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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 following the government's proposal for an unexpectedly minimal increase in 2027 Medicare Advantage payment rates, sparking broad concerns across the health insurance sector. While many view the significant sell-off as an overreaction and a long-term buying opportunity due to strong fundamentals, others anticipate further declines, highlighting policy risk and the ongoing political scrutiny on healthcare profitability.

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 capturing significant attention following its collaboration with Microsoft's AI Co-Innovation Labs to integrate advanced agentic AI into its ADAM robot, highlighting a pivotal development in the robotics sector. The community is actively discussing the potential for a sustained rally and short squeeze, though some express skepticism about the full impact of the partnership on the company's valuation.

TeraWulf, Inc. owns and operates fully integrated environmentally clean bitcoin mining facilities in the United States. TeraWulf will generate domestically produced bitcoin powered by nuclear, hydro and solar energy. The company was founded by Paul Prager and Nazar Khan on February 8, 2021 and is headquartered in Easton, MD.

TeraWulf Inc

TeraWulf is trending amid growing community excitement fueled by recent institutional interest, including a notable ownership stake by Bank of Nova Scotia and increased ETF allocations. Investors are eagerly anticipating significant "contract news" for its high-performance computing (HPC) data centers, hoping to see the company re-rated as a pure-play AI infrastructure provider rather than solely a Bitcoin miner. This anticipation is driving discussions around its potential to lead in the energy-intensive computing sector.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is a hot topic as its earnings report approaches, with the early release date fueling strong community speculation about a significant new deal, potentially with a hyperscaler like Amazon or AWS. Investors are optimistic, anticipating IREN's strategic pivot to AI infrastructure will unlock substantial value given the high demand for GPU-centric data capacity. Many believe the company is well-positioned in the rapidly expanding AI cloud sector, despite discussions around its historical correlation to Bitcoin price movements.

SPDR Gold Trust - SPDR Gold Shares

SPDR Gold Shares ETF

SPDR Gold Shares (GLD) is trending due to its recent surge to new all-time highs, fueled by increasing geopolitical instability, a depreciating US Dollar, and heightened central bank demand for physical gold. The community is sharply divided, debating whether this parabolic move is a legitimate hedge against fiat currency debasement or a speculative 'mania' ripe for a significant pullback.

GRI Bio, Inc. is a clinical-stage biopharmaceutical company, which engages in the development and commercialization of therapies for inflammatory, fibrotic, and autoimmune diseases. It focuses on its lead program, GRI-0621, an inhibitor of type 1 invariant Natural Killer T (iNKT) cell activity and is being developed as a novel oral therapeutic for the treatment of idiopathic pulmonary fibrosis. The company was founded by Vipin Kumar Chaturvedi in May 2009 and is headquartered in La Jolla, CA.

GRI Bio Inc

GRI Bio Inc. is actively trending following its recent 1-for-28 reverse stock split, which has created an exceptionally low float of approximately 500k shares. This development, coupled with recently announced positive Phase 2a clinical data and secured funding, is driving intense community discussion: many anticipate a significant short squeeze comparing it to prior low-float runners, while others express deep skepticism citing the company's history of frequent dilutions and management's perceived lack of trustworthiness.

BlackRock Institutional Trust Company N.A. - iShares Silver Trust

iShares Silver Trust

iShares Silver Trust (SLV) is a major talking point as strong physical demand from global governments and industries like AI and EVs drives its significant rally, exacerbated by a weaker dollar. Community members are fiercely divided, with bulls anticipating a historic short squeeze due to supply deficits and alleged manipulation, while bears warn of an unsustainable bubble poised for a sharp correction.

Cipher Mining, Inc. operates as a Bitcoin mining ecosystem in the United States. The firm is developing a cryptocurrency business. The company was founded in 2021 and is headquartered in New York, NY.

Cipher Mining Inc

Cipher Mining is generating significant buzz following analyst endorsements recognizing its AI/HPC colocation strategy and major contracts with hyperscalers. The community highlights strong institutional interest and buying pressure, viewing the stock as increasingly driven by its data center expansion rather than solely by Bitcoin's fluctuations, with many anticipating substantial upside.

Flora Growth Corp. engages in the production of organic cannabis and pharmaceutical-grade medical products. It operates through the following segments: House of Brands and Commercial and Wholesale. The House of Brands segment includes multiple categories including food and beverage, nutraceuticals, cannabis accessories and technology, personal care and wellness. The Commercial and Wholesale segment includes distribution of pharmaceutical products to international markets. The company was founded on March 13, 2019 and is headquartered in Fort Lauderdale, FL.

Flora Growth Corp

Flora Growth Corp. is generating significant buzz as it rebrands to ZeroStack Corp., signaling a strategic pivot towards an AI-focused asset management company with a substantial treasury of 0G decentralized AI tokens. The community is actively discussing the company's ultra-low float and perceived undervaluation, driven by the value of its crypto assets relative to its market capitalization. This has fueled widespread speculation for a potential explosive move, with many closely watching the recently approved forward stock split as a sign of management's confidence in future growth.

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 trending as investors assess its strategic role in the TikTok deal, which many bulls hail as a significant long-term boost for cloud revenue and AI infrastructure. This optimistic outlook is tempered by ongoing community discussion and analyst concerns regarding the company's substantial capital expenditures and increasing debt for AI buildout, leading to sharp divergence in investor sentiment.

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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.

Fiscal Period	Estimated	Reported	Surprise	Result
Q4 '25	$0.34	--	--	N/A
Q3 '25	$3.90	$1.84	-52.87%	MISSED
Q2 '25	$5.62	$5.48	-2.46%	MISSED
Q1 '25	$5.97	$6.08	1.87%	BEAT
Q4 '24	$5.88	$5.05	-14.17%	MISSED

MOH
Molina Healthcare Inc

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