Core Insights - Palantir Technologies was the best-performing stock in the S&P 500, benefiting from the potential end of the U.S. government shutdown [2][7] Group 1: Market Performance - Major U.S. equities indexes rose, with the S&P 500 up close to 1% and the Nasdaq rising over 1%, driven by optimism regarding a spending plan to end the government shutdown [2][7] - Health insurance stocks, including Centene, declined after President Trump suggested that federal health insurance subsidies could be directed to individuals rather than insurers [3][7] Group 2: Company-Specific Developments - Micron Technology shares surged following positive comments from Mizuho Securities, indicating potential boosts from increased demand and pricing [3] - Eli Lilly's shares increased after announcing a partnership with Insilico Medicine to leverage artificial intelligence for drug discovery [3] - Metsera's shares fell after Novo Nordisk did not raise its bid for the company, allowing Pfizer to complete its $10 billion acquisition, which also caused Pfizer's shares to drop [4] - Ball's shares declined after the announcement of CEO Daniel Fisher's resignation, with Ronald Lewis set to replace him [4]

Investors with a lot of money to spend have taken a bearish stance on Molina Healthcare (NYSE:MOH).And retail traders should know.We noticed this today when the trades showed up on publicly available options history that we track here at Benzinga.Whether these are institutions or just wealthy individuals, we don't know. But when something this big happens with MOH, it often means somebody knows something is about to happen.So how do we know what these investors just did? Today, Benzinga's options scanner sp ...

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Core Insights - Oscar Health Inc (NYSE:OSCR) is experiencing a significant decline, down 15.9% to $14.98 amid a broader market rally, influenced by President Trump's remarks on redirecting funding to individuals [1] - The healthcare sector, including Oscar Health, is facing uncertainty due to potential government shutdown implications and the status of Obamacare subsidies [1] - Oscar Health's stock has seen a 35% decrease from its four-year high of $23.74 on October 7, although it remains up nearly 13% year-to-date [2] Company Performance - The current decline marks OSCR's worst single-session drop since July 2, with shares having finished higher only once in the last 10 trading days [2] - Short-term traders are exhibiting bearish sentiment, as indicated by the equity's Schaeffer's put/call open interest ratio (SOIR) of 1.16, which is in the 90th percentile of the past 12 months [2] Volatility and Strategy - A premium-selling strategy may be advisable moving forward, as OSCR's Schaeffer's Volatility Scorecard (SVS) is at 8 out of 100, indicating that the stock has consistently shown lower volatility than what its options pricing suggests [3]

Core Insights - Deep-pocketed investors have adopted a bearish approach towards Oscar Health, indicating potential significant market movements ahead [1] - The options activity shows a divided sentiment among heavyweight investors, with 33% bullish and 46% bearish [2] - The price target analysis suggests that major players are eyeing a price range from $10.0 to $40.0 for Oscar Health [3] Options Activity - A total of 30 extraordinary options activities were highlighted, with 7 puts totaling $3,241,865 and 23 calls amounting to $1,510,255 [2] - Significant options trades detected include various put and call options with notable trade prices and open interest [10] - The volume and open interest data for Oscar Health's options indicate liquidity and interest within the strike price range of $10.0 to $40.0 over the last 30 days [4][5] Company Overview - Oscar Health Inc is a health insurance company providing various insurance plans, including Medicare Advantage for eligible adults [11] - The current market status shows a price of $15.08, down 14.9%, with an upcoming earnings release expected in 85 days [16] - Professional analysts have set an average price target of $14.5, with differing ratings from Goldman Sachs and UBS [13][14]

Chip Industry - The chip sector is experiencing a rally, with positive developments noted by analysts, particularly for companies like Sandis, Western Digital, and Seagate [2][6] - Loop Capital has raised its price targets for Western Digital to $250 and Seagate to $190, anticipating growth in hard disk drive demand by 2026 [2] - Barclays has increased its price target for Sandis from $39 to $220, citing better visibility driving growth durability, while also raising Palo Alto's target to $230 from $215 [3] - Seagate's price target at Loop Capital has been raised to $465 from $350, with a buy rating maintained, as demand for higher capacity drives is expected to increase [4] - Sandis is raising NAND flash chip prices by 50% for November, indicating a tighter supply-demand dynamic in the memory market [5] - The supply side is constrained, particularly due to high demand from AI data centers, limiting manufacturers' ability to ramp up production [6] Health Insurance Sector - Health insurance stocks are under pressure, particularly Centine and United Health, following comments from former President Trump regarding federal funding for healthcare [9][11] - Trump proposed reallocating funds from insurance companies under the Affordable Care Act directly to the public, which has negatively impacted health insurers [10][11] - The pressure on health insurers is compounded by the ongoing government shutdown discussions, with potential implications for subsidies that benefit these companies [12] Earnings Reports - Cart's stock is facing pressure after missing both revenue and earnings expectations, with adjusted EPS at $0.42 against a forecast of $0.50 and revenue at $852 million versus an expected $934 million [13] - Despite the revenue miss, orders climbed 14% year-over-year, driven by grocery and restaurant delivery demand, although average order value fell [14] - For the holiday quarter, Cart projects gross transaction value between $9.45 billion and $9.6 billion [14]

Core Insights - Pelican Bay Capital Management (PBCM) reported a 7.8% return for its Concentrated Value Strategy in Q3 2025, outperforming the Russell 1000 Value Index which returned 5.3% during the same period [1]. - Year-to-date, PBCM's fund returned 11.2%, slightly below the index's 11.6% return [1]. Company Analysis - UnitedHealth Group Incorporated (NYSE:UNH) is highlighted as a significant holding in PBCM's portfolio, with a one-month return of -9.61% and a 52-week loss of 48.15% [2]. - As of November 7, 2025, UnitedHealth's stock closed at $324.21, with a market capitalization of $293.682 billion [2]. Industry Overview - The health insurance industry is experiencing significant pressure, with profitability in Medicaid and Medicare declining due to aggressive pricing from competitors and increased utilization of behavioral health services, GLP-1 drugs, and elective surgeries [3].

Core Insights - Pelican Bay Capital Management (PBCM) reported a 7.8% return for its Concentrated Value Strategy in Q3 2025, outperforming the Russell 1000 Value Index which returned 5.3% [1] - Year-to-date, PBCM's fund returned 11.2%, slightly below the index's 11.6% [1] Company Overview: Elevance Health, Inc. (NYSE:ELV) - Elevance Health, Inc. is a health benefits company with over 45 million members, operating under brands like Anthem Blue Cross Blue Shield and Wellpoint [3] - The company has a competitive advantage through its in-house pharmacy benefit manager, Carelon [3] Stock Performance - Elevance Health's stock experienced a one-month return of -10.04% and a 52-week decline of 24.81% [2] - As of November 7, 2025, Elevance Health's stock closed at $317.78, with a market capitalization of $70.623 billion [2] Financial Performance - In Q3 2025, Elevance Health reported operating revenue of $50.1 billion, marking a 12% year-over-year increase [4] - Despite the revenue growth, the stock is not favored among hedge funds, with a decrease in holdings from 75 to 67 portfolios [4] Investment Perspective - While Elevance Health is recognized for its potential, the company is compared unfavorably to certain AI stocks that are perceived to offer greater upside potential and lower downside risk [4]

Core Insights - Cigna Healthcare is expanding mental health support through a collaboration with Headspace to address rising anxiety levels in the workforce [1][4][8] - The initiative will provide exclusive digital features to millions of Cigna customers, including custom content and access to in-network clinicians [1][2][6] Industry Trends - The Cigna Group's report indicates a 20% increase in the prevalence of mental and behavioral health conditions from 2020 to 2024 [4] - Approximately 30% of workers report experiencing anxiety, which negatively impacts health engagement and workplace productivity [4][3] Company Initiatives - Starting January 1, 2026, 'Headspace for Cigna Healthcare' will be available to over 7 million people as part of Cigna's behavioral health offerings [6] - The collaboration aims to make mental health support more accessible and affordable, encouraging early engagement to improve health outcomes [6][4] Product Features - Headspace offers various tools such as daily meditations, cognitive behavioral therapy programs, and personalized emotional check-ins, which have shown significant reductions in anxiety and depression symptoms among users [5][6] - The partnership will develop custom content specifically for Cigna customers, enhancing the mental health resources available to them [5][6]

Core Viewpoint - Rosen Law Firm is encouraging investors of Molina Healthcare, Inc. to secure legal counsel before the December 2, 2025 deadline for a securities class action lawsuit related to undisclosed adverse facts affecting the company's financial guidance and operations [1][5]. Group 1: Class Action Details - The class action pertains to Molina securities purchased between February 5, 2025, and July 23, 2025, with a lead plaintiff deadline set for December 2, 2025 [1][2]. - Investors may be entitled to compensation without any out-of-pocket fees through a contingency fee arrangement [2]. - A class action lawsuit has already been filed, and interested parties can join by contacting Rosen Law Firm [3][6]. Group 2: Allegations Against Molina - The lawsuit alleges that Molina failed to disclose material adverse facts regarding its medical cost trend assumptions and the dislocation between premium rates and medical costs [5]. - It is claimed that Molina's near-term growth relied on a lack of utilization of various health services, which could lead to a substantial cut in financial guidance for fiscal year 2025 [5]. - The lawsuit asserts that the positive statements made by Molina regarding its business and prospects were materially misleading and lacked a reasonable basis [5]. Group 3: Rosen Law Firm's Credentials - Rosen Law Firm has a strong track record in securities class actions, having achieved the largest settlement against a Chinese company at the time and being ranked No. 1 for securities class action settlements in 2017 [4]. - The firm has recovered hundreds of millions of dollars for investors, including over $438 million in 2019 alone [4]. - Founding partner Laurence Rosen was recognized as a Titan of Plaintiffs' Bar by Law360 in 2020, highlighting the firm's expertise in this area [4].