Core Insights - Health insurance stocks are experiencing a decline due to President Trump's statements regarding federal subsidies for plans under the Affordable Care Act (ACA) [3][6] - The potential expiration of these subsidies at the end of the year raises concerns about the financial impact on health insurers [4][5] Group 1: Impact of Trump's Statements - President Trump stated that federal funds for health insurance subsidies should be redirected to individuals rather than insurance companies, claiming this would allow people to purchase better policies at lower costs [6] - His comments have led to significant drops in stock prices for major health insurers, with Oscar Health down over 15%, Centene down nearly 8%, and Molina Healthcare down 5% [7] Group 2: Subsidy Details - The subsidies, introduced during the pandemic, have allowed enrollment in ACA plans to double to 24 million since 2021, providing financial assistance based on income [4][5] - These subsidies also include a risk adjustment pool to reimburse insurers for covering a higher proportion of sicker members [5] Group 3: Market Reactions and Predictions - UnitedHealth Group (UNH) has shown relative resilience compared to peers, holding a technical support level, but could face significant price movements depending on government shutdown developments [10][13] - Analysts suggest that if UNH breaks below $314, it could drop to between $290 and $300, while a breakout above $325 could lead to a rise towards $345 [10][12]