Stock Movers Delta Jumps, Uber Rises, Eli Lilly Dips as HSBC Sees Deeper Obesity-Drug Price Cuts
Mar 17, 2026
Natalia Kanajevich, Bloomberg reporter who covers markets and company moves, breaks down big stock shifts. Delta lifts its sales outlook and airline costs loom. Uber and Lyft unveil NVIDIA autonomous plans. Eli Lilly slides after HSBC trims its view on obesity-drug potential.
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Delta Ups Guidance As Bookings Accelerate
- Delta raised first-quarter revenue guidance to high single-digit growth, signaling stronger bookings from leisure and corporate customers into March.
- Natalia Kanajevich noted fuel is ~30% of U.S. airlines' operating costs and route disruptions near the Strait of Hormuz could keep ticket prices elevated.
Rideshares Reignite AV Hopes With Nvidia Deals
- Uber and Lyft shares rose after each announced autonomous-vehicle partnerships with Nvidia, signaling renewed investor interest in AV tech tie-ups.
- Natalia Kanajevich reported Uber plans Nvidia-software fleets in 28 cities by 2028 while Lyft focuses on NVIDIA-powered mapping and compute capabilities.
HSBC Lowers Eli Lilly Target Citing Obesity Drug Risks
- HSBC cut Eli Lilly to a sell rating, warning that investor expectations for obesity drugs may be over‑inflated and market share could shrink from Novo Nordisk competition.
- Natalia Kanajevich said HSBC's new $850 price target implies roughly 16% downside versus recent closes amid recent stock weakness.