Podcasts about unitedhealth

Here's what the World Cup winner means for the market... Today we focus on a market that continues to trade sideways despite ongoing geopolitical tensions, renewed conflict in the Middle East, and a busy earnings season. We examine why patience remains the best strategy while the S&P 500 stays trapped in a trading range. We highlight strong earnings from major banks as a sign the broader economy remains resilient, and discuss growing concerns about AI valuations, software companies, and the capital demands facing firms like OpenAI and SpaceX. We also explore the recent rotation from growth into value stocks, the impact of rising energy prices on inflation and Federal Reserve policy, why speculative behavior is increasing through leveraged ETFs, and several market indicators suggesting today's market environment is becoming increasingly narrow and expensive despite headline index performance. Today we discuss...  Why the stock market remains stuck in a trading range despite continued volatility and geopolitical uncertainty. How renewed conflict in the Middle East is affecting investor sentiment, oil prices, and market performance. Why patience and holding cash may be the best strategy until the market breaks out of its current range. How strong earnings from major banks suggest the broader economy remains healthier than many investors believe. Weakness in software companies and growing concerns about the long-term profitability of AI investments. Why OpenAI seeking government investment could raise questions about the sustainability of the AI sector. The recent rotation from high-growth technology stocks into value-oriented sectors of the market. How higher oil prices could keep inflation elevated and complicate future Federal Reserve policy decisions. How insider buying can provide useful clues when evaluating beaten-down stocks such as UnitedHealth. The risks created by record investor demand for leveraged ETFs and increasingly speculative market behavior. We compare today's AI-driven market enthusiasm to the technology bubble of the late 1990s. How semiconductor stocks continue to dominate market performance while many other sectors lag behind. Why index performance can be misleading when a small number of large technology companies are driving most of the gains. How Federal Reserve balance sheet expansion continues to closely correlate with stock market performance.   Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | Mergent College Advisors Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter/X: https://x.com/MTIPodcast For more information, visit the full show notes at https://moneytreepodcast.com/world-cup-winner-835 

Dr. Erica Schwartz, Pres. Trump's nominee to lead the CDC, told the Senate that mRNA vaccine “technology is safe and effective” – a position that puts her in direct opposition to Health Secretary Robert F. Kennedy Jr., her potential future boss. Financial disclosures show Schwartz was paid over $1,000,000 by healthcare giant UnitedHealth. Naomi Wolf joins Dr. Drew to break down the shocking Senate hearing and what Schwartz's nomination could mean for MAHA if she is confirmed. Brad Polumbo, host of the Brad vs Everyone podcast, discusses Defense Secretary Pete Hegseth's new order requiring annual testosterone-deficiency screening for service members age 30 and older, and recent statements by Jenn Pellegrino, Chancellor of UC San Francisco, who testified under oath that a “vast majority of pregnancies are in women.” Naomi Wolf, Ph.D., is an independent journalist and co-founder and CEO of DailyClout.io. She edits The Pfizer Papers with Amy Kelly and authored Facing the Beast and War Room / DailyClout Pfizer Documents Analysis Volunteers' Reports eBook. Follow at https://x.com/naomirwolf Brad Polumbo is a journalist and host of the Brad vs Everyone podcast on YouTube and Spotify. He is a Blankley Fellow at the Steamboat Institute. His work has appeared in USA Today, National Review, and Newsweek. Follow at https://x.com/brad_polumbo 「 SUPPORT OUR SPONSORS 」 • FATTY15 – The future of essential fatty acids is here! Strengthen your cells against age-related breakdown with Fatty15. Get 15% off a 90-day Starter Kit Subscription at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://drdrew.com/fatty15⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ • PALEOVALLEY - "Paleovalley has a wide variety of extraordinary products that are both healthful and delicious,” says Dr. Drew. "I am a huge fan of this brand and know you'll love it too!” Get 15% off your first order at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://drdrew.com/paleovalley⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ • THE WELLNESS COMPANY - Counteract harmful spike proteins with TWC's Signature Series Spike Support Formula containing nattokinase and selenium. Learn more about TWC's supplements at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twc.health/drew⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ • CHAPTER - For free and unbiased Medicare help, dial (218) 521-2472 to speak with my trusted partner, Chapter, or go to ⁠⁠⁠https://askchapter.org/drdrew⁠⁠⁠ Chapter and its affiliates are not connected with or endorsed by any government entity or the federal Medicare program. Chapter Advisory, LLC represents Medicare Advantage HMO, PPO, and PFFS organizations and stand alone prescription drug plans that have a Medicare contract. Enrollment depends on the plan's contract renewal. While we have a database of every Medicare plan nationwide and can help you to search among all plans, we have contracts with many but not all plans. As a result, we do not offer every plan available in your area. Currently we represent 50 organizations which offer 18,160 products nationwide. We search and recommend all plans, even those we don't directly offer. You can contact a licensed Chapter agent to find out the number of products available in your specific area. Please contact Medicare.gov, 1-800-Medicare, or your local State Health Insurance Program (SHIP) to get information on all of your options. 「 ABOUT THE SHOW 」 This show is for entertainment and/or informational purposes only, and is not a substitute for medical advice, diagnosis, or treatment. Executive Producers • Kaleb Nation - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://kalebnation.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ • Susan Pinsky - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://x.com/firstladyoflove⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Content Producer • Emily Barsh - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://x.com/emilytvproducer⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Werbung | Exklusives Angebot für unsere Hörer: Testet Handelsblatt Premium 4 Wochen für 1 € und bleibt zu den Entwicklungen an den Finanz- und Aktienmärkten informiert. Mehr zum Vorteilsangebot der Handelsblatt-Fachmedien erfahrt ihr unter: www.handelsblatt.com/mehraktien Die Wall Street startet den Wochenausklang mit deutlichen Verlusten. Im Mittelpunkt steht nicht der Konflikt mit Iran, sondern der abrupte Stimmungsumschwung im KI Sektor. Nach den enttäuschenden Kursreaktionen auf die Zahlen von Taiwan Semiconductor und ASML setzt sich der Ausverkauf bei Halbleiter und KI Aktien weltweit fort. Zusätzlichen Druck erzeugt Moonshot AI: Das chinesische Start-up hat ein Open Source Modell vorgestellt, das laut Unternehmen mit den führenden KI Systemen konkurrieren kann. Gleichzeitig wächst die Sorge, dass die milliardenschweren Investitionen in Rechenzentren ihren Höhepunkt erreichen könnten. Meta prüft offenbar, Rechenkapazitäten an Dritte zu vermieten, Apple arbeitet daran, KI Modelle direkt auf iPhones lauffähig zu machen, und die Diskussion über mögliche Überkapazitäten gewinnt an Dynamik. Netflix enttäuscht nachbörslich mit einem verhaltenen Ausblick für das dritte Quartal und einer nur moderaten Entwicklung der Nutzungsdauer, obwohl Umsatz und Gewinn im Rahmen der Erwartungen liegen. Dagegen überzeugen UnitedHealth, State Street und Regions Financial mit starken Quartalszahlen und angehobenen Jahresprognosen. Geopolitisch bleibt die Lage angespannt. Die Kämpfe zwischen den USA und Iran dauern an, doch Signale aus Washington sprechen weiterhin gegen eine größere militärische Eskalation. Anleger richten den Blick heute zudem auf die US Industrieproduktion, das Verbrauchervertrauen der Universität Michigan und die Einzelhandelsumsätze, bevor in der kommenden Woche mit Tesla, Alphabet und IBM die Berichtssaison der großen Technologiekonzerne richtig Fahrt aufnimmt. Ein Podcast - featured by Handelsblatt. ► Entdecke den exklusiven NordVPN Deal! Jetzt risikofrei testen mit einer 30-Tage-Geld-zurück-Garantie: https://nordvpn.com/wallstreet * ► Direkt an der Börse handeln mit tradegate.direct: https://bit.ly/WallStreet_Juni * ► 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 * +++ Alle Rabattcodes und Infos zu unseren Werbepartnern findet ihr hier: https://linktr.ee/wallstreet_podcast +++ Impressum: https://www.360wallstreet.de/impressum *Werbung

Die Wall Street startet mit deutlichen Verlusten, kann sich aber von den Tiefs erholen. Im Mittelpunkt steht nicht der Konflikt mit Iran, sondern der abrupte Stimmungsumschwung im KI-Sektor. Nach den enttäuschenden Kursreaktionen auf die Zahlen von Taiwan Semiconductor und ASML setzt sich der Ausverkauf bei Halbleiter und KI-Aktien weltweit fort. Zusätzlichen Druck erzeugt Moonshot AI: Das chinesische Start-up hat ein Open Source Modell vorgestellt, das laut Unternehmen mit den führenden KI-Systemen konkurrieren kann. Gleichzeitig wächst die Sorge, dass die milliardenschweren Investitionen in Rechenzentren ihren Höhepunkt erreichen könnten. Meta prüft offenbar, Rechenkapazitäten an Dritte zu vermieten, Apple arbeitet daran, KI-Modelle direkt auf iPhones lauffähig zu machen, und die Diskussion über mögliche Überkapazitäten gewinnt an Dynamik. Netflix enttäuscht nachbörslich mit einem verhaltenen Ausblick für das dritte Quartal und einer nur moderaten Entwicklung der Nutzungsdauer, obwohl Umsatz und Gewinn im Rahmen der Erwartungen liegen. Dagegen überzeugen UnitedHealth, State Street und Regions Financial mit starken Quartalszahlen und angehobenen Jahresprognosen. Geopolitisch bleibt die Lage angespannt. Die Kämpfe zwischen den USA und Iran dauern an, doch Signale aus Washington sprechen weiterhin gegen eine größere militärische Eskalation. Anleger richten den Blick heute zudem auf die US-Industrieproduktion, das Verbrauchervertrauen der Universität Michigan und die Einzelhandelsumsätze, bevor in der kommenden Woche mit Tesla, Alphabet und IBM die Berichtssaison der großen Technologiekonzerne richtig Fahrt aufnimmt. 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

El analista independiente y responsable de operativa DAX examina los títulos de SpaceX, Micron, Ferrari y United Health, entre otros

Trois publications, trois réactions incohérentes en apparence. TSMC sort le meilleur trimestre de son histoire, relève son capex à 64 milliards et son objectif de croissance à plus de 40%, et le titre perd 3%. Goldman explose le consensus avec 20,98$ de BPA contre 14,48$ attendu, et lâche 5%. Abbott bat les attentes de trois cents et s'envole de 12%. Netflix publie un record de chiffre d'affaires et décroche de 9% après bourse.Dans ce Morning Mood, on décortique ce qui relie tout ça : le marché a arrêté de payer les résultats, il paie désormais l'écart entre les résultats et ce qui était déjà dans le prix. Le capex IA n'est plus lu comme une preuve de demande, il commence à être lu comme une facture. Et quand Netflix décide de réduire la fréquence de son rapport d'engagement au moment précis où l'engagement est le sujet, ça parle plus fort que la guidance.Au programme également : le Brent qui tient 85$ pendant qu'Ormuz reste militairement ouvert, le 30 ans hypothécaire américain à 6,55% malgré un CPI à 3,5%, un consommateur américain qui trie sans craquer, et le Flash du jour sur Alphabet, UnitedHealth, GE Aerospace, Publicis et SpaceX.

A big earnings day for markets with United Health and GE Aerospace both beating the top and bottom line, but all eyes on Netflix after falling short on revenue in its second quarter earnings.Can the streaming giant recover after a rough year? Then, sparks flying in the energy trade after New York becomes the first state to ban AI data centers. Guest trader Eli Horton of TCW Group lays out how surging data center demand is outpacing power availability, and the outlook for AI infrastructure. Plus, Google delaying its new Gemini model sends the stock sinking, new housing data, and an update on investor sentiment.   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.

Former Barclays CEO Bob Diamond joins to break down what's been a strong week of bank earnings. Then, Standard Nuclear CEO Kurt Terrani joins ahead of the company's public debut at the NYSE today. Plus, we break down UnitedHealth's latest earnings, which have the stock jumping today.   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.

Carl Quintanilla and Jim Cramer explored what to make of the pullback in the AI trade: Taiwan Semiconductor shares dragged the chip sector lower despite the company's record quarterly results. A different story for UnitedHealth Group, up sharply on its blowout earnings and raised guidance. The anchors discussed the SpaceX stock slump one day after shares fell below their $135 IPO price for the first time ever. Also in focus: Earnings movers from GE Aerospace to United Airlines; June retail sales reaction; Uber to buy Germany's Delivery Hero in a $14.8 billion deal; Eli Lilly's psychedelic M&A takeover; FDA approves Merck's new cholesterol pill; Trump Media's new move; Cramer previews the CNBC Investing Club Monthly Meeting.     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.

This episode features a large news slate:Netflix investors seek new momentum as growth stalls, Argentina breaks England's heart in World Cup thriller, UnitedHealth smashes earnings expectations, ups outlook. Roundtable: Fidicuiary advisors versus coaches, and brokershttps://www.instagram.com/delano.saporu/?hl=en. Connect with me here also: https://newstreetadvisorsgroup.com/social/. Want to support the show? Feel free to do so here! https://anchor.fm/delano-saporu4/support. Thank you for listening.

Strong earnings, resilient AI spending and improving fundamentals continue to support the broader market, even as momentum shifts beyond the biggest technology names. Plus, investors are finding new opportunities in industrials, power infrastructure, small caps and value stocks as AI investment expands across the economy. Later, inflation, interest rates and earnings from companies like Netflix and UnitedHealth will help determine whether the rally broadens through the second half of the year. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Investors taking profits in AI memory names like SK Hynix (SKHY) and Samsung overseas is something Tom White sees hitting U.S. stocks. TSMC's (TSM) earnings added volatility to the tech trade even after it beat and announced an additional $100 billion investment into the U.S. Tom turns to the healthcare sector by talking about UnitedHealth's (UNH) earnings and how it shows the company "correcting the pains" it brought to investors in 2025. GE Aerospace (GE) and United Airlines (UAL) shares also traded lower despite a strong report. ======== 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

UnitedHealth (UNH) reached a 52-week high Thursday after the company posted a beat on earnings and set guidance above Wall Street expectations. Shares pulled back in the first hours of the trading session. Jenny Horne points out that the stock still shines as a healthcare outperformer in 2026 and takes investors through the key metrics to note in the earnings report. Joe Tigay offers an example options trade for UnitedHealth. ======== 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

The US has completed another round of strikes on various parts of Iran, targeting military capabilities; Tehran responded with its own attacks on Kuwait and Jordan.US President Trump stated Iran wants to meet, though warned that strikes would expand next week. Nonetheless, crude benchmarks take a breather following recent gains; Brent -0.6%.APAC stocks held a mostly negative bias, with the KOSPI (-6.4%) dragged by losses in Samsung Electronics (-8.6%) and SK Hynix (-11.9%). European equity futures are indicative of a slightly firmer open.DXY is flat and holds around 100.50; G10s are mixed against the USD.Looking ahead, highlights include UK GDP (May), Italian HICP Final (Jun), EZ Balance of Trade (May), US Retail Sales (Jun), Jobless Claims, Philly Fed Index (Jul), Pending Home Sales (Jun), Atlanta Fed GDP, SNB Minutes (Jul), Speakers including Fed's Logan & Schmid, Supply from Spain, France & UK.Earnings from Netflix, Alcoa, UnitedHealth, GE Aerospace, US Bancorp, Abbott, State Street & ABB.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Continúa la temporada de resultados con vistazo a United Airlines, GE Aerospace, UnitedHealth y Netflix, con Julián Coca, asesor de inversiones en Alterarea.

Die Wall Street startet gemischt, mit den KI-Werten unter Druck. Belastet wird der Halbleitersektor durch Taiwan Semiconductor, das zwar starke Quartalszahlen vorlegt und die Umsatzprognose für das Gesamtjahr auf mehr als 40 Prozent Wachstum anhebt, gleichzeitig aber einen kräftigen Anstieg der Investitionen ankündigt und auf Margendruck sowie eine schwächere Nachfrage in klassischen Konsumentenmärkten verweist. Genau das nährt erneut die Debatte, ob der KI-Boom dauerhaft strukturell oder am Ende doch zyklisch ist. Entsprechend geraten Halbleiterwerte unter Druck, nachdem auch Samsung und SK Hynix in Asien deutlich nachgegeben haben. Makroseitig stehen heute die Einzelhandelsumsätze im Fokus, während die geopolitischen Spannungen etwas nachlassen. Iran hat nach anderthalb Jahren eine US-Staatsbürgerin freigelassen, Donald Trump spricht von einer Geste des guten Willens, und auch Vizepräsident JD Vance betont, dass die USA keine militärische Eskalation mit Bodentruppen anstreben. Bei den Quartalszahlen überzeugen dagegen UnitedHealth, GE Aerospace, State Street und US Bancorp mit starken Ergebnissen und angehobenen Jahresprognosen. Unternehmensseitig sorgt zudem Apple für Aufmerksamkeit: Laut Medienberichten prüft der Konzern Übernahmen im Halbleiterbereich, um die Entwicklung eigener KI-Serverchips zu beschleunigen. Nvidia profitiert derweil von einem Großauftrag aus Japan über rund 27.500 Rubin Chips für den Aufbau einer nationalen KI-Infrastruktur. Ein Podcast - featured by Handelsblatt. ► Entdecke den exklusiven NordVPN Deal! Jetzt risikofrei testen mit einer 30-Tage-Geld-zurück-Garantie: https://nordvpn.com/wallstreet * ► 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 * ► Direkt an der Börse handeln mit tradegate.direct: https://bit.ly/WallStreet_Juni * +++ 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

Die Wall Street startet gemischt, mit den KI-Werten unter Druck. Belastet wird der Halbleitersektor durch Taiwan Semiconductor, das zwar starke Quartalszahlen vorlegt und die Umsatzprognose für das Gesamtjahr auf mehr als 40 Prozent Wachstum anhebt, gleichzeitig aber einen kräftigen Anstieg der Investitionen ankündigt und auf Margendruck sowie eine schwächere Nachfrage in klassischen Konsumentenmärkten verweist. Genau das nährt erneut die Debatte, ob der KI-Boom dauerhaft strukturell oder am Ende doch zyklisch ist. Entsprechend geraten Halbleiterwerte unter Druck, nachdem auch Samsung und SK Hynix in Asien deutlich nachgegeben haben. Makroseitig stehen heute die Einzelhandelsumsätze im Fokus, während die geopolitischen Spannungen etwas nachlassen. Iran hat nach anderthalb Jahren eine US-Staatsbürgerin freigelassen, Donald Trump spricht von einer Geste des guten Willens, und auch Vizepräsident JD Vance betont, dass die USA keine militärische Eskalation mit Bodentruppen anstreben. Bei den Quartalszahlen überzeugen dagegen UnitedHealth, GE Aerospace, State Street und US Bancorp mit starken Ergebnissen und angehobenen Jahresprognosen. Unternehmensseitig sorgt zudem Apple für Aufmerksamkeit: Laut Medienberichten prüft der Konzern Übernahmen im Halbleiterbereich, um die Entwicklung eigener KI-Serverchips zu beschleunigen. Nvidia profitiert derweil von einem Großauftrag aus Japan über rund 27.500 Rubin Chips für den Aufbau einer nationalen KI-Infrastruktur. 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

Los mercados siguen tropezando con obstáculos que impiden subidas. La nueva espiral de ataques de EEUU sobre Irán, las represalias de Teherán en Kuwait y Jordania mantienen en guardia a los inversores. Se añade la subida de tipos en Corea del Sur. Y permanecen los bandazos de las tecnológicas. Ha publicado resultados TSMC batiendo además de dar unas guías mejores de lo esperado en ventas, pero en línea en márgenes. Atentos a números de GE, UnitedHealth y Abbot. Al cierre tocan Netflix e Intuitive Surgical. Lo analizamos todo con Ricardo Tomás, de Multigestión Basalto USA. Héctor Iglesias, director de Desarrollo de Negocio de PaynoPain, nos cuenta que el euro digital pincha en la calle. En Bolsa española, y dentro del Ibex35, lideran las caídas ArcelorMittal, Cellnex y Solaria. Los que más suben son Repsol, Amadeus y BBVA.

Got questions? Send Ericka a Text!Less than 1% of denied dental claims ever get appealed and insurance companies are counting on you to be in the other 99%. I walk you through the denial management mindset shift that changes everything: stop treating the third appeal like the edge of the map and start using the tools that actually hold payers accountable, including your state insurance commissioner for fully insured plans. We get practical and specific about what makes a denial “unreasonable” or “bad faith” and how to spot the pattern: benefits are active, eligibility is confirmed, documentation supports dental necessity, and the claim still comes back denied. I also explain why we start with state and federal laws before we obsess over codes, because language like prompt pay, network leasing, and silent PPO issues gives your conversations more weight. Then we clean up common risk areas by separating an honest mistake, a contract violation, and fraud, because mixing those up can put a practice in real trouble. From there, we talk tactics: why copy-and-paste appeal templates can work against you in a world where insurers use AI to review claims, and what to use instead. Think ICD-10 diagnosis codes, strong narratives, and patient-specific clinical details that make your claim defensible. Finally, I share documented enforcement examples, including a major fine tied to undisclosed “phantom” frequency limits, and why complaints to regulators compound over time. If you want a denial process that protects patients and stops leaving money on the table, listen all the way through, then subscribe, share this with your office team, and leave a review so more billers learn how to escalate the right way.Sources referenced in this episode:Appeal rate / upheld rate: KFF analysis of CMS data — fewer than 1% of denied ACA marketplace claims are appealed; insurers uphold ~56% of appeals (2023 data), 66% (2024 data). Medicare Advantage: ~57% of appealed denials overturned. (On air we used these instead of the "59% upheld because nobody appealed" framing, which conflated the appeal rate with the uphold-on-appeal rate.)Delta Dental of Washington: Washington State Office of the Insurance Commissioner fined Delta Dental + its health care benefits manager (Wyssta) $130,000 (Oct/Nov 2024) for, among other things, denying claims based on time/frequency limits not filed with or approved by the state; 7 service types and 50 billing codes had undisclosed limits. Triggered by consumer complaints. This is an actual regulatory fine.Self-funded vs. fully insured (the "federal path" mention): The commissioner regulates fully insured plans. Self-funded employer plans fall under federal ERISA law and route to the U.S. Department of Labor (EBSA) instead, not the state commissioner. This is covered in depth in the full denial management talk, not this episode. (Government and church plans are a further exception.)Cigna PxDx: 2023 class action (E.D. Cal.), citing ProPublica reporting — ~300,000 denials in two months, avg. 1.2 seconds per claim, "we literally click and submit." Court allowed the case to proceed March 2025 (abuse of discretion). This is litigation, not a fine — described on air as a lawsuit/court ruling.UnitedHealth nH Predict: Class action (D. Minn.) alleging a 90% error rate on the AI tool and that ~0.2% of policyholders appeal. Court ordered algorithm disclosure in 2026. Allegations in active litigation — stated as such on air.The "0.2% will appeal" motive appears in both the Cigna and UnitedHealth complaints as an allegation of intent. Interested in a Demo of Dentiq - The Billing Command Center? Get on the interest list here:https://4063-dentiq.systeme.io/waitlistGet your Dental Billing Toolkit Here:https://www.dentalbillingdoneright.com/the-dental-billing-toolkitDownload "The Most Underused Codes in Dentistry - And How to Get Them Paid" checklist here:https://docs.google.com/forms/d/e/1FAIpQLSfxnnfSlNd0NPhMoBWq-1D_xU5R8LS4xPhHNKIjfLQwStOUag/viewform?usp=headerSchedule a billing chat with Ericka:https://calendly.com/ericka-dentalbillingdoneright/30minEmail Ericka:ericka@dentalbillingdoneright.comEmail Jen:jen@dentalbillingdoneright.com

In der heutigen Folge sprechen die Finanzjournalisten Nando Sommerfeldt und Holger Zschäpitz über eine neue Tonlage bei VW, die Folgen der Gesundheitsreform und was sonst noch wichtig wird in dieser Woche. Außerdem geht es um EasyJet, Apollo Global, IAG, Air France-KLM, Brink's, NCR Atleos, T. Rowe Price, Aurora Innovation, FedEx, Volvo, Ascendis Pharma, MoonLake Immunotherapeutics, Dyne Therapeutics, Vaxcyte, Cytokinetics, CG Oncology, Denali Therapeutics, AbbVie, Apogee Therapeutics, Bending Spoons, Mattel, Scotts Miracle-Gro, Goldman Sachs, Bank of America, JPMorgan, Citigroup, Wells Fargo, Morgan Stanley, BlackRock, ASML, TSMC, Netflix, ABB, Abbott, GE Aerospace, Intuitive Surgical, UnitedHealth, Alcoa, United Airlines, BHP, Fraport, Fastenal, Altria, Nvidia, Coca-Cola, Apple, Microsoft, Alphabet, Amazon, Broadcom, Vulcan Materials, Kansas City Southern, IBM, General Dynamics, Hershey, Tootsie Roll, Axon, Tesla, SPDR MSCI ACWI IMI (WKN: A1JJTD), iShares Edge MSCI World Momentum Factor ETF (WKN: A12ATF). 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 Anzeige: Diese Folge enthält Werbung für Smartbroker+. Depot eröffnen, 30 € ETF als Bonus sichern und aus tausenden ETFs wählen. Smartbroker+ macht Investieren einfach. Alle Informationen gibt es unter: https://get.smartbrokerplus.de/triple-aaa-podcast2/ Anzeige: Eight Sleep: Der Pod 5 reguliert die Temperatur im Bett automatisch, trackt Schlaf- und Gesundheitswerte ohne Wearable und kann so zu besserem Schlaf beitragen. Mit dem Code ALLESAUFAKTIEN erhaltet ihr auf https://www.eightsleep.com/allesaufaktien bis zu 350 Euro Rabatt. Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

In this episode, Scott Becker breaks down the six largest U.S. companies by revenue, highlighting Amazon’s rise past Walmart and the strong year to date performance of Apple, Alphabet, UnitedHealth, and CVS.

In this episode, Scott Becker breaks down the six largest U.S. companies by revenue, highlighting Amazon’s rise past Walmart and the strong year to date performance of Apple, Alphabet, UnitedHealth, and CVS.

I episode 135 får vi igjen besøk av porteføljeforvalter Ole André Hagen fra FIRST Fondene. Ole André forvalter FIRST Impact og FIRST Global Focus. Med over 20 års erfaring fra kapitalmarkedet har han en solid bakgrunn med ekspertise innen teknologi, olje og gass. Han har tidligere hatt roller hos ABG Sundal Collier, Oslo Asset Management, Fondsfinans og Explora Capital. I denne episoden kjører vi en skikkelig Mythbusting-runde der vi tar for oss de mest utbredte argumentene for AI-boomen. Deretter går vi dypere inn i capex, produktivitet, private verdsettelser, Magnificent 7 og hvor man eventuelt finner verdi utenfor hypen. Ole André deler også sine tanker om hva som kan skje hvis AI-boomen viser seg å være mer boble enn boom – og gir ett konkret råd til lytterne. Noen av mytene: «Denne gangen er det annerledes fordi selskapene tjener penger.» – Hvorfor er dette en farlig myte?«AI er som internett i 1995.» – Hvorfor holder ikke denne sammenligningen?«Magnificent 7 er uovervinnelige.» – Hvilken historisk myte minner dette om?«Produktiviteten kommer snart.» – Hvorfor er dette en klassisk boble-myte?«Dark fiber-risiko»: Ser vi det samme med dagens AI-infrastruktur og datasentre? Ole Andre kommer etterhvert inn på hvilke selskaper han ser verdi i dagens marked. Ole Andre argumenterer sterkt for verdi i de syv største selskapene i Kina som inkludert Tencent, Alibaba, PDD, Meituan, osv. Han trakk spesielt frem JD.COM hvor han har et oppdatert syn på verdsettelsen og utsiktene. Av andre interessante case kom vi inn på healthcare i USA med United Health, Molina og HCA Healthcare, og en tur innom Greggs i Storbritannia. Mange interessante case som man kan se nærmere på. Sammenligningene til Dotcom er på noen områder like. Man ser at OpenAI, Anthropic og SpaceX prises ekstremt høyt til tross for store tap. Hvis vi nå er i en DOT.AI - boble; vi spør Ole André hvordan man kan utdanne seg om hvordan det kan se ut og hva man bør gjøre. Ole Andrés heteste tips er å lese journalisten Edward Chancellor sin bok basert på investerings essays laget av Marathon Asset Management i perioden 1993-2002. Boktittel: Capital Account: A Money Manager's Reports on a Turbulent Decade, 1993–2002.Ønsker du å høre mer fra Ole André Hagen, finner du han her:X: https://x.com/OleAndreHagen FIRST Impact: https://firstfondene.no/fond/first-impact/ FIRST Global Focus: https://firstfondene.no/fond/first-global-focus/ FIRST-Podden: https://open.spotify.com/show/6F2jjF4T9y8sczF9uIHkQV Episoden er spilt inn for informasjons- og underholdningsformål, og innholdet i episoden skal ikke anses som en investeringsanbefaling. Innholdet er ikke sponset. Ole André ble invitert av StockUp. Hosted on Acast. See acast.com/privacy for more information.

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. ══════════════

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.

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

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.

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

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

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