The markets will look to this week’s economic news for direction. On Tuesday, Sep retail sales are expected to climb +0.4% m/m and +0.3% m/m ex-autos. Also, Sep PPI is expected to remain unchanged from Aug at +2.6% y/y, and Sep core PPI is expected to ease to +2.7% y/y from +2.8% y/y in Aug. In addition, The Conference Board’s Nov consumer confidence index is expected to fall by 1.2 points to 93.4. Finally, on Tuesday, Oct pending home sales are expected to climb +0.1% m/m. Wednesday brings weekly initial u ...

The markets are discounting a 70% chance of another -25 bp rate cut at the next FOMC meeting on December 9-10.The markets will look to this week’s economic news for direction. On Tuesday, Sep retail sales are expected to climb +0.4% m/m and +0.3% m/m ex-autos. Also, Sep PPI is expected to remain unchanged from Aug at +2.6% y/y, and Sep core PPI is expected to ease to +2.7% y/y from +2.8% y/y in Aug. In addition, The Conference Board’s Nov consumer confidence index is expected to fall by 1.2 points to 93.4. ...

Core Insights - The article highlights that Goldman Sachs and UnitedHealth have significantly contributed to the Dow Jones Industrial Average reaching a record high [1] Company Contributions - Goldman Sachs has shown strong performance, which has positively impacted the overall market sentiment and contributed to the record levels of the Dow [1] - UnitedHealth's robust financial results have also played a crucial role in driving the index higher, reflecting the strength of the healthcare sector [1]

Core Insights - Centene Corporation (CNC) reported third-quarter 2025 adjusted earnings per share of 50 cents, exceeding the Zacks Consensus Estimate of a loss of 21 cents, but down from $1.62 per share a year ago [1][11] - Revenues increased by 18.2% year over year to $49.7 billion, surpassing the consensus mark by 4.4% [1][11] Revenue Breakdown - Medicaid revenues grew 9% year over year to $23.2 billion, while Medicare revenues surged 66% year over year to $9.4 billion [3] - Commercial revenues improved by 26% year over year to $11 billion [3] - Total premiums reached $44.1 billion, a 22.2% increase year over year, driven by higher premiums and expanding membership in the Prescription Drug Plan (PDP) [4] Membership and Operational Metrics - Total membership (excluding TRICARE) was 28 million as of September 30, 2025, reflecting an 8% year-over-year growth [6] - The health benefits ratio deteriorated to 92.7%, a decline of 350 basis points year over year [7] Cost and Expenses - Operating expenses totaled $56.6 billion, a 37% increase year over year, attributed to higher medical costs, impairment expenses, and selling, general, and administrative expenses [7] - Medical costs alone increased by 27% year over year [7] Financial Position - Centene ended the third quarter with cash and cash equivalents of $17.1 billion, up from $14.1 billion at the end of 2024 [9] - Total assets decreased to $82.1 billion from $82.4 billion at the end of 2024 [9] - Long-term debt decreased to $17.5 billion from $18.4 billion as of December 31, 2024 [9] Shareholder Actions - Centene repurchased common shares worth approximately $473 million in the first nine months of 2025 [12]

US healthcare insurance provider Centene Corporation (NYSE:CNC) stock surged on Wednesday after reporting a third-quarter 2025 adjusted earnings of 50 cents, beating the consensus loss of 14 cents per share, down from $1.62 a year ago.Centene’s sales surged 18.2% year-over-year to $49.69 billion, exceeding the consensus estimate of $47.75 billion.“Our third quarter results and increased full year outlook demonstrate tangible progress against the near-term milestones we laid out for investors in July,” said ...

Core Points - A class action lawsuit has been filed against Molina Healthcare, Inc. for allegedly making materially false and misleading statements regarding its business operations and financial guidance during the Class Period from February 5, 2025, to July 23, 2025 [3][7] - The lawsuit claims that Molina failed to disclose adverse facts about its medical cost trend assumptions and the dislocation between premium rates and medical costs, which could lead to a significant cut in financial guidance for fiscal year 2025 [3][7] Allegation Details - Defendants allegedly made false statements about the company's medical cost trend assumptions [3] - Molina was said to be experiencing a dislocation between premium rates and medical costs [3] - The company's near-term growth was reportedly dependent on a lack of utilization of various health services [3] - As a result of these issues, Molina's financial guidance for fiscal year 2025 was likely to be cut [3] - Positive statements made by the defendants about the company's prospects were claimed to be materially misleading [3] Next Steps - Investors who purchased Molina shares and suffered losses are encouraged to contact the law firm for more information and to discuss their rights [4][7] - The deadline for investors to apply to be appointed as lead plaintiff in the lawsuit is December 2, 2025 [7]

Core Points - A lawsuit is currently pending against Elevance Health, Inc. (NYSE: ELV) regarding alleged violations of securities laws [2] - The plaintiff claims that Elevance misrepresented its monitoring of cost trends and the adequacy of premium rates negotiated with states, particularly concerning patients remaining on Medicaid [2] - An amended complaint was filed on October 7, 2025, urging investors who purchased shares prior to April 2024 to contact the Shareholders Foundation for further information [3] Summary by Sections Lawsuit Details - The lawsuit alleges that Elevance Health, Inc. misled investors about its financial guidance and the management of costs associated with Medicaid patients [2] - It is claimed that sicker patients with higher acuity remained on Medicaid, leading to increased per-patient costs that were not adequately reflected in Elevance's financial forecasts [2] Investor Information - Investors who purchased shares of Elevance Health, Inc. before April 2024 and still hold them are encouraged to reach out to the Shareholders Foundation for options regarding the lawsuit [1][3] - The Shareholders Foundation provides services related to shareholder issues and informs investors about securities class actions and legal news [3]

Core Insights - The S&P 500 has reached record highs in 2025, but some individual stocks have experienced significant declines, with the worst performers losing between 47% and 62% of their value this year [1][2]. Group 1: Worst Performing Stocks - The Trade Desk (NASDAQ: TTD) is the worst performer, down 62.2% due to concerns over ad spending and competition, yet it maintains a strong position in programmatic advertising and high client retention [2][3]. - Lululemon Athletica (NASDAQ: LULU) has dropped 55.6% as North American demand slows, but it continues to show strong margins and brand loyalty while expanding internationally [2][7]. - Centene Corp. (NYSE: CNC) is down 47.6% amid regulatory uncertainty and reimbursement concerns, but it remains a major provider of government-backed healthcare plans with a diversified portfolio [2][11]. Group 2: Investment Opportunities - The Trade Desk's stock is trading at multi-year lows, presenting potential upside once industry challenges are resolved, currently priced at $44.47 [4]. - Lululemon's stock correction may offer a discounted entry point into a globally recognized brand, currently valued at $169.62 [8]. - Centene's scale and cost efficiency suggest that its recent selloff may be sentiment-driven, with potential for recovery once policy risks stabilize, last valued at $31.77 [13].

Group 1 - UnitedHealth Group Incorporated (NYSE:UNH) is recognized as one of the 12 best dividend-paying stocks to buy now, highlighting its strong position in the market [1] - The company operates primarily through its UnitedHealthcare division for insurance products and its Optum unit for healthcare services, establishing itself as a major player in the healthcare industry [2] - Despite facing significant challenges, including a major data breach linked to its subsidiary Change Healthcare and leadership changes, the company's appeal remains strong due to its consistent dividend payments [3][4] Group 2 - UnitedHealth Group has increased its dividends for 14 consecutive years, currently paying a quarterly dividend of $2.21 per share, resulting in a dividend yield of 2.63% as of September 19 [4]

CONCLUDED Stock Market News From Sept. 11, 2025: S&P 500 Hits New High The Dow has passed a key threshold in intraday trading. The blue-chip index is now on track to close above 46,000 for the first time on record. It would also be the first time that the index has reached a 1,000 point milestone in 2025 after closing at 45,000 191 trading days ago. The biggest contributor to this 1,000 point gain for the Dow has been Goldman Sachs, while stock of insurer UnitedHealth Group has subtracted the most points. T ...