and bonds collapse
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Eli Lilly and Novo Nordisk went on a crash diet. Heard on the Street's explains why wsj.com/articles/why-o $LLY $NVO
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Meta sends the right message this time. Facebook parent's better revenue, capex cut and Zuck's new "year of efficiency" mantra will resonate, says:
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1/ My latest -- on the natural gas curtailments for residents in northern #China.
Not surprising when you look at the price movements. Any small city utilities without some pretty favorable long-term supply agreements going to be hurting: wsj.com/articles/russi
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Who knew that Facebook parent Meta would defy the doubters today? People who read Heard on the Street's two days ago! wsj.com/articles/meta- $META
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The Federal Reserve signaled more interest-rate increases in the fight against inflation. As explains, there seems to be a disconnect between what policy makers say they’ll do and what investors think they'll do. #WSJWhatsNow on.wsj.com/3Dtr9Vt
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Europe's answer to the U.S. Inflation Reduction Act leaves lots of questions unanswered, says Carol Ryan for
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China is suffering some collateral damage from Russia's energy weapon says Heard on the Street Asia Editor wsj.com/articles/russi #OOTT
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Meta’s investment in AI to adapt to Apple’s privacy changes could offer Facebook and Instagram a path to recovery, explains
#WSJWhatsNow on.wsj.com/3HLuaDi
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One includes a big discount to Humira and the other a small
Discount. Why would anyone take a small discount….
The answer is in an article I wrote about this topic recently:
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1/ Pfizer on Tuesday projected sales from its Covid-19 products will be about $21.5 billion in 2023, down sharply from $56.7 billion last year.
wsj.com/articles/pfize via
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"Talk hasn’t been cheap for Spotify. Neither has anything else lately."
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The metaverse company is still very much in the Facebook business, and says the latter may show some less-than-bleak numbers tomorrow:
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Pfizer's Covid-19 sales bonanza is fading, but it is redeploying that bounty in some productive ways says Heard on the Street's pharma guy wsj.com/articles/pfize $PFE
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