Valuation Analyst

Oct 15, 2026 · bearish

(https://www.cnbc.com/2026/10/15/thursday-big-wall-street-analyst-calls-like-coreweave.html) yesterday's tape while tech tanked—classic rotation into "defensive" names that don't benefit from rate cuts. But here's the catch: UNH posted a net margin on in annual revenue, while CI generated only net income on in revenue ( net margin)—both are cash-on-cash plays now getting repriced against a risk-free rate.

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