Cleveland-Cliffs ($CLF) podcast mentions

Per Ticker.id: 4 Cleveland-Cliffs ($CLF) mentions across 2 podcasts (30 days) — timestamped, verifiable quotes, updated 2026-10-19.

  1. Well, thanks, Amit. Yeah, we'll have you back. Amit Daryanani, Evercore ISI. Core ISI has a buy on CoreWeave. Still to come this hour, steelmaker Cleveland-Cliffs surging on the back of strong results. We're going to break down that quarter next. Plus, the CEO of regional bank Fifth Third, revenue coming up short. We'll get to results and how higher rates are impacting his business, the consumer, the lending picture when Squawk on the Street returns.
    Sarah Eisen · Squawk on the Street · 10AM Hour: Geopolitical Risks for the Market, AI Rebound Coming? Fifth Third CEO on Earnings 10/19/26 · 2026-10-19
  2. First up, Morgan Stanley naming Amazon a top pick. They see about 40% upside from current levels, citing rapid growth at AWS and a benefit from agentic AI shopping. Right now, stock up almost 4%. Meantime, Cleveland-Cliffs is surging on the back of results, reporting a profit of $152 million compared to a loss of $251 million a year ago. The company now expecting 2027 adjusted EBITDA to exceed $4 billion, compared with Wall Street expectations of around $2.5 billion, boosted by domestic trade policies. Stock gaining almost 12%. And then Intel on the move. JPMorgan upgrades the stock to neutral from underweight. Citing improving execution under the CEO, Liputan, and growing confidence in the company's turnaround. They say a gigantic AI workloads and tight advanced chip supplies will help support higher 2027 earnings estimates. A little bit of a catch-up if they were underweight to neutral. But clearly Intel has surpassed their price target and now they're feeling good about the new leadership.
    Sarah Eisen · Squawk on the Street · 10AM Hour: Geopolitical Risks for the Market, AI Rebound Coming? Fifth Third CEO on Earnings 10/19/26 · 2026-10-19
  3. It is one asset. It's— and there's— they, they are hostage to Cleveland-Cliffs, which mines it. And Cleveland-Cliffs has been really hostile from time to time. And so you've gone to zero. But then there have been times when Cleveland-Cliffs has bitten the bullet and said, yeah, fine, we're running the thing flat out because the economics are important to us.
    Charles Lemonides · Monetary Matters with Jack Farley · Top Performing Value Investor Explains Why the Market Isn’t Overvalued and Hasn’t Hit the Blowoff Top Phase | Charles Lemonides | ValueWorks LLC · 2026-10-12
  4. So when you say hostile, it sounds like the royalty that they got was a pretty sweet deal. Cleveland-Cliffs is unhappy, but it's such a great asset. They have to— they have to sometimes just run it anyway.
    Max Wheatley · Monetary Matters with Jack Farley · Top Performing Value Investor Explains Why the Market Isn’t Overvalued and Hasn’t Hit the Blowoff Top Phase | Charles Lemonides | ValueWorks LLC · 2026-10-12