do you have some breaking news related to unitedhealth? bertha coombs has that for us. >> bertha scott. >> this afternoon, unitedhealth naming. >> tim noel as. >> the new ceo. >> of. >> unitedhealthcare. >> the company's. >> insurance segment. >> succeeding slain ceo. >> brian thompson. >> noel has been with the company since 2007. >> he has been. >> the chief. >> of the medicare and. >> retirement segment of unitedhealthcare for just over five years. the company saying in a statement he brings unparalleled experience and a proven track record about how health care can work for consumers, physicians, governments. employers and other partners. luigi mangione, the. suspect in the shooting, is due in court on february 17th on federal. charges and february 21st on state charges in new york. >> again. >> tim noel, the head of unitedhealth's. medicare unit, now will be. >> the ceo. >> of unitedhealthcare. its full insurance unit. back over to you. >> all right, bertha, thank you for that update. that's bertha coombs to kristina partsinevelos. no

shares of unitedhealth group are lower.t is the company's first quarterly report since the ceo was murdered. >>> plus, the trump transition, scott besson goes to capitol hill for his confirmation hearing. we will bring it to you live. >>> let's get to bank results following that massive rally yesterday. 46% yesterday at jpm, but today 44 at b of a. >> not bad at b of a, although you're seeing more of a muted response, though obviously we haven't started trading yesterday. yesterday, as you guys well know, was a very strong day, given strong numbers from many of the banks and obviously a tamer than expected sort of report on inflation there that helped the market overall. you can see they did top estimates. listen, there's a lot of optimism in terms of m & a, ipos, capital markets overall. it will be interesting to see whether it is met certainly when it comes to m & a which i tend to remain fairly close to. there's an awful lot of chatter and expectation and does seem to be a lot of potential deal making to come or at least

stuart: good morning, 10:00 o'clock eastern to the money a complete turnaround is up 190 points, unitedhealth is doing a lot for that particular index, nothing is helping the nasdaq it is down over twitter points. the nasdaq dragged down by big tech, the ten year treasury is moving up dangerous territory at 4.78% in the two year has gone to 440. as for the price of oil it is that $77 a barrel and rising. he can't see gas prices coming down, they go up. as for bitcoin, sell off their your back to 91700, that is the market and now this. >> last week the california state legislature opened a special session to figure out how to trump proof the state against the incoming president. hard to imagine worst timing. it's obvious that the state badly needs trump. in one week he'll be sitting in the oval office, he will be holding the purse strings, he labeled california's politicians as incompetent and he told governor newsom resign, now senator barrasso says he will be strings attached to the money the federal government hands out good, this is an opportunity to reject what you might call the californ

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that's roughly the size of unitedhealth group in terms of an entire company lost in market value. some are affected more than others. mega-cap technology not as much so across the board as, say, nvidia per se. when this is a buying opportunity, how much of a buying opportunity and how specific do you have to be? >> well, first, on. >> nvidia. >> that continues to be, i think, the. >> golden goose in terms of. >> what jensen. >> and that company are. ultimately. >> there is one chip in the world. >> there's one gpu. >> that's fueling. >> ai and it's nvidia. and when you think about these build outs, when we talk about the enterprise, the 2 trillion. >> of. >> ai capex in the next three years, that doesn't change. >> from. >> deep sea. we're talking about 1/1000 of ultimately the build out that you're going to need for a lot of these enterprise use cases. you look. >> at names like. >> palantir, you look at the hyperscalers. >> i could argue with inferencing. if you actually. >> think costs are coming down, it's. >> actually bullish. for even some. >> of the software players names l

look at unitedhealth. so there's an example unitedhealth. they win no matter what. i don't want to pick on them because we know there's a tragedy there. but there are certain stocks that just come back to over and over and over again. carl. and i just think that these are the ones that people say, oh, that can't be hurt. that can't be hurt. that's the unitedhealth story since 1984, frankly. >> finally, on walgreens, too. we've talked about it. >> oh, you know, i think there's some good things happening. >> i know you do. i don't think one of the good things is going to be that takeover or purchase by sycamore. everything i hear indicates. >> sycamore in the box. >> you remember, you know, you're not all dead, but you're mostly dead. it's. yeah, it's mostly dead. any hopes there? i think for something to occur. >> how is that taking out behind the sycamore? how's that going there? >> it's the latest opioid move. right from the justice department. was actually right before the inauguration. cbs may have sealed the fate there. >> those those lawsuits. i urge. >> any ho

and adding to them, half of 1%, s&p and the nasdaq from half to 3 quarters of one%, four stocks, unitedhealthidia, microsoft and amazon. they are all moving higher. those four stocks alone are adding 140 points to the dow. they are close to the weight this morning. now this. president biden meeting with homeland security team in the situation room, reportedly discussed the deadly in new orleans terror attack as well as the car explosion in las vegas. louisiana's attorney general, great to have you here. let me begin here. do you get the sense there is a rising terror threat in america? >> i think there has always been a rising terror threat in america. these incidents like what happened in new orleans, we've had warnings about this kind of thing for some time. this is not new. it is a shock to our system when it happens. it happens around the world more frequently than it happens here. we've had a rising threat for some time. ashley: i know it is 20/20 hindsight which happens in these horrible events could more have been in place on bourbon street to prevent an attack of this type? someone us

. >> great to see adifferent joanie at jpmorgan health afternoons after what we saw unitedhealth. >>sorry, great to see you jonathan bush. we'll be right back. . ... oh, it's cold outside. time to protect your vehicle from winter's wrath. of course, the hot sun can be tough on vehicles too. you need weathertech. laser measured floorliners and cargo liner will shield the carpeting from sand and snow. for your interior, there's seat protector and sunshade. plus, mud flaps and bumpstep for the exterior. impactliner, with shock absorbing rings, safeguards your truck bed from costly damage. order american made products at wt.com surf's up! (office ambience) stamps.com gives you the freedom and flexibility you need to run your business. you can print stamps or shipping labels. (♪) and schedule pickups that fit into your day. (♪) enjoy your newfound flexibility with stamps.com. start your risk-free trial today. maria welcome back. the senate confirmation hearings kickoff in about 30 minutes from now. defense secretary nominee pete hegseth will make the case before the senate arm services co

stuart: good morning, 10:00 o'clock eastern to the money a complete turnaround is up 190 points, unitedhealthcular index, nothing is helping the nasdaq it is down over twitter points. the nasdaq dragged down by big tech, the ten year treasury is moving up dangerous territory at 4.78% in the two year has gone to 440. as for the price of oil it is that $77 a barrel and rising. he can't see gas prices coming down, they go up. as for bitcoin, sell off their your back to 91700, that is the market and now this. >> last week the california state legislature opened a special session to figure out how to trump proof the state against the incoming president. hard to imagin

the biggest health insurer, unitedhealth group reports. it was in the news after its executive was murdered. they have strong earnings. they got good news from medicare this evening. they are no longer dealing with the post-covid hangover. i suspect unh will have an excellent quarter. what can i say? these stocks probably are going to work. the close, results from one of my favorite companies, jb hunt. i see this as a barometer business. it breaks down the strong and weak parts of the economy line by line by line. look at the positive reaction to delta this morning. keep in mind when you get strong earnings like from delta, they can indeed transcend the market's negative gravitational pull. finished up 9%. on friday, i'm watching for slb. that's we see rising oil prices. that's not enough to turn around the fortunes. it has been down in the dumps for a year and four months. i think the company might give us a more positive forecast given there's more drilling optimism around even as it's an international company. if you are a bull or tryin

tonight, and you wonder if this coupled with the people cheering luigi mangione for shooting the unitedhealth ceo, if it normalizes some violence and leads to somebody from isis going into the french quarter and killing 15 and then brinjuring dozens. >> i would go further. more than normalizing it, it glamorize it. beside on the campus is here last year where the cause morphed into something that was something to aspire to, to get arrested, to fight with the police. it was something they give you bragging rights. they also know, the people doing that, that there's going to be no sanction. because of alvin bragg and some of the other prosecutors we have here, they're going to be right back out on the streets, so there's really no deterrent. isn't that something to see, on the same day that we had this horrific event in new orleans, a crowd that size in new york's times square demonstrating the favorite of the intifada? and i'm speaking irrespective of where you come down on in that conflict. the bottom line is the gatherings are not legal, they are not permanent. sometimes you got to read the

between 2017 and 2022, unitedhealth group's optum, cvs health's caremark and cigna's express scripts increased prices on certain drugs, including ones used to treat heart disease, cancer and hiv, and the prices on some of those drugs went up by several 100% and in some cases, even several thousand percent. >> the ftc found those markups resulted in the pharmacy benefit managers bringing in an extra $7.3 billion in revenue. the pharmacy benefit managers dispute the findings in this report, calling them misleading. >> okay, for more on this, we are joined by antonio chacha, a leading expert on pharmacy benefit managers. antonio, thanks for joining us here. are you at all surprised by this ftc report and these just incredible markups by pharmacy benefit managers? >> not surprised at all. this has been a drum i've been banging for quite a few years. and the ftc just brought an orchestra of validation to what we've been seeing in the marketplace. mark cuban's been talking about this problem for several years, and now incoming president donald trump has been talking about this as well, bot

to put that in perspective, it's half of berkshire hathaway and more than oracle, unitedhealth, mastercard -- they lost are an entire exxonmobil yesterday, right many? so the s&p 500, it finished lower, but beneath the surface i've got to tell you, service the really, really intriguing because there were far more advancers than decliners. and that's just the s&p 500. the s&p, almost 70% of the stocks are were up. mid if caps, small caps, same thing. beneath the surface, there was a lot of buying and a lot of action. yesterday's session, get this, for the first time in the history of the s&p 500 going back to the late 1950s, the index was down about 1.a 5% and more than 300 stocks were up on the session. this has only happened a few other times, right? we're talking 250 advancers, and the market being down. april 14th, 199. april 19th, 19999. and april 12 2th, 2000. somewhat ominous dates, right? one thing is for sure, after two with years of being powered by technology, the rally has indee. the only hinge down this year is technology -- thing down this year is technology. what makes this e

remind you, we just saw how this comes together in the recent new york assassination of the head of unitedhealth care, where they literally built their way out in video canvases, signals intelligence and other things to get a richer picture of what was involved. >> ronald, there was during the press conference where we kind of learned a lot more about the fact that this wasn't a single individual, necessarily. there were other suspects that they were looking into. there was also a moment that struck me as particularly, i think, horrifying on some level, awful that some of the victims bodies were still at the scene. talk about kind of how that ends up being the case. what's actually happening at the scene right now for these families that had to wake up to the new year with horrible information, trying to figure out where their loved ones may be? >> that's a great question. and it speaks to what's the response of the police? the police run to danger. the police deliver aid. the police save lives. and then most importantly, they have to protect evidence. these are horrible times for family members

this has not been a great time for unitedhealth or humana, so that's how we got to where we are todaylue this thing? well, its prospects are looking bright. you should know that alignment still isn't profitable on adjusted earnings per share base. i don't like that, and i expect to be profitable in the near future. but we like to recommend profitable companies. it's basically a small early stage managed care play. on the one hand, i wouldn't be surprised if alignment can keep beating the estimates, but after the incredible run in the stock, it's basically priced for perfection. for example, the analysts that cover the name like to value the company based on its enterprise multiple. that's enterprise value divided by earnings before interest, taxes, depreciation and amortization, or ebitda. and using their consensus estimates for 2026, alignment healthcare trades at nearly three times the level that humana does. i don't like that tall order, and something to keep in mind when investing, even when you really like the prospects of a business is growing like a weed. plus, let's not forget

unitedhealth and exxonmobil. the nearly 17% drop in flagship. >> ai. >> stock was its worst day since march 2020, and sent it below its 200 day moving. average for the. >> first time. >> in over two years. the move in big tech dragging the broader markets down with it. the nasdaq seeing its worst day since december 18th. the s&p down percent and a half. remarkably, the dow managing to end the day. in the green. our deirdre bosa joins us now for more on how a company few people had heard of before today. and i'm still trying to make sure i don't say wrong. could have such a big impact on the market and how much merit there is to these claims. dee, we all spent a lot of time this weekend and most of today trying to think it through. tell us what we've learned. >> okay, so i pocalypse not so sure about that, but without a doubt this is a monumental shift in ai. what's real is its performance. we don't have to trust deep seek or the chinese on that. this is an open source model, so we can see inside of it and compare

maybe it won't be meta and microsoft buying all the chips, it will be unitedhealth or some of these other it in other ways. a lot of unknown. we don't necessarily know how much actual investment went into this, we don't know how applicable this will be. it counteracts some of the dominant narratives we have had the last couple of months that has driven a lot of the concentration. jonathan: let's get an update on stories elsewhere. are there any stories elsewhere? thank you dani burger. dani: funny you should say that, i want to give you a roundup of the deep selloff you are seeing. deepseek driving a global tech selloff. nvidia down 11.3%. its new model demonstrating performance similar to the world's top chatbot without the high price tag. challenging the notion that china's ai tech is behind the u.s. at&t meeting fourth-quarter earnings expectations. only up about 1% thanks to an increased mobile customer and fiber-based internet subscribers. seasonal promotions and bundle products drove the results. revenue jumped 1% year-over-year. the communications giant confirmed 82,000 new subscri

sake, that's roughly the size in terms of market cap bigger than netflix and roughly the size of unitedhealthea of what the nvidia market loss was yesterday. nvidia, by the way, now dropping the third most valued company in the world with a market cap of just below $3 trillion that trails behind microsoft in second place. and the openai partner also was hit hard by the deep sea rout just last tuesday. nvidia passed apple closing at $3.5 trillion to apple's 3.35 trillion. apple did reclaim the top title, one of the few tech names trading in the green on monday, but the iphone maker also being hit hard by ai concerns as well, especially with lagging iphone 16 performance figures and sales numbers. so market cap wise, that is your current top three nvidia now below $3 trillion. and we're going to end on energy also rebounding taking a hit yesterday alongside the chip stocks constellation energy, vistra oklo and a few of the names that have been kind of tapped to power ai data centers. but energy needs have been called into question following some of these open source and lower cost model announc