📢 𝐉𝐔𝐒𝐓 𝐈𝐍: CVS Health Expands Salesforce AI Partnership for Member Services - $CVH $Salesforce(CRM.US)
👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬:➤ CVS Health and Salesforce have expanded their partnership to deploy AI-powered call center technology.➤ Salesforce's Agentforce Health platform will support millions of members and 1.5 million providers.➤ AI tools will provide real-time insights and unified member health profiles.➤ The platform connects data across Aetna, CVS Caremark, and other CVS Health businesses.➤ The goal is to resolve more member inquiries in a single interaction.➤ Salesforce said this is its largest Agentforce deal across regulated industries.➤ The collaboration builds on over a decade of partnership between the companies.➤ Slack integration will enable real-time communication among customer care teams.➤ CVS Health serves approximately 185 million people annually through its healthcare network.➤ CVS provides PBM services for about 88 million members and insurance to over 37 million people.
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$CVS Health(CVS.US) Filled all the prescriptions
EPS: $2.57 vs $2.20 estREV: $100.426B vs $95.095B estRaised FY2026 Adj EPS GuidanceRaised FY2026 Sales Guidance🟩 +5.24%
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⚡ 𝐔𝐏𝐃𝐀𝐓𝐄: Eli Lilly, Novo Nordisk Shares Fall After CVS Coverage Decision - $Eli Lilly(LLY.US) $Novo Nordisk AS(NVO.US) $CVS Health(CVS.US)
👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐡𝐭𝐬:➤ Eli Lilly and 𝐍𝐨𝐯𝐨 𝐍𝐨𝐫𝐝𝐢𝐬𝐤 shares decline following CVS update.➤ CVS opts out of 𝐌𝐞𝐝𝐢𝐜𝐚𝐫𝐞 obesity drug coverage model.➤ Eli Lilly stock falls 𝐚𝐛𝐨𝐮𝐭 𝟑.𝟖% in trading.➤ Novo Nordisk shares drop over 𝐟𝐨𝐮𝐫 𝐩𝐞𝐫𝐜𝐞𝐧𝐭.➤ Decision raises concerns over 𝐜𝐨𝐯𝐞𝐫𝐚𝐠𝐞 access for weight-loss drugs.➤ Impacts outlook for 𝐆𝐋𝐏-𝟏 treatment adoption.➤ News reported via Bloomberg citing CVS spokesperson.Source: Hardik Shah
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Today's pre-market movers and top-rated stocks | UNH, MU, INTC, etc.
$Intel(INTC.US) $Humacyte(HUMA.US) $Unitedhealth(UNH.US) Gapped up in early trading $CloudFlare(NET.US) rose 12.49% in pre-market trading due to hype around the open-source Clawdbot AI agent, with institutions noting Cloudflare's edge network is well-suited to support AI agent scaling. $United Microelectronics(UMC.US) rose 11.21% in pre-market trading...
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Today is Super Tuesday, coinciding with the earnings season of the S&P, Nasdaq, and Dow Jones, as well as the Federal Reserve meeting.
📈 The S&P 500 continues to surge, approaching 7,000 points, setting new highs for several consecutive days. Everyone is now focusing on this week's earnings reports from major companies (Apple, $Microsoft(MSFT.US), $Meta Platforms(META.US), $Tesla(TSLA.US)) and the Federal Reserve's interest rate decision.
Pre-market futures are mixed:
S&P futures up 0.23%
Nasdaq futures up 0.6%
Dow futures down 0.5%
This indicates some divergence in short-term market sentiment.
📉 Insurance and healthcare stocks are under significant pressure today. For example, UNH (UnitedHealth) dropped about 16-17% pre-market due to expected downward revisions in medical insurance rates, while Humana and CVS also saw sharp declines.
📈 Tech and industrial stocks performed well, with Apple, Microsoft, and Meta all gaining, and industrial stocks like UPS and General Electric also showing positive performance, providing some support to the indices.
📌 Regarding the Federal Reserve: The market generally expects no change in the FOMC rate this time, with everyone watching Powell's speech for any new signals in his wording.
🧠 My thoughts
In terms of trends, whether the S&P can break through 7,000 points this week depends on earnings reports and the Fed's performance.
Sentiment-wise, tech and industrial stocks are doing well, but the sharp drop in insurance stocks suggests ongoing market rotation.
Operationally, I'm mainly observing today:
If the market and sentiment align well, I may consider entering or adjusting positions.
If not, I'll wait and not rush into action.
In short, be patient for opportunities, don't chase highs, and don't be greedy. 📈😉
美股 - G
$Eli Lilly(LLY.US) -4.8% premarket after it cut its profit forecast for FY’25 EPS and CVS Health announced plans to move Lilly’s weight-loss drug, Zepbound, off its list of preferred drugs. Lilly reported 1Q sales of Zepbound roughly in line with expectations. LLY 1Q Revs and EPS beat expectations.
FY’25 Guidance- Adj EPS $20.78-$22.28, saw $22.50 to $24- No change in Rev guidance $58.0B-$61.0B, est $59.7B. 1Q Results- Adj EPS $3.34 vs. $3.26 est- Rev $12.73B vs $12.67B est- Mounjaro rev $3.84B vs $3.77B est- Zepbound rev $2.31B vs $2.29B est-,Verzenio rev $1.16B vs $1.31B est- Jardiance rev. $1.01B vs $735M est- Trulicity rev. $1.1B vs $1.13B est- R&D exp $2.73B vs $2.97B est- Total 1Q rev would have missed by 3%, if not for a Jardiance one-time rev benefit of $370M We are long $Eli Lilly(LLY.US).