00:00All right. Futures mixed here this morning. S&P futures up 0.25%. The Dow futures, though,
00:14down 0.5%, and that's going to be on the back of a lot of the health care news as well as
00:21UNH's earnings this morning, which is sinking the stock further. That's what's weighing on
00:26the Dow. NASDAQ also up, joining the S&P, positive by 0.61% ahead of Tuesday's open.
00:35Now, 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
01:15two-day policy meeting for the year, its first two-day policy meeting for the year, as traders are
01:20looking past 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 is going to be the more important part than the actual rate decision here
01:36this week. We've seen that before, and it looks like we're going to see that again. As mentioned,
01:41the Fed's CME watch tool is pretty much predicting the pause here. It's been in the 90 percentile for some
01:47time here, topping out here at 97.2 percent. The 10-year Treasury bond yielded 4.21 percent, and the
01:54two-year bond was at 3.58 percent. We have several stocks in focus here for you today. Again, it's a big
02:02earnings week, so there's going to be a lot of stocks here that report earnings that are going to
02:05be in focus for our group. General Motors is the first on this list. The ticker is GM, and it was
02:120.4 percent lower in the pre-market on Tuesday as it was projected to post quarterly earnings of $2.20 per share
02:19on revenue of $45.8 billion prior to the opening bell. Now, we have that report in. GM traded up in the
02:28pre-market here. It closed at $79.43. It printed a high of $86.10 in the pre-market. It's pared back some of
02:36those gains and is currently bid at $82.22. Now, General Motors reported fourth-quarter EPS of $2.51,
02:43which beat the $2.20 estimate. Sales came in at $45.287 billion, which slightly missed the $45.80
02:52billion estimate. General Motors sees full-year 2026 adjusted EPS of $9.75 to $10.50. That was versus
03:00the estimate of $11.73. So, mixed report here. Guidance kind of on the low end. GM still popping
03:07here in the pre-market. We'll see if it can hold those gains here today. The next stock on our list
03:12also reporting earnings and in the news, it's going to be United Health Group. And the ticker on this
03:18one is UNH. It dropped 8.24 percent ahead of its earnings, which were scheduled to be released before
03:26the opening bell. Analysts were expecting quarterly earnings of $2.10 per share on revenue of $113.82
03:33billion. The Q4 EPS came in. EPS was $2.11, which beat the $2.10, beat by a penny there. Sales,
03:41however, came in at $113.215 billion, which slightly missed the estimate of $113.817 billion.
03:49United Health sees full-year 2026 adjusted earnings to be more than $17.75 versus the $17.74
03:57estimate. Full-year 2026 revenue expected to be over $439 billion versus the $454 billion estimate.
04:06Looking at UNH here in the pre-market, again, the stock closed at $351.64. It is broken $300 to the
04:12downside, currently trading at $298 here in the pre-market. Nucor is the next stock on our list.
04:21Nucor declined 3.11 percent after reporting downbeat earnings for the fourth quarter. It posted quarterly
04:27earnings of $173 per share, which missed analyst consensus estimate of $191 per share, and revenue
04:34of $7.687 million, which missed the analyst consensus of $7.868 billion. The next stock on
04:44our list is going to be Humana. Humana, ticker H-U-M. Shares fell 12.23 percent following a proposal
04:51by the Centers for Medicare and Medicaid Services to keep payment rates for next year's private
04:56Medicare plans roughly flat. We'll cover that news story here shortly. The last stock on our list is
05:02Cloudflare. The ticker here is N-E-T. That jumped 7.73 percent as social media excitement surged over
05:11the weekend surrounding ClaudeBot, an open-source AI agent built on Anthropics Claude. Now, this is
05:20interesting because some of the software names have really been killed, and yesterday, a lot of them
05:25rebounded. Net, however, outperformed all of those names.
05:32you
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