Stock Movers Nvidia Rallies and Centene Falls as Shutdown Nears End, Eli Lilly Gains
Nov 10, 2025
Carmen Reinecke, a Bloomberg News equities reporter and U.S. equities deputy team leader, joins to discuss the latest market trends. She explains the reasons behind Nvidia's rally, fueled by optimism over a potential government shutdown deal. Eli Lilly's stock gains are highlighted, noting its record highs following a strategic upgrade and an AI-powered partnership. Additionally, the podcast addresses the decline of health insurers like Centene and Molina, as impending legislative changes threaten their ACA subsidies.
AI Snips
Chapters
Transcript
Episode notes
AI Stocks Drive Risk-On Rally
- NVIDIA led a broad AI-driven rally as risk-on sentiment returned to markets today.
- Investors bought back AI names after last week's pullback ahead of upcoming results.
Eli Lilly Lifted By Upgrade And AI Deal
- Eli Lilly rallied to record highs after an upgrade and news of an AI-powered research pact.
- The upgrade and AI collaboration boosted investor optimism following recent policy deals on obesity drugs.
Insurers Hit By Potential ACA Subsidy Loss
- Health insurers and hospitals fell as lawmakers near ending the shutdown without ACA subsidy extensions.
- Stocks like Centene and Molina dropped sharply on the prospect of reduced subsidy support.