UnitedHealth jumps as funds boost stakes
Wall Street Breakfast
Seeking Alpha
4.1 • 1K Ratings
🗓️ 15 August 2025
⏱️ 6 minutes
🧾️ Download transcript
Summary
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Friday: AMAT, UNH, and more
Applied Materials signals Q4 revenue decline to $6.7B amid China uncertainty and leading-edge logic delays
Cathie Wood bets big on Bullish IPO, buys over 2.5M shares
Oracle to offer Google’s Gemini AI models to its customers
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Transcript
Click on a timestamp to play from that location
| 0:00.0 | Welcome to Seeking Alpha's Wall Street Breakfast, where we cover the top news for investors every morning. |
| 0:08.0 | Good morning. Today is Friday, August 15th. I'm Julie Morgan. |
| 0:13.3 | United Health is rallying. The White House is reportedly eyeing a new investment and more payment freedom the next time you travel. United Health is on the move |
| 0:23.8 | this morning after 13F filings were disclosed. Warren Buffett's Berkshire Hathaway disclosed that it |
| 0:30.0 | acquired a new stake in the company during Q2 2025. It also took new stakes in New Corps and |
| 0:36.9 | D.R. Horton. Berkshire acquired 5.04 million shares of United Health valued at 1.57 billion. Its Apple holdings declined, as did its stake in Bank of America. Eminence Capital exited its stake in Bank of America, Uber, GE Healthcare, Capital One, and Primo |
| 0:56.5 | brands, while taking new positions in United Health, coupang, and Peloton interactive. |
| 1:02.5 | The global asset management firm disclosed new positions in United Health with 0.57 million |
| 1:08.7 | shares. Renaissance Technologies is also betting on United Health Group, |
| 1:14.0 | taking a new stake of 1.35 million shares. |
| 1:18.0 | Pre-market United Health is up 13%. |
| 1:21.3 | Intel closed the day Thursday, |
| 1:24.3 | 7.38% higher after Bloomberg reported that the Trump administration is considering |
| 1:30.1 | the U.S. taking a financial stake in the company. The report said the plan would help Intel |
| 1:35.4 | develop a factory hub in Ohio. According to people familiar with the issue, at one point, Intel |
| 1:41.7 | planned to develop the site into the largest chip foundry on the planet. |
| 1:46.2 | There are no details on the amount the U.S. would invest in the company or even its legality as the |
| 1:51.9 | plan remains fluid. Intel told Bloomberg that it looks forward to advancing its work with the Trump |
| 1:58.0 | administration to advance their shared priorities, but they're not going |
| 2:02.1 | to comment on rumors or speculation. The plan allegedly emerged from a meeting earlier this week |
| 2:08.6 | between Intel CEO and President Trump at the White House. Airbnb is now offering more flexible |
| 2:16.2 | payment options. U.S. guests can now reserve an Airbnb with no money down with the company's reserve now pay later option. The new policy is available for listings with a moderate or flexible cancellation policy. It allows the guest up to the end of the listing's free cancellation period to pay the full amount |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from Seeking Alpha, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of Seeking Alpha and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2026.