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Netflix, Inc. engages in providing entertainment services. It also offers activities for leisure time, entertainment video, video gaming, and other sources of entertainment. It operates through the United States and International geographic segments. The company was founded by Marc Randolph and Wilmot Reed Hastings on August 29, 1997 and is headquartered in Los Gatos, CA.

Netflix Inc.

Netflix Inc

Netflix is a major trending topic as its Q4 earnings, which beat expectations, were met with a significant stock dip, fueling intense debate among investors. The community is sharply divided, with many viewing the sharp decline as a prime 'buy the dip' opportunity for a long-term hold, citing strong fundamentals. Conversely, bears are expressing concerns over cautious guidance, the implications of its Warner Bros. Discovery acquisition, increased content spending, and the pausing of share buybacks.

POET Technologies, Inc. engages in the designing, developing, manufacturing and sale of opto-electronic solutions for the sensing, data communications and telecommunications markets. It developed POET Optical Interposer platform, which allows the integration of electronic and photonic devices into a single multi-chip module. The company was founded on November 14, 1985 and is headquartered in Toronto, Canada.

POET Technologies Inc

POET Technologies is a hot topic as the community anticipates significant announcements, fueled by recent industry awards and confirmation of continued work with Celestial AI, now part of Marvell. Discussion centers on POET's patented optical interposer technology, seen as a crucial solution for the escalating demand for high-speed, power-efficient optical interconnects in AI data centers. Many believe the company is poised for major customer orders, positioning it as a key player in the ongoing optical supercycle.

SPDR Gold Trust - SPDR Gold Shares

SPDR Gold Shares ETF

GLD is trending as gold surges, fueled by escalating geopolitical tensions, including discussions around Trump's tariff threats against European nations and the Greenland issue. The community is actively debating if this signifies a sustained shift towards real assets due to eroding trust in fiat currencies, or if it's a momentum-driven rally susceptible to de-escalation.

America's Oil Reserve for the Digital Age

U.S Oil

USOR CRYPTO is experiencing a highly polarized trend following a rapid price surge, sparking intense community debate. While many celebrate substantial gains and anticipate further rallies, a vocal segment warns of a potential "rug pull" or pump-and-dump, cautioning investors due to its meme coin characteristics. Amidst this volatility, new participants are actively seeking information on how to acquire the token.

The Kraft Heinz Co. engages in the manufacture and market of food and beverage products. It operates through the North America and International geographical segments. The company was founded on July 2, 2015, and is headquartered in Pittsburgh, PA.

Kraft Heinz Co

Kraft Heinz is actively discussed amid its upcoming separation into two independent companies and the appointment of a new CEO, with many anticipating this will unlock significant value. Community sentiment is polarized between those who see current price levels as a rare buying opportunity and those concerned about it being a "value trap," often fueled by claims of market manipulation and recent analyst downgrades.

SSgA Active Trust - SPDR S&P 500 ETF Trust

The SPDR S&P 500 ETF Trust (SPY) is actively trending amid heightened geopolitical rhetoric, particularly surrounding discussions of a potential U.S. acquisition of Greenland and associated tariff implications. The community is sharply divided, with many anticipating a significant rebound from a recent market dip, while others express concerns about escalating global tensions and upcoming public statements from a prominent political figure. Broader market sentiment is currently influenced by a tug-of-war between 'buy the dip' enthusiasm and fears of further instability affecting international asset holdings.

SSgA Active Trust - SPDR Dow Jones Industrial Average ETF

The SPDR Dow Jones Industrial Average ETF (DIA) is trending due to renewed tariff threats from a US political figure concerning an international territory, fueling global trade war fears. This has sparked widespread community discussion, with many anticipating significant market volatility and potential capital flight, while others remain optimistic about a swift market rebound amid broader geopolitical tensions.

Dell Technologies, Inc. is a technology company, providing customers with a broad and innovative solution portfolio to help customers modernize their information technology (IT) infrastructure, address workforce transformation, and offer critical solutions that keep people and organizations connected. It operates through the following segments: Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG). The ISG segment includes servers, networking, and storage, as well as services and third-party software and peripherals that are closely tied to the sale of ISG hardware. The CSG segment includes designs for commercial and consumer customers of desktops, thin client products, and notebooks. The company was founded by Michael Saul Dell in 1984 and is headquartered in Round Rock, TX.

Dell Technologies Inc - Ordinary Shares - Class C

Dell Technologies Inc

Dell Technologies is experiencing significant volatility, with recent analyst downgrades sparking accusations of market manipulation and creating confusion among investors despite the company's strong AI server demand and increased revenue guidance. While many in the community view the recent price dip as a prime buying opportunity given its low valuation and record AI server backlog, others remain cautious amid concerns over memory price inflation and competitive pressures in the AI infrastructure market.

Apple, Inc. engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other varieties of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, AppleCare, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in April 1976 and is headquartered in Cupertino, CA.

Apple Inc

Apple is heavily trending amidst a broader market downturn, driven by escalating geopolitical tariff threats and pre-earnings jitters, pushing its stock to historically oversold levels. Community discussion is split between those seizing the dip as a prime buying opportunity, citing strong iPhone demand and expected solid earnings, and others expressing concerns over valuation and the company's growth trajectory, particularly in AI.

Virtu Financial, Inc. engages in the provision of trading solutions and liquidity services. It operates through the following segments: Market Making, Execution Services, and Corporate. The Market Making segment involves the cash, futures, and options markets across global equities, fixed income, currencies, cryptocurrencies, and commodities. The Execution Services segment includes agency-based, execution-only trading, workflow technology, and trading analytics. The Corporate segment consists of investments in financial services-oriented opportunities and maintains corporate overhead expenses and all other income and expenses that are not attributable to the other segments. The company was founded by Vincent J. Viola and Douglas A. Cifu in 2008 and is headquartered in New York, NY.

Virtu Financial Inc - Ordinary Shares - Class A

Virtu Financial is trending due to robust earnings reports that have consistently exceeded expectations, fueled by sustained market volatility and high trading volumes, including growing crypto market participation. While many are optimistic about its market-making operations, a vocal community segment remains critical, often linking the company to allegations of market manipulation and ongoing lawsuits. This dual narrative highlights intense, contrasting discussions surrounding its operational success and perceived controversies.

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Seizert Capital Partners LLC Acquires 45,515 Shares of Cigna Group $CI

Seizert Capital Partners LLC boosted its stake in shares of Cigna Group (NYSE:CI - Free Report) by 30.2% in the 3rd quarter, according to its most recent disclosure with the SEC. The institutional...

Allstate Corp Makes New $2.92 Million Investment in Cigna Group $CI

Allstate Corp bought a new stake in Cigna Group (NYSE:CI - Free Report) in the third quarter, according to its most recent filing with the Securities & Exchange Commission. The firm bought 10,123...

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.

Lmcg Investments LLC Reduces Holdings in Cigna Group $CI

Lmcg Investments LLC lowered its stake in shares of Cigna Group (NYSE:CI - Free Report) by 83.0% during the 3rd quarter, according to the company in its most recent Form 13F filing with the...

Cigna Group $CI Shares Sold by Massachusetts Financial Services Co. MA

Massachusetts Financial Services Co. MA trimmed its position in shares of Cigna Group (NYSE:CI - Free Report) by 7.4% in the 3rd quarter, according to the company in its most recent filing with the...

Rep. Julie Johnson Sells Off Shares of Cigna Group (NYSE:CI)

Representative Julie Johnson (D-Texas) recently sold shares of Cigna Group (NYSE:CI). In a filing disclosed on January 15th, the Representative disclosed that they had sold between $1,001 and $15,000...

Cigna Group $CI Shares Sold by QRG Capital Management Inc.

QRG Capital Management Inc. cut its position in Cigna Group (NYSE:CI - Free Report) by 40.7% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission...

TD Private Client Wealth LLC Sells 6,059 Shares of Cigna Group $CI

TD Private Client Wealth LLC cut its holdings in Cigna Group (NYSE:CI - Free Report) by 71.2% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange...

Cigna Group $CI Shares Bought by Focused Investors LLC

Focused Investors LLC increased its position in Cigna Group (NYSE:CI - Free Report) by 30.4% during the third quarter, according to the company in its most recent 13F filing with the Securities...

<ul class="summary-bullets"><li>The President however did not provide details such as who will be eligible or how much money consumers could receive.</li><li>Trump also called for more transparency from insurance companies regarding claim payouts, denials and prices.</li><li>According to analyst Cantor Fitzegerald, the Trump administration's "Great Healthcare Plan" proposal is a favorable outcome for the medical insurers as the proposed mandates for insurers "are nothing new or disruptive."</li></ul>Shares of insurance companies closed up on Thursday after President Donald Trump unveiled a healthcare initiative aimed at reducing insurance premiums.UnitedHealth (UNH) shares closed up 1% on Thursday, while CVS Health (CVS) and Cigna (CI) closed nearly 3% higher.Under President Donald Trump’s ‘Great Healthcare Plan,’ money will directly be delivered to people to purchase their healthcare.“My plan would reduce your insurance premiums by stopping government payoffs to big insurance companies and sending that money directly to the people,” Trump said, while also calling on the Congress to pass the framework without delays. The President, however, did not provide details as to who would be eligible or how much money consumers could receive.Trump also called for more transparency from insurance companies regarding claim payouts, denials and prices.“It requires insurers to publish detailed information about how much of your money they’re going to be paying out in claims versus how much they are taking in in profits… It forces them to release detailed data on how many claims are being denied and whether those denials are eventually overturned on appeal,” Trump said.<h2 class="st-heading-2">Experts Weigh In</h2>According to analyst Cantor Fitzgerald, the Trump administration's "Great Healthcare Plan" proposal is a favorable outcome for the medical insurers. The proposed mandates for insurers "are nothing new or disruptive," the analyst told investors in a research note.Cantor believes the bill's implications are more around rebranding than a structural change in business operations. It sees the bill as a net positive for UnitedHealth (UNH), Elevance Health (ELV), Cigna (CI), Humana (HUM), CVS Health (CVS), Centene (CNC) and Molina Healthcare (MOH). The firm believes it is "far too late" into Trump's second term for a meaningful healthcare policy overhaul.Wells Fargo, meanwhile, said the "The Great Healthcare Plan" released by the White House, will likely face a difficult path forward. In addition, lack of "new onerous proposals could be viewed as positive" for the healthcare services group, the analyst told investors in a research note.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around UNH and CVS stocks trended in the ‘bearish’ territory at the time of writing, while sentiment around CI stayed at ‘bullish’ levels.<a href="https://stocktwits.com/symbol/UNH">UNH shares</a> lost nearly 38% over the past 12 months while its rival <a href="https://stocktwits.com/symbol/CVS">CVS</a> added more than 50%.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/nio-stock-rises-on-macquarie-upgrade-even-as-rivals-li-xpev-get-price-target-cuts/cmUSGnNR4Jj">NIO Stock Rises On Macquarie Upgrade Even As Rivals LI, XPEV Get Price Target Cuts</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)

UNH, CI, CVS Stocks Rise After Trump Unveils ‘Great Healthcare Plan’

Under President Trump’s ‘Great Healthcare Plan,’ money will directly be delivered to people to purchase their healthcare.

Equity

The Cigna Group is a global health company, which engages in the provision of global health services. It operates through the following segments: Evernorth Health Services, Cigna Healthcare, Other Operations, and Corporate. The Evernorth Health Services segment partners with health plans, employers, governmental organizations, and health care providers to solve challenges in the areas of pharmacy benefits, home delivery pharmacy, specialty pharmacy, specialty distribution, and care delivery and management solutions. The Cigna Healthcare segment includes the U.S. Healthcare and International Health operating segments, which provide comprehensive medical and coordinated solutions to clients and customers. The Other Operations segment consists of the remainder of business operations, which includes certain ongoing businesses and exited businesses. The Corporate segment refers to net interest expense, certain litigation matters, expense associated with frozen pension plans, charitable contributions, operating severance, certain overhead and enterprise-wide project costs, and eliminations for products and services sold between segments. The company was founded in 1792 and is headquartered in Bloomfield, CT.

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