US Top News and Analysis | Joe Terranova shares why he’s buying Netflix stock as it pulls back after earnings

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Joe Terranova, chief market strategist at Virtus Investment Partners, says the recent pullback in Netflix (NFLX) presents an attractive entry point as the company pivots toward live entertainment; after exiting the stock when it was in the mid‑70s, he plans to re‑establish a position because he believes the long‑term outlook remains strong despite a 15% drop since Thursday and a lower‑than‑expected earnings forecast of $0.78 per share. He notes a surge in retail buying, with a five‑day rolling net retail purchase of $290 million, the highest since December 2025. The segment also highlighted UnitedHealth Group’s earnings beat and robust medical loss ratio, with its shares up 3% on the day and 8% year‑to‑date, and a cautious view on cybersecurity, suggesting investors focus on firms integrating AI or offering AI‑proof solutions in an increasingly crowded market.

Read more: https://www.cnbc.com/2026/04/22/joe-terranova-shares-why-hes-buying-netflix-stock-as-it-pulls-back-after-earnings.html

#JoeTerranova #Netflix #UnitedHealthGroup #StephenWeiss #AnastasiaAmoroso #JoeTerranato #StephenHemsley

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US Top News and Analysis | UnitedHealth tops quarterly estimates, hikes profit outlook as insurer manages high medical costs

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UnitedHealth Group reported first‑quarter results that beat Wall Street expectations, posting revenue of $111.72 billion (versus $109.57 billion forecast) and adjusted earnings of $7.23 per share (vs. $6.57 expected). The company also raised its 2026 adjusted‑earnings outlook to more than $18.25 per share from the prior $17.75‑plus target while maintaining its full‑year revenue guidance of over $439 billion. A key highlight was the improvement in its medical benefit ratio to 83.9%—down from 84.8% a year earlier and better than the 85.5% analysts had projected—indicating more effective control of medical‑cost spending. UnitedHealth’s net income was $6.28 billion, and its turnaround plan under a new leadership team focuses on shrinking membership, selling the UK arm of its Optum unit, heavy investment in artificial‑intelligence tools, streamlining care access, and boosting transparency to restore profitability and reputation.

Read more: https://www.cnbc.com/2026/04/21/unitedhealth-group-unh-earnings-q1-2026.html

#UnitedHealthGroup #WallStreet #Optum #StephenHemsley #MedicareAdvantage

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Opinion Voices | Contributor: Focus on the real causes of the shortage in hormone treatments by Jennifer Weiss-Wolf and Suzanne Gilberg

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The article explains that the nationwide shortage of estradiol hormone patches for menopausal women is not due to a surge in demand but stems from structural problems in the U.S. pharmacy benefit manager (PBM) system, where a few vertically integrated insurance‑pharmacy conglomerates (CVS Caremark, Express Scripts, OptumRx) control most drug coverage and logistics, giving little incentive to keep low‑margin generic products like estradiol patches consistently stocked and instead favoring higher‑priced alternatives; the piece also notes that prescription rates for hormone therapy have actually remained low, debunks media narratives blaming women, and offers practical short‑term coping strategies (alternative formulations, online or compounding pharmacies, calling ahead) while urging systemic reforms to break the PBM-driven supply constraints.

Read more: https://www.latimes.com/opinion/story/2026-04-20/estradiol-patch-shortage-drug-supply

#FDA #CVSCaremark #ExpressScripts #OptumRx #CVSHealth #Cigna #UnitedHealthGroup #FTC #

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