Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon replace, simply in time for the final hour of buying and selling on Wall Street. Markets: Stocks aren’t transferring a lot Monday as Wall Street waits on retail earnings and a speech from Fed Chair Jay Powell later within the week. Monday’s session lacks clear themes, however Meta Platforms stands out as a laggard after a report from The Information stated the longtime Club holding is planning the fourth restructuring of its AI staff in six months. The story is elevating questions in gentle of Meta’s important funding in recruiting AI expertise from different tech firms. Novo price lower : Shares of Club identify Eli Lilly are comparatively unchanged regardless of chief rival Novo Nordisk decreasing costs for its widespread GLP-1 treatment. Novo Nordisk introduced on Monday that it has lower the price of Ozempic, its widespread GLP-1 for Type 2 diabetes, to $499 per thirty days for cash-paying sufferers that use its NovoCare direct-to-patient program. Novo additionally introduced that it has partnered with GoodRx to supply the identical price for Ozempic and the weight-loss drug Wegovy at U.S. pharmacies. While the information might spark considerations {that a} price conflict is heating up in a battle for market share, we do not see this particular Ozempic growth advancing that narrative. The fundamental cause why is that the cash-pay marketplace for GLP-1s to deal with Type 2 diabetes just isn’t as essential as it’s for his or her weight problems counterparts. It all comes right down to insurance coverage protection, which is way greater for these drugs for diabetes than weight reduction. Indeed, Lilly doesn’t provide Type 2 diabetes remedy Mounjaro on its LillyDirect platform, while sister drug Zepbound for weight problems is on there. Lilly executives had been requested about this on the corporate’s August earnings name, and the president of Lilly USA, Ilya Yuffa, had this to say: “With Mounjaro, we have significant coverage. So, over 90% coverage in both commercial as well as [Medicare] Part D. And so, we’re not sure if [adding Mounjaro to LillyDirect] necessarily provides additional avenue. With Zepbound, we see significant growth because we do have coverage gaps in commercial. And obviously, we also have coverage gaps without having the ability to cover anti-obesity medications in Part D. So, we see this as an opportunity for us to meet that need. For what it’s worth, we still like where Lilly sits in the obesity side of the GLP-1 market. Back in February, Eli Lilly announced that self-pay patients could get Zepbound single dose vials for $499 per month through its LillyDirect platform. That’s on par with the price for Wegovy on NovoCare. Since head-to-head studies have found Lilly’s Zepbound to be superior to Novo Nordisk’s Wegovy on weight loss, patients should continue to prefer Lilly’s GLP-1s. We initially downgraded our rating on Eli Lilly after its earnings a few weeks ago, partly due to concerns about a potential price war. However, we reversed course and upgraded the stock back to a buy-equivalent 1 following signs of confidence driven by significant insider buying activity. Nuclear win : Alphabet’s Google and the nuclear energy company Kairos Power announced on Monday the deployment of an advanced nuclear plant to the grid. Per the agreement, a reactor operated by Kairos Power will deliver up to 50 megawatts of reliable, 24/7 energy to the Tennessee Valley Authority electric grid that powers Google data centers in Tennessee and Alabama. The electricity will come from Kairos’ Hermes 2 plant, which is scheduled to begin operations in 2030. The collaboration underscores how hyperscalers are creating new partnerships with nuclear energy providers to secure, around-the-clock power supply toward the end of the decade. Unlike gas-fired electricity, nuclear power offers tech giants like Alphabet a way to run their data centers on clean energy while advancing their decarbonization goals. While Club name GE Vernova is probably best known for its heavy-duty gas turbines , the power generation company also makes small modular reactors that have gained in popularity, so nuclear developments are important to follow closely. Up next: Palo Alto Networks reports after the closing bell , the first of three Club stocks with earnings this week. Before the opening bell on Tuesday, we’ll see earnings from Club name Home Depot , Medtronic , and Viking Holdings . On the data side, we’ll see July housing starts and building permits, but we’ll take are cue on the housing sector from what Home Depot management says on the earnings call. (See here for a full list of the stocks in Jim Cramer’s Charitable Trust.) As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust’s portfolio. If Jim has talked about a stock on CNBC TV, he waits 72 hours after issuing the trade alert before executing the trade. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER . 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