Stock Movers Hims Soars on Plan for Novo Nordisk Partnership; Live Nation Rises; EchoStar Set to Join S&P 500
Mar 9, 2026
A reported Novo Nordisk tie-up sends a telehealth company’s stock sharply higher after a prior public feud. A major live-entertainment firm sees gains following a multistate settlement that clears antitrust uncertainty. Multiple tech and satellite companies are poised to join the S&P 500, spotlighting AI infrastructure and satellite-mobile plays.
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Hims And Novo Reconciliation After Lawsuit
- Hims And Novo Reunited After A Public Feud Over GLP-1 Copycats.
- Dan Curtis compares the dispute to a public breakup where Hims stopped selling its copycat and now plans a partnership with Novo Nordisk.
Expect Concessions Not Divestiture In Live Nation Deal
- Live Nation's reported settlement removes the need to divest Ticketmaster while requiring concessions on exclusivity and amphitheater use.
- Dan Curtis cites Politico and Bloomberg reporting a $200 million damages payment and policy changes to resolve DOJ antitrust claims.
S&P Additions Signal AI And Satellite Themes
- Several companies are being added to the S&P 500 with exposure to AI infrastructure and communications.
- Dan Curtis highlights Vertiv (data-center infrastructure), Lumentum and Coherent (optical suppliers), and EchoStar (satellite comms and stake in SpaceX).