Coca-Cola Likely Spared from Diabetes Drug Fallout; JPMorgan Bullish on Novo Nordisk and Food Delivery

Coca-Cola may be spared from GLP-1 fallout as it gets most revenue abroad, offers sugar-free options.

JPMorgan sees $100B+ global market for diabetes, obesity drugs, likes Novo Nordisk, Eli Lilly.

Savvy retail investors' portfolios are up 150% since 2014, versus 140% for S&P 500.

JPMorgan also bullish on food delivery, likes Uber over DoorDash, Instacart.

Drug demand may peak this decade as geopolitics hasten renewable energy move, says International Energy Agency.