CNBC's "Fast Money" Fast Money 5/15/25
9 snips
May 15, 2025 Dive into the turbulence of healthcare stocks, especially UnitedHealth's struggles amid a Medicare fraud investigation. The podcast also breaks down Apple's manufacturing shift to India and its financial repercussions. Meta's postponed AI rollout stirs market volatility, while major tech companies innovate to reduce reliance on NVIDIA. Discussion covers rising copper demand and the implications of changing retail strategies, spotlighting companies like Starbucks and Rio Tinto. Investment opportunities and market dynamics are examined for savvy strategies in uncertain times.
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UnitedHealth's Stock Plunge Analysis
- UnitedHealth's stock drop is driven by a mix of business issues and a DOJ probe.
- Despite setbacks, some analysts maintain high price targets, expecting recovery potential.
Cautious Trading on UNH Dip
- Trading UnitedHealth from the long side is tempting but be cautious of falling knife risk.
- Consider the valuation opportunity around 11 times earnings as potential entry point.
UNH's Near-Term Uncertainty
- UnitedHealth's near-term outlook is uncertain without 2025 guidance.
- The stock likely won't stabilize until clearer earnings visibility returns.