SOTS 2nd Hour: Stocks Under Pressure, Lilly’s Next Big Bet, & Oracle CEO Safra Katz 2/20/25

Carl Quintanilla and Michael Santoli broke down another volatile morning for stocks as the Dow, S&P, and Nasdaq all took a leg lower. Walmart a big drag across indices post-results after guidance came in below estimates – the team broke down fresh comments from the company’s CFO with UBS Analyst Michael Lasser, who still calls the stock a buy here.  Plus - from DOGE checks to tax cuts, the desk got the latest from Washington – as Citi’s Chief Equity Strategist warns there’s more risk than reward when it comes to Trump’s policies, at least in the near term.  Also within the hour: Carvana’s CEO breaks down results sending shares lower, Eli Lilly’s next big bets (and they’re not weightloss drugs) and Oracle’s CEO - live from the Future Investment Institute’s Priority Conference in Miami with her outlook for AI.  Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.