🏥 Make Medicare Great Again

Good evening. Everything was going well in the morning, until Trump showed up. He confirmed a plan to raise the total tariff rate on China to 104%, starting just after midnight. Stocks gave up all their early gains and ended the day deep in the red.

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Market data: today’s market close

WINNERS

⬆︎10.69% Humana

Health insurers just got some good news. The Trump administration said it would substantially raise payment rates for Medicare Advantage plans next year—adding more than $25 billion in extra revenue for the industry and more than doubling the increase proposed in January. These government-funded plans mainly cover seniors. (MarketWatch)

⬆︎1.23% Broadcom

The chipmaker just announced a $10 billion stock buyback plan that will run through the end of the year, a move its CEO says shows confidence in the company’s core businesses. Broadcom is seeing strong demand for its custom AI chips as cloud companies look for more affordable alternatives to Nvidia’s pricey processors. (Reuters)

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Market data: today’s market close

LOSERS

⬇︎9.12% RPM

Mother Nature wasn’t on RPM’s side. The company, known for its specialty coatings, sealants, and paints under brands like DayGlo, fell short of expectations this quarter. Harsh weather across the U.S. dragged down construction and home improvement demand, and RPM now expects flat sales and only slight earnings growth in the next quarter. (Investopedia)

⬇︎21.23% Tilray Brands

🛎️ Earnings report - It’s been a rough ride for the cannabis company, which has lost 96% of its value since its 2021 high. Tilray has been hit by stalled U.S. legalization, sluggish international growth, and an oversupply problem that’s driven prices down. This quarter, it missed earnings—and its outlook for the year isn’t giving investors much hope either. (Investing.com)

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Market data: today’s market close

EXTRA

STOCKTWITS

You can track these stocks on Stocktwits using the following symbols: $HUM ( ▼ 7.03% ), $AVGO ( ▼ 1.33% ), $RPM ( ▲ 0.62% ) & $TLRY ( ▼ 5.97% ).

THE END

That’s it for today’s recap. We hope you found it valuable.

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