$LLY Eli Lilly Tape Reports
Per Ticker.id: $LLY Eli Lilly Tape Reports — 39 podcast mentions across 14 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 · 2026-08-26Yeah. So relatedly, there is an argument that some people make where it's like the labs are just going to eat everything. They're going to have the smartest models. They're going to take over every vertical. OpenAI and Anthropic are doing biotech now. They're going to eat Eli Lilly. They're going to eat all the pharma companies. Obviously A16z doesn't believe in this.
Theo Jaffee — The a16z Show · Martin Casado on Where the Value Is Going in AI · 2026-08-22And Republicans are against both, even under Bush. So basically, within a blink of the eye for the American people, you've approved $1.6 trillion. And then we passed kids' healthcare, Lilly Ledbetter, um, pay equity and fairness, et cetera, some other things. I was making a very strong case to the president that we should do financial reform. The financial team led by Tim Geithner, Larry Summers, et cetera, are against what I want because they said the doubt of a long battle about financial reform would stop banks from lending and that would not let the economy recover.
Rahm Emanuel — People I (Mostly) Admire · 36. How Rahm Emanuel Would Run the World · 2026-08-22Let's start with a couple of extremely important terms that go hand in hand: cyclical and secular. Now, you hear these all the time, yet no one but me ever bothers to explain what they mean, even though they're crucial when it comes to picking stocks. Cyclical has nothing to do with the spin cycle on your washing machine or Wagner's Ring Cycle. Somewhat my classical music. And secular isn't about the separation of church and state or public versus parochial schools. Oh, yes. And kudos to the late, great Lou Rukeyser, who first cracked that cyclical washing machine joke. And I've always remembered it's probably been about 50 years now. We say a company's cyclical if it needs a strong economy in order to grow. It's cyclical because it depends on the business cycle. Cyclical cycle. So metals and mining companies and oil and gas, really any kind of raw materials, plus most of the industrials are cyclical. The homebuilders are cyclical. The automakers are cyclical. The commodity chemical makers like Dow are cyclical. You want a bunch of copper and iron mines like BHP? That's the definition of cyclical. These companies are all hostage to the vicissitudes of the economy. When the economy heats up, they earn a lot more money and we're willing to pay more for those earnings. And when the economy slows down or shifts into a recession mode, they earn a lot less money and investors pay less for their shares. I always say the cyclicals are boom and bust. Names. Ah, secular growth company, on the other hand, is one where the earnings keep coming regardless of the economy's overall health. Think anything you eat, drink, brush your teeth with, or use as medication. So you've got consumer staples like Procter Gamble, of course, the food companies like General Mills, the drug stocks like Pfizer or Merck or Eli Lilly. These are the classic recession-proof names that you want to buy when the economy slows down. Investors flock to the companies that can generate Safe, consistent earnings unless the GLP-1 drugs actually really take over the world, because you don't stop eating food or brushing your teeth just because of recession. Okay, so why is this secular versus cyclical distinction so important? Why is it the first piece of Wall Street jargon I'm translating for you?
Jim Cramer — Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 8/21/26 · 2026-08-21I think like the health, the healthcare innovation sector is also like, I don't know if you saw what happened with this Moderna trial. It's up like 150% today because they basically fucking cured cancer. And like, you got Eli Lilly and what they're up to like this. I think it's, it's a really powerful expression of AI adoption is looking at some of the stuff some of these, these companies are coming through with. It's like, one, it's incredible. Like, if everybody has a family member who, who suffers from health disease, like, we, we all have been hurt from that. Um, it would be an incredible thing if, if we start to see some of that get, get solved more. So, I mean, that's— yeah, like, I'm not top-blasting Moderna after it went up 150% today, but it's like really cool to see, I think, that these things are happening.
Cameron Crise — Forward Guidance · Treasury-Led Financial Repression Is Ushering In A Debasement Regime | Weekly Roundup · 2026-08-20Let's go talk about the market rotation we are in the midst of. We kind of had that in the month of July, then you had the bounce back and a lot of the AI names in the first half, call it, of August. Now we are rolling back over and seeing that rotation. You see, saw a lot of weakness today in the hardware names from Nvidia to Micron to SanDisk to Marvel Technologies, even Meta down 4% on the day, Tesla down, Oracle and Amazon down. And then a lot of the industrial companies related to AI, Caterpillar, Givernova, Applied Materials, Lam Research, et cetera. But there was a lot of green in places like healthcare. Eli Lilly up 3.6%, Johnson Johnson 3.3%, AbbVie up over 3%, Gilead up over 3%, et cetera. The finance space was a bit mixed. A lot of the big banks were strong with JPMorgan and Bank of America up, same with Charles Schwab and American Express. But you have some losses in names like Robinhood, clearly linked to tech portfolios, shall we say. So I think this is a rotation that is about to resume. Could be wrong, but that's what the hairs in the back of my neck are telling me. We also had news from the Financial Times, which is reporting that Kevin O'Leary is expected to use the Jackson Hole speech coming up in 10 days, on the 28th, to unveil a new framework for the Fed, clarifying where things that he might have said didn't really hit with markets. Uh, what would that reaction be? We'll see. But that's something the market's starting to brace for. What's he going to say, and how will that impact the, the trend of interest rates, which certainly have been higher? Will you get a breakout in rates, or maybe a pullback in rates? Or maybe nothing at all, but we'll see. We have Nvidia earnings coming up on the 26th. That's the next big area of focus for AI. That's coming up in a little over a week. But like I said, it's really about a market that is rotating. The Middle East, there's no real action there. Oil continues to kind of grind higher. I could easily see a breakout to the upside in the medium term. The dollar was flat on the day.
Justin Klein — InvestTalk · The Trillion-dollar Interest Bill Nobody Votes On · 2026-08-19So, you know, if you look at our portfolio and I'm sorry, I'm getting blown up over here real quick. If you look at our portfolio, We're not all in to this AI chase. Right. And again, I think this is another big clarification that we need to talk about, which is if you're invested, if you're, if you look at your personal portfolio and you're 100% invested in just companies in the AI space, I think you're taking on a tremendous amount of risk and you're going to pay a price for that. We're not invested that way. We own, yes, we own Google, we own Microsoft, we own Amazon, we own Apple. But we also own Exxon, you know, Walmart, Costco, Procter Gamble, sorry, Eli Lilly. Companies are boring companies, right, that are good, stable income growers over time. They provide a balanced portfolio. We own some JP Morgan, we own some Goldman Sachs, you know, so we own companies outside of that AI space. So regardless of what happens with AI, we also own other companies that are generating good revenue, good profits, good growth. Provide a dividend of some sort. And so we balance the portfolio across these things. And so yes, to your question, if I'm looking at the AI space, and this is one of the things that we did a couple of years ago, we said, okay, AI needs power, right? So where are they going to get the power from? In fact, Mike wrote an article called Behind the Meter, which was a whole article that he wrote. This is probably a year and a half ago, talking about how pipelines are going to be the primary source of power generation for these data centers in the future. And that's exactly what's turned out to be the case. They build a data center out in Reno, there's no power grid out there to speak of. And so in the short term, over the first year or so, these companies are using liquefied natural gas to power generators to provide the power to these, to these data centers. They use a little bit of renewable energy, but renewable energy is not efficient enough and not stable enough. So they need LNG to provide a very stable, consistent source of power. To these data centers.
Lance Roberts — Thoughtful Money with Adam Taggart · Recent Market Breakout Running Out Of Steam? | Lance Roberts · 2026-08-15exactly. And they call— and they collect a toll. So it's very stable cash flows, very stable, and they provide good dividend yields. So we have those positions in our portfolio. So yes, when you look outside of, you know, kind of the hyperscalers, we have some other bets. You know, we own some Broadcom, we own some Vertiv Technologies, we own some Applied, very small positions. But those are players that work either in cooling or connection or something within the AI data center space. So we do have some additional plays in there, but those are trades. Those are not long-term holds. Companies like Eli Lilly or, um, AbbVie, or, you know, JP Morgan, Goldman Sachs— these are companies that we will probably never sell. Costco, Walmart— we'll never sell these companies entirely. We may reduce them in size, but these are core long-term fundamental holdings that we'll own for the next 10 years.
Lance Roberts — Thoughtful Money with Adam Taggart · Recent Market Breakout Running Out Of Steam? | Lance Roberts · 2026-08-15