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Starbucks CEO Talks Turnaround Plan, Palo Alto-CyberArk $25B deal, Hassett on GDP, Tariffs and the Fed 7/30/25

Squawk on the Street

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Healthcare Stocks and Market Dynamics

This chapter analyzes the performance of Humana and other healthcare stocks in the Medicare Advantage market amidst challenges from competitors like UnitedHealth Group. It covers the dramatic decline of Novo's stock and contrasts it with Lilly's strong performance driven by effective drugs and management. The discussion also touches on broader healthcare regulations and recent developments impacting drug approvals, alongside personal reflections on trading and family life.

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