00:00all right uh futures mixed here this morning uh s&p futures up 0.25 percent the dow futures though
00:14down a half a percent down 0.5 percent and that's going to be on the back of a lot of the health
00:19care news as well as unh's earnings this morning which is sinking the stock further that's what's
00:25weighing on the dow nasdaq also up joining the s&p positive by 0.61 percent ahead of tuesday's open
00:34now let's take a look at some cues from last session on monday the market saw broad-based
00:41gains with communication services information technology utilities financials health care
00:48materials industrials and energy all finishing positive territory while real estate consumer
00:54staples and consumer discretionary were the only sectors to decline now today the big news here
01:02on monday night president trump announced fresh tariffs against south korea for not living up to
01:09the trade agreement that was signed in july of last year meanwhile the federal reserve begins its two
01:15day policy meeting for the year its first two-day policy meeting for the year as traders are looking
01:20past the widely anticipated decision to hold rates steady on wednesday to instead scrutinize the
01:26announcement for signals regarding the timing of future cuts and this is what we've discussed
01:31powell's press conference uh is going to be the more important part than the actual rate decision here
01:36this week we've seen that before and looks like we're going to see that again as mentioned the fed cme
01:42watch tool is pretty much predicting the pause here it's been in the 90 percentile for some time here
01:47topping out here at 97.2 percent the 10-year treasury bond yielded 4.21 percent and the two-year bond was
01:55at 3.58 percent we have several stocks in focus here for you today again it's a big earnings week so
02:02there's going to be a lot of stocks here that report earnings that are going to be in focus for our group
02:07general motors is the first on this list the ticker is gm and it was 0.4 percent lower in the
02:14pre-market on tuesday as it was projected to post quarterly earnings of 220 per share on revenue of
02:2045.8 billion prior to the opening belt now we have that report in uh gm traded up in the pre-market here
02:28it closed at 79.43 it printed a high of 86.10 in the pre-market it's a paired back some of those gains
02:36and is currently bid at 82.22 now general motors reported fourth quarter eps of 251 which beat
02:44the 220 estimate sales came in at 45.287 billion which slightly missed the 45.80 billion estimate
02:53general motors sees full year 2026 adjusted eps of 975 to 1050 that was versus the estimate of 11.73
03:02so uh mixed report here guidance kind of on the low end gm still popping here in the pre-market we'll
03:08see if it can hold those gains here today the next stock on our list also reporting earnings and in the
03:15news it's going to be united health group and the ticker on this one is unh it dropped 8.24 percent
03:22ahead of uh its earnings which were scheduled to be released before the opening bell analysts were
03:28expecting quarterly earnings of 210 per share on revenue of 113.82 billion the q4 eps came in uh eps
03:36was 211 which beat the 210 beat by a penny there sales however came in at 113.215 billion which
03:45slightly missed the estimate of 113.817 billion united health sees full year 2026 adjusted earnings to
03:52be more than 1775 versus the 1774 estimate full year 2026 revenue expected to be over 439 billion
04:02versus the 454 billion estimate uh looking at unh here in the pre-market again the stack closed at 351.64
04:10it is broken 300 to the downside currently trading at 298 here in the pre-market
04:17new core is the next stock on our list new core declined 3.11 percent after reporting downbeat
04:24earnings for the fourth quarter it posted quarterly earnings of 173 per share which missed
04:30analyst consensus estimate of 191 per share and revenue of 7.687 million which missed the analyst
04:38consensus of 7.868 billion the next stock on our list is going to be humana humana ticker
04:47h-u-m shares fell 12.23 percent following a proposal by the centers for medicare and medicaid
04:53services to keep payment rates for next year's private medicare plans roughly flat we'll cover
04:59that news story here shortly the last stock on our list is cloudflare the ticker here is net that
05:06jumped 7.73 percent as social media excitement surged over the weekend surrounding claude bot an
05:15open source ai agent built on anthropics claude now this is interesting because some of the software
05:22names have really been killed and yesterday a lot of them rebounded net however outperformed all of those
05:29things
05:29you
05:32so
05:36you
Comments