Yesterday the U.S. government announced higher-than-expected payments for the Medicare Advantage program for 2027, which in after-hours trading pushed shares of $CVS and $UNH roughly 5% higher. Honestly, I'm glad I don't have as much invested in this sector anymore, since stock movements are heavily influenced by government budgets.
Do you have healthcare stocks in your portfolio, for example $CVS?
I recently opened a position in $TMDX and I plan to keep adding to it.