As the first month of 2026 draws to a close, the narrative that dominated Wall Street for the better part of three years—the undisputed reign of mega-cap technology—is rapidly fracturing. In its place, a massive "sector rotation" is taking hold, fundamentally altering the landscape for institutional and retail
UnitedHealth’s decision to rebate ACA profits highlights political pressure on insurers, but the financial impact on UNH stock appears limited relative to its broader earnings power.
NEW BRUNSWICK, N.J. — In a landmark display of resilience and strategic pivoting, Johnson & Johnson (NYSE: JNJ) reported fourth-quarter 2025 revenues of $24.56 billion on Wednesday, January 21, 2026, soundly beating Wall Street’s expectations. The healthcare giant accompanied its earnings beat with a bold 2026 financial forecast, projecting
As the financial world settles into early 2026, all eyes have turned toward Omaha, where Berkshire Hathaway (NYSE:BRK.B) has just cemented its status as the world’s most formidable financial fortress. In a period defined by market volatility and shifting interest rate expectations, Berkshire’s recent financial disclosures
The U.S. labor market has defied expectations of a late-cycle collapse, entering 2026 in a state of "fragile equilibrium" that has calmed recessionary fears on Wall Street. Following a turbulent 2025 characterized by slowing hiring and cooling wage growth, the latest data for December 2025 and early January 2026
The United States labor market entered 2026 not with a bang, but with a whisper. The December jobs report, released by the Bureau of Labor Statistics on January 9, 2026, revealed a startlingly low addition of just 22,000 jobs. This figure represents the narrowest margin of growth in the
As the calendar turned to January 2026, the S&P 500 carved out a historic milestone, surmounting the psychological 7,000 level for the first time. This rally, coming off the heels of a robust 2025, initially appeared to be a continuation of the artificial intelligence-driven "melt-up" that has defined
Stability is great, but low-volatility stocks may struggle to deliver market-beating returns over time as they sometimes underperform during bull markets.
UnitedHealth stock has certainly taken a beating over the past year. The shares have fallen down roughly 36% to 50%, depending on the measurement period. Yet, Bernstein analyst Lance Wilkes has named it his “top healthcare pick for 2026.
As the calendar turns toward late January 2026, a familiar sense of dread has returned to the halls of Congress and the screens of global investors. After the record-breaking 43-day shutdown that paralyzed the federal government in late 2025, a new "funding cliff" is fast approaching on January 31. This time, however, the uncertainty is [...]
In a week defined by dramatic market divergence, the U.S. stock market has undergone one of its most significant structural shifts in years. As of January 16, 2026, a massive migration of capital is underway, moving from the high-flying technology giants that dominated the previous three years into "old
UnitedHealth stock sinks as President Trump says he will get rid of insurance brokers and corporate middlemen. Bernstein still recommends buying UNH shares at current levels.
