Insurers pop on Medicare rate hike
Wall Street Breakfast
Seeking Alpha
4.1 • 1K Ratings
🗓️ 7 April 2026
⏱️ 5 minutes
🧾️ Download transcript
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Transcript
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| 0:00.0 | Welcome to Seeking Alpha's Wall Street Breakfast, where we cover the top news for investors every morning. |
| 0:07.6 | It's always good to have you here. Today is Tuesday, the 7th of April. I'm Julie Morgan. |
| 0:14.6 | The Trump administration will increase average Medicare Advantage payments by 2.48% are more than $13 billion in 2027. |
| 0:24.8 | Shares of major insurance companies are higher in pre-market action on the news. |
| 0:29.7 | With Elevents Health up 5.3%, United Health Group is up 6.9%. Humana rising 10.5% and CVS Health is up 6.3%. The Trump administration in January |
| 0:43.2 | proposed a payment rate hike of 0.09%, which pummeled shares of insurers that run those plans. |
| 0:51.1 | The payment rate hike determines how much an insurer can charge for monthly premiums |
| 0:55.9 | and plan benefits they offer and ultimately their profits. SpaceX provided details of its IPO during a |
| 1:04.0 | Monday night meeting with its bankers. Reuters reported citing sources familiar with the matter |
| 1:09.9 | that SpaceX plans to kick off its IPO road show the week of June 8th, |
| 1:14.7 | where company representatives and bankers will pitch to investors. |
| 1:19.3 | SpaceX has scheduled a meeting with around 125 financial analysts from the 21 banks involved in the deal the day before. |
| 1:27.4 | One of SpaceX's lead underwriters told the group of more than 20 investment banks that the |
| 1:33.0 | level of retail demand and the size of the retail allocation would be something they have |
| 1:38.3 | never seen before. |
| 1:40.1 | On June 11, SpaceX plans to host 1,500 retail investors at what the source is described as a major investor event. |
| 1:48.6 | Alongside U.S. investors, retail investors from the U.K., EU, Australia, Canada, Japan, and Korea will also have the opportunity to participate in the offering. |
| 2:02.9 | The IPO prospectus will be made public in late May. Further details like the structure of the deal and precise amount of the |
| 2:08.6 | retail allocation are expected to be finalized closer to the launch of the IPO. Previous reports |
| 2:15.2 | indicated that up to 30% of SpaceX's shares will be allocated to retail, |
| 2:20.9 | far above the typical 5 to 10% seen in most IPOs. Recently, the space tech company raised its |
| 2:28.4 | IPO target valuation to more than $2 trillion. Amazon has a new agreement with the U.S. Postal Service on package deliveries. |
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