RT Dutch Rojas (@DutchRojas)7 health insurance CEOs made $335 million in 2022. That’s extraction.When you outlaw competition, via political donations this is what happens:Certificate of Need laws block new entrants.Stark and Section 6001 ban physician-owned systems.Site-neutral rules reward consolidation.So insurers and “nonprofit” health systems keep printing money while physicians fight for scraps.If doctors could build and own health systems again, these CEOs wouldn’t be making yacht money from your prem ...

CVS raises its 2025 profit guidance for a third time in less than six months https://t.co/PMdnpDFzCy ...

Hey I'm Cramer. Welcome to Mad Money. Welcome to Cramer friends I'm just trying to help make some money.My job is not just to entertain but to educate. Try to teach about what the heck is going on here. Call me one 800 743 CNBC.Tweet me at Jim Cramer. You want big, you want important, you want game changing, then you want next week. We're approaching the height of earnings season and this time the earnings are more important than ever.Other than today's consumer price index reading, which was benign. We hav ...

Company Overview - Agree Realty is a retail net lease REIT with an enterprise value of $12.2 billion[9] - The company owns 2,603 retail properties totaling approximately 53.7 million square feet across all 50 states[9] - The company has investment grade issuer ratings of A- from Fitch, Baa1 from Moody's, and BBB+ from S&P[9] Financial Highlights - The company raised 2025 AFFO per share guidance to $4.31 to $4.33, representing 4.4% growth at the midpoint[12] - The company has total liquidity of over $1.9 billion[12] - The company invested $451 million during Q3 2025 across 110 high-quality retail net lease assets spanning 34 states[14] - Approximately 70% of base rents acquired in Q3 2025 derived from investment grade retailers[14] Portfolio Composition - The company's top tenant sector is grocery stores, accounting for 10.3% of total annualized base rent (ABR) at $72.9 million[56] - Home Improvement sector accounts for 8.8% of total ABR at $62.5 million[56] - Convenience Stores account for 7.8% of total ABR at $54.9 million[56]

Core Insights - InnerScope Hearing Technologies Inc. plays a pivotal role in the acquisition of OTCHealth Inc. by Ainnova Tech Inc., marking a significant milestone for the company in leveraging its retail distribution agreements and technology pipeline for growth in healthcare markets [1][2][3] Company Strategy and Operations - InnerScope will transition the majority of its sales operations, including retail agreements with major U.S. retailers like Walmart, CVS, and Walgreens, to OTCHealth, allowing OTCHealth to maximize these partnerships [2][4] - The company aims to focus on advancing its proprietary hearing technologies and integrating these innovations into OTCHealth's offerings, enhancing the overall value proposition [5][6] Market and Industry Context - The partnership recognizes that hearing loss affects 1.5 billion people globally and is linked to chronic diseases, emphasizing the need for integrated healthcare solutions [6] - Ainnova Tech's AI-driven diagnostics platform will complement InnerScope's hearing technology, creating a comprehensive healthcare ecosystem for early disease detection [3][6] Shareholder Benefits - InnerScope will receive equity and profit participation in both OTCHealth and Ainnova Tech post-acquisition, positioning shareholders to benefit from anticipated growth and expanded market reach [4][8]

Market Overview - Global equity markets experienced positive returns in Q3, driven by progress in U.S. tariff negotiations and expectations of Federal Reserve rate cuts, with the MSCI World Growth Index up 8.6% compared to 7.3% for the MSCI World Index and 5.8% for the MSCI World Value Index [2] - Emerging markets showed notable strength, particularly in China, Mexico, and Brazil, with China's tech giants like Tencent and Alibaba contributing to optimism in AI development [5][6] - Developed markets saw Japan leading returns due to clarity on trade policy and confidence in economic resilience, while the eurozone lagged due to political volatility and infrastructure spending debates [6] Quarterly Performance - The ClearBridge Global Value Improvers Strategy generated positive absolute returns but underperformed its benchmark, with industrials and energy holdings detracting from performance [7][19] - Negative stock selection in industrials was primarily due to CNH Industrial's decline amid weaker agricultural demand, while Hitachi remained a strong performer in Japan [8] - Energy stock selection faced challenges from declining commodity prices, with EQT's shares affected by high storage inventories and concerns over demand growth [9] - IT sector stock selection was a strong contributor, particularly Oracle, which gained market share among hyperscalers [10] - In healthcare, CVS and AstraZeneca saw strong performance due to better-than-expected earnings and reduced tariff concerns [11] Portfolio Positioning - New positions were initiated in Lloyds Banking Group, expected to deliver higher normalized returns and a double-digit shareholder yield, and Alphabet, which is positioned to benefit from generative AI developments [13][14] - The strategy exited its position in Novo Nordisk due to lowered full-year guidance and management changes [15] Outlook - Market confidence is bolstered by clarity around tariffs and fiscal policy, although valuations have returned to elevated levels [16] - The focus remains on undervalued companies with distinct growth drivers or restructuring catalysts [16] Energy Sector Insights - Structural shifts in energy demand and efficiency present compelling opportunities, particularly in renewables and energy storage [17] - Companies like Vertiv and Johnson Controls are positioned to benefit from rising energy costs and net-zero goals, with efficiency becoming a competitive advantage [26] ESG Highlights - Carbon capture and sequestration (CCS) technologies are critical for heavy industries, with ClearBridge holdings actively developing CCS capabilities [22][23] - Linde is well-positioned in clean hydrogen production, leveraging its technology to drive emissions savings and business growth [24][30] - Green Plains is focusing on carbon capture initiatives to decarbonize its biorefineries, partnering on projects to sequester significant CO2 emissions [38][40]

Market Regulation - UK antitrust regulator calls for more competition and a regulatory overhaul of the veterinary industry [1] - The regulator stopped short of proposing broader pricing controls [1] Company Performance - Pets at Home and CVS shares surged following the regulator's announcement [1]

Core Insights - Amazon is launching prescription drug kiosks at One Medical offices in Los Angeles, aiming to disrupt traditional pharmacy businesses [1][3] - The kiosks, operated by Amazon Pharmacy, dispense prescriptions within minutes of a doctor's visit, addressing the issue of unfilled prescriptions due to extra trips to pharmacies [3][6] - This initiative comes as pharmacy chains like Rite Aid, CVS, and Walgreens face declining drug margins and increased competition from retailers like Amazon and Walmart [3][4] Company Strategy - Amazon has been expanding into the U.S. healthcare industry, acquiring PillPack in 2018 for approximately $750 million and One Medical in 2022 for $3.9 billion [5] - The company restructured its healthcare businesses into six units earlier this year to enhance innovation and speed [6] - The kiosks will initially be available at specific One Medical locations, with plans to expand to more offices and environments where quick access to medication is beneficial [6] Kiosk Operation - Each kiosk can stock hundreds of prescriptions tailored to specific locations, including common medications like antibiotics and blood pressure treatments [2] - Patients must have their prescriptions sent to Amazon Pharmacy for verification before using the kiosk, which includes a final check by a remote pharmacist [7] - The kiosks are designed to complement pharmacists' roles rather than replace them, allowing for video or phone consultations with pharmacists [8]

CVS is trying to entice health insurance plans to cover Wegovy for more patients by allowing them to charge copays as high as $200 https://t.co/YjDo1r7BGe ...

Group 1: Market Overview - The Dow is trading positively, up approximately 0.6%, while the Nasdaq is down about 0.4% and the S&P is flat, indicating a search for direction after achieving its 28th record close [3] - The Russell 2000 small-cap index has outperformed, with a year-to-date increase of 11%, reflecting broad-based gains in the market [4] - Bond yields are slightly lower, with the 10-year yield around 4.1% and the 30-year yield below 4.8%, suggesting expectations of Federal Reserve easing [4][5] Group 2: Trade and Political Developments - President Trump is set to address the United Nations, with trade negotiations with India ongoing, highlighting India's critical role for the U.S. [6][9] - The U.S. Treasury Secretary indicated readiness to backstop Argentina's economic challenges, raising questions about the focus on Argentina over larger economies like Mexico and Brazil [9][10] - The U.S.-India partnership is crucial for countering China's influence in the Indo-Pacific, with ongoing discussions about trade agreements [11][12] Group 3: Company-Specific Insights - Firefly Aerospace's shares fell after reporting lower-than-expected sales and a wider loss in its first earnings report since going public, indicating potential execution challenges [24][25] - The company has a backlog of contracts, including a recent $178 million lunar lander contract, which could position it for future growth if it can execute effectively [27][30] - Nvidia's investment of up to $100 billion in OpenAI, with an initial $10 billion to support AI infrastructure, reflects confidence in the AI sector despite some analysts viewing it as a potential bailout for OpenAI [42][45] Group 4: Industry Trends and Future Outlook - The AI market is experiencing fragmentation, with a potential revenue shortfall of $800 billion by 2030 due to current monetization rates [47] - Companies focusing on smaller-scale AI applications and edge computing may offer better ROI compared to larger players like Nvidia, which dominate the current landscape [52][53] - The robotics and automation sectors are seen as significant growth areas within the AI trade, with companies involved in physical automation and edge intelligence gaining attention [75][80]