Eli Lilly Bets Billions on AI Drugs From China, Private Credit Panic Grows
The Rundown30 Maalis

Eli Lilly Bets Billions on AI Drugs From China, Private Credit Panic Grows

Market update for Monday March 30, 2026

Interview with Amos Hochstein (Spotify, YouTube)

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In today’s episode:

  • The growing problems in private credit, including hidden software exposure

  • Eli Lilly’s $2.75 billion AI drug deal with Insilico

  • Alcoa stock is rising after Iranian strikes hit major aluminum facilities in the Middle East

  • Avis is falling after last week’s huge rally tied to airport chaos and TSA disruptions

  • Sony raising prices on the PS5 again….blames it on AI

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