Mark

Retatrutide is positioned to be the best-selling drug ever. In trials, it led to 24% weight loss over 48 weeks and reversed fatty liver in 93% of patients. Eli Lilly is still working through Phase 3. But what makes it better than semaglutide and tirzepatide? (1/12)

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$AMD $INTC AI Inference & Agentic AI Tailwind. Is Market finally pricing in the CPU necessity? -AMD CEO Lisa Su disclosed at the March 2026 Morgan Stanley TMT Conference that server CPU demand has "far exceeded" prior forecasts. -Meta and AMD announced a five year, $60 billion agreement anchored by 6th Gen EPYC "Venice" CPUs paired with next-gen GPUs, with workload-specific tuning for inference-heavy environments. -Intel and SambaNova are building a disaggregated inference architecture specifically for agentic AI. Intel Xeon 6 CPUs handle agentic tool execution and system orchestration. SambaNova RDUs handle LLM decode. GPUs handle prefill. -In agentic pipelines, the orchestration layer accounts for 50 to 90% of total system latency. That makes CPU performance the rate-limiting variable. Not VRAM. Not FLOPS. -Deloitte forecasts that inference will make up two thirds of all AI compute by 2026, far exceeding initial training costs.