Stock Movers Alphabet Falls, Qualcomm Drops, Novo Nordisk Falls on Hims & Hers Report
Feb 5, 2026
Nora Melinda, Bloomberg Television markets correspondent, breaks down major stock moves. She covers Alphabet’s hefty 2026 CapEx plan and why investors are uneasy. She discusses Qualcomm’s weak revenue outlook tied to handset memory shortages. She also explains Novo Nordisk’s drop after news of a low-cost copycat weight-loss pill.
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Big Revenue But Bigger CapEx Concern
- Alphabet delivered strong revenue growth and rapid Gemini adoption, yet investors worried about massive AI-driven CapEx plans.
- The record spending plan tempered enthusiasm despite beating revenue expectations.
Memory Shortages Hit Qualcomm Outlook
- Qualcomm warned that industry memory shortages will hurt handset demand and weigh on near-term revenue.
- The company also triggered downgrades and a sharply lower share-price reaction.
Copycat Pill Pressures Novo Nordisk
- Novo Nordisk shares dropped after Hims & Hers announced a lower-cost copycat weight-loss pill subscription.
- The telehealth firm's offering pressured Novo's stock despite the original drug's market position.