Every September, Medicare plans mail a document most enrollees skim past without realizing the page after the premium notice can quietly rewrite their entire healthcare budget for the coming year.
Gerelyn Terzo Joel Greenblatt built Gotham Asset Management on concentrated value bets, so his latest 13F filing caught analysts off guard with moves that look less like a stock-picker's conviction and more like someone…
A Humana termination letter looks like bad news, but it quietly unlocks a set of rights most members never knew they had, and those rights expire on a clock most people never…
Gerelyn Terzo Wall Street analysts reshuffled their ratings on Wednesday, sending some familiar names higher while punishing others with sharp target cuts. Find out which stocks got surprise upgrades and which ones analysts are…
Millions of Medicare Advantage members will open a letter this fall that could quietly close doors they assume will always stay open. What insurers have already decided for 2027 and what enrollees…
Wall Street analysts reshuffled their bets on Thursday as geopolitical fires, a Fed dissent surprise, and a brutal semiconductor selloff forced some major rating reversals across insurance, gaming, tech, and energy stocks.
When a hospital system drops a Medicare Advantage contract, the patient's carefully chosen cardiologist can vanish overnight, and the window to fix it without consequences closes faster than most retirees realize.
Gerelyn Terzo UnitedHealth Group (NYSE:UNH | UNH Price Prediction) carries the highest conviction among managed care names heading into the company’s July 16 earnings report, and the setup is doing the talking. Shares of…
Jim Cramer used his July 9, 2026 CNBC Stop Trading segment to plant a flag on managed care, framing CVS Health (NYSE:CVS | CVS Price Prediction) as the consolidation winner in a…
Economist Justin Wolfers dropped a number on the Prof G Markets podcast that should reorganize how you think about the 2026 economy. Since Trump took office, healthcare and social services has added…
Health insurers are running higher in Thursday afternoon trading after a wave of bullish Wall Street analyst notes on the managed-care sector, centered on UnitedHealth, citing softer medical cost and utilization trends…
According to Kiplinger, the Congressional Joint Economic Committee found Medicare Advantage is overpaying insurers by $212 per enrollee. The figure looks small until you scale it. The data, scaled Multiply $212 against…
Deutsche Bank just delivered one of the most aggressive analyst upgrades of 2026 on Humana (NYSE:HUM | HUM Price Prediction), lifting the managed care giant to Buy from Hold while nearly doubling…
David Moadel Pre-Market Stock Futures: Futures are trading higher on the heels of the third straight day of stock declines, and there is growing apprehension that yields will go even higher and that inflation…
Shares of Humana (NYSE:HUM | HUM Price Prediction) are trading near $303 at midday Monday, slightly lower on the session after a flat open. The one-month picture, however, tells a very different…
