Trump's CMS proposes minimal 0.09% Medicare payment increase for 2027, far below Wall Street's 4-6% expectations, while eliminating controversial billing practices.
Big Short investor Michael Burry sees Molina Healthcare as today's Geico, calling it undervalued with strong fundamentals despite 43% stock decline in 2025.
Over 20 million Americans face sharply higher health insurance costs after the Senate rejected both Republican and Democratic plans to extend expiring Affordable Care Act tax credits.
Health insurance stocks dropped during pre-market trading after President Trump criticized insurers on social media and proposed providing direct subsidies to consumers instead of ACA tax credits.
Molina Healthcare drastically lowered its 2025 profit outlook, blaming unexpectedly high medical costs, especially in its Marketplace (Obamacare) business.
Centene's shares jumped! They confirmed profit goals, got good Medicare ratings, & saw better Medicaid costs. This signals a positive turnaround for the health insurer, easing investor worries.
