Squeezed between rising healthcare costs and government spending cuts, shares in major health insurers have been mostly negative over the last 4 years. Heard's @david_wainer explains why Wall Street is giving up on the sector:.

The best value play in AI: Google . Alphabet is trading at just 18 times forward earnigns, compared to over 30 for Microsoft and Amazon .

So-called MAGA ETFs can often end up like ESG funds, offering exposure nearly the same as an index fund at a much higher cost, says @GunjanJS .

RT @AaronBack: Heard on the Street: There's waymo value in Google's self-driving tech than Tesla's .

More than 90% of Iran’s oil exports now go to China, at a discount. If that is cut off, China will pay the price.

Keeping Intel's manufacturing tied to its chip design operations undermines its ability to get new customers like Nvidia and AMD. Heard on the Street's Asa Fitch makes the case for a breakup:.

RT @JonathanWeil: Heard on the Street: NRG Energy has volatile earnings, but an accounting switcheroo has let it start acting like some of….

Wells Fargo missed out on hundreds of billions of dollars of deposit growth when it was handcuffed by an asset cap. Now it can compete hard for customers’ cash again. Banks around the country are probably going to feel it, says @telisdemos .

Another reason foreign investors won't save the U.S. bond market: The cost of hedging dollar risk is too high, says @jonsindreu .

With half the world’s AI developers in China, Jensen Huang believes preventing U.S. chipmakers from competing there could ultimately cost America its leading position in the global AI industry.

Chanel’s Classic Flap handbag has become a poster child for “greedflation” in the luxury industry. The purse, which cost $5,800 in medium back in 2019, will set an American shopper back $10,800 today.

Managers of private-lending funds have no shortage of money at their disposal. The question is whether they will have enough good places to put it, says @telisdemos .

The twin threats of AI displacement and a forced breakup amount to a new existential risk for Google.

UnitedHealth's vertical conglomerate model is breaking down. Is this its GE moment? .

Porsche's SUVs are made in Europe, putting it at a major disadvantage to the likes of BMW and Mercedes in the trade war era.

UnitedHealth is the nation’s largest health insurer and is often seen as a bellwether for the managed-care industry. But this time around, its problems may be its own, says Heard on the Street's @david_wainer .

Congressional Republicans blinked on Medicaid cuts, giving hospital stocks a reprieve. But the executive branch could still take action on its own to rein in Medicaid spending.

RT @AaronBack: Heard on the Street's @david_wainer:. As with tariffs, Trump's bombastic threats on drug prices could give way to negotiated….

The S&P 500 is priced at 20.6 times forward earnings. How much confidence do you have in those earnings estimates for the next 12 months? .

By many rights, car insurance rates ought to start coming down for some drivers. But now that tariffs loom, don't count on it.