On this episode of Stock Movers:

- Apple (AAPL) accounted for about a third of of the S&P 500’s weekly gain after announcing a further massive investment in US manufacturing, which should mitigate tariff costs over the longer term.

- Eli Lilly (LLY) had its worst week since 2008 after investors reacted to disappointing data on weight loss pill. The new weight-loss pill had lower weight loss and higher rates of nausea and vomiting than anticipated in a study, according to the company. BMO analyst Evan Seigerman said of Lilly's pill, "What this shows to me is that it's still a good drug, but it's bound by the limitations of being a GLP-1" drug. Lilly Chief Scientific Medical Officer Daniel Skovronsky said, "I know Wall Street has kind of focused on the exact numbers here and making cross-trial comparisons, but I don't think that carries over to the real world at all," in response to the study's results.

- Trade Desk (TTD) was down 39% today as analysts downgraded the stock amid growing fears that its advertising technology will be impacted by Amazon's offerings. The central concern for analysts is improvements Amazon has made to its demand-side platform, where advertisers buy ad space designed to reach relevant online audiences. According to Richard Greenfield, an analyst at Lightshed Partners, Trade Desk Chief Executive Officer Jeff Green's comments dismissing competition from Amazon "should scare any investor who owns Trade Desk stock or is thinking about investing in it".

See omnystudio.com/listener for privacy information.