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Is CVS (CVS) Using GLP-1 Access and AI Tools to Redefine Its Healthcare Moat?
Simply Wall St.62d agoneutral
Is CVS (CVS) Using GLP-1 Access and AI Tools to Redefine Its Healthcare Moat?

In recent days, CVS Health expanded access to GLP-1 weight management drugs, reintroducing Zepbound and easing restrictions on new oral therapies, while also advancing AI-driven tools across its pharmacy, insurance and care delivery platforms. Together, these moves highlight how CVS is trying to pair broader drug affordability with technology-led efficiencies in care delivery and operations. Next, we’ll examine how CVS’s broader GLP-1 coverage and affordability push could influence the...

Trump’s Economy Hired Nearly 1 Million Healthcare Workers While Every Other Sector Lost Jobs. Here’s Where to Put Your Money
24/7 Wall St.64d agoneutral
Trump’s Economy Hired Nearly 1 Million Healthcare Workers While Every Other Sector Lost Jobs. Here’s Where to Put Your Money

Economist Justin Wolfers dropped a number on the Prof G Markets podcast that should reorganize how you think about the 2026 economy. Since Trump took office, healthcare and social services has added roughly 901,000 jobs, while every other part of the economy has actually lost jobs on net. One sector hiring. Everything else shedding. Before ... Trump’s Economy Hired Nearly 1 Million Healthcare Workers While Every Other Sector Lost Jobs. Here’s Where to Put Your Money

CVS Health (CVS) Valuation Check As GLP 1 Access Expands And PBM Scrutiny Intensifies
Simply Wall St.64d agoneutral
CVS Health (CVS) Valuation Check As GLP 1 Access Expands And PBM Scrutiny Intensifies

CVS Health (CVS) has moved to expand access to GLP-1 weight management drugs by reintroducing Zepbound and easing access to new oral therapy Foundayo, as regulators and courts scrutinize its pharmacy benefit practices. See our latest analysis for CVS Health. The recent formulary decisions on GLP 1 weight management drugs, along with Aetna’s new mental health services and expanded AI enabled call center partnership, have coincided with a 90 day share price return of 27.2% and a 1 year total...

Illinois awards new Medicaid contracts
Healthcare Dive65d agoneutral
Illinois awards new Medicaid contracts

The state said it intends to divvy out new contracts, which represent tens of billions of dollars in revenue for each awardee, to six insurers. Winners are mostly incumbents, except for Humana.

CVS Health (CVS): One of the Best Blue Chip Stocks Under $100 to Buy Now
Insider Monkey65d agobullish
CVS Health (CVS): One of the Best Blue Chip Stocks Under $100 to Buy Now

CVS Health Corporation (NYSE:CVS) is one of the Best Blue Chip Stocks Under $100 to Buy Now. On June 1, Truist lifted its price objective on the company’s stock to $108 from $102 and maintained a “Buy” rating on the shares. This forms part of the research note on the broader managed healthcare companies. The analyst […]

These 3 ‘Old Economy’ Dow Stocks Are Quietly Crushing the Market, and Here’s What They All Share
24/7 Wall St.66d agoneutral
These 3 ‘Old Economy’ Dow Stocks Are Quietly Crushing the Market, and Here’s What They All Share

The Dow’s industrial-era anchors are quietly outpacing the broader market. Over the past year, the SPDR S&P 500 ETF Trust (NYSEARCA: SPY) returned 24.37%, and the Dow tracker returned 20.22%. Three “old economy” Dow components have left both benchmarks in the dust, and they share more than just a ticker on the same index. What ... These 3 ‘Old Economy’ Dow Stocks Are Quietly Crushing the Market, and Here’s What They All Share

CVS Health Balances 340B Lawsuits With GLP 1 Growth Prospects
Simply Wall St.68d agobearish
CVS Health Balances 340B Lawsuits With GLP 1 Growth Prospects

CVS Health (NYSE:CVS) is facing lawsuits from multiple health systems that allege the company diverted hundreds of millions of dollars in savings tied to the federal 340B drug discount program. At the same time, CVS Health is expanding access to GLP-1 weight management drugs through new formulary decisions, including the reintroduction of Zepbound and removal of barriers for Foundayo. These developments come as pharmacy benefit manager practices receive increased attention from regulators...

Humana Jumps 6%, UnitedHealth Climbs 5%, Cigna Rises 4% as Analysts Cheer Softer Medical Cost Trends
24/7 Wall St.69d agobullish
Humana Jumps 6%, UnitedHealth Climbs 5%, Cigna Rises 4% as Analysts Cheer Softer Medical Cost Trends

Health insurers are running higher in Thursday afternoon trading after a wave of bullish Wall Street analyst notes on the managed-care sector, centered on UnitedHealth, citing softer medical cost and utilization trends plus potential AI efficiency upside. Humana (NYSE:HUM) stock is leading the move, up 6% to $348, with UnitedHealth Group (NYSE:UNH) stock up 5% ... Humana Jumps 6%, UnitedHealth Climbs 5%, Cigna Rises 4% as Analysts Cheer Softer Medical Cost Trends

Stocks Mixed as Tech Weakness Weighs
Barchart70d agoneutral
Stocks Mixed as Tech Weakness Weighs

The S&P 500 Index ($SPX ) (SPY ) today is up +0.02%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +1.49%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.90%. June E-mini S&P futures (ESM26 ) are up +0.02%, and June E-mini Nasdaq futures...

UNH, CVS Lead S&P 500 Health Insurers Flashing Buy Signals
Investor's Business Daily70d agobullish
UNH, CVS Lead S&P 500 Health Insurers Flashing Buy Signals

UnitedHealth Group, CVS Health and other S&P 500 health insurance giant rallied on Thursday morning after price-target hikes from Morgan Stanley and a UNH upgrade from BofA. The analysts highlighted moderating health care utilization trends and a tailwind to profitability from deploying AI.

Salesforce (CRM) Is Up 7.4% After Big Anthropic Bet And Agentforce Push – Has The Bull Case Changed?
Simply Wall St.70d agoneutral
Salesforce (CRM) Is Up 7.4% After Big Anthropic Bet And Agentforce Push – Has The Bull Case Changed?

In late May 2026, Salesforce reported first-quarter fiscal 2027 results with revenue of US$11.13 billion and net income of US$2.11 billion, alongside updated full-year guidance and a US$0.44 quarterly dividend declaration. Around the same time, the company deepened its AI push with a roughly US$5 billion stake in Anthropic, the planned acquisition of Contentful, expanded Agentforce deployments with clients like CVS Health, and fresh equity capacity via a US$10.32 billion shelf registration...