CNBC: Squawk on the Street
4/29/2024 1:36pm
... that's real. and when you have open source, we were just mentioning meta, llama iii, open source, when you have the ability for the bad actors to have access -- jensen was saying, the bad actors can do anything the huge piece on palo alto networks the bad actors go into unh ...
CNBC: Fast Money
4/19/2024 9:30pm
... than two years that sort of snuck up on me. for sure mike khouw, unh really turned things around. yeah, just been hit with so much bad news, first of all we had that anti-trust stuff and then the managed care business, that was basically -- it wasn't _ ...
CNBC: Fast Money
4/19/2024 9:29pm
... on the upside. unh, up 14%, boosted by earnings on tuesday, kpaeb being top and bottom line, affirming strong full eps guidance. shares of wells fargo higher again today, that stock trading at its highest level in more ...
CNBC: Power Lunch
4/18/2024 6:02pm
... even as the stock has gone lower. i would point out it's also pretty much crossing with walmart's market cap at this point as well. it's kind of going down the ranks as these more steady companies, unh, had a tough start to 2024 as well, but did ...
CNBC: Squawk on the Street
4/18/2024 1:52pm
... who wants to come see the future?! with godaddy airo. dow is still on track for the worst month since september of 2022 and most of the gains again today are going to be unh, ...
CNBC: Squawk on the Street
4/18/2024 1:45pm
... and if it's giuiding lower, like prologis and jb hunt, well, it seems to go down day after day the only stock that's got any mojo is united health. unh yes. mojo per share. you use that -- of course _ ...
CNBC: Fast Money
4/16/2024 9:49pm
... know, a stock that's done nothing for five years. it's interesting. so, just, you know, this is a $350 billion market cap company, unh is a pretty sizable one, half a trillion. look at apple, 2.6 trillion. there's big stocks in the market ...
CNBC: Fast Money
4/16/2024 9:33pm
... intervention may follow. everything you need to know about the currency concerns, next. plus, some fast movers catching our traders eyes today. our unh kept the do afloat, while j&j tried to bring it down. more on those moves when 'fast money' returns. missed a moment of 'fast?' ...
CNBC: The Exchange
4/16/2024 5:02pm
... 37851. paying attention, though, united health care on the heel of earnings is accounting for every little bit and more of the dow's gains so far. so if not for unh, the dow would be negative right now. and the nasdaq composite up about six points, 15890. ...
CNBC: Squawk on the Street
4/16/2024 2:03pm
... stocks for the most part steady. s&p down a few points. dow supported by unh. up 100. our attention around 4.675. sara, wow the american consumer consumes. david and i were saying it back. ...
CNBC: Squawk on the Street
4/16/2024 1:43pm
... vast majority of stocks are lower again. nvidia, microsoft up, unh holding the indexes together. looking at 85% of new york stock exchange volume to the downside again today. that's been the rule, that when yields are up, no more ...
CNBC: Squawk on the Street
4/16/2024 1:30pm
... as mike mentioned earlier, a lot of the dow game will be encased in unh. the dow is mostly about unh. the s&p is at an interesting spot, above 5000 here. folks are saying areas below ...
CNBC: Squawk on the Street
4/16/2024 1:11pm
... things like that, cleaned up the story just a bit. it does seem as if we're going to see where it's been on a year-to-date basis. it is, by the way, most of the early dow futures gain you see, is unh. if not all. about 200 points. ...
CNBC: Squawk on the Street
4/16/2024 1:09pm
... general trends in deposit costs and how sensitive they are to every move in fed rates. also want to hit unh, one of the larger market cap companies out there, some 410 billion. it will be a bit higher as well, ...
CNBC: Squawk on the Street
4/16/2024 1:01pm
... dow will benefit from unh. our roadmap begins with market volatility. six negative sessions in a row. nasdaq coming off its worst day in a couple months. we've got united health, bank of america, morgan stanley, ...
CNBC: Squawk Box
4/16/2024 1:00pm
... dow will benefit from unh. our roadmap begins with market volatility. six negative sessions in a row. nasdaq coming off its worst day ...
CNBC: Squawk Box
4/16/2024 11:30am
... of all the one timers, and when you consider the one-timers in the quarter, they were still able to beat and that was a concern and we talked about that last night as well. it's tricky, right, because you have unh this morning that looks ...
CNBC: Squawk Box
4/16/2024 11:30am
... by line item basis, because we don't have that much information, but stock will go higher from here. you are more optimistic than you were last night on unh? ...
CNBC: Squawk Box
4/16/2024 11:25am
... results, and that stock is up. unh helping the dow out this morning. the dow looking to open higher, and the nasdaq looking to be up by five. 'squawk box' will be right back. why not? ...
CNBC: Fast Money
4/15/2024 10:00pm
... add hedged equity risk dxj. tim smart stuff, as always. boeing karen citigroup and congrats to my sister running the boston marathon again oh, congrats, stacy dan if unh disown a lot ...
CNBC: Mad Money
4/15/2024 10:00pm
... dxj. tim smart stuff, as always. boeing karen citigroup and congrats to my sister running the boston marathon again oh, congrats, stacy dan if unh disown a lot tomorrow, thanks for watching '. _ ...
CNBC: Fast Money
4/15/2024 9:56pm
... should unh be a buy here -- we're out of time. i think the buy thesis on unh and for the broader group is actually an election trade i think we can kind of see how numbers come out tomorrow, i'm not sure it's a buy in front of the quarter. it's too late now, but it might ...
CNBC: Fast Money
4/15/2024 9:49pm
... banks. one of the biggest nontech stocks in the s&p is gearing up to report. we're honing in on unh, straight ahead. that's ahead of tomorrow's results. jared holz will join us next to dig into what to expect. don't go anywhere. ...
CNBC: Fast Money
4/15/2024 9:21pm
... but i think the dollar staying strong, all else equal, is going to be something that's with us for a bit. coming up, earnings, layoffs, and more earnings. goldman getting a boost after a beat before the bell. tesla laying off a big chunk of its work force, and unh ...
CNBC: Fast Money
4/11/2024 9:36pm
... stock before an anti-trust probe into the company became public. unh received the notice in october, but didn't become public until february. trump media down nearly 50% in april. djt's market cap now under $4.5 ...
CNBC: Fast Money
4/11/2024 9:36pm
... inflation-fueled selloff. the s&p up three quarters of a percent and the nasdaq surging to a record close for the first time in nearly three weeks, up more than 1.5%. shares of unh lower after a report that the company's chairman and three other execs sold more than $100 million in ...
CNBC: Fast Money Halftime Report
4/5/2024 4:28pm
... winner, and so that's why i think you have to stay there. streaming is not going to go away. that will allow them to cut back on what they spend on content. i see increased profitability there. jimmy, what about unh, the target of united health gets cut ...
CNBC: Power Lunch
4/2/2024 6:51pm
... the key to being rich is knowing what counts. shares of united health and the biggest reason for the dow's big drop today. joining us to explain what is ailing unh and other health ...
CNBC: Squawk on the Street
4/2/2024 2:48pm
... plans unless they come up on the rates they pay. it's a tense time now as everyone is preparing for 2025. unh the worst dow name. ...
CNBC: Mad Money
4/1/2024 10:03pm
... hit the industry. my friends who are in the cyber security say it is just horrendous. but humana wasn't hit by hackers and it was even worse. unh probably has the best chance for bounceback from where it bottoms tomorrow or wednesday. ...
CNBC: Mad Money
4/1/2024 10:02pm
... close, i predict downgrades or even price target cuts. i thought unh's stock might have come down this quarter past because of that change health care unit which keeps track of revenue and payment cycle. the february data breach is being one of the worst ever to ...
CNBC: Fast Money
4/1/2024 9:27pm
... all-time high around 330 or so. then we cascaded lower. the levels we're at right now, actually lower now, but this is huge support level, so, it's got to hold. and quickly, for unh, the double top now is firmly in place, 452, ...
CNBC: Power Lunch
4/1/2024 6:52pm
... for a little while there. all right. courtney garcia, let's go to the last one of the day, and that is united health, unh. united health, i would be a buyer on here. this also has been under pressure this year, like the other three. most recently, they did have ...
CNBC: Fast Money Halftime Report
3/28/2024 4:44pm
... are as bad as what the current valuation is i'm a buyer here it doesn't look like most of the stocks i normally talk about i prefer the 52-week high list this is on the three-year low list but i'm in here and i think things could turn in the second half of the year speaking of health care, unh, ...
CNBC: Fast Money Halftime Report
3/8/2024 5:22pm
... device companies. you see kev is buying unh. unh has been a laggard as of late this year. utilization rates, medical expenses going higher. i think there's opportunity elsewhere and you should be looking at other spaces. speaking of opportunity ...
CNBC: Fast Money Halftime Report
3/8/2024 5:18pm
... trading. would certainly be buying. that's going to be an uncomfortable drop to watch. not for me. i sold it. that's true. good point. and you bought unh. you bought unh and ibm. yeah. we're looking at ibm. we talked about ten times this ...
CNBC: Squawk on the Street
3/8/2024 2:14pm
... no, we'll get to recent calls on unh and talk rivian, gap, which jim had on last night and costco goss -- got news and _ ...
CNBC: Fast Money Halftime Report
3/7/2024 5:39pm
... aren't showing up here anymore? i would really watch that 450 area ifit gets that low. we'll keep our eyes on unh for that. how about deere, jimmy, added to the new, quote, gold trophy ...
CNBC: Fast Money Halftime Report
3/7/2024 5:39pm
... managed care providers. belski, you own this, too, unh. we own less than a year ago given the problems. everyone is too overweight. we've maintained this position in united health care because of the dividend, the cash. i think the stock is breaking ...
CNBC: Fast Money
3/5/2024 10:46pm
... amazing. that is your next documentary. $20 million, i get, a rounding error for unh, that's not the point. the point is, the prior story we were talking about, crowdstrike, palo alto, despite valuations, that's where the world is going. coming up, tough week for ...
CNBC: Fast Money
2/28/2024 10:42pm
... so, to get to that 20 million, you have to get 40 million people started to get to 20 million, if you believe in this churn. these are tough to stay on for a long time. all right. john, thank you. great to have you. john ransom. thank you. where do you stand on unh and this whole probe? ...
CNBC: Fast Money
2/28/2024 10:39pm
... roof in recent quarters? is that any sort of a defense on the part of unh or any of the others? i think it's maybe an argument about the rate notice they got, which was pretty disappointing, but it's not really a structural argument about the 15% medical cost limit. ...
CNBC: Fast Money
2/28/2024 10:39pm
... insurance subsidiary and the optimum health subsidiary, and we think that's a fanciful interpretation of the rule. how does it factor in that unh and some of the other insurers, the medical loss ratios have gone through the ...
CNBC: Fast Money
2/28/2024 10:38pm
... raymond james managing director of health care equity research john ransom is with us with more of the battles facing unh. john, great to have you with us. hey. hey. starting off with the doj probe, this is something that unh has been doing for years in terms of ...
CNBC: Fast Money Halftime Report
2/28/2024 5:28pm
... dangerous that were considered high priced. not many and not what regulators were hoping. unh is on the insurance side and ...
CNBC: Squawk on the Street
2/28/2024 2:18pm
... minute. do people know how big unh is? i don't think they do. it's a half a trillion dollar market cap, roughly speaking. $480 billion this morning. and the optum -- a lot of people felt it was an advantage. i can't speak for the justice department, obviously, but i ...
CNBC: Squawk on the Street
2/28/2024 2:17pm
... can do. yeah, when he was talking about it with leslie picker the other day. that's very good. back to -- nikesh has been brought in. there's so many things i want to ask you about, including the thing from palo alto. but let's get back to unh for a ...
CNBC: Squawk on the Street
2/28/2024 2:01pm
... focus to health insurance. it is launching an antitrust investigation of the giant. unh. unh is really under siege. it's a great american company. it's under siege like almost no ...
CNBC: Fast Money Halftime Report
2/7/2024 5:40pm
... gdp. kari, you're betting his unh sale is a mistake, right you own that stock i think it's traded around news and some of the hospital companies have had trouble with humana we've heard bad news this is a great company that has ...
CNBC: Fast Money Halftime Report
2/7/2024 5:40pm
... in the hospitals, for example, hca. you have to be selective i got rid of my unh and my humana health care can't continue to underperform as it has it's just too big a part of the ...
CNBC: Power Lunch
1/25/2024 7:01pm
... strong results, united healt pulling in the opposit direction. unh getting hurt by result from humana, the company's 202 guidance fell below the street expectations, which already ha been lowered after warning h manna down 23% so far this ...
CNBC: Squawk on the Street
1/25/2024 2:36pm
... weeks ago. that chart, it's hard to see. we're talking about stock that was just, a week ago -- it was last week that we had the big fall humana and tesla the biggest laggards this morning. unh is in there as well. on the upside, american's ...
CNBC: Fast Money
1/18/2024 10:25pm
... unh is holding ground here. humana is breaking ground here. and this level was a good sign. u want a real level, $365, that low we made then, i don't know, given everything that bertha just said, that seems to be in the cross hairs. ...
CNBC: Fast Money
1/18/2024 10:25pm
... the average price target is close to $600. i think i saw a $610. flip side of the coin, trading levels we saw in june of last year. they have seemingly a lot more problems than unh does. and this is, i think, the have and have nots. ...
CNBC: Fast Money
1/18/2024 10:24pm
... that i think analyst community is going to start to do right now. that's what was going on right now. i think you wait. unh reported on the 16th. they had -- obviously very similar, but they had obviously the stock sold off, but then the analysts came around, said, you know what, we whauns's going ...
CNBC: Fast Money
1/18/2024 10:23pm
... also, the annual enrollment period, that was disappointing for them. so, a lot going wrong. and remember, they've already been hit once on unh. right. so, now they are getting hit harder, even, i don't own humana, i own elevance, they are ...
CNBC: Fast Money
1/18/2024 10:22pm
... unh has outpatient surgical centers, so, that might have helped them lower their costs, but unlike united, humana is also lowering its full year 2023 earnings outlook and says this could weigh on 2024 results. ...
CNBC: Fast Money
1/18/2024 10:22pm
... care. that 91.4% is 240 basis points above what the consensus is and over six points higher than what unh saw in its fourth quarter, which was higher than expected. ...
CNBC: Power Lunch
1/18/2024 7:54pm
... concerns coming from other competitors in this space. unh has been able to work through the trends. the other point i'll make, we're moving into a period of economic uncertainty. healthcare stocks are really something that helped us weather through that storm and for a ...
CNBC: Power Lunch
1/18/2024 7:54pm
... more every day. and there seems to still be a demand obviously for services and products that unh provides to the marketplace. but at the same point in time historically, we've had these concerns about medical costs and ...
CNBC: The Exchange
1/18/2024 6:17pm
... the reasons humana is down so much isn't just because of the medical cost ratio, it's because they missed expectations pretty badly. and the outlook isn't that positive. whereas you have a unh that's growing at 13% earnings year ...
CNBC: The Exchange
1/18/2024 6:16pm
... benign and sol it. i don't want to let you go without a quick thumbnail on a couple of stocks. the first one i mention i'm hearing a lot of buzz about, and that is unh, the big health care ...
CNBC: Squawk on the Street
1/18/2024 2:49pm
... second, maybe this is going to be a rethinking of health care i don't think it should, but i know it's happening. and the glp-1s can't save everybody. unh and walgreens are the two biggest downward impacts on the dow today, one reason why the ...
CNBC: Squawk on the Street
1/18/2024 2:12pm
... they couldn't understand there was a multiple disparity between the two. he should have realized we also had unh on friday if you recall the stock got hit, but unh did better than humana it is tough to figure out -- when you try to figure out the ...
CNBC: Fast Money
1/17/2024 10:48pm
... united health, was that in one of your trades i don't know -- who knows we do this thing where we put letters together -- yeah? make a word acronym mine aren't very good. unh, if you turn it around, ...
CNBC: Fast Money Halftime Report
1/16/2024 5:22pm
... it's berkshire, visa and unh replacing those three. i know you own berkshire, so you have a dog in the fight. what do you make of that because the mag seven was what it was last year doesn't mean that it ...
CNBC: Fast Money
1/12/2024 10:29pm
... the dow today. unh reporting a beat on the top and bottom line this morning, higher.than expected medical costs weighing on the stock. julie, what do you make of this money? this is a big name, an important one to think about in thehealth care space and obviously a really big weight on the dow ...
CNBC: Fast Money
1/12/2024 10:27pm
... and unh both sinking. tesla first, the ev maker dropping nearly 4% after cutting prices on some models in china. the stock at its lowest level in two months. tesla confirmed reported that it would temporarily halt most production in the berlin factory ...
CNBC: Closing Bell
1/12/2024 8:09pm
... are saying. [laughter] that these are kind of corporate nation states essentially, that run on their own rules. unh -- kristina, what about the rest of the world in terms of opportunity, where you would look? then incredible move on the japanese stock market, feeding off of some of its own ...
CNBC: Squawk on the Street
1/12/2024 2:34pm
... i find that if you buy unh on these dips, you do well. and they're giving you another opportunity. there will be some number cuts on tuesday, and that would be when you buy. not today. as for sectors that are ...
CNBC: Squawk on the Street
1/12/2024 2:34pm
... seniors, outpatient. they don't seem to have the outpo outpatient costs down. i don't know about that. it is very confusing. it's basically a miss of about $100 million. unh is a terrific company, and it is an election year. they're easy to beat up on, but ...
CNBC: Squawk on the Street
1/12/2024 2:34pm
... it's not it was health care's turn after jpmorgan. health care conference, now it's bank's turn but it's not a negative environment of. it's benign. unh was taking more than a hundred points off of dow ...
CNBC: Squawk on the Street
1/12/2024 2:14pm
... we'll dig through their numbers. tied to that as more news from the faa this morning about their probe of boeing. take a look at the futures. s&p is hanging in there despite some of the pressure, and the dow trying to shake off some of that weakness from unh. more 'squawk on the street' straight ...
CNBC: Squawk on the Street
1/12/2024 2:04pm
... unh, yes, it costs a little bit more to take care of seniors. i get that. i wonder if pickleball is an issue. we're going to get to unh later in the show. jane fraser did call the citi quarter very disappointing. they do expect 20000 rif in the ...
CNBC: Squawk on the Street
1/12/2024 2:01pm
... in yemen. tesla shares down as it halts some production in berlin. as we said, unh, medical losses have shares down 4% premarket. but we begin with jim in kansas city where the weather is going to be a story for you, ...
CNBC: Squawk Box
1/12/2024 11:37am
... that is also a beat. unh affirming the 2024 outlook for adjusted earnings and revenue. that stock is off 3%. we will dig deeper into it and see what is causing the disruption. not totally unexpected after ...
CNBC: Power Lunch
1/10/2024 7:53pm
... let's see if it can continue. a hot mess. not you, but unh. stay with us. think you both. coming up, ai is taking over ces. the cutting-edge technology has fingerprints all over the world ...
CNBC: Fast Money
1/9/2024 10:54pm
... space. xlb, interesting way to play it. you look at the top three holdings. eli lilly, your unh, carter, is 10%. and johnson & johnson, america, the rest of them. and that's rallied 15% to 52-week lows to 52-week highs. ...
CNBC: Fast Money
1/9/2024 10:48pm
... discretion, a commodity, and a big health care name. two small cap, one super cap, that's unh, and one commodity, gld. somebody picked up peloton, because tim had the acronym bicep and the p, when guy was trying to dissect what bicep ...
CNBC: Fast Money
1/9/2024 10:48pm
... unh, u, that's the 11th largest stock in the entire market at 500 plus billion. big dedicated safe health care name. and g is for gold, gld, or gold. so, p-l-u-g. a financial, a consumer ...
CNBC: Worldwide Exchange
1/9/2024 10:56am
... if they figure out gaming, that is a new line of business. i'm bullish on netflix. i want to get to your pick. unh. timely with jpm healthcare conference. why do you think now is the time to buy unh? ...
CNBC: Fast Money
1/4/2024 10:14pm
... will pull back. unh has had pull-backs, as well, but i can rationalize unh on valuation without question. and it is sort of lower left, lower right. so, since we're playing the unscripted version, i'll go with unh, as well, cbw. ...
CNBC: Fast Money
1/4/2024 10:14pm
... you called gold-like chart. about to break out. i'm going with unh. okay. unh. self-would you rather. it's an interesting theory. for you, too, would you rather? i do think -- i think lilly _ ...
CNBC: Fast Money
1/4/2024 10:14pm
... united health. for the first time, right? because of its appreciation. would you rather bet on lilly for the next 12 to 18 months or arguably the most persistent, reliable health care earner of all time? which, in that chart, unh, ...
CNBC: Squawk Box
1/4/2024 1:49pm
... patel, we have not seen stocks of unh, sigma, cvs trade down today. watching closely. still look like -- cvs down by, you know pshgs 0.4%, 0.04 percent not much. ...
CNBC: Fast Money Halftime Report
12/26/2023 5:39pm
... stocks hard in terms of government intervex. that may still continue in an election year, i don't think it will be as bad. you trimmed, tell us why. it was a trading position that went wrong. i still have unh. ...
CNBC: Closing Bell
12/15/2023 8:58pm
... to the dallas rally. some of it is being left behind today, mcdonald's, unh, the defensive groups. it has been a big winner this week as well. look at the s&p 500 that is also positive just barely in these final moments of trade ...
CNBC: Fast Money Halftime Report
12/14/2023 5:12pm
... and appreciate what he did. we did the opposite moves. we've been trimming unh, have owned it for a long time and have been a steady trimmer on declining profitability growth and free cash flow. we did buy two weeks ago on the ...
CNBC: Fast Money Halftime Report
12/14/2023 5:12pm
... i have 27% in 2.5 months, good for a 12-month return for me. i will take that moneyand find other things to do with it. what do you make of these moves? rob, you first. you own unh and bristol-myers. you don't own nike. ...
CNBC: Fast Money Halftime Report
12/12/2023 5:33pm
... it'll catch up. it'll always trade a discount to unh but it'll catch up somewhat. down here you've taken most of the risk out. are you still basking in the liesman glow? i think liesman should be on ...
CNBC: Squawk on the Street
12/1/2023 2:18pm
... now, david, i have to -- you know that the unh's of the world will have trouble with this, with the price tag, because david, there's a hundred million people who are obese. everybody could take this thing. they have to figure out a way to deal with pricing, and david, we ...
CNBC: Closing Bell
11/30/2023 8:01pm
... your scorecards with 60 minutes to go. dow getting a lift, 400 points. a lot of it sales force and unh as well. take a look. otherwise it's been tough to get going. we'll see what we do here over ...
CNBC: Power Lunch
11/29/2023 7:56pm
... is unh, dow component, heavy, heavy influence on the market a stock you would buy or sell now? at that point in time i put that as a hold also. the reason is because when i look at the chart you are just sitting here consolidating. i would be a buyer if we could ...
CNBC: Fast Money Halftime Report
11/29/2023 5:17pm
... you reduce diabetics, you reduce heart disease, that's all going to be great for margins at unh. so if you take a long-term look, it could not be better news than that. the market is trying to come to grips. cigna and humana considering ...
CNBC: Fast Money Halftime Report
11/29/2023 5:15pm
... cross/blue shields in every market. do we think this is great for unh? i don't think it would be great for them. is it going to matter a lot? i don't think so, because these two big, yes, are they going to be bigger than unh? no, they're not. when you say it's not going ...
CNBC: Fast Money Halftime Report
11/29/2023 5:14pm
... stock was down 11 today, i assume based on what's coming out of unh. i really loaded up on a trading position. 11 bucks isn't a big move on a $500 stock, but dom just made my day, just great news. ...
CNBC: Squawk on the Street
11/29/2023 4:31pm
... the nasdaq has just gone negative as we do lose some steam. the s&p 500 goes around the flat line and the dow loses more than 100 points of the rally right now. so we'll keep an eye on that turn in the market. salesforce is still adding about 32 points on the dow. but microsoft, unh, and ...
CNBC: Fast Money Halftime Report
11/16/2023 5:39pm
... bill, you have abbvie and unh. they remain confident. with the bigger names, i like the cash flow and as you look into year two of a bull market, they're looking at the rates ...
CNBC: Fast Money Halftime Report
11/13/2023 5:47pm
... profitability. yes, there's bad reaction to it. if it's getting diabetes under control or preventing it, that will be good for unh, because there will be less significant cost. if i got in front of lilly early ...
CNBC: Fast Money Halftime Report
11/13/2023 5:46pm
... rather wait for them to come down. weiss? you like profitable health care. i have unh, which is one of my large positions, and humana, since i have been building since ...