UnitedHealth Group 3rd Quarter 2026 Earnings Call
All previously announced prior authorization reforms will be in place by the end of 2026, cutting total prior authorizations by 30% and those for people under 18 by two-thirds.
Investing
4 posts
Big Short Investor Explains How the AI Bubble Will Burst
The AI industry has catastrophic concentration risk: 70% of hyperscaler AI revenue comes from Anthropic and OpenAI alone, and if either fails, the United States would enter a recession overnight.
What the AI Boom Looks Like from Inside Cisco with Sam Badri
Cisco’s revenue growth accelerated from a guided 5% to 18% in the latest quarter, and its fiscal 2027 guidance calls for 15% growth at the midpoint.
Against the Rules: Michael Burry Speaks
The 2000s subprime short was a once-in-a-century trade because Wall Street would sell cheap, illiquid insurance on bonds you didn’t own, and that opening is not coming back.