RFK Jr. peptide policy could boost Hims & Hers as its GLP-1 business changes

RFK Jr. peptide policy could boost Hims & Hers as its GLP-1 business changes

Piotr Swat | Lightrocket | Getty Images As its high-margin compounded GLP-1 business evolves, Hims & Hers Health may be finding a new opportunity in peptides. Shares of the telehealth company jumped Thursday after HHS Secretary Robert F. Kennedy Jr. announced Wednesday that the FDA plans to convene a Pharmacy Compounding Advisory Committee meeting to…

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Burry buys the dip in Salesforce and other software stocks after sell-off

Burry buys the dip in Salesforce and other software stocks after sell-off

Famed investor Michael Burry is wading back into beaten-down software stocks, betting the recent sell-off was driven more by technical factors than deteriorating business fundamentals. The “Big Short” investor said in a Wednesday Substack post that a “reflexive positive feedback loop” between falling equity prices and stress in bank debt tied to software companies helped…

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