Stock Movers UnitedHealth Falls, Boeing Rises, Enphase Drops on Proposed Tax Changes
May 13, 2025
In this lively discussion, UnitedHealth's shares tumble following a surprising CEO change and the suspension of earnings guidance. Meanwhile, Boeing celebrates as a ban on deliveries to China is lifted, paving the way for around 50 jets to be received this year. On the flip side, Enphase faces a dip in shares due to potential federal tax changes that could impact residential solar incentives. The podcast dives deep into these market movements, showcasing the rollercoaster of corporate fortunes.
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UnitedHealth CEO Change Impact
- UnitedHealth's stock dropped over 14% after replacing its CEO unexpectedly and suspending earnings guidance for 2025.
- This turmoil stems from higher-than-expected medical costs and the company's first earnings miss in over a decade.
Boeing Gains from Geopolitical Shifts
- Boeing shares rose nearly 3% after China lifted a month-long ban on Boeing plane deliveries.
- Saudi Arabia's sovereign wealth fund plans to order 30 Boeing 737 Max jets, coinciding with President Trump's Middle East visit.
Enphase Hit by Tax Credit Risks
- Enphase shares fell over 4% due to concerns about proposed federal tax changes affecting solar incentives.
- Analysts warn eliminating credits for homeowners with loans or cash payments could hurt the residential solar market.