#unitedhealth-group

#unitedhealth-group

For the most part, the big hedge funds have been mostly net sellers of stocks in recent quarters. And while it may seem ominous to have many smart money managers ringing the register this year, I'd argue that profit-taking and rotating capital into some of the more defensive areas of the market is only smart. Of course, taking a bit of capital off the risk-on AI trade for some cheaper, less-loved names comes with the risk of missing out on additional upside,

Cruise company Royal Caribbean ( NYSE: RCL) beat earnings by six cents last night, reporting a huge $5.75 per share profit despite sales coming in just a bit light at $5.1 billion. It's a bit concerning that Royal Caribbean said earnings for the full year will fall short of expectations, however, with a forecast between $15.58 and $15.63 per share, and this forecast is costing the stock 8% in early trading.

UnitedHealth Group, despite its current struggles, presents a unique buying opportunity, as its stock has seen a significant decline, yet offers potential for substantial long-term returns.

UnitedHealth Group's stock has dropped over 50% in 2025 due to an earnings miss, a DOJ investigation, and CEO resignation, raising concerns for investors.

UnitedHealth Group's disappointing earnings report led to a 22% stock drop, as the company revised its growth outlook, expecting lower earnings in 2025.