United Health and Elevance lower today amid growing worries over a spike in premiums tied to the expiration of Affordable Care Act premium tax credits. The change would affect millions of Americans. Let's bring in Lance Wilks who covers healthc care services stocks for Bernstein Research.Lance has got an outperform rating on United Health and Elevance. Lance, great to have you with us. >> Great to be here.First, I want to I want to get your take on on President Trump's truth social post earlier today basica ...

Core Insights - UnitedHealth Group appointed Dr. Scott Gottlieb, former FDA commissioner, to its board of directors, which is significant for the company as it faces rising costs in health insurance, particularly in Medicare Advantage plans [2][3][4] Company Overview - UnitedHealth Group operates the largest health insurer in the U.S., UnitedHealthcare, and one of the largest health services companies, Optum, which includes pharmacy benefit management and various medical care provider assets [4] Industry Context - The health insurance industry is currently challenged by the introduction of new, expensive biotechnology drugs, such as GLP-1 drugs for weight loss, which adds pressure on insurers [3][4] Leadership and Expertise - Dr. Gottlieb brings extensive experience from both public and private sectors, having served in key roles during previous administrations and is recognized for advocating integrated healthcare approaches [5][6] - His appointment is expected to enhance UnitedHealth's strategic direction in making healthcare more innovative and affordable while improving patient outcomes [7]

CANADA - 2025/10/01: In this photo illustration, the UnitedHealth Group (United Health) logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)SOPA Images/LightRocket via Getty ImagesUnitedHealth stock (NYSE: UNH) has faced significant pressure this year, creating a potential setup for a major rally.Currently, UNH stock is down 36% year-to-date, driven by several challenges, including margin compression. However, this weakness should be v ...

格隆汇11月18日｜联合健康集团宣布，已任命前美国食品和药物管理局(FDA)局长Scott Gottlieb为其董 事会成员，立即生效。Gottlieb曾于2017年至2019年期间担任FDA局长，他在2019年突然卸任，并于当 年晚些时候加入美国制药商辉瑞的董事会。 ...

Core Insights - UnitedHealth Group announced that former U.S. Food and Drug Administration commissioner Scott Gottlieb has joined its board of directors [1] Company Developments - The addition of Scott Gottlieb to the board is expected to enhance UnitedHealth Group's strategic direction and governance [1]

Core Insights - Dr. Scott Gottlieb, former FDA commissioner, has joined UnitedHealth Group's Board of Directors effective immediately [1] - Gottlieb served as FDA commissioner from 2017 to 2019, known for promoting transparency and patient safety [1] - His initiatives included modernizing regulations to foster medical innovation and promote competition in the pharmaceutical market [1]

Palantir has been a major beneficiary of artificial intelligence (AI) spending, but the stock's rally could start to wane.Despite some volatility earlier in the year, 2025 has shaped up to be another impressive year for artificial intelligence (AI) stocks. Per usual, data analytics platform Palantir Technologies (PLTR 1.63%) has remained one of the best AI stocks -- with shares surging 130%.One sector that has been relatively weak this year, however, is health insurance. Among notable laggards is UnitedHeal ...

Performance Overview - The Jot ETF has achieved a 69% increase since its launch five years ago [1][2] - The ETF's performance is attributed to various momentum factors and its strategic usage as a core investment [2] Market Insights - Current market conditions are characterized by volatility, leading to a cautious outlook [3] - United Healthcare is highlighted as a safer investment option amidst market uncertainty [3] - There is an expectation of government-level resolutions in the healthcare sector, which could act as a catalyst for market movements [4] Notable Stocks - Monster Beverage is mentioned as a significant player within the consumer staples sector [4]

Market Performance - Major U.S. indexes showed mixed performance last week, with the Nasdaq Composite, S&P 500, and Dow Jones Industrial Average declining by 2.7%, 1.4%, and 0.5% respectively [1] - Investors are shifting focus from high-valuation technology and AI stocks to more defensive sectors due to market volatility [1] Federal Reserve and Economic Data - The end of a 43-day government standoff has reduced political risks, but delays in key economic data releases have created uncertainty for the Federal Reserve and investors [2] - The Fed is balancing economic growth and inflation, with inflation remaining above the 2% target and a resilient labor market casting doubt on December rate cut expectations [2] Zacks Research Performance - Zacks Research has provided guidance that led to significant stock performance, with Macy's shares increasing by 14.9% since its upgrade to Zacks Rank 1 on September 18, outperforming the S&P 500's 2.2% increase [3][4] - Fresnillo plc also saw a 7.2% return since its upgrade to Zacks Rank 1 on September 19, compared to the S&P 500's 1.8% increase [4] Zacks Model Portfolio Returns - A hypothetical portfolio of Zacks Rank 1 stocks returned +8.64% in 2025 through September 1, outperforming the S&P 500's +7.60% [4] - The Zacks Model Portfolio has outperformed the S&P 500 index by over 12 percentage points since 1988, with an annualized average return of +23.8% compared to +11.3% for the S&P 500 [5] Specific Stock Performances - United Natural Foods, Inc. (UNFI) shares increased by 32.4% after its Zacks Recommendation was upgraded to Outperform [7] - Caterpillar Inc. (CAT) gained 35.9% over the past 12 weeks, while CACI International Inc. (CACI) returned 20.1% during the same period [10] Earnings Certain Admiral Portfolio (ECAP) - The ECAP returned -1.30% in Q3 2025, underperforming the S&P 500's +8.1% gain, and +2.72% year-to-date compared to the S&P 500's +14.84% [15] - The portfolio aims to minimize capital loss by holding shares of companies with a proven track record of earnings stability [16] Earnings Certain Dividend Portfolio (ECDP) - Johnson & Johnson (JNJ) returned 10.9% over the past 12 weeks, while UnitedHealth Group (UNH) increased by 5.9% [18] - The ECDP returned -0.01% in Q3 2025, underperforming the S&P 500's +8.1% gain [20] Top 10 Stock Portfolio - MasTec, Inc. (MTZ) has jumped 41.2% year-to-date, outperforming the S&P 500's 14.7% increase [22] - The Top 10 portfolio has produced a cumulative return of +2,553.1% since 2012, significantly outperforming the S&P 500's +545.2% [24]

This story was originally published on Healthcare Dive. To receive daily news and insights, subscribe to our free daily Healthcare Dive newsletter. Name: Krista Nelson Previous title: Chief operating officer, Optum Health New title: Chief executive officer, Optum Health Optum Health, the care delivery arm of UnitedHealth, has tapped Krista Nelson as its new CEO effective immediately. Nelson announced the C-suite reshuffling via LinkedIn last week. The executive has worked for UnitedHealthcare, UnitedHeal ...