UnitedHealth Group ( UNH ) shares snapped six straight sessions of gains on Wednesday, as the stock was 0.5% lower at $306.14. The health care and well-being company gained over 17% in the preceding six sessions. UNH is up 7% over the past one month. Most recently, UNH and fellow healthcare insurance companies gained on the news that the Trump administration will increase average Medicare Advantag...
UnitedHealth Group ( UNH ) shares snapped six straight sessions of gains on Wednesday, as the stock was 0.5% lower at $306.14. The health care and well-being company gained over 17% in the preceding six sessions. UNH is up 7% over the past one month. Most recently, UNH and fellow healthcare insurance companies gained on the news that the Trump administration will increase average Medicare Advantage payments by 2.48%, or more than $13B, in 2027. Looking at Seeking Alpha's Quant Rating, UNH has a Hold rating with a score of 3.3 out of 5. The company received A+ in the prospect of profitability, while it received F in the growth factor. Seeking Alpha analysts are positive and see the stock as a Buy. Turning to the Wall Street , 23 analysts have given the stock a Buy or above rating. Five gave the stock hold recommendation, while one gave Strong Sell rating to UNH. “Even with conservative assumptions, UNH remains undervalued by roughly 10%, making it a market-beating opportunity with a wide margin of safety despite execution and regulatory risks,” pointed out a recent Seeking Alpha analysis. More on UnitedHealth UnitedHealth Group - A Margin Expansion Story UnitedHealth: Quantifying The Impact Of The New CMS Payment Increase UnitedHealth: The CMS Boost Changes Everything Now Managed care rebounds after Medicare rate decision Industry group says health plans have cut 11% of prior authorizations
Laurence Dutton/iStock via Getty Images Thesis I think that the easiest way to think about The Williams Companies, Inc. ( WMB ) is they’re basically a giant toll-road company for natural gas. They usually aren’t the ones drilling the gas out of the ground, and they usually aren’t the utility selling it to your house either. However, they possess the pipes, storage facilities, processing equipment,...
Laurence Dutton/iStock via Getty Images Thesis I think that the easiest way to think about The Williams Companies, Inc. ( WMB ) is they’re basically a giant toll-road company for natural gas. They usually aren’t the ones drilling the gas out of the ground, and they usually aren’t the utility selling it to your house either. However, they possess the pipes, storage facilities, processing equipment, and other infrastructure required to transport natural gas to the areas it is needed including generating stations, LNG export terminals, manufacturing centers, and local utility companies. Their crown jewel is Transco , which is a huge pipeline system running from Texas up to New York City. In addition, they also have gathering and processing facilities located in leading gas-production areas, allowing them to gather raw gas from wellheads, process it for shipment, and deliver it to consumers. A new factor now is power. Williams has begun developing what it calls a “ power innovation business .” In simple terms, it’s using its natural gas supply and turbine know-how to provide electricity solutions for very large energy users, such as data centers. WMB's 6 month performance (TradingView) Recently, WMB’s been on my radar as it broke a key resistance level, up around 20% YTD. This is my first time covering the company, and after going over the most relevant fundamentals and data, I’m leaning neutral given the strong business quality but limited upside at current valuations. The Williams Companies: Power Platform Scaling & Monetization Power innovation total investment : $7.3B Power innovation EBITDA (run-rate by 2029): ~$1.4B Power project capacity (executed PPAs): ~1.3 GW New project (Socrates the Younger): 340 MW, $1.3B Additional project expansion (Aquila & Apollo): +$0.9B Power innovation contract terms: 10–12.5 years Build multiples (power projects): ~5x EBITD. In addition to maintaining the strength of the legacy pipe business during the quarter, another key takeaway ...
One of the great lessons of the Masters is money only goes so far, with strict rules designed to keep out ticket touts Jeffrey Epstein’s web of influence stretched from European palaces to Ivy League universities and Wall Street banks, but there was apparently at least one little corner of the establishment that seems to have been beyond his reach: Augusta National. In July 2019, Epstein sent an i...
One of the great lessons of the Masters is money only goes so far, with strict rules designed to keep out ticket touts Jeffrey Epstein’s web of influence stretched from European palaces to Ivy League universities and Wall Street banks, but there was apparently at least one little corner of the establishment that seems to have been beyond his reach: Augusta National. In July 2019, Epstein sent an iMessage to Steve Bannon asking for his help with a particularly difficult problem. “Need to work magic to get brad Karp admitted to augusta golf club,” Epstein wrote. “The head of Paul Weiss Brad Karp?” Bannon replied. “Yes.” Karp, the former chair of the legal firm Paul, Weiss, Rifkind, Wharton & Garrison, stepped down from his position in February because of his ties with Epstein. Continue reading...
The following companies are expected to report earnings prior to market open on 04/09/2026. Visit our Earnings Calendar for a full list of expected earnings releases.Neogen Corporation (NEOG)is reporting for the quarter ending February 28, 2026. The medical products company's co
The following companies are expected to report earnings prior to market open on 04/09/2026. Visit our Earnings Calendar for a full list of expected earnings releases.Neogen Corporation (NEOG)is reporting for the quarter ending February 28, 2026. The medical products company's co
DENVER, April 08, 2026 (GLOBE NEWSWIRE) -- Pure Cycle Corporation (NASDAQ Capital Market: PCYO) (“Pure Cycle”, “we”, “us” or “our”) announced its financial results for the three and six months ended February 28, 2026. Pure Cycle reported $1.1 million and $5.7 million of net income for the three and six months ended February 28, 2026, respectively, marking the twenty-seventh consecutive fiscal quar...
DENVER, April 08, 2026 (GLOBE NEWSWIRE) -- Pure Cycle Corporation (NASDAQ Capital Market: PCYO) (“Pure Cycle”, “we”, “us” or “our”) announced its financial results for the three and six months ended February 28, 2026. Pure Cycle reported $1.1 million and $5.7 million of net income for the three and six months ended February 28, 2026, respectively, marking the twenty-seventh consecutive fiscal quarter with positive net income. Pure Cycle reported $0.05 and $0.23 of earnings per fully diluted common share for the three and six months ended February 28, 2026, up from $0.03 and $0.20 in the same periods in 2025. By partnering with our national home builder customers, we deliver finished lots on an annual cadence that allows for steady absorption while navigating cyclical housing industry trends. A mild winter in the Denver area allowed us to capitalize on favorable conditions and advance our lot development schedule at Sky Ranch, which accelerated our revenue recognition during the period.
Micron Technology Inc (NASDAQ:MU) shares rose more than 7% on Wednesday amid easing geopolitical tensions in the Middle East, as UBS raised its price target on the memory chipmaker, citing improved pricing and long-term deal potential. The firm upped its price target on ‘Buy’-rated Micron to...
Micron Technology Inc (NASDAQ:MU) shares rose more than 7% on Wednesday amid easing geopolitical tensions in the Middle East, as UBS raised its price target on the memory chipmaker, citing improved pricing and long-term deal potential. The firm upped its price target on ‘Buy’-rated Micron to...
AMD (NASDAQ: AMD) just landed a new major partnership at the same time Cathie Wood was selling shares, and that contrast is exactly what makes the stock so interesting right now. The only question is whether the business momentum still points higher. Stock prices used were the market prices of April 3, 2026. The video was published on April 6, 2026. Continue reading
AMD (NASDAQ: AMD) just landed a new major partnership at the same time Cathie Wood was selling shares, and that contrast is exactly what makes the stock so interesting right now. The only question is whether the business momentum still points higher. Stock prices used were the market prices of April 3, 2026. The video was published on April 6, 2026. Continue reading
While the market fixates on the ongoing turmoil in Iran and the ensuing rise in oil prices, smart investors know that, amid uncertainty, lies opportunity. The recent selling in stocks has opened the door for you to add quality stocks to your portfolio at a discount. Dividend stocks not only offer a solid stream of income, but also provide diversification away from high-flying growth stocks. With t...
While the market fixates on the ongoing turmoil in Iran and the ensuing rise in oil prices, smart investors know that, amid uncertainty, lies opportunity. The recent selling in stocks has opened the door for you to add quality stocks to your portfolio at a discount. Dividend stocks not only offer a solid stream of income, but also provide diversification away from high-flying growth stocks. With that in mind, here are three rock-solid dividend stocks to scoop up right now while the market is distracted. Image source: Getty Images. Continue reading
welcomia/iStock via Getty Images Wolfe Research analysts on Wednesday downgraded Otis Worldwide Corp. ( OTIS ) to Peer Perform from Outperform after a weaker-than-expected update for the first half of 2026 raised concerns about earnings visibility. The firm cut its 2026 earnings estimates and now expects adjusted earnings per share of about $4.17, below the Street’s roughly $4.31 forecast. The dow...
welcomia/iStock via Getty Images Wolfe Research analysts on Wednesday downgraded Otis Worldwide Corp. ( OTIS ) to Peer Perform from Outperform after a weaker-than-expected update for the first half of 2026 raised concerns about earnings visibility. The firm cut its 2026 earnings estimates and now expects adjusted earnings per share of about $4.17, below the Street’s roughly $4.31 forecast. The downgrade reflects a loss of confidence in the company’s near-term earnings trajectory, even as the stock trades at a discount to peers, analyst Nigel Coe said in the report. Valuation alone is no longer enough to support a bullish stance without clearer signs of recovery, he said. Margin pressure emerges as central concern The report highlights growing margin headwinds as a key issue. Management recently lowered its first-half outlook by roughly 7% to 8% versus prior expectations, citing a mix of factors including higher investment spending, cost inflation and operational challenges. Efforts to fix service quality and reduce customer attrition are also weighing on profitability. Increased hiring of mechanics and a push to recapture maintenance contracts are expected to dilute margins in the near term. Wolfe now believes 2026 could mark the first year of year-over-year margin decline since Otis ( OTIS ) became a standalone company. Growth outlook remains uneven across segments Otis ( OTIS ) continues to face weak demand in new equipment, particularly in China where trends remain down double digits. The report notes that new equipment orders have declined in most recent quarters, with 11 consecutive quarters of contraction through late 2025. By contrast, the service business remains more resilient and accounts for about 65% of revenue, providing stability through recurring maintenance and repair work. Still, even service growth has been pressured by declining retention rates and execution challenges. Back-half recovery needed but not yet convincing A major concern is the heavy ...
Dragon Claws Investors will get two major inflation reports this week, with the February PCE Price Index on Thursday and the March Consumer Price Index on Friday. The release of the PCE data isn’t all that fresh, seeing it was delayed due to the government shutdowns last fall. The core versions of each index will be closely watched to assess underlying inflation trends, as the headline numbers, wh...
Dragon Claws Investors will get two major inflation reports this week, with the February PCE Price Index on Thursday and the March Consumer Price Index on Friday. The release of the PCE data isn’t all that fresh, seeing it was delayed due to the government shutdowns last fall. The core versions of each index will be closely watched to assess underlying inflation trends, as the headline numbers, which include food and energy prices, tend to be more volatile. According to the Cleveland Fed Inflation Nowcasting model , February’s core PCE is expected to rise 2.83% Y/Y, receding from 3.1% in January. The March core CPI is estimated to rise 2.60% Y/Y, up from 2.46% in February. Citi expects core CPI growth of 2.62%, up from February’s level and 2.50% in January. Citigroup economist Veronica Clark points to a number of “conflicting and often unrelated factors” affecting core PCE, the Fed’s preferred inflation gauge, over the coming months. Those include higher energy costs, slowing housing inflation, residual measurement issues from the government shutdown, falling equity prices, tariff effects on goods prices, and upward pressure on computer goods from surging AI demand. Note that while core PCE excludes food and energy, higher energy prices still influence the core number through things like airfares. “After a few volatile months, we expect a clearer picture of slowing underlying inflation to emerge into the middle of the year, allowing Fed officials to resume rate cuts when the labor market data weakens further,” Clark wrote in a note to clients. “But in the near term, market pricing for both cuts and the potential for rate hikes could be very sensitive to estimates of core PCE inflation.” Headline CPI and PCE, of course, will include surging oil prices. The PCE price index is expected to increase 0.4% M/M vs. +0.3% in the prior month, according to the consensus estimate. That corresponds to a 2.8% Y/Y increase, unchanged from 2.8% in January. Headline CPI for March is...
Meta on Wednesday announced Spark , the first AI model in the Muse family that it says represents "a ground-up overhaul of our AI efforts." Muse Spark is the first release of Meta's Superintelligence Labs, formed a little less than a year ago with the grandiose goal of "deliver[ing] on the promise of personal superintelligence for everyone." The release represents a clean break from Meta's previou...
Meta on Wednesday announced Spark , the first AI model in the Muse family that it says represents "a ground-up overhaul of our AI efforts." Muse Spark is the first release of Meta's Superintelligence Labs, formed a little less than a year ago with the grandiose goal of "deliver[ing] on the promise of personal superintelligence for everyone." The release represents a clean break from Meta's previous work on the open source Llama model family , which has received a middling reaction both from users and on independent LLM rankings . And while Spark will be a proprietary model, Meta founder and CEO Mark Zuckerberg said in a post on Threads that the Muse family will "includ[e] new open source models" in the future. Meta said that Muse Spark will take advantage of content posted across platforms like Instagram, Facebook, and Threads, much as xAI's Grok is integrated with content posted on X. Currently, this means Muse Spark can link to public posts related to a location or trending topic that you ask about, for instance. In the future, Meta says this will expand to "new features that cite recommendations and content people share" and "Reels, photos, and posts woven directly into your answers, with credit back to the content creators." Read full article Comments
Since the start of President Trump’s second term, nine of the 10 top days for the S&P 500 have been spurred by de-escalation either involving tariffs or Iran.
Since the start of President Trump’s second term, nine of the 10 top days for the S&P 500 have been spurred by de-escalation either involving tariffs or Iran.