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UnitedHealth Group, Inc. engages in the provision of health care coverage, software, and data consultancy services. It operates through the following segments: UnitedHealthcare, OptumHealth, OptumInsight, and OptumRx. The UnitedHealthcare segment utilizes Optum's capabilities to help coordinate patient care, improve affordability of medical care, analyze cost trends, manage pharmacy benefits, work with care providers more effectively, and create a simpler consumer experience. The OptumHealth segment provides health and wellness care, serving the broad health care marketplace including payers, care providers, employers, government, life sciences companies, and consumers. The OptumInsight segment focuses on data and analytics, technology, and information to help major participants in the healthcare industry. The OptumRx segment offers pharmacy care services. The company was founded by Richard T. Burke in January 1977 and is headquartered in Eden Prairie, MN.

Unitedhealth Group Inc

UnitedHealth Group is trending sharply lower after a proposed near-flat Medicare Advantage payment rate for 2027, amplifying concerns about future revenue despite beating recent earnings. This regulatory hit is driving widespread discussion, with many investors debating whether it's an overreaction creating a 'buy the dip' opportunity or a significant re-rating of the managed care sector's outlook.

Altimmune, Inc. is a clinical stage biopharmaceutical company, which focuses on the development of novel peptide-based therapeutics for the treatment of obesity and liver diseases. The company's lead product candidate, pemvidutide, is a GLP-1/glucagon dual receptor agonist that is being developed for the treatment of obesity and NASH. In addition, Altimmune is developing HepTcell, an immunotherapeutic designed to achieve a functional cure for chronic hepatitis B. The company was founded in 1997 and is headquartered in Gaithersburg, MD.

Altimmune Inc

Altimmune (ALT) is trending due to significant investor optimism following its recent FDA Breakthrough Therapy Designation for pemvidutide in MASH. The community is actively discussing the drug's "best-in-class" potential and the belief that the company is substantially undervalued. Many view the new CEO as a dealmaker, anticipating a major strategic move that could trigger a significant re-rating of its market capitalization.

Richtech Robotics, Inc. engages in the development of robotics and artificial intelligence. The firm designs, manufactures, and sells robots to restaurants, hotels, senior living centers, casinos, factories, and movie theaters. Its robots perform a variety of services including restaurant running and bussing, hotel room service delivery, floor scrubbing and vacuuming, and beverage and food preparation. The company was founded by Zhen Wu Huang and Zhen Qiang Huang on July 19, 2016 and is headquartered in Las Vegas, NV.

Richtech Robotics Inc. - Ordinary Shares - Class B

Richtech Robotics Inc.

Richtech Robotics (RR) is trending following its announced collaboration with Microsoft, integrating Azure AI into its ADAM robots for advanced agentic AI capabilities. This partnership is seen by the community as a significant validation, fueling excitement for long-term growth within the burgeoning robotics and AI sector, especially amid discussions around high short interest and potential for a squeeze.

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 as the community reacts to developments surrounding the TikTok deal and a recent analyst downgrade that has sparked a divide. Many bulls emphasize the strategic value of TikTok's cloud infrastructure and AI data for Oracle's long-term growth, seeing current price levels as a significant accumulation opportunity. Conversely, bears are focused on the substantial capital expenditures and debt associated with Oracle's AI ambitions, expressing skepticism about its valuation and ability to compete effectively.

Luckin Coffee, Inc. engages in providing food and beverage items, and operates coffee retail stores. It has a pioneered a technology-driven retail network to provide coffee and other products of high quality, high convenience and high affordability to customers. The company manages pick-up stores, relax stores, and delivery kitchens. It also offers tea, snacks, and light meals through its mobile application. The company was founded by Zhi Ya Qian, Fei Yang and Jin Yi Guo on June 16, 2017 and is headquartered in Xiamen, China.

Luckin Coffee Inc - ADR

Luckin Coffee (LKNCY) is trending amid its continued aggressive store expansion, notably in competitive markets like New York City, and ongoing discussions about its fundamental undervaluation compared to peers. The community remains sharply divided, with many investors highlighting its strong growth trajectory and potential uplisting, while others express frustration over stagnant price action, perceived manipulation as an OTC stock, and a lack of transparency regarding future listing plans.

USA Rare Earth, Inc. is domestic supplier of rare earth magnets and heavy rare earth elements. It is developing a vertically integrated, domestic supply chain for rare earth element magnet production, with a facility in Stillwater, Oklahoma, and mining rights to the Round Top heavy rare earth and critical minerals deposit in West Texas. The company was founded in May 2019 and is headquartered in Stillwater, OK.

USA Rare Earth Inc. - Ordinary Shares - Class A

USA Rare Earth Inc

USA Rare Earth (USAR) is trending following a substantial U.S. government investment, including a significant loan and equity stake, aimed at bolstering the domestic rare earth supply chain. The community is buzzing with bullish sentiment, anticipating a major upside akin to other government-backed entities, despite immediate frustrations over perceived price manipulation and shorting efforts. Many view current price action as an opportunity to accumulate, driven by national security implications and critical mineral demand.

The Boeing Co. is an aerospace company, which engages in the manufacture of commercial jetliners and defense, space, and security systems. It operates through the following segments: Commercial Airplanes (BCA), Defense, Space and Security (BDS), Global Services (BGS), and Boeing Capital (BCC). The Commercial Airplanes segment includes the development, production, and market of commercial jet aircraft and provides fleet support services, principally to the commercial airline industry worldwide. The Defense, Space and Security segment refers to the research, development, production and modification of manned and unmanned military aircraft and weapons systems for global strike, including fighter and combat rotorcraft aircraft and missile systems, global mobility, including tanker, rotorcraft and tilt-rotor aircraft, and airborne surveillance and reconnaissance, including command and control, battle management and airborne anti-submarine aircraft. The Global Services segment provides services to commercial and defense customers. The Boeing Capital segment seeks to ensure that Boeing customers have the financing they need to buy and take delivery of their Boeing product and manages overall financing exposure. The company was founded by William Edward Boeing on July 15, 1916 and is headquartered in Arlington, VA.

Boeing Co.

Boeing Co

Boeing is trending following a robust earnings report that included management's affirmation of a long-term $10 billion free cash flow target, sparking investor optimism. The community is actively discussing the company's significant progress in commercial deliveries and new orders, reinforcing a strong recovery narrative. This momentum, coupled with positive technical indicators, is fueling bullish sentiment and expectations for overcoming key resistance levels.

CVS Health Corp. is a health solutions company, which engages in the provision of healthcare services. It operates through the following segments: Health Care Benefits, Health Services, Pharmacy and Consumer Wellness, and Corporate and Other. The Health Care Benefits segment operates as a health care benefits provider. The Health Services segment offers a full range of PBM solutions, delivers health care services in its medical clinics, virtually, and in the home. The Pharmacy & Consumer Wellness segment dispenses prescriptions in its retail pharmacies and through its infusion operations. The Corporate and Other Segment is involved in management and administrative expenses. The company was founded by Stanley P. Goldstein and Ralph Hoagland in 1963 and is headquartered in Woonsocket, RI.

CVS Health Corp

CVS Health is actively discussed following a proposed ~0.09% Medicare Advantage payment increase for 2027, significantly below market expectations, triggering a sector-wide sell-off for managed care providers. The community is sharply divided, with many seeing this as a market "rug pull" and "chaos," while others believe it's a political maneuver, urging to "buy the dip" in anticipation of a potential retraction. While the broader health insurance sector grapples with repricing MA margins, CVS's diverse business model, including Aetna, is under scrutiny as investors weigh its exposure against potential long-term policy shifts.

Virtuix Holdings Inc. - Ordinary Shares - Class A

VTIX is a top trending symbol following its direct listing and initial trading on Nasdaq, sparking intense community discussion around its extreme volatility and multiple trading halts. Traders are actively debating its potential as an AI-driven gaming company amidst broader AI sector enthusiasm, while others label it a speculative pump and dump.

D-Wave Quantum, Inc. engages in the development and delivery of quantum computing systems, software, and services. It provides customers with access to the company’s quantum computing systems via the cloud in the form of quantum computing as a service. It offers professional services such as customer assistance in identifying and implementing quantum-computing applications. The company was founded on January 25, 2022 and is headquartered in Palo Alto, CA.

D-Wave Quantum Inc

D-Wave Quantum is drawing significant attention following multiple announcements, including new enterprise and university quantum computer sales, a collaboration for U.S. air and missile defense, and advancements in its dual-platform annealing and gate-model technologies. The community is engaged in a lively debate, with proponents touting D-Wave's potential leadership in the evolving quantum sector, while others remain cautious regarding its high valuation against current revenue.

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UnitedHealth Group (UNH) Q4 Earnings Beat Estimates

UnitedHealth (UNH) delivered earnings and revenue surprises of +0.83% and -0.04%, respectively, for the quarter ended December 2025. Do the numbers hold clues to what lies ahead for the stock?

A person views trading stocks on a tablet on the last day of the 2025 trading market in Brussels, Belgium, on December 30, 2025.

UNH, HUM, Other Health Insurer Stocks Could Take Time To Recover From Medicare Rate Shock: Cantor Fitzgerald

CMS’s plan to keep Medicare Advantage payments nearly flat for 2027 blindsided investors and sparked a sharp selloff across U.S. health insurers.

Equity

<ul class="summary-bullets"><li>Under the proposal, Medicare plans will be paid just $700 million more in 2027 compared to this year.</li><li>The rates will now be finalized in April, implying it might also increase in the months ahead.</li><li>CMS also proposed excluding diagnosis information from unlinked chart review records from risk score calculation starting in CY 2027.</li></ul>Shares of major health insurers UnitedHealth Group (UNH), Humana (HUM), and CVS Health (CVS) fell after-hours on Monday after the Centers for Medicare and Medicaid Services proposed a roughly flat increase in payments for private Medicare plans next year.While <a href="https://stocktwits.com/symbol/UNH">UNH shares</a> slumped 9% after hours, <a href="https://stocktwits.com/symbol/HUM">HUM shares</a> slipped 13% and CVS declined over 9%. Shares of Molina Healthcare (MOH) and Elevance Health (ELV) also slipped 3% and 6%, respectively. &nbsp;<h2 class="st-heading-2">The Proposal</h2>CMS <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cms.gov/newsroom/press-releases/cms-proposes-2027-medicare-advantage-part-d-payment-policies-improve-payment-accuracy-sustainability">said</a> that the proposed policies are projected to result in a net average year-over-year payment increase of 0.09% for Medicare Advantage plans in CY 2027. According to the Wall Street Journal, analysts expected roughly 4-6% increase, in line with the 5.06% spike this year.Under the proposal, Medicare plans will be paid just $700 million more in 2027 compared to this year. This is a huge hit for Medicare insurers who have flagged higher care costs in recent quarters.“These proposed payment policies are about making sure Medicare Advantage works better for the people it serves,” said CMS Administrator Dr. Mehmet Oz. He also said that the agency wants to protect taxpayers “from unnecessary spending that is not oriented towards addressing real health needs.”CMS also proposed excluding diagnosis information from unlinked chart review records, which is diagnosis information not associated with a specific medical encounter, from risk score calculation, starting in CY 2027. This could also slash payments for the companies which seek to document illnesses through chart data to boost payments. Payments in the MA program increase when the patient is sicker.The payment rates will now be finalized in April, implying it might also increase in the months ahead.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around UNH, HUM and CVS stocks trended in the ‘extremely bullish’ territory at the time of writing, while message volume stayed at extremely high levels.While UNH and HUM shares have dropped 35% and 13% respectively over the past 12 months, <a href="https://stocktwits.com/symbol/CVS">CVS stock</a> has gained 49%.&nbsp;Also See: <a href="https://stocktwits.com/news-articles/markets/equity/lunr-shares-edge-up-after-hours-on-intuitive-machines-new-role-in-artemis-mission/cmyJ2GCR4hm">LUNR Shares Edge Up 3% After Hours — What's Intuitive’s Role In NASA’s Artemis Program?</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, HUM, CVS Shares Fall On Plans To Keep Medicare Payments Flat Next Year

CMS said that the proposed policies are projected to result in a net average year-over-year payment increase of 0.09% for Medicare Advantage plans in CY 2027.

Molina Healthcare, Inc $MOH Position Increased by Wealth Enhancement Advisory Services LLC

Wealth Enhancement Advisory Services LLC raised its position in Molina Healthcare, Inc (NYSE:MOH - Free Report) by 182.5% during the third quarter, according to its most recent Form 13F filing with...

Buying UnitedHealth Before Q4 Earnings? Cost Pressures a Red Flag

UNH heads into Q4 earnings with revenue growth intact, but earnings set to plunge, as rising medical costs and a higher MCR pressure margin.

Rakuten Investment Management Inc. Purchases Shares of 295,736 Molina Healthcare, Inc $MOH

Rakuten Investment Management Inc. acquired a new position in shares of Molina Healthcare, Inc (NYSE:MOH - Free Report) during the 3rd quarter, according to its most recent disclosure with the...

UNH vs. MOH: Which Insurer Can Better Navigate Current Volatility?

UnitedHealth's scale and Optum diversification give it an edge over Molina as health insurers face policy-driven volatility and rising cost pressures.

Inscription Capital LLC Increases Position in Molina Healthcare, Inc $MOH

Inscription Capital LLC increased its stake in shares of Molina Healthcare, Inc (NYSE:MOH - Free Report) by 764.6% during the third quarter, according to the company in its most recent disclosure...

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.

Molina Healthcare, Inc $MOH Shares Sold by Fjarde AP Fonden Fourth Swedish National Pension Fund

Fjarde AP Fonden Fourth Swedish National Pension Fund lessened its stake in shares of Molina Healthcare, Inc (NYSE:MOH - Free Report) by 25.5% in the 3rd quarter, according to the company in its most...

Molina Healthcare, Inc. engages in the provision of health care services. It operates through the following segments: Medicaid, Medicare, Marketplace, and Other. The company was founded by C. David Molina in 1980 and is headquartered in Long Beach, CA.

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