Stock Movers Closing Bell: Airlines Jump, Ride Shares Rise, Eli Lilly Tumbles
Mar 17, 2026
Airline stocks rally after upbeat booking trends and bullish revenue forecasts from major carriers. Ride-share firms jump on autonomous vehicle partnerships and mapping initiatives. A leading drugmaker slides following a major bank's downgrade over high expectations for weight-loss medicines. AI chipmakers tout massive market opportunities amid optimistic investor outlooks.
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Ride-Hailers Building An AV Platform Moat
- Ride-hailing firms gain strategic advantage by aggregating autonomous vehicle (AV) providers on a single platform.
- RBC and Tim Stenovec note Uber and Lyft pairings with NVIDIA build mapping and compute moats that improve fleet utilization across AV partners.
Hosts Share Personal Takes On Waymo Rides
- Carol Massar and Tim Stenovec share a quick personal take on autonomous rides from Waymo.
- Tim says he's ridden a Waymo and praises the experience, while Carol prefers a human driver for now.
Airlines Rally On Accelerating Bookings
- Airlines stocks jumped on bullish booking trends and revenue upgrades despite rising fuel costs.
- Tim highlights Delta raising early-2026 revenue guidance and American flagging stronger-than-expected start-of-year demand.