Welcome to Seeking Alpha's Wall Street Breakfast, where we cover the top news for investors every morning.

Good morning. Today is Tuesday, April 8th. I'm Julie Morgan. Medicare money moves the market.

Invita seals the deal. And China basically says it ain't over. Shares of leading health insurance companies

rose in post-market trading Monday after the U.S. Centers for Medicare and Medicaid Services announced

it has substantially raised government payments to Medicare Advantage compared to an initial proposal.

In January, the CMS issued its advance notice for the

next calendar year, proposing to raise government payments to Medicare Advantage plans by an average

of 4.33%, an increase of over $21 billion compared to 2025. Per the agency's final rate decision on Monday, payments to

Medicare Advantage companies will rise by 5.06 on average from 2025 to 2026, translating to an

increase of 2.83 percentage points since the advance notice or an over $25 billion increase in MA payments.

This move follows a recent decision where Medicare coverage for expensive obesity medications

was declined. Leading health insurance companies rallied in reaction to the announcement.

Humana is up about 10%.

Elevents is up 6%.

United Health, the largest insurer

and the Medicare Advantage market

is up 5.6% pre-market,

and Clover Health is up 3.7%.

Nvidia has closed its acquisition

to buy artificial intelligence startup Leptin AI, according to the information.

The deal to acquire Leptin AI, which resells NVIDIA's graphics processing units in a cloud service,

was worth hundreds of millions of dollars, according to the news outlet.

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