Disruption News - Latest Disruptive Technology News & Analysis

Novo Nordisk (NVO) just sued Hims & Hers (HIMS) for selling copycat versions of Wegovy. The health-tech war continues and the market answered fast. 

The company beat expectations, guided above consensus, and the Enphase Energy (ENPH) stock exploded up as much as 42%.

The Trump administration is planning chip tariff exemptions for the biggest US cloud and AI players. Amazon, Google, and Microsoft are set to be shielded.

At the start of the year, I made a prediction in Disruption Investor: “2026 will be the year investors stop valuing Tesla (TSLA) as an ‘automaker’... and start valuing it as an energy and robotics company.”

Elon Musk is reshaping SpaceX future plans around the Moon instead of Mars. The company is now aiming first at a self-growing city on the Moon, not Mars, with Musk saying it could happen in 10 years.

HGP Intelligent Energy wants to put U.S. Navy nuclear reactors on land to power AI, cutting deployment from 10–15 years to roughly three to five.

Hims stock slid after the company pulled its $49 GLP-1 pill following an FDA warning that it would rapidly enforce laws against copycat drugs.

Google (GOOGL) and Microsoft (MSFT) are paying AI influencers between $400,000 and $600,000 to push AI tools, with multi month deals.

Hollywood won’t vanish overnight. But it is about to get reorganized around AI. Losers are mostly vendor houses, indie productions, and roles built around coordination and rework.

Novo Nordisk (NVO) stock can recover. But it won’t look like the last run. The last two weeks reminded everyone that even disruptors can get disrupted.

The memory crunch is here, and it’s already hitting phones, PCs, and game consoles. High-bandwidth memory is being swallowed by AI data centers fast.

The White House is drafting an executive order that would centralize how the federal government funds, secures, and commercializes quantum technology.

Novo Nordisk (NVO) stock slides again after Hims & Hers Health (HIMS) rolled out a compounded semaglutide weight loss pill priced to shock the system. 

Amazon (AMZN) stock slid hard after the company told the market it’s about to light $200 billion on fire in capital spending, mainly focusing on the AI boom.

Alphabet (GOOGL) just put a very loud number on the table for 2026. The company said capital spending could “as much as double” as it ramps AI compute and data center capacity.