News

Tesla is expected to report disappointing first-quarter delivery numbers, with analyst Gene Munster predicting a decline of 8% year-over-year. Despite near-term challenges, Munster remains optimistic about Tesla's long-term prospects due to its "physical AI" competitive advantage and strong cash position.

Hims & Hers Health Inc reported an uptick in its stock after announcing that its telehealth platform will now offer personalized weight loss care, including access to Eli Lilly's Zepbound and other weight loss medications. The company detailed its strategy to combine medication, nutrition, physical activity, and behavioral support to deliver comprehensive weight management solutions.

A growing focus on health and wellness among younger generations is fueling a surge in spending on fitness, healthy eating, and alternative therapies, creating significant opportunities for companies in these sectors. Analyst Alexander Perry identifies Life Time Group Holdings, Planet Fitness, and SharkNinja as top picks in this burgeoning market, citing their strong growth potential and alignment with current trends.

BofA Securities analyst Joshua Shanker downgraded W.R. Berkley from Buy to Neutral, citing concerns about its high price-to-book ratio despite a strong return on equity. The downgrade is underscored by the view that Mitsui-Sumitomo’s 15% stake acquisition will likely serve as a long-term investment rather than triggering an imminent takeover, while the overall market appears overvalued.

Luigi Mangione, accused of assassinating a healthcare executive, will face the death penalty, as Attorney General Pam Bondi seeks to restore capital punishment and align with President Trump's tough-on-crime policies. The case has sparked public debate, with some supporting Mangione and criticizing the healthcare industry.