Stock Movers UnitedHealth Sells Off, American Airlines Falls, Corning Jumps
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Jan 27, 2026 Emily Graffeo, Bloomberg cross-asset reporter who covers healthcare and market-moving corporate news. She walks through UnitedHealth’s surprising revenue forecast and investor fallout. She covers American Airlines’ weather-driven cancellations and near-term hit to results. She explains Corning’s big supply deal with Meta and the rally it sparked.
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UnitedHealth Faces Historic Revenue Contraction
- UnitedHealth forecasted a 2026 revenue decline, marking its first annual contraction in over 30 years.
- That came after a proposed near-flat Medicare Advantage payment increase, squeezing insurer profits and pushing UNH sharply lower.
Medicare Advantage Payment Shock
- The US proposal to hold Medicare Advantage payments nearly flat is a major headwind for insurers.
- Analysts had expected up to a 6% increase, so the 0.09% estimate represents a significant earnings squeeze.
Airline Earnings Hit by Shutdown and Storms
- American Airlines missed fourth-quarter EPS and said the government shutdown hurt operations.
- The company expects a $150–$200 million first-quarter revenue hit from recent winter storm cancellations.