you know, as we've been predicting for weeks during the government shutdown when the president was overseas uh traveling uh on as as we said a very important trip uh for the United States security. Um we had suggested when he got back and focused on healthc care uh that he was probably going to have a different position than the Republicans who are running this issue into the ground. Well, he may be changing the White House stance on an extension of affordable healthcare. uh affordable care act subsidies. H ...

Core Insights - President Trump is expected to announce a plan to extend Affordable Care Act (ACA) subsidies, which has led to a surge in shares of major health insurers [1][5] - The proposed plan may extend ACA subsidies for approximately two years and could introduce new income limits for enrollees, along with minimum premium payments [1][2] Group 1: Market Reaction - Shares of Molina Healthcare (MOH) increased by over 3%, Centene (CNC) rose by 5%, and Oscar Health (OSCR) saw an 18% jump following the news [1] - The potential extension of subsidies is anticipated to stabilize enrollment and reduce volatility in the individual health insurance market [2] Group 2: Legislative Context - The ACA subsidies were a contentious issue during the recent government shutdown, with Democratic lawmakers blocking funding bills to extend these subsidies [3] - The White House plans to request Congress to approve funds aimed at reducing cost-sharing, which would lower out-of-pocket expenses for some ACA recipients [2]