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Diane King Hall discusses this morning's top moving stocks at the opening bell. She mentions Five Below (FIVE) falling despite an earnings beat, PVH (PVH) getting hit on its report, and UnitedHealth's (UNH) recent upgrade from BofA.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
Pedro Gutiérrez volvió a Insiders y no dejó indiferente a nadie. Desde cómo convirtió 5.000€ en casi 1 millón con GameStop con solo 18 años, pasando por su apuesta en TLT cuando nadie veía la inflación, hasta cómo detectó Meta a 90$ cuando el mercado la daba por muerta. Hoy nos cuenta también por qué tiene UnitedHealth como su gran apuesta actual, por qué el dividendo le parece "la peor estrategia que existe", y qué piensa de Michael Saylor y Bitcoin. Un episodio sin filtros, con opiniones que generan debate y una trayectoria inversora difícil de ignorar. Dos cosas que debes saber: 1 - Cada día mandamos un email con una idea, estrategia o reflexión privada para que avances más rápido en tu camino como inversor. El de hoy ya te lo has perdido, si quieres recibir el de mañana, te apuntas en: https://locosdewallstreet.com/7-errores/ 2 - Al apuntarte recibes un video titulado «7 errores fatales (muy habituales) en la selección de oportunidades en bolsa». Me da igual en lo que inviertas, tus años de experiencia o el tamaño de tu cartera. Si inviertes deberías verlo (antes de tomar una decisión de la que poder arrepentirte). Lo recibes al apuntarte en nuestra newsletter aquí: https://locosdewallstreet.com/7-errores/ ══════════════ DISCLAIMER El contenido de este canal de YouTube tiene exclusivamente fines educativos y no constituye asesoramiento financiero ni recomendaciones de inversión. Todos los temas tratados están diseñados para ayudar a los espectadores a entender mejor el mundo de las finanzas, pero las decisiones de inversión deben tomarse de forma personal y bajo la responsabilidad de cada individuo. Invertir en mercados financieros conlleva riesgos significativos debido a su complejidad y volatilidad. Es posible perder parte o la totalidad del capital invertido. Por ello, es fundamental que realices tu propio análisis antes de tomar cualquier decisión y, si lo consideras necesario, consultes con un profesional financiero acreditado. Recomendamos: - Contar con un fondo de emergencia equivalente a al menos tres meses de tus gastos básicos antes de invertir. - Analizar muy detenidamente y con precisión cualquier inversión. - En caso de duda consultes con un asesor financiero certificado por CNMV - Mantenerte alejado de promesas de rentabilidades astronómicas, dinero rápido u otros esquemas engañosos. En Locos de Wall Street, nuestra misión es fomentar una educación financiera sólida, ética y accesible para todos, ayudando a nuestros seguidores a tomar decisiones informadas y responsables. ÍNDICE 00:00 – Intro y presentación de Pedro Gutiérrez 02:30 – Cómo llegó Pedro al mundo de la inversión 03:30 – GameStop: de 5.000€ a medio millón con 18 años 08:15 – La apuesta en TLT y cómo detectó la inflación 11:30 – Meta a 90$: por qué el mercado se equivocaba 15:40 – Concentración vs. diversificación: su filosofía inversora 38:50 – Nvidia en corto: el error de timing que le costó caro 39:00 – Bitcoin y Michael Saylor: ¿genio o imprudente? 53:30 – UnitedHealth: su gran apuesta actual 1:26:10 – Basic Fit: el gimnasio que quiere monopolizar Europa 1:44:08 – Analog Devices: la apuesta silenciosa en la automatización 1:49:00 – ¿A quién invitaría Pedro al podcast? #locosdewallstreet #Insiders #InversiónEnBolsa #ValueInvesting #UnitedHealth #GameStop #PedroGutiérrez #Bitcoin #Dividendos #Bolsa #Finanzas #MichaelSaylor #BasicFit #AnalogDevices ══════════════
In der heutigen Folge sprechen die Finanzjournalisten Daniel Eckert und Lea Oetjen über die radikale Zeitenwende bei Berkshire Hathaway, einen Mega-Deal im Energiesektor und einen drohenden Zweikampf um Delivery Hero. Außerdem geht es um Deutsche Börse, Commerzbank, UniCredit, Rheinmetall, Sartorius, Bio-Rad, Delivery Hero, Uber, Ford, EDF, Mercedes-Benz, BMW, Volkswagen, Berkshire Hathaway, Delta Air Lines, Alphabet, New York Times, Macy's, Visa, Mastercard, Amazon, UnitedHealth, Charter, Domino's Pizza, Chevron, NextEra Energy, Dominion Energy, Micron, Seagate, Western Digital, Sandisk, Nvidia, Broadcom, Amundi Prime All Country World (WKN: ETF151), Xtrackers Euro Stoxx 50 (WKN: DBX1ET), Xtrackers Stoxx Europe 600 (WKN: DBX1A7), iShares Treasury Bond 20+yr ETF (WKN: A12HL9), Xtrackers II Global Government Bond ETF EUR Hedged (WKN: DBX0A8), iShares Core Global Aggregate Bond ETF EUR Hedged (WKN: A2H6ZT), iShares Euro Government Bond ETF (WKN: A0RL83), Xtrackers II Australia Government Bond ETF (WKN: DBX0GG), iShares € Inflation Linked Government Bond ETF (WKN: A0HGV1), State Street SPDR FTSE Global Convertible Bond ETF (WKN: A12CZS) und iShares $ Treasury Bond 0-1yr (WKN: A2PBNQ). Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und - ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html
En el Radar Empresarial de hoy ponemos el foco en la resolución judicial del enfrentamiento entre Elon Musk y OpenAI. El tribunal federal de Oakland ha dado la razón a la empresa liderada por Sam Altman, despejando así uno de los principales obstáculos para su esperada salida a Bolsa, considerada una de las operaciones financieras más relevantes del año. La decisión no ha sentado nada bien al fundador de Tesla, que reaccionó públicamente a través de su red social X. Musk aseguró que permitir este tipo de actuaciones “sienta un precedente peligroso” para las organizaciones benéficas en Estados Unidos y criticó duramente el fallo emitido por el jurado. Pese al revés judicial, el empresario sudafricano no piensa abandonar la batalla legal. Sus abogados ya han confirmado que recurrirán la sentencia, al considerar que el proceso se ha centrado únicamente en cuestiones técnicas relacionadas con los plazos legales y no en el fondo del conflicto. Musk sostiene que Sam Altman y Greg Brockman obtuvieron beneficios económicos indebidos a partir de una organización creada originalmente sin ánimo de lucro. Sin embargo, esas acusaciones no convencieron al jurado, que concluyó que la demanda fue presentada demasiado tarde y, por tanto, había prescrito legalmente. La resolución también beneficia a Microsoft, compañía que apostó por OpenAI con una importante inversión en 2019 y que igualmente estaba incluida en la demanda. Con este fallo, queda descartada la posibilidad de que ambas empresas tuvieran que devolver hasta 180.000 millones de dólares, como reclamaba Musk. Desde OpenAI han respondido describiendo al magnate como una figura “egoísta y obsesionada con el control”, asegurando además que abandonó la empresa después de no lograr el dominio absoluto sobre la compañía tecnológica. En Estados Unidos existen precedentes similares relacionados con organizaciones sanitarias y compañías sin ánimo de lucro que posteriormente cambiaron su estructura empresarial. Casos como Blue Cross Blue Shield of California o United Health estuvieron rodeados de controversia sobre quién debía considerarse propietario real de sus activos. También hay ejemplos de empresas que vieron frustrados sus planes de cotizar por problemas legales y financieros. Uno de los más conocidos es WeWork, cuya salida a Bolsa terminó fracasando tras acumular pérdidas millonarias, sufrir críticas por la gestión de sus directivos y recibir valoraciones consideradas irreales por el mercado. Tiempo después, la empresa acabó declarándose en bancarrota.
AI in healthcare may be entering a new chapter, one where the biggest question is no longer whether the technology works, but who is willing to deploy it, measure it, and take responsibility for the risk.This week, Steve sits down again with Eric Larsen to revisit his predictions from last year's Webby-winning episode on generative AI in healthcare. Eric argues that the first wave of AI has been inflationary, reinforcing the old payer-provider payment model, but that the next wave could be deflationary as automation moves into revenue cycle, administrative work, clinical reasoning, and drug development. They discuss why incumbents still have a narrow window to co-develop the future, why clinical AI may move faster outside the US, and why liability may become the deciding factor in who wins.We cover:Why healthcare is still the sector most exposed to AI-driven changeHow AI has reinforced fee-for-service dynamics so far, and why that may soon reverseWhat makes some healthcare work more automatable than othersWhy liability may determine how fast clinical AI gets adoptedWhich health systems, payers, and life sciences companies are moving fastestWhat will change across providers, payers, and pharma over the next year—
Buffett ha liquidado Visa, Mastercard y Domino's. El PE de Shiller está a menos del 5% de superar la burbuja puntocom. Y aquí, oficialmente, no pasa nada. Resumen semanal del 16 de mayo de 2026. Repasamos los 13F del trimestre (Berkshire, Druckenmiller, Ackman, Pat Dorsey, Howard Marks), la operación financiera del año — IREN colocando 3.000 millones al 1% — y las grietas que empiezan a abrirse en la economía real mientras Wall Street toca máximos históricos. CAPÍTULOS Actualidad y macro - Sentimiento, PE de Shiller y el +20% tech en 4 semanas que solo se ha visto en 1929 y 2000 - SpaceX a bolsa: ticker $SPCX, debut previsto 12 de junio - Trump y China: el viaje, Taiwán y los H200 de Nvidia - Bonos del Tesoro a 30 años al 5%, primera vez desde 2007 - Morosidad récord en tarjetas, préstamos estudiantiles y de coche - S&P 500 en máximos vs consumer sentiment en mínimos históricos - Costco huele la recesión antes que los economistas Los 13F del Q1 2026 - Berkshire: Buffett liquida Visa, Mastercard, Domino's, UnitedHealth y carga Google (+204%) - Druckenmiller: fuera de Alphabet, entrada masiva en YPF, Roku, Broadcom y STM - Bill Ackman: Microsoft pasa a ser "core holding" de Pershing Square - Pat Dorsey: posición del 10% en AppLovin - Howard Marks (Oaktree): rotación a TORM, Expand Energy y Petrobras - Top 10 compras consensuadas del trimestre Acciones bajo el radar - Ondas Holding: ingresos +1.000% YoY y alianza con Palantir - IREN: 3.000 millones en convertibles al 1,96% efectivo — más barato que el gobierno de EEUU - HIMS: ingresos +1.400% desde 2020, acción prácticamente plana - AST SpaceMobile: Trump compra acciones y JV de AT&T, T-Mobile y Verizon - Lululemon: revenue +300%, cotización -2% - Constellation Software: segundo mayor trimestre de M&A de su historia - Watches of Switzerland: USA +24% y la acción sube un 13% - Top 10 mineras de cobre: quién ha cumplido y quién no ÍNDICE 00:00 - Superinversores y mercado en máximos 02:14 - La burbuja de las grandes IPO 03:38 - Trump, China y bonos al 5% 08:06 - Buffett, Druckenmiller y Ackman 14:33 - Ondas Holdings 18:30 - IREN: resultados, NVIDIA y expansión 25:20 - HIMS: caída, GLP-1 y nueva tesis 29:14 - ASTS: acuerdos, satélites y ejecución 31:13 - Resultados y materias primas 34:48 - Cierre ══════════════ Dos cosas que debes saber: 1 - Cada día mandamos un email con una idea, estrategia o reflexión privada para que avances más rápido en tu camino como inversor. El de hoy ya te lo has perdido, si quieres recibir el de mañana, te apuntas en: https://locosdewallstreet.com/7-errores/ 2 - Al apuntarte recibes un video titulado «7 errores fatales (muy habituales) en la selección de oportunidades en bolsa». Me da igual en lo que inviertas, tus años de experiencia o el tamaño de tu cartera. Si inviertes deberías verlo (antes de tomar una decisión de la que poder arrepentirte). Lo recibes al apuntarte en nuestra newsletter aquí: https://locosdewallstreet.com/7-errores/ ══════════════ DISCLAIMER El contenido de este canal de YouTube tiene exclusivamente fines educativos y no constituye asesoramiento financiero ni recomendaciones de inversión. Todos los temas tratados están diseñados para ayudar a los espectadores a entender mejor el mundo de las finanzas, pero las decisiones de inversión deben tomarse de forma personal y bajo la responsabilidad de cada individuo. Invertir en mercados financieros conlleva riesgos significativos debido a su complejidad y volatilidad. Es posible perder parte o la totalidad del capital invertido. Por ello, es fundamental que realices tu propio análisis antes de tomar cualquier decisión y, si lo consideras necesario, consultes con un profesional financiero acreditado. Recomendamos: - Contar con un fondo de emergencia equivalente a al menos tres meses de tus gastos básicos antes de invertir. - Analizar muy detenidamente y con precisión cualquier inversión. - En caso de duda consultes con un asesor financiero certificado por CNMV - Mantenerte alejado de promesas de rentabilidades astronómicas, dinero rápido u otros esquemas engañosos. En Locos de Wall Street, nuestra misión es fomentar una educación financiera sólida, ética y accesible para todos, ayudando a nuestros seguidores a tomar decisiones informadas y responsables. ══════════════
Se extienden las pérdidas del viernes, sesión ella que S&P500 tuvo su peor día desde marzo. Colea la falta detalles de los acuerdos alcanzados entre Trump-Xi. Se suman malos datos en China y un precio del crudo nuevamente al alza. Eso intensifica el miedo a la inflación y aumentan las expectativas de que los bancos centrales se vayan a ver obligados a endurecer a subir tipos de interés. Eso se traduce en un incremento de los rendimientos de los bonos. 4% el 10 años japonés por primera vez en la historia. Ford, Delta, Macy's y UnitedHealth son algunos de los valores protagonistas. Berkshire tiene algo que ver en casi todas. En Europa, nos quedamos con Solaria y Ryanair. El análisis de mercado es de Sergio Ávila, estratega de IG. Además, nos mapean tierras raras en España desde Xcalibur Smart Mapping.
This is our daily Tech and Business report. KCBS Radio News Anchor Holly Quan spoke with Bloomberg's John Tozzi. UnitedHealth has been tracking how often some of its employees use AI tools as the healthcare giant invests in the tech in order to transform its operations.
S&P futures are down (0.3%) as of now, pointing to a slightly lower open. Asian equities were mixed on Tuesday. Japan edged higher, supported by strength in industrials and autos. Hong Kong closed with minor gains, Mainland China was lower, and South Korea underperformed with Samsung Electronics notably lower.Companies Mentioned: Microsoft, OpenAI, UnitedHealth, Wendy's, Beazer Homes
Stephen Lester of United Health Care as we mark Nurses Month full 123 Mon, 11 May 2026 16:14:20 +0000 Ix3ggClGzCWugkxhapiFPfSOHtFofmGp news WBEN Extras news Stephen Lester of United Health Care as we mark Nurses Month Archive of various reports and news events 2024 © 2021 Audacy, Inc. News False https://player.amperwavepodcasti
This time on CodeWACK! What if the rising cost of health care — the surprise bills, the shrinking choices, the long waits — weren't random at all, but largely the result of quiet, strategic consolidation happening behind the scenes? The Center for Health & Democracy has been working to reveal just this. Founded by former insurance executive-turned-whistleblower Wendell Potter, the organization shines a light on how corporate power shapes the American health care system — and what it means for patients and families. Joining us today is Rachel Madley, the Center's Executive Director. A scientist by training and a federal health policy expert, Rachel also brings lived experience navigating the health system with Type 1 diabetes — giving her unique insight into how policy decisions ripple into real lives. Today, we're talking about the Center's recent Sunlight Report, a first of its kind investigation into the corporate structure and expansion of UnitedHealth Group, the largest healthcare company in the world. The report pulls back the curtain on health care consolidation and reveals how deeply corporate expansion is reshaping who delivers care, how much it costs, and who ultimately benefits. Check out the Transcript and Show Notes for more! And please keep Code WACK! on the air with a tax-deductible donation at heal-ca.org/donate.
This time on CodeWACK! What if the rising cost of health care — the surprise bills, the shrinking choices, the long waits — weren't random at all, but largely the result of quiet, strategic consolidation happening behind the scenes? The Center for Health & Democracy has been working to reveal just this. Founded by former insurance executive-turned-whistleblower Wendell Potter, the organization shines a light on how corporate power shapes the American health care system — and what it means for patients and families. Joining us today is Rachel Madley, the Center's Executive Director. A scientist by training and a federal health policy expert, Rachel also brings lived experience navigating the health system with Type 1 diabetes — giving her unique insight into how policy decisions ripple into real lives. Today, we're talking about the Center's recent Sunlight Report, a first of its kind investigation into the corporate structure and expansion of UnitedHealth Group, the largest healthcare company in the world. The report pulls back the curtain on health care consolidation and reveals how deeply corporate expansion is reshaping who delivers care, how much it costs, and who ultimately benefits. Check out the Transcript and Show Notes for more! And please keep Code WACK! on the air with a tax-deductible donation at heal-ca.org/donate.
This time on CodeWACK! What if the rising cost of health care - the surprise bills, the shrinking choices, the long waits — weren't random at all, but largely the result of quiet, strategic consolidation happening behind the scenes? The Center for Health & Democracy has been working to reveal just this. Founded by former insurance executive-turned-whistleblower Wendell Potter, the organization shines a light on how corporate power shapes the American health care system — and what it means for patients and families. Joining us today is Rachel Madley, the Center's Executive Director. A scientist by training and a federal health policy expert, Rachel also brings lived experience navigating the health system with Type 1 diabetes — giving her unique insight into how policy decisions ripple into real lives. Today, we're talking about the Center's recent Sunlight Report, a first-of-its-kind investigation into the corporate structure and expansion of UnitedHealth Group, the largest healthcare company in the world. The report pulls back the curtain on health care consolidation and reveals how deeply corporate expansion is reshaping who delivers care, how much it costs, and who ultimately benefits. Check out the Transcript and Show Notes for more! And please keep Code WACK! on the air with a tax-deductible donation at heal-ca.org/donate.
We discuss the death of long-time Milwaukee Journal-Sentinel political reporter Daniel Bice and reflect on his unique combination of skilled writing, muckraking journalism, and even-handedness, and the respect he engendered from the politicians and political actors he exposed. Dan's passing also forces us to take stock on the dying newspaper industry that was once so central to Wisconsin politics. The inevitable debate over “electability” emerged this week in the Democratic governor primary election when candidate Sara Rodriguez questioned the electability of the other Democratic candidates who are polling well ahead of her. We dive into the debate and its perils. We lament the dissolution of the Hustisford school district after another failed referendum to make up for inadequate state funding and expose new research revealing among the highest racial disparities in the U.S. in Wisconsin's incarceration rates. We blast news that UnitedHealth boosted their 2026 earnings after increasing prices, proving monopolized health insurance is doing well denying care and overcharing for coverage, all made possible and encouraged by bi-partisan policy choices. Wisconsin toothless regulators, the Public Service Commission, to decide on We Energies' data center electric rates and workers at two Rogers mental health clinics elect union by large majorities, despite a sleazy union busting campaign from the employer.
In der heutigen Folge sprechen die Finanzjournalisten Nando Sommerfeldt und Holger Zschäpitz über einen möglichen Telekom-Weltkonzern, ächzende Airlines und die Chancen und Risiken der neuen Apple-Ära. Außerdem geht es um Deutsche Telekom, T-Mobile US, UnitedHealth, United Airlines, Alaska Air, Lufthansa, GE Aerospace, Beiersdorf, Nvidia, Disney, Microsoft, Alphabet, Meta, Amazon, Samsung Electronics, Volkswagen, Xpeng, Horizon Robotics, BYD, Geely, Nvidia, Samsung Electronics, Horizon Robotics. Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und - ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html
Falls ihr Aktien kaufen wollt, die es bei Scalable Capital nicht gibt, schreibt sehr gerne an listing@scalable.capital. T-Mobile & Deutsche Telekom bald 1 Firma? UnitedHealth überrascht. Amazon x Anthropic. Magnum Ice Cream wird geshortet. Royal Unibrew verliert Pepsi-Lizenz. Kondom-Riese Karex hebt Preise an. Halliburton wächst. Musk kauft SpaceX-Aktien. VW verkauft Jetta. Belron, die Mutter von Carglass, soll für mindestens 30 Mrd. € an die Börse. Großaktionär D'Ieteren (WKN: A1H5AN) hält 50% und ist aktuell günstiger als sein Anteil allein wert wäre. Warum? Warum kann man manche Aktien in Deutschland nicht handeln? Julius Weller von Scalable Capital erklärt die technischen Hürden. Und warum man bei ADRs aufpassen muss. Diesen Podcast vom 22.04.2026, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung. Learn more about your ad choices. Visit megaphone.fm/adchoices
David Faber and Jim Cramer led off the show with reaction to President Trump's wide-ranging live interview on CNBC, including his take on the Iran war, Anthropic and Kevin Warsh — just ahead of the Fed Chair nominee's confirmation hearing on Capitol Hill. Apple announced its hardware chief John Ternus will replace Tim Cook as CEO effective September 1, with Cook transitioning to executive chairman. The anchors discussed Cook's legacy and Apple's future — especially when it comes to AI. Also in focus: Amazon to invest another $25 billion in Anthropic, market reaction to earnings from the likes of UnitedHealth and GE Aerospace, Avis' red-hot rally rolls on. 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.
Die US-Futures deuten nach einer kurzen Verschnaufpause wieder nach oben. Die Waffenruhe zwischen den USA und Iran steht zwar auf der Kippe, wobei Gespräche am Mittwoch in Pakistan fortgesetzt werden, auch wenn Washington signalisiert, dass eine Verlängerung keineswegs sicher ist. Gleichzeitig bleibt die Nachrichtenlage insgesamt ruhig, mit Fokus auf die entscheidenden Themen: Iran-Verhandlungen, Inflation und Unternehmenszahlen. Der Markt setzt weiterhin darauf, dass eine diplomatische Lösung wahrscheinlicher ist als eine Eskalation, auch, weil die Optionen für eine militärische Ausweitung begrenzt sind. Auf Unternehmensseite dominieren die Big Player: Apple sorgt mit dem angekündigten CEO-Wechsel für Aufmerksamkeit, während Amazon seine KI-Offensive weiter ausbaut und Milliarden in Anthropic investiert. Parallel dazu liefert die laufende Berichtssaison bislang solide bis starke Zahlen, unter anderem von UnitedHealth, GE und 3M. Ein Zeichen für eine weiterhin robuste Unternehmenslandschaft trotz geopolitischer Risiken. Fazit: Die Märkte bleiben stabil, getragen von starken Earnings und der Hoffnung auf Diplomatie. Doch die Unsicherheit rund um Iran bleibt der entscheidende Risikofaktor und könnte jederzeit wieder für Volatilität sorgen. Ein Podcast - featured by Handelsblatt. ► Direkt an der Börse handeln mit tradegate.direct: https://bit.ly/wallstreet_april * ► Erhalte einen exklusiven 15% Rabatt auf Saily eSIM Datentarife! Lade die Saily-App herunter und benutze den Code wallstreet beim Bezahlen: https://saily.com/wallstreet * ► Entdecke den exklusiven NordVPN Deal! Jetzt risikofrei testen mit einer 30-Tage-Geld-zurück-Garantie: https://nordvpn.com/wallstreet * +++ Alle Rabattcodes und Infos zu unseren Werbepartnern findet ihr hier: https://linktr.ee/wallstreet_podcast +++ ► Mehr Einblicke: https://bit.ly/360wallstreetpc * Impressum: https://www.360wallstreet.de/impressum *Werbung
Nach einer kurzen Verschnaufpause zieht die Wall Street wieder an. Die Waffenruhe zwischen den USA und Iran steht zwar auf der Kippe, wobei Gespräche am Mittwoch in Pakistan fortgesetzt werden, auch wenn Washington signalisiert, dass eine Verlängerung keineswegs sicher ist. Gleichzeitig bleibt die Nachrichtenlage insgesamt ruhig, mit Fokus auf die entscheidenden Themen: Iran-Verhandlungen, Inflation und Unternehmenszahlen. Der Markt setzt weiterhin darauf, dass eine diplomatische Lösung wahrscheinlicher ist als eine Eskalation – auch, weil die Optionen für eine militärische Ausweitung begrenzt sind. Auf Unternehmensseite dominieren die Big Player: Apple sorgt mit dem angekündigten CEO-Wechsel für Aufmerksamkeit, während Amazon seine KI-Offensive weiter ausbaut und Milliarden in Anthropic investiert. Parallel dazu liefert die laufende Berichtssaison bislang solide bis starke Zahlen, unter anderem von UnitedHealth, GE und 3M. Ein Zeichen für eine weiterhin robuste Unternehmenslandschaft trotz geopolitischer Risiken. Fazit: Die Märkte bleiben stabil, getragen von starken Earnings und der Hoffnung auf Diplomatie. Doch die Unsicherheit rund um Iran bleibt der entscheidende Risikofaktor – und könnte jederzeit wieder für Volatilität sorgen. Abonniere den Podcast, um keine Folge zu verpassen! ____ Folge uns, um auf dem Laufenden zu bleiben: • X: http://fal.cn/SQtwitter • LinkedIn: http://fal.cn/SQlinkedin • Instagram: http://fal.cn/SQInstagram
Javier Alfayate, gestor de fondos del grupo Link, analiza los títulos de ASML, Acerinox, Pharma Mar, United Health y Coca-Cola, entre otros.
Apple, United Health, GE Aerospace, Amazon, Space X... bajo la lupa de Julián Coca, asesor de inversiones en Alterarea.
UnitedHealth (UNH) will have lots of eyes focused on its earnings before Tuesday's opening bell. Nick Raich outlines the financial question marks surrounding the healthcare insurer and explains the importance of guidance. Tom White turns to an example options trade for UnitedHealth as shares see a 30% decline year-over-year. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
Los mercados comienzan la semana con la atención puesta en las negociaciones entre Estados Unidos e Irán y el fuerte repunte del precio del petróleo, después de que Teherán haya rechazado participar en las conversaciones previstas para este lunes en Pakistán. Además, arranca una semana especialmente intensa en el plano empresarial. En España comienza la temporada de resultados con las cuentas de Bankinter y Enagás, que publicarán mañana. En los próximos días también rendirán cuentas grandes compañías internacionales como Sanofi, Orange, SAP, Intel, Tesla, UnitedHealth o Boeing. En el apartado macroeconómico, el foco estará en los PMI que se conocerán el jueves tanto en Europa como en Estados Unidos, claves para medir si la economía empieza a notar ya el impacto de la guerra en Irán. En la Tertulia de Mercados de Capital Intereconomía analizan este escenario Gonzalo Ramón-Borja Álvarez de Toledo, Country Manager y Managing Director en España de Swisscanto International Asset Management; Romualdo Trancho, Sales Leader de Investment Solutions & OCIO de Mercer Wealth España; Lorenzo González, responsable de Iberia de DNB Asset Management; y Mariano Arenillas, responsable para Iberia de DWS.
Broadcast from KSQD, Santa Cruz on 4-09-2026: Dr. Dawn shares a follow-up from an emailer in Switzerland providing seven functional medicine practitioner addresses near Zurich and Aargau, noting that Switzerland uses different terminology but is actually an "epicenter of functional medicine." Dr. Dawn calls for support of the bipartisan Break Up Big Medicine Act, modeled on Glass-Steagall, which would prohibit common ownership of medical providers with insurers, pharmacy benefit managers, or drug wholesalers. She explains how vertical integration by companies like UnitedHealth, CVS/Aetna, and Cigna allows them to game medical loss ratio requirements through self-dealing while driving up costs. A European clinical trial implanted 2mm x 2mm light sensors beneath the retinas of 38 people with advanced macular degeneration, with 80% gaining clinically meaningful improvement (two lines on the vision chart) after one year. The device bypasses damaged rods and cones, sending camera images from glasses directly to the optic nerve. Dr. Dawn explains that air temperature warnings are measured in shade, but direct sunlight can add 20°C to heat exposure. Heat stroke triggers gut permeability, releasing lipopolysaccharides that cause cytokine storms and organ failure. She advises fans over air conditioning when possible, shade, hydration, and loose natural-fabric clothing. An emailer asks if low-dose oral strontium supplementation has the same problem as pharmaceutical strontium. Dr. Dawn confirms it improves bone density scores without reducing fracture risk, and recommends telopeptide testing to monitor actual bone loss after discontinuing. An emailer's doctor wants to prescribe high-dose dexamethasone for low platelets. Dr. Dawn advises against rushing to steroids since platelets of 40 are adequate for clotting, recommending a hematology consultation and repeat testing with citrated blood. Dr. Dawn reviews fiber types: wheat dextrin (Benefiber) is fermentable but technically gluten-free; guar fiber (Sunfiber) ferments slowly and works for low-FODMAP diets; inulin feeds bifidobacteria and produces anti-inflammatory short-chain fatty acids; methylcellulose (Citrucel) is non-fermentable; and psyllium (Metamucil) is facing a class action lawsuit over undisclosed lead contamination. An emailer with varicose veins reports recurring superficial blood clots. Dr. Dawn explains these don't travel to lungs like deep vein clots, but repeated clotting suggests possible thrombophilia requiring workup. She recommends consulting a vascular surgeon about superficial venous ligation under local anesthesia. Analysis of 25,000 wearable users found that three daily "exercise snacks" of just 1-2 minutes of vigorous activity (stairs, running for a bus) reduced all-cause mortality by 38-40%. Benefits plateau around 7,500 steps daily, and simply standing up every couple of hours dramatically reduces sedentary risks.
In der heutigen Folge sprechen die Finanzjournalisten Philipp Vetter und Holger Zschäpitz über Ärger für Apples Falt-iPhone, neue Wachstumszahlen bei Anthropic und Optimismus bei Levi's. Außerdem geht es um Nvidia, Norwegian Cruises, RocketLab, American Airlines, Rigetti, Exxon, Devon Energy, Humana, UnitedHealth, CVS, Broadcom, Anthropic, Alphabet, Apple, Nike, Tesla, Delta Air Lines, iShares Core MSCI World ETF (WKN: A0RPWH), VanEck Morningstar Developed Markets Dividend Leaders (WKN: A2JAHJ), ExxonMobil, Verizon, Pfizer, Vanguard FTSE All-World (WKN: A2PKXG), Amundi Core Stoxx Europe 600 (WKN: LYX0Q0), ASML, AstraZeneca, Novartis, HSBC, Maximus, AeroVironment, Kratos, Parsons Corp, Matson, Mercury Systems, CACI Internations, Scorpio Tankers, DHT Holdings, L3Harris, Teledyne, Leonardo DRS, Devon Energy. Das Jubiläumsangebot zu 80 Jahre WELT gibt es hier: http://www.welt.de/geburtstag Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und - ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html
Carl Quintanilla, Jim Cramer and David Faber explored what to make of the moves in stocks, oil prices and bonds — ahead of President Trump's Tuesday 8pm Eastern time deadline for Iran to strike a peace deal. On the AI front: Anthropic says its revenue run rate surpassed $30 billion, while Broadcom shares jumped on new AI chip-related deals with Google and Anthropic. The anchors reacted to shares of UnitedHealth, Humana and other health insurers rallying after the Trump Administration announced a larger-than-expected Medicare Advantage payment rate for 2027. Also in focus: Jim's take on Apple shares under pressure, SpaceX IPO plans, Bill Ackman's Pershing Square offers to buy Universal Music Group, what's boosting Paramount's stock. 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.
In der heutigen Folge sprechen die Finanzjournalisten Philipp Vetter und Holger Zschäpitz über den schwächsten Handelstag des Jahres, Space-Fantasie bei Virgin Galactic und ein unverhofftes Geschenk für amerikanische Gesundheitsdienstleister. Außerdem geht es um Sidus Space, Telesat, Momentus, MDA Space, Space Communication, Firefly Aerospace, Soleno Therapeutics, Neurocrine Biosciences, Invesco, Blackrock, Broadcom, Paramount Skydance, United Health, Humana, CVS Health, Oscar Health, Clover Health, Microsoft Morgan Stanley Discounter für Skeptiker Cap 290 Dollar (WKN: MN3ZKE), Microsoft Discounter BNP Paribas Cap 440 Dollar (WKN: PJ0K65), Alphabet Skeptiker BNP Paribas Cap bei 220 Dollar (WKN: PJ6WX9), Alphabet Vermieter-Variante Morgan Stanley Cap 350 Dollar (WKN: MM8PLH), Rheinmetall Skeptiker Vontobel Cap 1.250 Euro (WKN: VH911W), Rheinmetall Vermieter-Strategie DZ Bank, Cap 1.900 Euro (WKN: DY9A4K), BASF Skeptiker UBS Cap 40 Euro (WKN: UQ3UT3), BASF Vermieter-Version Vontobel Cap 60 Euro (WKN: VJ5ZMG). Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und - ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html
UnitedHealth, Humana, CVS Health, Levi Strauss y Delta Airlines bajo la lupa de Julián Coca, asesor de inversiones en Alterarea.
Cloud data centers come under fire in wartime. A massive dark web intelligence database is exposed. Chinese hackers exploit a video conferencing zero-day. The intelligence community rolls out cyber modernization plans. React2Shell attacks spread at scale. Iowa sues UnitedHealth over the Change Healthcare breach. France moves to bar kids from social media. Researchers warn about hidden risks in power regulation. An insider extortion plot locks admins out of hundreds of servers. Our guest Brandon Karpf, friend of the show, with insights on the war in Iran. Espresso exploit exposes executive emails. Remember to leave us a 5-star rating and review in your favorite podcast app. Miss an episode? Sign-up for our daily intelligence roundup, Daily Briefing, and you'll never miss a beat. And be sure to follow CyberWire Daily on LinkedIn. CyberWire Guest Today we are joined by Brandon Karpf, friend of the show, discussing defending critical infrastructure against Iran. Selected Reading What Happens When Data Centers Become Military Targets? (GovInfo Security) Shared EnemShared Enemy: Inside a Chinese Dark Web Monitoring Database | UpGuardy: Inside a Chinese Dark Web Monitoring Database (UpGuard) TrueConf Zero-Day Exploited in Asian Government Attacks (SecurityWeek) ODNI tackles AI, threat hunting, app cybersecurity in year-one tech review (CyberScoop) React2Shell Exploited in Large-Scale Credential Harvesting Campaign (SecurityWeek) State AG Sues Change Healthcare in 2024 Ransomware Attack (GovInfo Security) French Senate passes bill that would ban children under 15 from social media (The Record) The silent dependency: DC power regulation in cyber‑physical security (NCC Group) Man admits to locking thousands of Windows devices in extortion plot (Bleeping Computer) The company's biggest security hole lived in the breakroom (The Register) Share your feedback. What do you think about CyberWire Daily? Please take a few minutes to share your thoughts with us by completing our brief listener survey. Thank you for helping us continue to improve our show. Want to hear your company in the show? N2K CyberWire helps you reach the industry's most influential leaders and operators, while building visibility, authority, and connectivity across the cybersecurity community. Learn more at sponsor.thecyberwire.com. The CyberWire is a production of N2K Networks, your source for strategic workforce intelligence. © N2K Networks, Inc. Learn more about your ad choices. Visit megaphone.fm/adchoices
Raul Shah from DocShah Financial shares why he's a value investor (0:30) Tax gain harvesting and more tax takeaways for investors (5:45) Risk tolerance and risk capacity (10:40) Hims & Hers, UnitedHealth, and Gambling.com (17:45) Risks to each stock (31:20)Show Notes:Forget The Price Of A Stock. What Is It Worth?Hims & Hers Health And Devon Energy - Raul Shah's Hot TakeGambling.com: Undervalued Company With Tremendous Potential UpsideHims & Hers Health: The Juice Is Worth The SqueezeUnitedHealth: Why AI Is The Secret Weapon For The TurnaroundEpisode TranscriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
“We should all be able to look at the numbers and agree that this is not sustainable and that whatever we've been doing is not working. Democrats have had their chance, and Republicans have had their chance, and it's only gotten worse.” — Halle TeccoWarren Buffett called America's healthcare costs “a hungry tapeworm on the American economy.” That tapeworm now devours nearly a fifth of the nation's GDP—and the patient, as always, is on the table. We dedicate today's show to this most perennial of all America's problems, with two guests and two new books that approach the tragi-comedy from different angles.Self-styled innovation wonk Halle Tecco—founder of Rock Health, investor in over fifty digital health companies, professor at Columbia Business School—argues in Massively Better Healthcare that the system is both excessively public and excessively private, a Kafkaesque bureaucracy in which verticalized health plans now own the PBMs, the pharmacies, and increasingly the doctors. The result is monopoly medicine on a scale that would have appalled the original trust-busters.This is ultimately an antitrust story. As we've discussed on the show with Tim Wu, Biden's chief antitrust enforcer, the concentration of corporate power is the great unfinished business of American democracy. Tecco makes the case that Big Med is where the trust busters should go next after Big Tech. UnitedHealth is now one of the largest employers of doctors in the country. So it wasn't exactly shocking when the UnitedHealth CEO was assassinated two years ago. The system isn't broken, Tecco suggests. It's working exactly as designed—just not for patients.Surgeon Robin Blackstone, MD, author of Doctor AI: Reimagining Health. Rebuilding Trust. Delivering Health 4.0, joins us in the second half of the show to offer a view from the front lines. After 30 years as a surgeon, Blackstone confirms everything Tecco diagnoses—and adds a chilling detail of her own: the system is priced entirely for fixing illness, not preventing it. Her prescription is a “triangle of trust” between patient, physician, and AI—with the patient finally owning their own data.Both agree on one thing: every dollar spent on public health saves $14.30 in medical and societal costs. We are all already paying for all the waste. We just need to fix Big Med. But who's going to do it? Tecco says that America is ready for another round of Obamacare politics. But I'm not so sure. Five Takeaways• Healthcare Is a Tale of Two Civilizations: If you're wealthy, you go to UCSF and get the best care in the world. If you're not, you're one of the 100 million Americans without a regular primary care provider. Healthcare debt is the number one cause of bankruptcy. A person earning $30,000 in a rural county can expect to live a full decade less than someone earning $100,000 in an affluent suburb.• The Real Winners Are Monopoly Medicine: Verticalized health plans now own the PBMs, the pharmacies, and increasingly the providers. The ACA's profit cap forced them to grow the pie instead of getting more efficient. United is now one of the largest employers of doctors in the country. Independent pharmacies are closing at the rate of one per day. Rite Aid is bankrupt—the only major chain not owned by a health plan.• Every $1 in Public Health Saves $14.30: We're already paying for the crisis—in emergency room visits, lost productivity, and disability. We just need to move the safety net upstream. Public health is the only part of the system designed for prevention, yet its share of total health spending has dropped 25% in two decades. The economic case is overwhelming. The political will is not.• AI Could Break the Information Asymmetry: Patients are already using ChatGPT to diagnose themselves—and sometimes it's saving their lives. One woman caught her own pneumonia because her doctor couldn't see her for a week. But some doctors want to keep the paternalism: one AI tool built on medical journals is restricted to clinicians only because making it available to patients would “piss off the doctors.”• The System Is Priced for Rescue, Not Health: Everything is loaded to the moment your gallbladder goes bad or your heart gets a blockage. Prevention doesn't get paid for. Both guests agree: we need a massive re-pricing that rewards keeping people healthy, not just treating them when they're sick. That means paying doctors to prevent strokes, not just to fix them. About the GuestsHalle Tecco is the founder of the venture fund Rock Health and an investor in more than fifty digital health companies. She is an adjunct professor at Columbia Business School and a course director at Harvard Medical School. Her new book is Massively Better Healthcare: The Innovator's Guide to Tackling Healthcare's Biggest Challenges (Columbia University Press).Robin Blackstone, MD, is a physician, health systems architect, and founder of Blackstone Health. A surgeon by training with 30 years of clinical experience, she is the author of Doctor AI: Reimagining Health. Rebuilding Trust. Delivering Health 4.0.ReferencesPrevious Keen On episodes and authors mentioned:• Robert Pearl on how AI will be monetized in the healthcare industry• Tim Wu on the extractive economics of platform capitalism• Zeke Emanuel on which country has the world's best healthcare• Warren Buffett on healthcare costs as “a hungry tapeworm on the American economy”About Keen On AmericaNobody asks more awkward questions than the Anglo-American writer and filmmaker Andrew Keen. In Keen On America, Andrew brings his pointed Transatlantic wit to making sense of the United States—hosting daily interviews about the history and future of this now venerable Republic. With nearly 2,800 episodes since the show launched on TechCrunch in 2010, Keen On America is the most prolific intellectual interview show in the history of podcasting.WebsiteSubstackYouTubeApple Podcasts
P.M. Edition for Feb. 18. A long-anticipated sale of the Seattle Seahawks is now underway—and the sale price could break NFL records. Plus, Stephen Hemsley, the leader of UnitedHealth Group, for years made private investments in healthcare startups. Journal senior editor Mark Maremont digs into how some of those companies also did business with, or competed against, UnitedHealth. And in his testimony at a landmark social media trial, Meta CEO Mark Zuckerberg defended the company's practices. Alex Ossola hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices
Howie and Harlan are joined by geneticist and endocrinologist Joel Hirschhorn to discuss how thousands of genetic variants collectively shape disease and traits like height and obesity. Harlan reviews new research on diet soda and dementia; Howie surveys recent market swings, including the rise of Solace Health and the decline of Hims & Hers. Show notes: Diet Soda and Dementia "Soda consumption and risk of dementia: The Northern Manhattan study" "Why One Cardiologist Has Drunk His Last Diet Soda" Joel Hirschhorn National Human Genome Research Institute: Mendelian Inheritance MedlinePlus: FGFR3 gene Cleveland Clinic: Achondroplasia National Human Genome Research: Polygenic Trait Hirschhorn Lab "A saturated map of common genetic variants associated with human height" "What are single nucleotide polymorphisms (SNPs)?" ScienceDirect: Genetic Variant Joel Hirschhorn: "Genome-Wide Association Study of Quantitative Kidney Function in 52,531 Individuals with Diabetes Identifies Five Diabetes-Specific Loci" Joel Hirschhorn: "Polygenic prediction of body mass index and obesity through the life course and across ancestries" "Obesity Prediction Could Be Guided by Genetic Risk Scores" "Genome-wide association study shows BCL11A associated with persistent fetal hemoglobin and amelioration of the phenotype of β-thalassemia" Society for Science: Noam Elkies MIT: Eric S. Lander Ups and Downs "Understanding Creative Destruction: Driving Innovation and Economic Change" "Solace Health raises $130M series C for advocacy platform" "Molina Healthcare's stocks fall as company plans exit from Medicare Advantage" "Centene swings to loss but predicts stabilization in 2026" "UnitedHealth limps into 2026 with a smaller business and fresh challenges" "Hims & Hers Falls 14% After Pulling Copycat Wegovy Pill—Novo Nordisk Up 8%" "Compounding and the FDA: Questions and Answers" In the Yale School of Management's MBA for Executives program, you'll get a full MBA education in 22 months while applying new skills to your organization in real time. Yale's Executive Master of Public Health offers a rigorous public health education for working professionals, with the flexibility of evening online classes alongside three on-campus trainings. Email Howie and Harlan comments or questions.
Earnings season is in full swing, and this week on Dividend Talk it's all about what recent earnings and dividend announcements really mean for long-term dividend investing. The conversation covers major earnings from companies likeMicrosoft, SAP, LVMH, Apple, Texas Instruments, Visa, Starbucks, UnitedHealth, and Altria, alongside a wave of European dividend increases from ASML, Deutsche Bank, Sanofi, ABB, KPN, and others. We break down what's driving big price drops, where valuation expectations may have run ahead of reality, and how dividend growth investors should think about volatility during earnings season.
Chuck Zodda and Mike Armstrong discuss wealth inequality and the k-shaped economy are more striking than ever. How to protect assets if you failed to prepare. Why do things feel worse economically than 30 years ago? Florida is giving housing optimists reason to buzz again. Cape Cod potato chips is leaving Massachusetts. Paul LaMonica (Barron's) joins the show to chat about UnitedHealth's difficult week.
In this jam-packed news & earnings episode, Simon and Dan break down the Bank of Canada holding rates, the massive uncertainty around U.S. trade policy, and why macro headlines are driving markets more than usual. We also dig into silver’s parabolic run (and why Simon trimmed exposure), plus earnings and updates from ASML, RTX, and UnitedHealth—a perfect example of how political risk can overwhelm fundamentals. We also tease an extra earnings + news episode next week, and we’re planning to do it live on YouTube for the first time—subscribe so you don’t miss it. Tickers of Stocks Discussed: ASML, RTX, UNH, INTC, LMT, SLV, ZSL, PSLV Watch the full video on Our New Youtube Channel! Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.
Silver and Gold – Still Going. Big week for earnings. Fed decision on Wednesday. Nat Gas price exploding higher. US Dollar drops hard over past few days. PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - What we learned from Davos - President Miyagi - tariffs on, tariffs off - January: stocks are trying to finish with gains - Small-caps flying - S&P 500: All-time highs going into earnings Markets - Silver and Gold - Still Going - Big week for earnings - Fed decision on Wednesday - Nat Gas price exploding - US Dollar drops hard over past few days Can't Keep Track Anymore -Trump has announced he is raising tariffs on South Korean imports to 25% after accusing Seoul of "not living up" to a trade deal reached last year. - In a post on social media, Trump said he would increase levies on South Korea from 15% across a range of products including automobiles, lumber, pharmaceuticals and "all other Reciprocal TARIFFS". - South Korea is planning on voting on the "agreement" with the US in February - KOSPI hits all-time high after being down 1% on the news - S. Korea President re-affirms their commitments Davos - 2026 - What we learned - Not much - Same bifurcated view of the world - Trump backed off the Greenland threats - Framework of a "deal" / "plan" - So, no tariffs - (Going to get a boy who cried wolf ....) Gold and Silver - Off to the races - Silver was up again in a big way Monday. Fell back down to earth (up 5% from up 15% earlier in the day - Hovering around $110 - that is impressive - parabolic move - GOLD! - Proving itself as a USD hedge and safety trade (Bitcoin in the dust) - Gold above $5,000 per ounce - - Plenty of reports that central banks are buying up| - USD weakness Economy - Still Strong - The US economy expanded in the third quarter by slightly more than initially reported, supported by stronger exports and a smaller drag from inventories. - Inflation-adjusted gross domestic product increased at a revised 4.4% annualized rate, the fastest in two years, according to Bureau of Economic Analysis data. - Consumer spending advanced at a 3.5% annualized pace last quarter, reflecting the fastest pace of outlays for services in three years, while spending on goods also accelerated from the previous quarter. Amazon - Trimming.... 30,000 jobs is plan - First half of that was in October and now trhery are laying off the remainder - CEO Jassey says that it is not financial of AI issues ---- Again - why so important to state that and make that a focal point? - Layoffs amount to 10% of the corporate workforce - Company still has 1.5 million employees Comeback? - Spirit Airlines is in talks with investment firm Castlelake for a potential takeover of the discount airline, CNBC has learned. - Remember, all started when Jetblue deal was blocked - Frontier tried - Spirit tried a few times to get head above water - nothing worked Booz Cancelled - Treasury Secretary Scott Bessent canceled department contracts with the consulting firm Booz Allen Hamilton, whose employee leaked President Donald Trump's tax records to The New York Times. - The department noted that between 2018 and 2020, Booz Allen employee Charles Edward Littlejohn “stole and leaked the confidential tax returns and return information of hundreds of thousands of taxpayers.” - Booz Allen Hamilton's stock price dropped by more than 10% on the heels of the Treasury Department's announcement. - Why does Booz have tax records in the first place? - Stock down 50% since end of 2024 Private Credit - BlackRock TCP Capital shares lower by 13% after it disclosed Friday night that net asset value declined approximately 19.0%; other private credit stocks falling in sympathy - The Company's net asset value per share as of December 31, 2025 to be between approximately $7.05 and $7.09, an anticipated decline of approximately 19.0% during the quarter ended December 31, 2025, compared to a net asset value per share of $8.71 as of September 30, 2025. - This decline is primarily driven by issuer-specific developments during the quarter. - The Company's net investment income per share to be between approximately $0.24 and $0.26 for the three months ended December 31, 2025. - Decliners: TCPC -13.40% OWL -3.07% ARES -3.30% KKR -2.08% BAM -0.41% CG -0.33% Zoom Communications - Valuation of Anthropic stake - The news is driving shares higher as analysts suggest ZM's $51 mln stake could now be worth between $2-$4 bln based on Anthropic's rumored $350 bln valuation, effectively acting as a "hidden gem" on its balance sheet. - From a fundamental perspective, the company's performance has also significantly improved, evidenced by its Q3 beat-and-raise report in late November where revenue rose 4.4% yr/yr to $1.23 bln. - This stronger financial performance is being driven by robust growth in the Enterprise segment, the rapid adoption of AI Companion features, and the scaling of adjacent growth businesses like Zoom Contact Center and Workvivo. - Consequently, the combination of high-margin operational rigor -- highlighted by a 41.2% non-GAAP operating margin -- and the massive unrealized gains from its AI investments has shifted investor sentiment firmly back toward growth. UNH and Health Stocks - DOWN 20% today - The administration's proposal (via the Centers for Medicare & Medicaid Services, or CMS) for Medicare Advantage reimbursement rates to rise by only 0.09% in 2027. This was far below Wall Street expectations of 4-6% (or higher), following a more generous ~5% increase for 2026. - The near-flat rate aims to improve payment accuracy, curb overbilling practices, and protect taxpayers, according to CMS statements, but it sparked widespread concerns about squeezed insurer margins, potential benefit cuts for seniors, reduced plan offerings, or market exits. - UnitedHealth has significant exposure to Medicare Advantage (roughly 30% of national enrollment), making it particularly vulnerable. The proposal, announced late Monday (January 26), led to a broader sell-off in health insurers: - - Humana (HUM) plunged over 20-21%. - - CVS Health (CVS) and Elevance Health (ELV) each dropped around 13-14%. Tech Earnings Microsoft (MSFT) Reports: Wednesday, January 28 (After Market Close) - Wall Street Expectations: Earnings per share (EPS): about $3.86 and Revenue: about $80 billion - Growth: high teens year over year revenue growth - Investors are focused on Azure and broader cloud growth, particularly how much of that growth is coming from AI related demand. Microsoft has built a reputation for consistent execution, which also means expectations are high. The critical issues will be cloud growth sustainability, margin stability, and how aggressively management plans to keep spending on AI infrastructure. Meta Platforms (META) Reports: Wednesday, January 28 (After Market Close) - Wall Street Expectations: EPS: about $8.15–$8.20 and Revenue: about $58–$59 billion - Growth: roughly 20–21% year over year revenue growth - Advertising remains the core driver, with AI driven ad targeting continuing to improve returns for advertisers. While topline growth expectations remain strong, investors are closely watching expense growth. The biggest question is whether rising AI and infrastructure spending can be managed without eroding margins or spooking investors, as Meta works through the next phase of its AI strategy. Tesla (TSLA) Reports: Wednesday, January 28 (After Market Close) - Wall Street Expectations: EPS (non GAAP): about $0.40–$0.45 and Revenue: about $24.5–$25 billion - Trend: earnings expected to be sharply lower than a year ago - Tesla enters earnings with the weakest expectations among the major tech names this week. Vehicle deliveries declined year over year, and automotive margins remain under pressure. While the energy and services segments continue to grow, they are not yet large enough to offset slowing EV demand. - Investors will be far more focused on forward guidance than on the quarter itself—particularly updates on Full Self Driving, robotaxis, and the broader AI roadmap. Apple (AAPL) Reports: Thursday, January 29 (After Market Close) Wall Street Expectations - EPS: about $2.65–$2.67 and Revenue: about $138 billion Growth: approximately 11–12% year over year revenue growth - This is Apple's most important quarter of the year. Expectations call for record revenue driven by the iPhone 17 cycle and continued Services growth. The focus will be on margins, China demand, and forward guidance—particularly how higher costs (memory prices and tariffs) may impact profitability. Apple typically beats expectations, but the stock reaction will hinge on what management says about growth beyond this quarter. Company Ticker Report Date Est. EPS Key Focus Area Microsoft MSFT Wed, Jan 28 (AMC) $3.92 Azure AI revenue growth & CapEx spending Meta Platforms META Wed, Jan 28 (AMC) $8.17 Ad monetization of AI & 2026 CapEx guidance Tesla TSLA Wed, Jan 28 (AMC) $0.45 Full Self-Driving (FSD) & Robotaxi updates Apple AAPL Thu, Jan 29 (AMC) Varies iPhone 17 demand & Apple Intelligence rollout ServiceNow NOW Wed, Jan 28 (AMC) $0.88 Enterprise AI software adoption rates IBM IBM Wed, Jan 28 (AMC) $4.28 Hybrid cloud and watsonx performance *AMC = After Market Close; EPS = Earnings Per Share (Consensus Estimates) Boeing - The company's airplane deliveries last year were the highest since 2018, helping drive revenue. Boeing brought in $23.9 billion in the last three months of 2025, a 57% increase over the same period in 2024 and topping analysts' expectations. Cash flow of $400 million was roughly double what Wall Street was expecting. - Boeing brought in $23.9 billion in the last three months of 2025, a 57% increase over the same period in 2024. The airplane manufacturer delivered 600 airplanes last year, up from 348 a year earlier. Another MoonShot - U.S. natural gas prices surged over 17% on Monday morning, climbing above $6 for the first time since late 2022. - It comes as Winter Storm Fern leaves hundreds of thousands without power and forces mass flight cancellations. - The National Weather Service has forecast wind chills as low as -50 degrees Fahrenheit (-45.56 degrees Celsius) across the eastern two-thirds of the U.S. this week. -Up 68% YTD - Nat gas is used in a whole lot of things - electrical grid 43% is fueled by Nat Gas Government - Not Again! - Seems like Dems are threatening a shutdown again - A partial U.S. government shutdown is set to begin on Friday, January 30, 2026. - The Senate is expected to vote on a funding package to avert this shutdown, with delays from a winter storm pushing initial votes to at least January 27, 2026 - The issue is being exacerbated with the ICE / Minnesota issues This is precious - Ex-finance minister Noda currently co-heads largest opposition party - He says that Japan unlikely to get international consent for intervention - Yen, bond selloff requires Japan to be in crisis mode, he says - Government must vow to restore fiscal discipline to end yen fall, Noda says - Japan must create environment allowing for steady BOJ rate hikes, he says - THIS shows us all that the whole thing with these guys/gals is all political. - NEVER EVER if he was in the role would he say anything like this. Love the Show? Then how about a Donation? ANNOUNCING THE WINNER OF THE THE CLOSEST TO THE PIN CUP 2025 Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt! FED AND CRYPTO LIMERICKS See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter
Carl Quintanilla, Jim Cramer and David faber explored the sell-off in UnitedHealth and other health insurance stocks, after the Trump Administration proposed Medicare Advantage rates for 2027 that are nearly flat. Boeing CEO Kelly Ortberg joined the program to discuss the company's Q4 revenue beat and jump in airplane deliveries. General Motors shares get a lift on a Q4 earnings beat, upbeat profit guidance, a 20-percent dividend hike and declaration of a $6 billion stock buyback. Also in focus: More earnings winners and losers, Meta-Corning $6 billion fiber-optic cable/AI data center deal, Anthropic CEO's essay on the future of AI comes with a warning about the technology. 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.
MRKT Matrix - Tuesday, January 27th S&P 500 rises to record high, led by gains in tech (CNBC) Humana, UnitedHealth plunge 20% after Trump administration proposes keeping Medicare Advantage rates flat (CNBC) The gold rally is the new bet against Trump (Axios) UPS to Cut 30,000 Jobs This Year (WSJ) Big Tech's borrowing spree raises fears of AI risks in US bond market (FT) AI Stocks Still Face a China Risk (WSJ) --- Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe MRKT Matrix by RiskReversal Media is a daily AI powered podcast bringing you the top stories moving financial markets Story curation by RiskReversal, scripts by Perplexity Pro, voice by ElevenLabs
Mike Armstrong and Paul Lane discuss the Trump administration proposing to keep steady the rates Medicare pays insurers. UnitedHealth sees its first annual revenue drop in over 30 years. The Fed is set to pause rate cuts this week, with no clear path to resume cuts. Record debt in the world's richest nations threatens global growth. GM beats earnings expectations and boosts dividends by 20%. UPS is set to cut 30,000 jobs this year.
Healthcare stocks like UnitedHealth (UNH), Humana (HUM), and Centene (CNC) sold off upwards of 20% on Tuesday's session over the Trump administration's decision to keep Medicare rates flat next year. David Toung calls the decision "quite a surprise" to health insurers who were pricing an increase in rates into their earnings, like UnitedHealth. While there is potential for rates being higher than current projections, David sees these companies cutting benefits if rates don't change.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about
While tens of millions of Americans are digging out from a historic winter storm, Wall Street is hoping for a scorching earnings season. Fourth-quarter earnings season kicks into high gear this week as the market's heavyweights prepare to be in the spotlight. A major focus will be on four of the “magnificent seven” tech giants—Apple, Meta, Microsoft, and Tesla—all set to report this week. But the giants don't stop there. We are also watching results from United Health, Chevron, Verizon, Boeing, and American Express. Capitalist Pig hedge fund manager and Fox Business contributor… Jonathan Hoenig joins FOX Business Network's Taylor Riggs to discuss what investors are expecting from this week's earnings numbers, as well as how escalating trade tensions, AI, and the housing market could impact the economy and the markets. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Carl Quintanilla, Jim Cramer and David Faber discussed the open letter from more than 60 CEOs of Minnesota-based companies including 3M, Target and UnitedHealth. It calls for state and federal officials to de-escalate tensions and work together in wake of the turmoil in Minneapolis — after federal immigration agents fatally shot a U.S. citizen for the second time this month. CoreWeave shares soared on news that Nvidia is investing $2 billion in the cloud computing firm -- as part of an extension of their AI partnership. Nvidia CEO Jensen Huang and CoreWeave CEO Mike Intrator joined the program exclusively to talk about their companies' alliance and the AI landscape. Also in focus: Winter storm impact, four "Mag 7" companies lead this week's earnings parade, "Squawk on the Street" anchors ring the NYSE opening bell in celebration of the show's 20 years on CNBC.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.
Luigi Mangione is accused of murdering UnitedHealthcare CEO Brian Thompson on December 4, 2024.An article from Gizmodo on Mangione's alleged manifesto: https://gizmodo.com/they-continue-to-abuse-our-country-for-immense-profit-luigi-mangiones-manifesto-leaks-online-2000536812An article from Business Insider on Mangione's alleged social media posts: https://www.businessinsider.com/luigi-mangiones-deleted-social-media-posts-clues-politics-2024-12The Des Moines Register's article on murder victim Brian Thompson: https://www.desmoinesregister.com/story/money/business/2024/12/05/united-healthcare-ceo-brian-thompson-iowa-murdered-new-york-jewell-native/76775017007/An article from NBC News on Mangione's alleged social media posts: https://www.nbcnews.com/news/us-news/reddit-account-linked-luigi-mangione-back-pain-surgery-rcna183674An article from the San Francisco Standard on Mangione's disappearance: https://sfstandard.com/2024/12/13/missing-person-luigi-mangione-sfpd-report/An article from the Associated Press on Mangione's health issues: https://apnews.com/article/luigi-mangione-back-surgery-mental-health-35086d2e01089f53db7b95e7b6c683e4Hawaii Public Radio's piece on Mangione's time in Hawaii: https://www.hawaiipublicradio.org/national-international/2024-12-10/the-life-of-luigi-mangione-including-a-brief-residence-in-hawaiiThe Associated Press's article on suppression efforts in the Mangione case: https://apnews.com/article/mangione-unitedhealthcare-killing-evidence-hearing-77d3b2add7f95341de179f31559eaba1CBS News's coverage of evidence in the Mangione case: https://www.cbsnews.com/newyork/news/luigi-mangione-evidence-photos/Find discounts for Murder Sheet listeners here: https://murdersheetpodcast.com/discountsCheck out our upcoming book events and get links to buy tickets here: https://murdersheetpodcast.com/eventsOrder our book on Delphi here: https://bookshop.org/p/books/shadow-of-the-bridge-the-delphi-murders-and-the-dark-side-of-the-american-heartland-aine-cain/21866881?ean=9781639369232Or here: https://www.simonandschuster.com/books/Shadow-of-the-Bridge/Aine-Cain/9781639369232Or here: https://www.amazon.com/Shadow-Bridge-Murders-American-Heartland/dp/1639369236Join our Patreon here! https://www.patreon.com/c/murdersheetSupport The Murder Sheet by buying a t-shirt here: https://www.murdersheetshop.com/Check out more inclusive sizing and t-shirt and merchandising options here: https://themurdersheet.dashery.com/Send tips to murdersheet@gmail.com.The Murder Sheet is a production of Mystery Sheet LLC.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
With the American republic hanging in the balance, Ralph calls on Democrats to pressure Republicans in the House and Senate to impeach Trump before the midterms or suffer the consequences. Then, we welcome Dino Grandoni, co-author of a Washington Post report on the surprising ways various species of animals and plants help advance our own health and longevity.Dino Grandoni is a reporter who covers life sciences for the Washington Post. He was part of a reporting team that was a finalist for the 2025 Pulitzer Prize in National Reporting for coverage of Hurricane Helene. He previously covered the Environmental Protection Agency and wrote a daily tipsheet on energy and environmental policy. He is co-author (with Hailey Haymond and Katty Huertas) of the feature “50 Species That Save Us.”The Democrats—while there are people like constitutional law expert Jamie Raskin (who has said a shadow hearing to publicly educate the American people on impeachment “is a good idea”) he's been muzzled by Hakeem Jeffries and Charlie Schumer, who basically don't want the Democrats to use the word impeachment. So who's using the word impeachment the most? Donald Trump—not only wants to impeach judges who decide against him, but he's talking about the Democrats impeaching him, and he uses the word all the time. So we have an upside-down situation here where the opposition party is not in the opposition on the most critical factor, which is that we have the most impeachable President in American history, getting worse by the day.Ralph NaderIf the founding fathers came back to life today, would any of them oppose the impeachment, conviction, and removal of office of Donald J. Trump, who talks about being a monarch? That's what they fought King George over. Of course, they would all support it.Ralph NaderWhat we have in these cards and in our stories at the Washington Post here are examples of the ways we know, the ways that scientists have uncovered how plants and animals help us. But we don't know what we don't know. There are likely numerous other ways that plants and animals are protecting human well-being that we don't know and we may very well never know if some of these species go extinct.Dino GrandoniI'm always eager to find these connections between human well-being and the well-being of nature and try to describe them in ways that are compelling to readers that get them to care about protecting nature. And also finding those instances (because I want to be objective here) of when human well-being and the well-being of nature might be in conflict, and that might involve some tough decisions that we as a society or policymakers have to make.Dino GrandoniNews 1/16/25* Our top two stories this week concern corporate wrongdoing. First, Business Insider reports that the New York City Department of Consumer and Worker Protection has released a new report which estimates Uber Eats and DoorDash, by altering their tipping processes in the city – moving tipping prompts to less prominent locations after checkout so upfront delivery costs would appear lower – have deprived gig delivery workers of $550 million since December 2023. As this piece notes, that was the month that New York City's minimum pay law for delivery workers took effect. As a result, “The average tip for delivery workers on the apps dropped 75%...from $3.66 to $0.93, one week after the apps made the changes…The figure has since declined to $0.76 per delivery.” This report presages a new city law that “requires the apps to offer customers the option to tip before or during checkout. Both Uber and DoorDash have sued the City over the law, which is set to take effect on January 26.” Whether the administration will stick to their guns on this issue, in the face of corporate pressure, will be a major early test for Mayor Zohran Mamdani.* Meanwhile, the Wall Street Journal reports UnitedHealth Group “deployed aggressive tactics to collect payment-boosting diagnoses for its Medicare Advantage members.” As the Journal explains, “In Medicare Advantage, the federal government pays insurers a lump sum to oversee medical benefits for seniors and disabled people. The government pays extra for patients with certain costly medical conditions, a process called risk adjustment.” A new report from the Senate Judiciary Committee found that UnitedHealth had “turned risk adjustment into a business,” thereby exploiting Medicare Advantage and systematically and fraudulently overbilling the federal government. Due to its structure, advocates like Ralph Nader have long warned that Medicare Advantage is ripe for waste fraud and abuse, in addition to being an inferior program for seniors compared to traditional Medicare. This report supports the accuracy of these warnings. Yet, Dr. Mehmet Oz Trump's appointee to head the Centers for Medicare & Medicaid Services, is a longtime proselytizer for Medicare Advantage and this setback is unlikely to make him reverse course, no matter the cost to patients or taxpayers.* Yet, even as these instances of corporate criminal lawlessness pile up, the Trump administration is all but abolishing the police on the corporate crime beat. In a new report, Rick Claypool, corporate crime research director at Public Citizen, documents how the administration has “canceled or halted a total of 159 enforcement actions against 166 corporations.” This amounts to corporations avoiding payments totaling $3.1 billion in penalties for misconduct. This report further documents how these corporations have ingratiated themselves with Trump, via donations to his inauguration or ballroom project, or more typical revolving door or lobbying arrangements. As Claypool himself puts it, “The ‘law enforcement' claims the White House uses as a pretext for authoritarian anti-immigrant crackdowns, city occupations, and imperial resource seizures abroad lose all credibility when cast against the lawlessness Trump allows for the pursuit of corporate profits.”* In another instance of a Trump administration giveaway to corporations, the New York Times reports the Environmental Protection Agency will “Stop Considering Lives Saved When Setting Rules on Air Pollution.” Under the new regulatory regime, the EPA will “estimate only the costs to businesses of complying with the rules.” The Times explains that different administrations have balanced these competing interests differently, always faced with the morbid dilemma of how much, in a dollar amount, to value human life; but “until now, no administration has counted it as zero.”* Moving to Congress, the big news from the Legislative Branch this week has to do with Bill and Hillary Clinton. NPR reports Congressman James Comer, Chair of the House Oversight Committee, issued subpoenas to the former president and former Secretary of State to testify in a committee hearing related to convicted sex offender Jeffrey Epstein. In a letter published earlier this week, the Clintons formally rejected the subpoenas, calling them “legally invalid.” The Clintons' refusal to appear tees up an opportunity for Congress to exercise its contempt power and force the couple to testify. Democrats on the Oversight Committee, who agreed to issue the subpoenas as part of a larger list, have noted that “most of the other people have not been forced to testify,” indicating that this is a political stunt rather than an earnest effort. That said, there is little doubt that, at least, former President Clinton knows more about the Epstein affair than he has stated publicly thus far and there is a good chance Congress will vote through a contempt resolution and force him to testify.* In the Senate, Elizabeth Warren, Chris Murphy and other liberal Senators are “urging their Democratic colleagues to pivot to economic populism by ‘confronting' corporate power and billionaires, warning that just talking about affordability alone won't move swing voters who backed President Trump in 2024,” per the Hill. Senators Adam Schiff of California and Tina Smith of Minnesota also signed this memo. The Senators cited a recent poll that found Americans “increasingly cannot afford basic goods such as medical care and groceries,” but they also warned that “Bland policy proposals — without a narrative explaining who is getting screwed and who is doing the screwing – will not work.” Hopefully this forceful urging by fellow Senators will move the needle within the Democratic caucus in the upper house. Nothing else seems to have driven the point home.* One candidate who seems to understand this message is Graham Platner of Maine. Platner, who is endorsed by Bernie Sanders, has a controversial past that includes a career in the Marines and a stint working for the private military contractor Blackwater. However, he is running as a staunch economic populist and New Deal style progressive Democrat – and the message appears to be working. According to Zeteo, a poll conducted in mid-December found Platner up by 15 points in the primary over his opponent, current Governor Janet Mills. More concerning is the fact that this same poll shows both Platner and Mills in a dead heat with incumbent Republican Senator Susan Collins, indicating this could be a brutal, protracted and expensive campaign.* On the other end of the spectrum, Axios reported this week that former Congressman Sean Patrick Maloney, who once led the Democratic Congressional Campaign Committee and then served as President Biden's ambassador to the Organization for Economic Co-operation and Development, has accepted a role as CEO and president of the Coalition for Prediction Markets. The coalition is essentially a trade association for betting websites; members include Kalshi, Crypto.com Robinhood and Coinbase, among others. The coalition will leverage Maloney's influence with Democrats, along with former Republican Congressman Patrick McHenry's influence across the aisle, to lobby for favorable regulation for their industry.* Turning to foreign affairs, prosecutors in South Korea have announced that they are seeking the death penalty for former President Yoon Suk-Yeol on “charges of masterminding an insurrection over his brief imposition of martial law in December 2024,” per Reuters. In a stunning courtroom revelation, a prosecutor said during closing arguments that “investigators confirmed the existence of a scheme allegedly directed by Yoon and his former defence minister, Kim Yong-hyun, dating back to October 2023 designed to keep Yoon in power.” The prosecutor added that “The defendant has not sincerely regretted the crime... or apologised properly to the people.” As this piece notes, South Korea has not carried out a death sentence in nearly three decades. Even still, it is remarkable to see how this case has unfolded compared to the reaction of the American judicial system to Donald Trump's attempted self-coup on January 6th, 2021.* Finally, turning to Latin America, many expected the fall of Nicolás Maduro to mean a redoubled energy crisis for the long-embargoed island nation of Cuba. Yet, the Financial Times reports that in fact, “Mexico overtook Venezuela to become Cuba's top oil supplier in 2025…helping the island weather a sharp drop in Venezuelan crude shipments.” CBS adds that “Despite President Trump's social media pronouncement…that ‘there will be no more oil or money going to Cuba — zero,' the current U.S. policy is to allow Mexico to continue to provide oil to the island, according to Energy Secretary Chris Wright.” For the time being, the administration seems open to maintaining this status quo – including maintaining cordial relations with Mexican President Claudia Sheinbaum – though this appears more strained than ever. Sheinbaum harshly criticized the kidnapping of Maduro, stating “unilateral action and invasion cannot be the basis for international relations in the 21st century,” while Republican Congressman Carlos Gimenez has threatened that there could be “serious consequences for trade between our countries” if Sheinbaum “continues to undermine US policy by sending oil to the murderous dictatorship in Cuba.”This has been Francesco DeSantis, with In Case You Haven't Heard. Get full access to Ralph Nader Radio Hour at www.ralphnaderradiohour.com/subscribe
The White House is threatening to indict Federal Reserve Chair Jay Powell over comments he made to Congress about a renovation at Fed headquarters, Allegiant Air is acquiring Sun Country Airlines in a $1.1B deal, a Senate committee investigation says UnitedHealth deployed aggressive payment-boosting tactics, Walmart and Google are teaming up on AI-assisted shopping, and the FCC has approved a request from Starlink to deploy another 7,500 satellites. Squawk Box is hosted by Joe Kernen, Becky Quick and Andrew Ross Sorkin. Follow Squawk Pod for the best moments, interviews and analysis from our TV show in an audio-first format. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
2025 trading is in the books, with the S&P 500 locking in a 16% gain. How our traders are positioning into the new year after solid runs in some major stocks, and where they see the most opportunity in 2026. Plus, Charting out UnitedHealth's next move. After a rough year for shares of the insurance giant, the Chartmaster Carter Worth is seeing some positive signals in the beaten down name. The key levels to watch, and where that stock could head in the new year. Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Luigi Mangione is back in court, arguing that evidence gathered at his arrest should be suppressed. We discuss the law and the likely outcome.Check out our new True Crime Substack the True Crime Times Get Prosecutors Podcast Merch Join the Gallery on Facebook Follow us on TwitterFollow us on Instagram Check out our website for case resources: Hang out with us on TikTokSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.