$PFE Pfizer Tape Reports
Per Ticker.id: $PFE Pfizer Tape Reports — 22 podcast mentions across 12 podcasts (30 days), latest 2026-08-21 23:03 UTC.
It lets you quickly explore and build out ideas while the new Reflect beta gives you a look at how you're actually using Claude and encourages you to step back and decide what you still want to do yourself. I just, I mean, these guys, there's some secret sauce at Anthropic. It's kind of amazing. Claude Fable, which is Anthropic's most intelligent model to date, is built to carry a long, complicated project end to end instead of needing it broken up into separate tasks. It can one-shot the most amazing things. That's why companies like Stripe and Shopify and Pfizer and Rakuten and Notion all trust Anthropic to roll out AI in their businesses. It's why we're using Claude to rewrite our entire business workflow. For problems worth solving, get started with Claude at Claude.ai/technology. That's Claude.ai/technology. And check out Claude Pro, which includes access to all of the features mentioned in today's episode. Claude.ai/technology. I bet you use a little bit of Fable in your life, Mr. Robert, Father Robert. I do. This is my AI.
Leo Laporte — This Week in Tech (Audio) · Usain Volt - Meta, Addiction, & the Future of Online Engagement · 2026-08-24Let'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 · 2026-08-21So let's take again, I'll use the example of Coca-Cola. Coca-Cola is an extremely profitable, cash-generative, well-run business. It has existed for, I don't know, 100+ years at this point. It will exist for many hundreds more if left to their own devices. It is a global business. Right? Take Pfizer, same situation. Well-run business, global business. And now what you will tell them is— unless you tell them, "Hey, anywhere you operate, you need to follow American rules." Okay, that's one thing. Or it'll say, "Inside of America, you need to follow our rules, and other governments will have different rules." Now what is Coca-Cola to do? Run the slower, more costly, less effective, less valuable model in the United States? Sure, they'll do that, and their US business will cripple. They will have a better flourishing business abroad. They will invest abroad. And what you will see is FDI, foreign direct investment, in the United States go off of a cliff. And what you will see is direct investments into other countries of the world rise. You've seen this, by the way, in China when China made all these moves to cripple the Chinese tech companies. I think this is the best analogy. There was a moment where China was at a fork in the road, where the large oligopolists there, the large tech oligarchs, were trying to seize power. And the tip of that spear was when Jack Ma gave that very famous speech on the eve of the IPO of Ant Financial. What happened? Xi Jinping cracked down. They took complete control. They said, we are now operating together. Everybody that is worth anything will have a representative from the Chinese government on their board. We have the golden vote. We're going to work together. When you look at what happened to foreign direct investment and you look at what happened in their economy, it fell off of a cliff. That will happen here if this happens. So they can try, and everybody will say okay. And what, what the Coke CEO will do is redirect all of his capital allocation to outside of America. So will Pfizer, so will I, so will anybody. And then what are you going to do, take away our passports so you can't travel? So I think it will be a very visible way of just destroying the United States.
Chamath Palihapitiya — All-In with Chamath, Jason, Sacks & Friedberg · Dario Defends Himself, Datacenter Panic, AI Doomer Trap, Senate Toss-Up · 2026-08-21It's definitely important questions to ask. But what we always come back to, the North Star for us on all of this is how much enterprise demand is there? Are the customers there for these companies? Because AI is not like search or social or even e-commerce where it's dominated by one company. The question, if one of those companies or both of those companies were to somehow go away tomorrow, it's probably not going to slow down Pfizer's adoption of AI. It's not going to slow down JPMorgan's adoption of AI. If you used to be a customer of one of those big AI labs and they're not there tomorrow, you quickly become a customer of the other one or of Google or of AWS. So I don't I don't think the macro risk of these AI labs being as big and as important as they are. I think it gets overstated a lot just because the end customer demand is still so, so much of what's driving all of, all of this.
Heath Terry — Squawk on the Street · 11AM Hour: Moderna and Merck Shares Surge, Former CEA Chair Jason Furman & Chinese Robotics Company Soars in Shanghai Debut 8/19/26 · 2026-08-19Yeah, we've certainly had encouraging periods of outperformance from, from healthcare and pharma specifically. Certainly at the end of last year, as we had the first of the pricing deals done with the, with the administration following the Pfizer deal in October, the sector rallied hard. It's then given a little bit back. Mainly as money has rotated into tech. And that still remains a major factor in determining the relative performance of pharma. It's, it's appetite for tech versus pharma. But we've, we've argued for a long while that the fundamentals of pharma look, look good operationally. These businesses are strong. The political environment looks much more favorable, particularly on pricing. And then, as you say, there is the issue of M&A. We, we have the speculation around the Astra-Bristol-Myers deal recently. But beyond that, there has been a lot of M&A recently. Q2 was the, was the busiest quarter by value this decade for M&A within the biopharma space. And I don't see that abating anytime soon.
Simon Baker — Squawk on the Street · 11AM Hour: Moderna and Merck Shares Surge, Former CEA Chair Jason Furman & Chinese Robotics Company Soars in Shanghai Debut 8/19/26 · 2026-08-19Good morning, Carl. All 9 of 11 sectors higher this morning. Traders are finding a lot of winners outside of tech and options flows are embracing the pivot, most notably in healthcare. Options volume is booming in the sector, 7.5 times the 30-day average in XLV, 7 times the daily average in Pfizer, and of course biggest in Moderna, up more than 100% after its big cancer treatment news. Volume there is 20 times the daily average. There's also tons of action in its partner Merck, but the price action in this group as a key rotation leader, or as you mentioned, anti-AI trade predates today's news. Healthcare stocks in the S&P 500 are up 18% since semiconductors peaked in late June. This morning, call buying in XLV dwarfs put buying with more than 8,000 calls bought versus just over 1,000 puts. The most popular contract in the fund by volume this morning is the 200 strike call expiring mid-December, a $1.30 trade roughly that needs about 14% in XLV to rally to pay off.
Oliver Rennick — Squawk on the Street · 10AM Hour: Yields Retreat on Treasury Plan, Major Skin Cancer Breakthrough, Defense Tech Firm Goes Public 8/19/26 · 2026-08-19Uh, all right. Well, it's certainly real. Anthropic's revenue run rate is up to $65 billion. I had Sean make this chart comparing the ARR of Anthropic to the trailing 12-month revenue of various companies. And it's done more revenue than Pfizer, Cisco, ConocoPhillips, Intel, $10 billion ahead of Uber, $15 billion ahead of Coca-Cola. I don't know why I just said it like that. And, uh, $18 billion, $17 billion ahead of Netflix. Holy mackerel. And it's right behind, and it's probably about to pass Oracle and Delta.
Michael Batnick — Animal Spirits Podcast · The Best Bear Case on AI (EP. 478) · 2026-08-19One, uh, So let's step back. The way I see it is we got caught. Xi comes to power and we buy into this win-win stuff that he's selling, and it was never a win-win. China wants everybody dependent on China and them independent of you. That is their theory of the case. You were— our markets are going to be so big and important, you can't do anything about it. You're going to be dependent, your economy, on our markets. We're going to leverage that to then destroy, manipulate, and control your sovereignty, and we'll be independent of you. We don't need your market, and we'll have multiple— if you give us barley, we're going to have 5 other people give up. Look at the soybeans case, the United States. We'll cut off your soybeans. We got Brazil and Argentina soybeans. So they have duplicity in the system. So they have maximum latitude with minimum for us or anybody else. Second, I take a lesson out of COVID And I think this is illustrative of their plan and how we have to get smart. We have to learn from our mistakes. You can't ignore them. You should look. And I'm going to get back to your software piece, but in COVID, Gene notices in operation of Warp Speed that within 12 months, 14, whatever, United States develops a vaccine that has a 90-plus percent efficacy. China takes 18, 19 months and their efficacy is in the 60%. And we know for a fact that a lot of Chinese leaders were not taking the Chinese vaccine, but they were end up taking quietly Pfizer, Moderna, et cetera. And they couldn't export this vaccine. Nobody in the third world want it. That's a huge opportunity for America. We squander it on the political side, the economic side, the cultural side, winning quote unquote the global south. Second, Xi makes a decision that will never happen again, massively invests into life sciences, and within 5 years, China is not just nipping at our heels, they're pari passu with the United States in life sciences, a place that the United States, outside of one or two examples in Europe, dominated. Now again, I'm gonna take a shot at Trump. Every budget, he's proposed a 40% cut in NIH. Every budget, and the Republicans face off and allow 15%.
Rahm Emanuel — All-In with Chamath, Jason, Sacks & Friedberg · Rahm Emanuel: Trump's Foreign Policy, China, Europe's Decline, Immigration & DSA vs Democrats · 2026-08-13