5 • 4K Ratings
🗓️ 17 May 2025
⏱️ 9 minutes
🧾️ Download transcript
In this insightful Market Mondays clip, Rashad Bilal, Ian Dunlap, and Troy Millings break down two of the week’s biggest financial headlines that could shake up the markets: President Trump’s executive order to lower prescription drug prices and Amazon’s strategic acquisition of AMD shares.
First, the hosts dive deep into the possible long-term impacts of Trump’s new executive order aiming to slash prescription drug costs across the board. They discuss the potential winners—everyday consumers in need of lower medication costs—and the possible losers, notably major pharmaceutical companies that may see profit margins squeezed. The conversation covers how this move could spur much-needed innovation within the healthcare sector, but also draws attention to challenges such as lobbying pressure and lengthy litigation. What does this mean for healthcare stocks like Pfizer, Eli Lilly, Novo Nordisk, Johnson & Johnson, CVS, Amgen, and more? The hosts lay out possible outcomes and the bigger economic picture, including references to Mark Cuban’s earlier ideas about drug pricing and fair access.
Next up, the crew unpacks the real story behind Amazon’s much-discussed “purchase” of $84 million in AMD shares. Is this a direct investment or the result of AMD’s acquisition of ZT Group International—where Amazon already had stakes? They clarify the technical details and examine how this plays into Amazon’s push for self-reliance in AI infrastructure and chip development, following in the footsteps of giants like Apple making their own chips. The discussion also touches on how this integration of hardware and internal resources could position Amazon for even more dominance in the AI race and tech industry at large.
Throughout the clip, Rashad, Ian, and Troy provide honest takes on market strategies, investment insights, and the political chess game playing out in real time. From healthcare innovation to tech self-sufficiency, this conversation is a must-watch for investors, entrepreneurs, and anyone wanting to stay ahead of the curve on Wall Street.
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#MarketMoves #PrescriptionDrugs #HealthcareStocks #TrumpNews #Amazon #AMD #TechStocks #AI #Investing #StockMarket #Finance #BusinessNews #MarkCuban #Pharma #EliLilly #Pfizer #JohnsonAndJohnson #Pharmaceuticals #Innovation #BusinessAnalysis #AmazonPrime #WallStreet #FinancialNews
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| 0:27.0 | podcasts. What about Trump's new order for lower prescription drugs across the board? How will that |
| 0:35.2 | impact? Healthcare stocks wasn't affected today |
| 0:39.3 | but long term and if you're not 100% sure about this um he has an exactly he's going to sign |
| 0:46.4 | the executive order the lower prescription drugs right across the board mark cuban had actually |
| 0:51.5 | talked about this before um once again you know you got to give credit when credit is due. |
| 0:56.3 | For sure. |
| 0:56.9 | If executed correctly, then this could be helpful to a lot of people that have prescription drugs that they're taking. |
| 1:04.2 | But it's not helpful to the companies that actually provide these drugs. |
| 1:08.6 | So how's that going to play? |
| 1:12.1 | You got to give them credit. When I first saw this pop up, I'm like, it's clearly a remix |
| 1:16.8 | of Cuban's idea, but it's an idea that the American public need as the economy is not doing |
| 1:22.1 | as well as it could. I think the companies that have been holding on to legacy drugs and products are not innovator are going to get impacted. But I think the companies that have been holding on to legacy drugs and products and not innovator are going to get impacted. |
| 1:30.7 | But I think it will cause a wave of innovation. |
| 1:35.0 | I'm worried about Pfizer for sure. |
| 1:37.6 | They're already been in the route for the last couple of years. |
| 1:41.1 | I think Lilly will be okay. |
| 1:43.2 | I think Nova will be okay. But most importantly, |
| 1:46.2 | the people need price consideration and there needs to be fair pricing. I mean, he made a |
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