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Nvidia Rallies, Humana Rises, Broadcom Up Following Tariff Optimism

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Insights on Humana's Stock Surge Amid Regulatory Changes

This chapter examines the reasons behind Humana's impressive stock performance, particularly focusing on the favorable capitation rate from the Centers for Medicare and Medicaid Services. It highlights the potential easing of regulatory pressures for insurers while also warning about future risks associated with budget reconciliations affecting Medicare and Medicaid.

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