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00:00.
00:05All right, futures mixed here this morning.
00:10S&P futures up 0.25%.
00:13The Dow futures, though,
00:15down a half a percent, down 0.5%.
00:17And that's going to be on the back
00:18of a lot of the health.
00:20Care News, as well as UNH's earnings this morning,
00:23which is sinking the stock further.
00:25That's what's weighing on the Dow.
00:26NASDAQ also up, joining the S&P, positive.
00:30By 0.61% ahead of Tuesday's open.
00:35Now, let's take a look at some cues from last session.
00:39On Monday, the March.
00:40The market saw broad-based gains
00:42with communication services, information.
00:45Technology, Utilities, Financials,
00:47Healthcare, Materials, Industrials, and
00:50Energy, all finishing positive territory
00:53while real estate, consumers...
00:55staples, and consumer discretionary
00:57were the only sectors to decline.
01:00Now, today, the big news here.
01:02On Monday night, President Trump...
01:05...announced fresh tariffs against South Korea
01:07for not living up to the trade agreement
01:09that was...
01:10...was signed in July of last year.
01:12Meanwhile, the Federal Reserve begins its...
01:15...two-day policy meeting for the year,
01:17its first two-day policy meeting for the year.
01:19As trade...
01:20legislators are looking past the widely-anticipated decision
01:22to hold rates steady on Wednesday.
01:25to instead scrutinize the announcement
01:27for signals regarding the timing of future cuts.
01:30And this is what we've discussed.
01:31Powell's press conference
01:32is going to be the more important part...
01:35than the actual rate decision here this week.
01:37We've seen that before,
01:38and it looks like we're going to see that again.
01:40As mentioned, the Fed CME watch tool
01:42is pretty much predicting a pause here.
01:44It's been...
01:45in the 90 percentile for some time here,
01:48topping out here at 97.2%.
01:50The 10-year Treasury bond yielded 4.21%
01:53and the two-year bond...
01:55was at 3.58%.
01:57We have several stocks in focus...
02:00here for you today.
02:01Again, it's a big earnings week,
02:02so there's going to be a lot of stocks here
02:04that report...
02:05earnings that are going to be in focus for our group.
02:07General Motors is the first on this list.
02:10The ticker is GM,
02:11and it was 0.4% lower in the pre-market on...
02:15Tuesday as it was projected
02:16to post quarterly earnings of 220 per share
02:19on revenue of...
02:2045.8 billion prior to the opening bell.
02:23Now, we have that report...
02:25GM traded up in the pre-market here.
02:29It closed at 70...
02:3029.43.
02:30It printed a high of 86.10 in the pre-market.
02:34It's...
02:35pared back some of those gains
02:36and is currently bid at 82.22.
02:39Now...
02:40General Motors reported fourth-quarter EPS of 251,
02:43which beat the 220...
02:45sales came in at 45.287 billion,
02:49which slightly...
02:50missed the 45.80 billion estimate.
02:54General Motors...
02:55sees full year 2026 adjusted EPS of 975 to 1050.
02:59That was...
03:00versus the estimate of 11.73.
03:02So, mixed report here...
03:05guidance kind of on the low end.
03:06GM still popping here in the pre-market.
03:08We'll see if it can hold those gains.
03:10The next stock on our list also reporting earnings and...
03:15in the news.
03:15It's going to be United Health Group.
03:17And the ticker on this one is UNH.
03:19It drives...
03:20dropped 8.24% ahead of its earnings,
03:24which...
03:25were scheduled to be released before the opening bell.
03:27Analysts were expecting quarterly earnings of...
03:3010 per share on revenue of 113.82 billion.
03:34The Q4...
03:35EPS came in.
03:36EPS was 211,
03:37which beat the 210,
03:39beat by a penny there.
03:40Sales, however,
03:41came in at 113.215 billion,
03:44which...
03:45slightly missed the estimate of 113.817 billion.
03:49United...
03:50UnitedHealth sees full year 2026 adjusted earnings
03:52to be more than 1775.
03:55versus the 1774 estimate.
03:58Full year 2026 revenue...
04:00expected to be over 439 billion
04:02versus the 454 billion.
04:05estimate.
04:06Looking at UNH here in the pre-market,
04:08again, the stock closed at 351.
04:10164.
04:10It is broken 300 to the downside,
04:13currently trading at 295.
04:15298 here in the pre-market.
04:18Nucor is the next...
04:20Stock on our list.
04:21Nucor declined 3.11%
04:23after reporting downbeat earnings...
04:25earnings for the fourth quarter.
04:26It posted quarterly earnings of 173 per share,
04:29which...
04:30missed analyst consensus estimate of 191 per share
04:33and revenue of...
04:357.687 million,
04:36which missed the analyst consensus of 7...
04:408.868 billion.
04:43The next stock on our list is going to...
04:45to be Humana.
04:46Humana, ticker H-U-M.
04:48Shares fell 12.23...
04:50following a proposal by the Centers for Medicare
04:52and Medicaid Services to keep payment rates...
04:55for next year's private Medicare plans roughly flat.
04:58We'll cover that news story.
05:00The last stock on our list is Cloudflare.
05:04The ticker here is...
05:05N-E-T.
05:06That jumped 7.73% as social media...
05:10excitement surged over the weekend...
05:12surrounding ClaudeBot.
05:15An open-source AI agent built on Anthropics Claude.
05:19Now...
05:20this is interesting because some of the software names
05:22have really been killed and yesterday...
05:25a lot of them rebounded.
05:26Nett, however, outperformed all of those things.
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