$C Citi Tape Reports
Per Ticker.id: $C Citi Tape Reports — 43 podcast mentions across 8 podcasts (30 days), latest 2026-08-26 17:21 UTC.
Among active stocks, Eli Lilly announced results from a real-world study involving more than 15,000 adults over the age of 55, finding that long-term use of its blockbuster weight-loss therapy, Zepbound, was linked to lower healthcare costs over time. Excluding the cost of Zepbound itself, sustained use of the injectable was associated with $181 in healthcare savings per patient over 6 months. Citi added a 90-day Catalyst Watch to Oracle, Analyst Tyler Radke says he sees opportunity after one of the most extreme dislocations and drawdowns in the stock's history, driven by investor capitulation and multiple technical selling factors. And Abercrombie Fitch is soaring nearly 40% on record net sales that surpassed Wall Street's expectations and led the fashion retailer to boost its outlook for the year and increase share buybacks to $500 million. And in other news of note, watching every single NFL game this season will be an expensive proposition. To see every snap of the season, a fan would need to stitch together as many as 6 or 7 separate subscriptions with a total bill well above $600. Back in my day, we got 2 Sunday games and Monday Night Football, and we were thankful for it. Broadcasters carrying NFL games this year include CBS, Fox, ESPN, ABC, NBC, Peacock, Prime Video, Netflix, and NFL Network. That's all for today's Wall Street Lunch. Look for links for stories in the show notes section. Don't forget, these episodes will be up with transcriptions at seekingalpha.com/wsb. And for a full suite of news, analysis, ratings, and data on stocks and ETFs, go to seekingalpha.com/subscriptions.
Kim Kahn — Wall Street Breakfast · Meta settles kids addiction case for $12.7B · 2026-08-26Plus, Oracle investors take note after shares have tumbled nearly 60% since the AI-fueled peak last September. Citi now says it's a, quote, historic opportunity to own the shares. We're joined by the analyst analyst behind that call.
Leslie Picker — Squawk on the Street · 11AM Hour: Nvidia Earnings on Deck, Barclays Global Head of Tech Investment Banking & Citi Opens Positive Catalyst Watch on Oracle 8/26/26 · 2026-08-26Plus, Oracle shares are higher after Citi opened a positive catalyst watch on the stock. We'll discuss in just a moment with the analysts behind that call.
Leslie Picker — Squawk on the Street · 11AM Hour: Nvidia Earnings on Deck, Barclays Global Head of Tech Investment Banking & Citi Opens Positive Catalyst Watch on Oracle 8/26/26 · 2026-08-26Coming up, Citi opening a positive catalyst watch on Oracle this morning. The analyst behind that call will join us to break down his bull case next. Welcome back to Squawk on the Street. Take a look at Oracle shares down over 20% year to date and pacing for their first negative year in 4 amid wider pressure on the software sector. Our next guest, however, sees opportunity at these levels, opening a, quote, positive catalyst watch for the company. Joining us now with his bull case, Citi's co-head of US software equity research, Tyler Radke. Tyler, good to see you. So lay out the What's the bull case for us?
Leslie Picker — Squawk on the Street · 11AM Hour: Nvidia Earnings on Deck, Barclays Global Head of Tech Investment Banking & Citi Opens Positive Catalyst Watch on Oracle 8/26/26 · 2026-08-26Here are 3 big movers we are watching. Citi opening a positive catalyst watch on Oracle, saying they see shares moving higher thanks to continued demand for the company's AI products after, quote, one of the most extreme dislocations and drawdowns in the stock's history. Don't miss the analyst behind that call with us next hour. Currently, Oracle shares up by about 2%. Meantime, Boston Scientific is under pressure after reporting a cybersecurity incident that they say is expected to cause, quote, disruptions and limitations to access to company products, and that a, quote, timeline for full restoration is not yet known. Those shares down nearly 5%. And watch Intuit under pressure as well, but well off the lows after guidance came in below expectations there. JPMorgan downgrading that stock to neutral and cutting its price target in nearly half.
Leslie Picker — Squawk on the Street · 10AM Hour: Nvidia Ahead, Meta Settles, & PCE Comes In Hot 8/26/26 · 2026-08-26Citi goes to positive catalyst watch.
Carl Quintanilla — Squawk on the Street · 9AM HOUR: Meta-State AGs Settlement, Nvidia Earnings Countdown, Fed's Preferred Inflation Gauge Rises 8/26/26 · 2026-08-26You mentioned the banks earlier. I would note they are up. Of course, when we talk about financings like we just were discussing with Broadcom, I mean, you've got basically every bank in there you could imagine as well in terms of an advisory role or helping with it, you know, whether it's Goldman or Wells or Citi or and on and on or JPMorgan or BofA or Morgan Stanley. And so the fees we know are quite significant for arranging and/or participating in so many of these gigantic financings. But there is a little bit of life in that group that, as you pointed out, Mike, has been down, what, almost 5%?
Mike Santoli — Squawk on the Street · 9AM Hour: Stocks and Bessent After the Sell-Off, Oil Prices and the Trump Effect, Walmart Price Target Cut Parade 8/21/26 · 2026-08-21Well, I was going to say UBS today reiterates year-end 8100. Citi today says buy any pre-midterm dip. So there were some strategists today trying to defend what we've seen in the last week.
Carl Quintanilla — Squawk on the Street · 9AM Hour: Stocks and Bessent After the Sell-Off, Oil Prices and the Trump Effect, Walmart Price Target Cut Parade 8/21/26 · 2026-08-21