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Top stories today:
- Anthropic’s Opus 4.6 leads GPT-5.3-Codex on agentic benchmarks
- Novo Nordisk stock -8% on Hims’ cheaper Wegovy pill knockoff
- Amazon Q4 revenue +14% YoY to $213.4B, net income +6%
- Strategy Q4 net loss 18.5x to $12.4B on Bitcoin’s record fall
- OpenAI launches Frontier, an AI agent management platform for teams
- Bitcoin briefly drops to $60K, lowest since Nov. 2024
0. Data and calendar
All values as of 6 AM ET / 3 AM PT, other than S&P500 and NASDAQ close (4 PM ET / 1 PM PT).
All times are ET.
1. Anthropic’s Opus 4.6 leads GPT-5.3-Codex on agentic benchmarks as OpenAI touts speed
Opus 4.6 is designed to analyze documents and generate detailed financial analyses.
GPT-5.3-Codex is 25% faster than GPT-5.2 and enables longer-running tasks, OpenAI said.
It is “our first model that was instrumental in creating itself,” OpenAI added.
Opus 4.6 identified 500+ high-severity security flaws in open-source libraries, which were previously unknown with little to no prompting, Anthropic said.
Opus 4.6 supports a 1M-token context window in beta.
Anthropic has also introduced “agent teams” in Claude Code to launch multiple agents that work simultaneously.
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3. Novo Nordisk stock -8% as Hims launches cheaper Wegovy pill knockoff
Novo shares are on track for their worst week since Aug.:
Hims -4% on Thu. and -7% in pre-market.
Hims’s pill starts at $49 for the first month, then $99/month with a 5-month subscription.
Novo’s Wegovy pill starts at $149/month.
Novo called the move “illegal mass compounding.”
Hims defended its offering, saying drugmakers have criticized its model before.
Novo has lost $60B in market value this week after warning of -13% sales in 2026.
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5. Amazon Q4 revenue +14% YoY to $213.4B, topping $211.3B est., net income +6%
