$UNH UnitedHealth Tape Reports
Per Ticker.id: $UNH UnitedHealth Tape Reports — 18 podcast mentions across 5 podcasts (30 days), latest 2026-08-24 23:15 UTC.
Doesn't matter if the deal was canceled by some governor. But we know the multiple was shrinking. Anyway, because of the chatter, because of the rhetoric, does that mean you need to sell your stocks that are involved with the data center? Be like us in the trust. I think you sell some. You can't be as heavily invested in this theme because the price earnings multiples are not going to expand. And if the dwindling supporters of data centers lose their positions coming election, the people selling these stocks now will look like geniuses after the election. But let's say, how about the money that's flowing into Procter Gamble and Coca-Cola or UnitedHealth and the Hinge Health, the JPMorgans and the Targets. Can the Alphabet, the SanDisk, Western Digital, Seagate, Micron, among others, keep their groups afloat? The answer is yes, because it isn't just these stocks. The list is as long as your arm. Virtually anything healthcare works. Same with travel and leisure. People just want out of data center. And these are the convenient places to put. One saving grace, though, and it's a big one right now. The cost of building a data center is being boosted by many companies constructing these things on spec. Not just the hyperscalers. It's not a coincidence, is it, that the stocks of Amazon, Alphabet, Microsoft, and Meta are ramping, going up hot, furiously, furiously. Bye-bye. See, they're the biggest beneficiaries because they can afford to compensate local communities and get their warehouses full of servers built while the spec builders will indeed get obliterated. And they have the ability again to create that code of conduct. If they weren't such a bunch of knuckleheads, they would. If you get rid of the smaller speculative builders, you get rid of the insane competition that's pushed up the price of everything from land to construction to labor, electricity, and of course, the inside of, of a data center like NVIDIA, which reports Wednesday and has now been down for 7 straight days, I think largely because of worries about data center slowdowns. The Magnificent Four are the winners. All right. How about the Fab Four? It's probably better. I think they'll keep winning as they've been the losers when people extrapolate the cost of building these data centers. Right. They always think, oh, more CapEx, more CapEx. Sell, sell, sell.
Jim Cramer — Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 8/24/26 · 2026-08-24Governor Mike Braun requested a presidential emergency declaration through FEMA. Lawyers for Luigi Mangione are looking to dismiss the New York State murder case against him, citing double jeopardy since the 28-year-old admitted he stole shot and killed UnitedHealth CEO Brian Thompson. Mangione's attorney, Karen Friedman Agnifilo: Like the thousands of people who have reached out since this tragedy to share their own experiences, he believed that the system had failed him and destroyed his life. Prosecutors have described Mangione's crimes as calculated and premeditated. He faces life in prison. Canada's chief trade negotiator says there's still a significant amount of work to do to reach an agreement to stave off a new wave of U.S. tariffs next week. Talks are expected to continue through over the weekend in search of a deal to lower tensions between the two nations, which did almost $900 billion of trade with each other last year. Jane Street posted roughly $15 billion of losses in July, its first monthly loss in almost a decade due to its investment in situational awareness and wrong-way bets in Asian equity markets. And Anthropic's revenue surged in the second quarter. Here's Bloomberg's Ed Kalecki.
Monica Ricks — Bloomberg News Now · US to Ramp Up Economic Pressure on Iran, Carrier Concerns, More · 2026-08-15Governor Mike Braun's requested a presidential emergency declaration through FEMA. Lawyers for Luigi Mangione are looking to dismiss the New York State murder case against him, citing double jeopardy since the 28-year-old admitted he stalked and killed UnitedHealth CEO Bryan Thompson. Mangione's attorney, Karen Friedman Agnifilo: Like the thousands of people who have reached out since this tragedy to share their own experiences, he believed that the system had failed him and destroyed He tried his life. Prosecutors have described Mangione's crimes as calculated and premeditated. He faces life in prison. Canada's chief trade negotiator says there's still a significant amount of work to do to reach an agreement to stave off a new wave of U.S. tariffs next week. Talks are expected to continue through the weekend in search of a deal to lower tensions between the two nations, which did almost $900 billion of trade with each other last year. Jane Street posted roughly $15 billion of losses in July, its first monthly loss in almost a decade due to its investment in situational awareness and wrong-way bets in Asian equity markets. And Anthropic's revenue surged in the second quarter. Here's Bloomberg's Ed Kalecki.
Monica Ricks — Bloomberg News Now · US to Ramp Up Economic Pressure on Iran, Carrier Concerns, More · 2026-08-15IBM News when you want it with Bloomberg News Now. I'm Ed Kalenke. Luigi Mangione Friday pleaded guilty in a federal case over the fatal shooting of UnitedHealth executive Bryan Thompson in December of 2024. Mangione admitted to two counts of stalking and that he shot Thompson outside an investor conference at a Midtown Manhattan hotel. He did not make a plea deal with prosecutors and faces a maximum sentence of life in prison. The guilty plea is the first admission of wrongdoing by Mangione, who fled Manhattan after the shooting, setting off a furious manhunt that ended 5 days later when he was arrested at a McDonald's in Pennsylvania. According to documents seen by Bloomberg News, Anthropic is telling prospective investors its second-quarter revenue jumped at least 14-fold versus the same period a year ago. The Claude chatbot maker reported a preliminary revenue figure of more than $11.5 billion in its latest completed quarter, compared to $787 million in the corresponding period in 2025 and $4.73 billion in the first quarter of this year. The second quarter of 2026 saw Anthropic report positive adjusted operating income. Jane Street posted roughly $15 billion of losses in July, its first monthly slump in about a decade, as AI-focused hedge fund Situational Awareness swooned and dragged down asset prices across equity markets. Jane Street, which invests in Situational Awareness and directly invests in AI ventures, suffered a rare and severe downturn amid volatile stock markets. The company's investment in the hedge fund, as well as wrong-way bets in Asian equity markets, drove part of the losses. Harvard has disclosed a $2.2 billion stake in SpaceX, showing how the university's endowment has profited from an early bet on Elon Musk's giant rocket company. Harvard reported it holds the position in its 13F filing on Friday, revealing it's one of the largest endowment holders of the stock. SpaceX is the largest single stock disclosed in the filing, which shows Harvard held $4.3 $57 billion of U.S. equities. Harvard oversaw $57 billion as of June 2025, the latest publicly available figure. President Trump has sought U.S. Supreme Court approval to keep building his massive new White House ballroom after two lower courts said he was flouting the law by proceeding without congressional authorization.
Ed Kalegi — Bloomberg News Now · August 14, 2026: Luigi Mangione Pleads Guilty, Anthropic Revenue Surges in Q2, More · 2026-08-15All right, looking at VHT, and this is the Vanguard Healthcare ETF. And if you want broad-based exposure, this is fine. You're gonna pay only, let's see, 9 basis points, so pretty low expense ratio. 423 different names in here, but you're heavily weighted towards Eli Lilly. That's 14% of the portfolio. But then Johnson Johnson is right around 9%, AbbVie around 6.5%, UnitedHealth around 5.5%. Let's see, when do we get to AstraZeneca? It kind of depends on what you, what you want. Do you want just simple exposure? This is a good Way to get it. If you really like a particular name, like we really like AstraZeneca and its business and its growth and its valuation, its profitability, et cetera. That's why we own it. We also like a bit of foreign exposure, but that brings more individual risk. So I think it also depends on what percentage of your portfolio you're trying to get in healthcare. If it's 8, 10%, something like that, That's when you probably want something that's broad-based exposure as opposed to one name like an AstraZeneca or even a Johnson Johnson. So I think for you, probably the simple answer is just buy VHT. That was Invest Talk. I'm Justin Klein. We have one goal here each and every weekday is help you achieve your own version of financial freedom. And our work continues after this final break. So get your questions in right now at 888-99-Sharp.
Justin Klein — InvestTalk · Soft Jobs Report and the Dollar's New Direction: What It Means for Investors · 2026-08-15Sure. Good to talk with you, Scott. So I thought one story that caught my eye, or a small story that adds to a bigger trend at UnitedHealth, is a purchase that they made of a health benefits platform. So HSAs, FSAs, stuff like that. They bought a new platform company that goes under that part of their business. And the executives last year kind of hinted at that this is a growing area for them to expand margins, the financial side of their business. And so I'll dive into that and I think kind of what it means and how the company is using basically the bank that they own to continue to grow profits and what this new purchase means within that. And then another story that I thought we could talk about is insurers talking about how they're investing and implementing in AI, which is a lot, but we heard something new, a contrasting take during these last second quarter earnings calls for the first time from one insurer, Centene, their CEO getting on the call and talking a little bit about how she doesn't want to just get on earnings calls and talk about how they're investing in AI. Just to essentially please investors, but they want to bring how those investments are actually translated into increased ROI for the company. And I thought that was a really interesting, candid take, and really the first I've personally heard from some of the big insurers around how they're using this tech.
Jacob Emerson — Becker’s Healthcare Podcast · Jakob Emerson on Payer Trends, AI ROI and UnitedHealth's Expanding Financial Business · 2026-08-14Yeah, and I think going off what you just said, I mean, at the end of the day, these are everything companies like we've talked about many times, Scott. And so how do they keep, uh, growing revenue? How do they keep pleasing Wall Street? And they've got to find new profitable areas to expand into or grow margins in existing areas. And so, um, UnitedHealth, uh, we found out through an SEC filing just this past week that they paid $3 billion for benefits administration platform Allegis. And, um, we didn't know the price before, but, but basically Allegis is— it's a, um, it's— they have 6 million, uh, customer— excuse me, 26 million customer members, and they process $6 billion in, in healthcare payments every year. So that's things like HSAs, FSAs, health reimbursement arrangements, COBRA coverage, everything that's kind of like the little extras attached to certain commercial health insurance plans, right? And so what I thought was interesting, it is that this is a big purchase, of course, maybe not for United overall, but it is a big purchase. But last year we heard their CFO talk about how the opportunity to expand within the financial services arena overall is a major substantial opportunity for them and talked about how growing in this area. They want to accumulate more deposits. They want— it's more cash flow for the business. It's a very attractive margin business, and it's been somewhat— at the time, he talked about how it had been somewhat sidelined at the company, but I think this latest purchase shows it's becoming front of mind. And then he also talked about how they restructured Optum Financial earlier this year, which is under Optum Insight, the tech arm. It doesn't really matter, but basically that's Optum Financial is a bank. It's headquartered out in Utah. It's not even in Minnesota, and that's their portfolio of all their financial products, solutions, those same things, HSAs, FSAs. And the big piece here, Scott, and this is just data from 2023, so I'm sure it's grown a lot since, especially with this most recent purchase. But as of 2023, Optum Bank had 5 million customers. They had $400 million in brokered deposits. They were making almost $600 million a year in interest income. Again, 3-year-old data, so I can't imagine what it's become.
Jacob Emerson — Becker’s Healthcare Podcast · Jakob Emerson on Payer Trends, AI ROI and UnitedHealth's Expanding Financial Business · 2026-08-14But I think just overall, this is like the CFO said, it's a high margin business. These purchase points too, they want to grow more of it. Um, and, and as you said, the insurance business, you know, it's, it's been struggling for a few years now. It's a low margin business just in general. Um, and we've seen what hap— what has happened in the last year or so with the OptumHealth side, the care delivery business, and the difficulty with the margins there. So now we see this is how UnitedHealth is going to keep growing revenue, or one area where they're going to keep Wall Street happy.
Jacob Emerson — Becker’s Healthcare Podcast · Jakob Emerson on Payer Trends, AI ROI and UnitedHealth's Expanding Financial Business · 2026-08-14