Medicare Advantage plans with ratings of 4 stars or higher are eligible for quality bonus payments, which plan administrators can, but are not required to, use to lower costs or provide additional benefits to plan participants. The CMS is expected to distribute $12.7 billion in bonus payments to Medicare Advantage plans in 2025, according to a Kaiser Family Foundation analysis. Medicare Advantage—Medicare coverage administered by private health insurers rather than the federal government—has been a major re ...

Apple CEO Tim Cook said he believes the iPhone 17 Air will be a "game changer" with its slimmer design. Paul Morris / Bloomberg / Getty Images Close Citi analysts told clients ahead of Tuesday's event that they expect product launches next year could be stronger after executives said at the company's developers conference in June that Apple needs more time to work on teased AI upgrades. Recent comments from CEO Tim Cook suggesting Apple would consider buying other companies to boost its AI capabilities ha ...

Analysts have suggested Apple's iPhone 17 launch could focus on "marginal" improvements. Thomas Fuller / SOPA Images / LightRocket / Getty Images Close Apple (AAPL) is set to launch its latest iPhones today, in what the tech giant has said will be "awe dropping,†though expectations are muted leading up to the event. The company's livestream is set to kick off at 1 p.m. ET, and you'll be able to watch it here. Today's lineup is widely expected to include design upgrades, with a thinner iPhone 17 Air and ne ...

UnitedHealth Group shares surged after the insurer gave a positive outlook about its Medicare Advantage members. Getty Images Close × Shares of Nebius Group (NBIS) skyrocketed as the artificial intelligence infrastructure provider announced a deal with Microsoft (MSFT) that could be worth up to $19.4 billion. Microsoft shares rose slightly. CoreWeave (CRWV) shares also gained after the AI cloud computing platform launched a venture initiative designed to support founders of new AI efforts. Freeport-McMoRan ...

Source: TradingView.com. Close Key Takeaways Robinhood Markets (HOOD) shares soared Monday on news that the retail trading platform known for commission-free stock trading will be added to the benchmark S&P 500 index. Late Friday, S&P Global said Robinhood, along with mobile app monetization company AppLovin (APP) and navigation systems maker Emcor Group (EME), would join the large cap index, with the inclusions taking effect before the beginning of trading on Sept. 22. Stocks that join the S&P 500 typicall ...

市场整体表现 - 美国主要股指小幅上涨 标普500指数上涨0.2% 纳斯达克指数上涨0.5%创收盘纪录新高 道琼斯指数上涨0.3% [2][8] 个股表现 - 涨幅显著 - Take-Two Interactive Software股价飙升3.8%创历史新高 公司发布最新职业篮球游戏并宣布开发大学篮球游戏计划 [3] - Uber Technologies股价上涨3.7% 公司宣布与自动驾驶技术公司Momenta合作 计划2026年在德国慕尼黑测试自动驾驶车辆 同时通过发行投资级债券筹集22.5亿美元资金用于一般企业用途 [4][8] - Broadcom股价上涨3.2% 延续上周强劲涨势 人工智能收入激增推动业绩超预期 公司获得新客户100亿美元订单 市场传闻该客户可能是OpenAI [5] 个股表现 - 跌幅显著 - CVS Health股价下跌4.8% 成为标普500指数中表现最差股票 公司高管在投资者会议上未提供新的财务预测或关于联邦政府即将发布的医疗保险优势计划星级评级更新 该评级可能对通过Aetna保险业务获得的收入产生重大影响 [6][8] - Brown-Forman股价下跌4.6% 公司利润低于预期 受到美加贸易争端负面影响 同时面临经济不确定性和美国威士忌市场供应过剩带来的价格压力 今年迄今股价已下跌超过四分之一 [9] - 挪威邮轮控股公司股价下跌4.4% 公司宣布计划发行约32.5亿美元优先可交换票据 同时进行普通股定向增发 前者增加债务水平 后者稀释现有股东持股比例 [10] 行业动态与市场关注点 - 投资者重点关注周四发布的消费者价格指数数据 该数据可能影响美联储下周利率决定 [2] - 市场对降息预期持乐观态度 推动股市上涨 [7]

博通业绩表现 - 博通上周公布创纪录季度销售额 显示其人工智能产品需求强劲[2] - 博通股价周一上涨超过3%至346美元 继上周五优于预期财报后已累计上涨近10%[3] - 公司宣布获得大型新神秘客户 市场推测为ChatGPT制造商OpenAI[2] 英伟达竞争态势 - 花旗分析师预计博通可能对英伟达2026年销售额造成120亿美元冲击[2] - 花旗维持英伟达"买入"评级但将目标价从210美元下调至200美元 因担忧竞争威胁[2] - 英伟达股价周一微涨不足1%至168美元 上周五曾下跌3%[3] 人工智能芯片市场格局 - Melius研究公司预计英伟达在AI计算领域份额将从目前超70%降至40%[4][6] - 博通等芯片设计商有望获得约30%市场份额 AMD等厂商将获得至少10%份额[4] - 2030年AI计算潜在市场规模预计达2万亿美元 博通若获取20%份额将显著受益[6] 机构观点 - Melius研究重申英伟达240美元和博通415美元的目标价 认为两家公司都将受益于AI计算和网络市场快速增长[5] - 分析师将博通称为"宏伟八股" 认为其有加入七大科技巨头的资格且具备显著上涨空间[3] - 研究机构预测两家公司股票未来三年价值可能翻倍以上[8]

StubHub is reviving its IPO after scrapping an earlier plan after President Donald Trump's "Liberation Day†tariffs roiled markets in April. Jakub Porzycki / NurPhoto via Getty Images Close KEY TAKEAWAYS StubHub is braving the new listings markets again. The online ticketing reseller's planned IPO will be a test of whether the booming initial public offering market extends beyond high-profile tech and crypto firms—in part because the company earlier this year delayed its own listing plans after President Don ...

The report reinforced some investors' concern that the iPhone maker lags peers in the space. The Apple iPhone 17 launch event, set for tomorrow, might not fix that impression. Apple's stock has lost more than 5% this year so far, making it the only member of the Magnificent Seven in the red for 2025 besides Tesla. CFOTO / Future Publishing / Getty Images Close Apple appears to have lost more AI talent, fueling worries about its progress with the emerging technology. Wall Street doesn't expect its iPhone 17 ...

If you've been waiting for another lively day in trading of QuantumScape's stock, your wait is over. ...