According to their latest 13F filings, Andreas Halvorsen’s Viking Global Investors LP made aggressive reductions across multiple high-profile holdings in Q2 2025, signaling a broad shift away from higher-beta growth stocks. The most dramatic cut came in Meta Platforms Inc. (META), where the fund pared back nearly its entire position. Meta Platforms (META) – Biggest Reduction Shares: 265,499 Change: ↓ –1,200,812 (Previously: 1,466,311) Value: $195.96M % Change: –81.89% Viking slashed its META stake by alm ...

PM Images/DigitalVision via Getty Images Listen here or on the go via Apple Podcasts and Spotify Why Michael Kramer from Mott Capital Management and Reading The Markets is focused on Fed dot plot, BOJ meeting (0:30). What happens with inflation expectations? (6:15) AI hype, tech stock valuations (9:00). Undervalued names in healthcare (25:30). Metrics for different stocks and sectors and long-term themes (27:50). Transcript Rena Sherbill: Happy to welcome back to Investing Experts, always a pleasure ...

Since my strong buy rating , Oscar Health (NYSE: OSCR ), is up 21%, well ahead of the S&P 500’s 4%. With a valuation multiple of just ~0.45x revenues versus peers at 3.19x, Oscar still offers considerable upside. TheHi, I'm Yiannis. Spotting winners before they break out is what I do best.Experience: Previously worked at Deloitte and KPMG in external/internal auditing and consulting. Education: Chartered Certified Accountant, Fellow Member of ACCA Global, with BSc and MSc degrees from U.K. business schools. ...

Accessibility StatementSkip Navigation NCCPRW has already made meaningful progress, including successful efforts to revise state licensure language to better protect clinicians seeking help. The Consortium continues to build momentum through in-person events, digital resource hubs, and strategic partnerships that integrate well-being into the core of health systems and professional associations statewide. "We are deeply grateful to the Centene Foundation and Carolina Complete Health for their generous suppo ...

United States Representative Lisa McClain has disclosed a purchase of UnitedHealth (NYSE: UNH) stock during a period of strong gains for the equity.According to filings dated September 12, 2025, McClain reported buying between $1,001 and $15,000 worth of UnitedHealth shares. The trade was executed on August 13, 2025. Since then, the stock has surged about 25.5%, making the purchase notably profitable in a short time frame.UNH one-month stock price chart. Source: Google Finance The transaction stands out giv ...

UnitedHealth Group Incorporated (NYSE:UNH) is included among the 13 Best Consistent Dividend Stocks to Buy Now. Why UnitedHealth (UNH) is a Top Pick for Investors Seeking Consistent Dividends UnitedHealth Group Incorporated (NYSE:UNH) is an American multinational health insurance and healthcare company. The stock is down by over 30% since the start of 2025; however, it surged by nearly 30% in August only. UnitedHealth Group Incorporated (NYSE:UNH) is the leading health insurer in the US, with operations ...

Clover Health Continues to Invest in Streamlining Provider Workflows and Reducing Administrative Burden Through Technology and Operational ImprovementsWILMINGTON, Del., Sept. 16, 2025 (GLOBE NEWSWIRE) -- Clover Health Investments, Corp. (Nasdaq: CLOV) (“Clover,” “Clover Health” or the “Company”), a physician enablement company dedicated to bringing access to great healthcare to everyone on Medicare, is leveraging Availity, the nation’s largest real-time health information network, for a multi-phase initiati ...

Oscar Health (NYSE:OSCR) has priced a $355M private offering of 2.25% convertible senior subordinated notes due 2030, up from the previously planned $350M. The sale is set to close on Sept. 18, 2025, pending customary conditions. Buyers also have a 13-day option to purchase ...

Cigna's stock price growth potential is nearly 30%, indicating substantial upside in its future performance.The company boasts a robust Piotroski Score of 8, suggesting it is financially sound and well-managed.Analysts have set a target price for Cigna at $387, significantly higher than its current trading price, reflecting confidence in the company's future valuation.Cigna Group (NYSE:CI) is a global health services company that provides a wide range of insurance products and services. It operates in vario ...

UnitedHealth Group Incorporated (NYSE:UNH) is one of the best defensive stocks to buy, according to Steve Cohen. On September 10, Bernstein SocGen Group reiterated an Outperform rating on the stock and a $379 price target. UnitedHealth (UNH) Secures Analyst Confidence with Strong Medicare Outlook and Earnings Guidance Ken Wolter/Shutterstock.com The positive stance stems from the company signaling stability in its medical benefits business, with solid preliminary 2026 Medicare Advantage Stars results. I ...