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Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Network and Edge (NEX), Mobileye, Accelerated Computing Systems and Graphics (AXG), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The NEX segment offers computing system solutions from inflexible fixed-function hardware to general-purpose compute, acceleration, and networking devices running cloud native software on programmable hardware. The Mobileye segment develops driving assistance and self-driving solutions. The AXG segment provides products and technologies designed to help customers solve the toughest computational problems. Its products include CPUs for high-performance computing and GPUs targeted for a range of workloads and platforms, from gaming and content creation on client devices to delivering media and gaming in the cloud, and the most demanding high-performance computing and AI workloads on supercomputers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968 and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intel is experiencing a significant pre-earnings rally, driven by growing optimism for its advanced AI hardware and strategic importance as a domestic chip manufacturer. The community is vigorously debating a potential short squeeze, with many anticipating substantial upside on upcoming foundry and product announcements, while some caution about a post-earnings pullback.

Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

Oracle is a hot topic amidst widespread speculation surrounding a highly anticipated deal that could significantly expand its cloud and data operations. While many investors are optimistic about substantial future gains, citing its AI infrastructure growth and a notable $400 price target from a major firm, others express caution regarding its debt levels and recent price volatility, with the community actively debating its short-term direction.

PAVmed, Inc. is a multi-product life sciences company, which engages in the innovation, development, acquisition, and commercialization of products that target unmet medical needs with large addressable market opportunities. Its products include Lucid Diagnostics and Veris Health. The company was founded by Lishan Aklog and Brian J. deGuzman on June 26, 2014 and is headquartered in New York, NY.

PAVmed Inc

PAVmed Inc. is trending after its subsidiary, Lucid Diagnostics, secured a significant U.S. Department of Veterans Affairs contract for its EsoGuard Esophageal DNA Test, expanding access across a large healthcare system. The community is buzzing about the stock's low float and high short interest, with many anticipating a substantial short squeeze and extreme volatility. Discussions are active regarding potential continued upward momentum versus concerns about profit-taking and possible dilution.

$SWEAT is the beating heart of the Movement Economy—a groundbreaking token that transforms physical activity into real-world value. Minted through movement, $SWEAT rewards your steps with a crypto asset that you can earn, trade, or grow. The team states that their app has increased their users’ physical activity by an average of 20%, creating a healthier society and reducing burdens on global healthcare systems. With over 20 million holders, SWEAT is eliminating barriers and making Web3 accessible to everyone, one step at a time.

Sweat Economy

Sweat Economy ($SWEAT) is actively trending as recent token burns aim to boost scarcity, alongside its evolving role as a 'universal gas token' and the introduction of new Web3 games and 'Learn & Earn' features. The community remains divided, with some highlighting its long-term move-to-earn potential and ecosystem growth, while others caution about its volatility.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including from sellers, advertising, and subscription services through internationally-focused online stores. The AWS segment is composed of global sales of compute, storage, database, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazon is seeing significant discussion around its strategic positioning, particularly its AWS division benefiting from surging AI demand through initiatives like Anthropic's Claude, alongside its new EU-controlled cloud services. However, market sentiment is volatile due to ongoing geopolitical uncertainties, including evolving international tariff discussions that analysts believe could influence consumer pricing and supply chains. Despite underlying business strength and analyst optimism, the stock's recent price performance has led to mixed community reactions, with many anticipating a clear technical rebound and further clarity on macroeconomic factors.

Ondas, Inc. engages in the development, marketing, and sale of wireless radio systems for secure, wide area mission-critical business-to-business networks. It operates through the Ondas Networks and Ondas Autonomous Systems segments. The Ondas Networks segment provides wireless connectivity solutions enabling mission-critical Industrial Internet applications and services. The Ondas Autonomous Systems segment designs, develops, and markets commercial drone solutions via the Optimus System and Scout System. The company was founded on December 22, 2014 and is headquartered in West Palm Beach, FL.

Ondas Inc.

Ondas Holdings Inc

Ondas Holdings is experiencing increased conversation following multiple analyst upgrades, some significantly raising price targets, after the company's investor day highlighted elevated revenue targets and substantial backlog growth. The community is actively discussing Ondas's strategic position in the "Year of the Drones," linking it to potential large-scale U.S. defense contracts and global security needs, even amidst notable price volatility attributed to institutional trading.

Invesco Capital Management LLC - Invesco QQQ Trust Series 1

Invesco QQQ Trust is experiencing a notable surge after President Trump announced a "framework deal" with NATO on Greenland, leading to the cancellation of planned tariffs on Europe. This "TACO" trade has sparked widespread community discussion, with bulls celebrating the predictable bounce while others express frustration over the market's politically-driven swings. The abrupt reversal of tariff threats has significantly eased geopolitical concerns, benefiting the tech-heavy index.

Terra is a decentralized financial payment network that rebuilds the traditional payment stack on the blockchain. Luna is the reserve currency of the Terra platform. It has three core functions: i) mine Terra transactions through staking, ii) ensure the price stability of Terra stablecoins and iii) provide incentives for the platform’s blockchain validators.

Terra Luna Classic

Terra Luna Classic (LUNC) is trending due to significant community discussion surrounding the potential passage of the 'Clarity Act,' which many believe will bring increased liquidity and regulatory clarity to the crypto market. Ongoing developments related to Do Kwon's sentencing and Kraken's reversal on delisting LUNC are also fueling intense engagement, with many anticipating a major resurgence for the token fueled by ecosystem projects and burning mechanisms.

SSgA Active Trust - SPDR S&P 500 ETF Trust

SPY is experiencing a significant surge after President Trump announced a "framework deal" with NATO regarding Greenland and paused planned European tariffs, prompting a relief rally. The community is sharply divided, with bulls celebrating immediate gains from this "TACO Trade," while skeptics widely debate if the bounce is a genuine market shift or a politically orchestrated "fake pump" ahead of broader underlying market concerns.

GameStop Corp. engages in offering games and entertainment products through its ecommerce properties and stores. The firm’s stores and ecommerce sites operate primarily under the names GameStop, EB Games, and Micromania. It operates through the following geographical segments: United States, Canada, Australia, and Europe. The company was founded by Daniel A. DeMatteo in 1996 and is headquartered in Grapevine, TX.

Gamestop Corporation - Ordinary Shares - Class A

GameStop Corp

GameStop is surging as Chairman and CEO Ryan Cohen significantly increased his stake with back-to-back 500,000-share purchases, a move mirrored by another director, signaling strong insider conviction. This substantial investment has galvanized the community, fueling intense speculation about a potential short squeeze and renewed explosive price action. Many believe this signals a bottom and the beginning of another significant chapter for the highly watched meme stock.

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Centene Expands Palliative Care Access in Ohio Through Tuesday Health

CNC teams up with Tuesday Health to expand palliative care in Ohio, blending in-person and virtual support.

<ul class="summary-bullets"><li>CEO Stephen Hemsley released a prepared testimony ahead of his appearance before the Energy and Commerce Subcommittee on Health later this week.</li><li>Hemsley called on lawmakers to pursue broader reforms to health savings accounts, care delivery rules, patent laws, and drug pricing to improve healthcare affordability.</li><li>UnitedHealth negotiated nearly $300 billion in discounts in 2025, Hemsley said.</li></ul>UnitedHealth Group Inc. (UNH) plans to refund profits from its Affordable Care Act (ACA) plans, famously known as Obamacare, to customers in 2026, a move that comes as Congress debates whether to extend enhanced tax credits that support those plans.The announcement was made by chief executive officer Stephen Hemsley in a prepared testimony released ahead of his appearance before the United States House of Representatives Committee on Energy &amp; Commerce, Subcommittee on Health, later this week.Earlier this month, the U.S. House of Representatives voted to extend ACA subsidies for another three years. The measure passed 230–196, with support from 213 Democrats and 17 Republicans, renewing Obamacare tax credits that had expired at the end of 2025. The bill now heads to the Senate for further consideration.Insurers have faced mounting pressure from President Donald Trump, who has opposed extending the additional ACA subsidies.“Though UnitedHealthcare is a relatively small participant in the individual ACA market, we will voluntarily eliminate and rebate our profits this year for these coverages,” Hemsley’s statement read.<h2 class="st-heading-2">Thin Margins</h2>UnitedHealth executives have previously described ACA margins as thin. Chief Financial Officer Wayne DeVeydt said in November that the business was expected to generate “low single-digit” margins. The company also raised ACA premiums by an average of 25% for 2026.Hemsley urged lawmakers to consider broader reforms, including changes to health savings accounts, site-of-care rules, patent laws, and drug pricing, to help make healthcare more affordable and sustainable over time.In the prepared testimony, Hemsley emphasized broader cost pressures across the U.S. healthcare system, noting that healthcare spending per person has surged over the past 25 years, driven by rising hospital prices, prescription drug costs, and specialty care. He highlighted UnitedHealth’s efforts to mitigate those pressures, including negotiating nearly $300 billion in discounts last year.At the time of writing, <a href="https://stocktwits.com/symbol/UNH">UNH stock</a> was up 2.4% while shares of insurers with heavier exposure to ACA coverage dropped sharply, with <a href="https://stocktwits.com/symbol/CNC">Centene Corp shares</a> sliding 2.4% and <a href="https://stocktwits.com/symbol/OSCR">Oscar Health stock</a> falling 7%.<h2 class="st-heading-2">Potentially Masterful Move</h2>Baird sees UnitedHealth's plan to rebate its ACA profit to customers as a “potentially masterful move”.&nbsp; If the company’s announcement leads the government to implement health exchange profit rebate measures, “this could be a masterful chess move in placing potential pressure on competitor HIX plans who heavily rely on these profits in 2026,” the brokerage added.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment for UNH changed to ‘neutral’ from ‘extremely bearish’ a day earlier. One Stocktwits user highlighted the company’s strength.<stembedurl>https://stocktwits.com/dan4100/message/642413792</stembedurl>Another user sees a move beyond the $350 and $367 levels, leading to a rally toward $400. The stock is currently trading at $345.8.<stembedurl>https://stocktwits.com/SlickBrag/message/642424684</stembedurl>Over the past year, UNH shares have declined by around 33%.Read also: <a href="https://stocktwits.com/news-articles/markets/equity/why-did-pavm-stock-surge-today/cmUDHKRR4fS">PAVM Stock Shot Up Over 250% Today – What’s The Deal With The Department of Veterans Affairs?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the UnitedHealth Group logo is displayed on the screen of a smartphone. (Photo Illustration by Sheldon Cooper/SOPA Images/LightRocket via Getty Images)

UnitedHealth Pledges ACA Profit Rebates Amid Subsidy Debate – But Retail Sees Rally Toward $400 

UnitedHealth Group Inc. plans to rebate profits from its Affordable Care Act plans, also known as Obamacare, to customers in 2026.

Equity

Tuesday Health and Buckeye Health Plan Partner to Bring Palliative Care for Ohioans with Serious Illness

Tuesday Health and Buckeye Health Plan Partner to Bring Palliative Care for Ohioans with Serious Illness Tuesday Health and Buckeye Health Plan Partner to Bring Palliative Care for Ohioans with...

NorthCrest Asset Manangement LLC Sells 34,233 Shares of Centene Corporation $CNC

NorthCrest Asset Manangement LLC decreased its position in shares of Centene Corporation (NYSE:CNC - Free Report) by 27.4% in the 3rd quarter, according to its most recent Form 13F filing with the...

The Zacks Analyst Blog Highlights UnitedHealth Group, Centene, Humana and Elevance Health

UnitedHealth Group, Centene, Humana and Elevance face new uncertainty as Trump's Great Healthcare Plan targets premiums, drug prices and transparency.

Winners & Losers: The ETF Playbook to Glide Trump's Great Healthcare Plan

Trump's Great Healthcare Plan redraws healthcare winners and losers - here's how ETFs like IHE could benefit as middlemen face pressure.

Centene Corporation (NYSE:CNC) Given Average Recommendation of "Hold" by Brokerages

Shares of Centene Corporation (NYSE:CNC - Get Free Report) have earned an average recommendation of "Hold" from the twenty ratings firms that are currently covering the stock, Marketbeat reports...

Nordea Investment Management AB Decreases Stock Holdings in Centene Corporation $CNC

Nordea Investment Management AB trimmed its stake in shares of Centene Corporation (NYSE:CNC - Free Report) by 90.5% in the third quarter, according to the company in its most recent 13F filing with...

President Trump's Great Healthcare Plan: How Insurers Are Impacted?

President Trump's Great Healthcare Plan targets drug prices, subsidies and transparency. If implemented, it can boost competition in healthcare, impacting UNH, CNC, HUM & ELV. 

Centene Corporation $CNC Shares Sold by Sumitomo Mitsui Trust Group Inc.

Sumitomo Mitsui Trust Group Inc. decreased its position in shares of Centene Corporation (NYSE:CNC - Free Report) by 1.8% in the third quarter, according to its most recent Form 13F filing with the...

Centene Corp. is a healthcare enterprise, which engages in the provision of programs and services to government sponsored healthcare programs. It operates through the following segments: Medicaid, Medicare, Commercial, and Other. The Medicaid segment includes the Temporary Assistance for Needy Families program, Medicaid Expansion programs, the Aged, Blind or Disabled program, the Children's Health Insurance Program, Long-Term Services and Supports, Foster Care, Medicare-Medicaid Plans, which cover beneficiaries who are dually eligible for Medicaid and Medicare, and other state-based programs. The Medicare segment consists of Medicare Advantage, Medicare Supplement, Dual Eligible Special Needs Plans, and Medicare Prescription Drug Plans. The Commercial segment is involved in the Health Insurance Marketplace product along with individual, small group, and large group commercial health insurance products. The Other segment refers to pharmacy operations, Envolve Benefit Options’ vision and dental services, clinical healthcare, behavioral health, the TRICARE program, and corporate management companies. The company was founded in 1984 and is headquartered in St. Louis, MO.

Centene Corp.

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