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In healthcare, the comparison between Bristol Myers Squibb and Novo Nordisk is sharpening heading into two thousand twenty six. Bristol Myers posted fifteen percent growth in its so-called Growth Portfolio last quarter and raised its full-year revenue guidance to a range of forty-nine to fifty billion dollars, signaling genuine momentum in its newer drug lineup.
Shifting to enterprise tech, the Salesforce-Palantir dynamic tells a classic growth story. Salesforce carries the heavier revenue base by a significant margin, but Palantir is closing ground fast, posting top-line expansion at a pace that has investors reassessing where the real long-term value sits between a mature platform and a high-velocity challenger.
And in Washington, Anthropic chief executive Dario Amodei is set to meet with President Trump following his notable absence from the state dinner honoring Chinese President Xi. While rival tech CEOs worked the room Thursday night, Amodei sat out the event, making his upcoming one-on-one with the administration all the more closely watched given the regulatory stakes surrounding frontier AI development.
That's the tape. Markets Desk, signing off the floor.
