U.S. stock futures rose on Wednesday after modest advances on Tuesday. Futures of major benchmark indices were higher.Meanwhile, President Donald Trump launched “Trump Accounts,” providing every eligible newborn in the U.S. with a $1,000 government-funded savings account to jumpstart their financial future.The 10-year Treasury bond yielded 4.08% and the two-year bond was at 3.49%. The CME Group's FedWatch tool‘s projections show markets pricing an 87% likelihood of the Federal Reserve cutting the current in ...

U.S. stock futures rose on Wednesday after modest advances on Tuesday. Futures of major benchmark indices were higher.Meanwhile, President Donald Trump launched “Trump Accounts,” providing every eligible newborn in the U.S. with a $1,000 government-funded savings account to jumpstart their financial future.The 10-year Treasury bond yielded 4.08% and the two-year bond was at 3.49%. The CME Group's FedWatch tool‘s projections show markets pricing an 87% likelihood of the Federal Reserve cutting the current in ...

Nuance Investments increased its insurance exposure and shuffled its healthcare holdings. Nuance Investments opened a position in Aspen Insurance Holdings Limited (AHL +0.08%) in Q3 2025. The Kansas City investment firm acquired around 1.2 million shares, worth almost $44 million per its Nov. 6, 2025, SEC filing.What happenedNuance Investments' latest SEC filing shows the firm initiated a new equity position in Aspen Insurance. The fund acquired 1,198,155 shares, valued at  $43.98 million as of Sept. 30, 20 ...

SoundHound AI and UiPath could be big agentic AI winners.When you think of the companies most benefiting from the early stages of artificial intelligence (AI), most of them are in the chip or cloud computing space. That makes sense, as right now we are in the midst of a huge AI infrastructure capital expenditure (capex) cycle that is trying to keep up with growing demand for AI compute services.However, there is another potential AI megatrend that is just starting to emerge: AI agents. Let's look at two sto ...

If you are a shareholder who suffered a loss, contact us to participate . NEXT STEPS FOR SHAREHOLDERS : Once you register as a shareholder who purchased shares during the timeframe listed above, you will be enrolled in a portfolio monitoring software to provide you with status updates throughout the lifecycle of the case. There is no cost or obligation to you to participate in this case. Accessibility StatementSkip Navigation LOS ANGELES, Dec. 1, 2025 /PRNewswire/ -- The DJS Law Group  reminds investors of ...

As the accused killer of UnitedHealthcare’s CEO heads to court this week, his support has proven surprisingly enduring. https://t.co/WXio6aQVDk ...

Market Overview - The market's personality has shifted, becoming more complicated and idiosyncratic, with a focus on reasonable valuations rather than just thematic trends like AI [2][8] - Recent market action indicates a potential challenge to previous all-time highs, with broad-based participation across sectors [3][5] Sector Performance - Healthcare has emerged as a leading sector, performing well since August and being the best-performing sector this quarter, with an increase of over 10% this month [9][12] - Other strong sectors include materials and consumer discretionary, while technology has seen a decline in leadership [7][10] Investor Sentiment - Investors are currently seeking more attractive valuations and opportunities for beta, indicating a shift in focus from high-growth tech stocks to sectors with reasonable valuations [8][12] - The recent outflows from tech stocks have reached four-year extremes, suggesting a cautious approach among investors [10] Future Outlook - The market is setting up for a strong January, which is typically a favorable month for equities, while also looking ahead to 2026 [6] - Despite concerns about tech leverage, the overall sentiment remains positive, with expectations that tech will continue to lead in the coming year [19][26]

Core Insights - The US healthcare industry is experiencing new growth opportunities due to innovations such as GLP-1 agonists and gene therapies, following several years of low returns and volatility [1] Group 1: Industry Overview - The healthcare sector has faced challenges in the past three years, characterized by significant volatility and low returns [1] - Recent innovations are providing tailwinds that could enhance the sector's performance moving forward [1]

Competitive Landscape & Company Performance - Eli Lilly is outperforming Novo Nordisk due to superior execution and internal issues at Novo [2][3][5] - The market anticipates Alzheimer's data, but Lilly consistently beats expectations while Novo misses and cuts guidance [2] - Novo Nordisk's failed acquisition bid for Met Sarah indicates potential loss of momentum [3] - The analyst questions whether Novo Nordisk can recover to become an equal player in the GLP-1 duopoly [3] Valuation & Investment Strategies - The valuation gap between Eli Lilly and Novo Nordisk may be justified, but Novo Nordisk could become a value trap [4][5] - For value investing in healthcare, the analyst suggests considering Pfizer or Merck instead of Eli Lilly [4][5] - The analyst is not comfortable with Novo's trajectory and believes Lilly will continue to outperform in the coming years [5] Alternative Investment Opportunities - The analyst's top picks outside of GLP-1s include Disc Medicine (rare hematology play) and Gilead Sciences [6] - Gilead Sciences is a leader in HIV treatment and has a promising long-acting PrEP business and cell therapy [7]

Industry Overview - The healthcare landscape is evolving due to technological advances, policy shifts, and rising patient expectations, marking a pivotal moment for innovation and transformation in the industry [1] - Key trends include precision medicine, AI integration, and enhanced cybersecurity, emphasizing personalized care, operational efficiency, and system-wide resilience [1] Company Performance Tempus AI (TEM) - Tempus reported its first positive adjusted EBITDA of $1.5 million in Q3 2025, driven by strong top-line performance and disciplined operational execution [4][9] - The Genomics business saw a 33% year-over-year volume increase, with Oncology testing growing by 27% and Hereditary testing by 37% [5] - Data Licensing (Insights) business grew by 38% during the quarter, securing $150 million in new total contract value [6] - Cost discipline and efficiency efforts contributed to margin expansion, with adjusted EBITDA potentially reaching $4 million without acquisition-related expenses [7] Butterfly Network (BFLY) - Butterfly Network achieved year-over-year revenue growth while reducing cash burn, with U.S. revenues slightly increasing to $16.1 million [10] - International revenues rose by 4% year-over-year to $5.4 million, driven by higher pricing following the iQ3 launch [11] - The company reported a normalized cash burn of $3.9 million, reflecting improved operational efficiency while still investing in long-term growth areas [12] - Despite a negative adjusted EBITDA loss of $8.1 million and a gross margin of -17.5%, operational improvements were noted [13] Valuation Metrics - Tempus is trading at a forward price-to-sales (P/S) ratio of 8.18, while Butterfly Network's forward sales multiple is 6.45, indicating a discount to Tempus [14] - For 2025, the projected loss per share for Tempus is 65 cents, an improvement from the previous year's loss of $1.58 [15] - Butterfly Network's projected loss per share is 15 cents, compared to a prior-year loss of 34 cents, with stable estimates over the past 30 days [16] Investment Outlook - Tempus is viewed as the stronger investment choice due to its positive adjusted EBITDA and balanced growth across business segments [18] - Butterfly Network, while still not profitable, shows resilience and operational efficiency, making it a potential value play for investors willing to accept higher risk [19]