Cigna Group ($CI) podcast mentions
Nice, nice way to end the A-block this morning. When we come back, there's a ton of corporate news to get to. We'll get to Chime. David's got some on that. Albertsons, Dow, Chewy, Cigna, Jersey Mike's. And then we'll talk some Treasury buybacks as we are expecting a Treasury announcement around 11 a.m. and a 10-year note auction at 1. Stay with us. At Oppenheimer, we're proven because we're grounded in discipline. For 145 years, We've been building and protecting wealth through every market cycle with precision, clarity, and the courage to think boldly beyond the moment. This is what market-tested legacy looks like for this generation and the next. Put the power of Oppenheimer thinking to work for you. Wealth management, capital markets, investment banking.
Carl Quintanilla · Squawk on the Street · 9AM HOUR: New Warnings About AI, Brent Tops $100/Barrel, CoreWeave CEO at "Communacopia" 9/9/26 · 2026-09-09This is because for the first time in 15 years, Tim Cook will not headline the event. CEO John Ternus will lead the company into its first major iPhone form factor change in nearly 10 years. 'unveiling the much-anticipated iPhone Fold, or maybe Ultra, alongside what are likely to be the broadest and most significant like-for-like iPhone price hikes in company history,' he said. In the news this weekend, should a greenback equal a loonie? President Donald Trump criticized the value of Canada's currency, opening a new front in an escalating trade dispute between the two neighboring countries. 'Canada's dollar imbalance with the U.S. is unacceptable,' Trump said in a post on Truth Social. "It's been that way for years, but no longer." Trump did not specify what he meant by an imbalance or any action his administration might take. The Canadian dollar gives the country's exporters a pricing advantage in the U.S. market and recently traded around 72 U.S. cents. And for income investors, Cigna goes ex-dividend Tuesday, paying out September 23rd. HP goes ex-dividend Wednesday with a September 9th payout date. NVIDIA goes ex-dividend Thursday, paying out on October 1st. That's all for today's Wall Street Brunch. Look for links to stories in the show notes section. Don't forget, these episodes will be up with transcriptions at seekingalpha.com/wsb. And join the elite community of real investors to unearth great investing ideas. Just head to seekingalpha.com/subscriptions.
Kim Kahn · Wall Street Breakfast · Inflation puts Fed rate hike on the line · 2026-09-06They are. And you see Cigna recently— I think it was Cigna or Aetna recently said they're no longer covering for their employees because they're basically saying, we give up, it's cheaper for you to go that way, just do it that way. And it doesn't work from an insurance standpoint when the insurance company is getting charged $1,000 a month and premiums are $1,000. They just don't work. The numbers don't work. But it is amazing to me how quickly this corrected itself. It's not perfect. But how much it fixed itself— I don't know if it fixed itself, but how it improved, took the burden off the health systems, took the burdens off the primary practices, cut the cost dramatically. You mentioned, right, two-thirds to 90% if you're willing to do the compounded, you know, which to me still depends what data is, whether I'm scared of that or not, versus a name brand. But the name brands got cut in half, the semi-compounds got cut by 90%. Absolutely, the compounded. But But it's fascinating to see that evolution. Is there anything there that's useful for other stuff, or is that just one big category, so it doesn't necessarily translate to some other pieces?
Scott Becker · Becker’s Healthcare Podcast · Lowering Drug Costs: Rethinking PBMs, Pricing and Patient Access with Dr. Ezekiel Emanuel & Miriam Paramore · 2026-09-02