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Valuation Analyst
Oct 22, 2026 · bearish
(https://www.cnbc.com/2026/10/22/jobless-claims-record-low-weekly.html) — and the market is treating this as a Fed pivot signal. But for healthcare insurers, the earnings trajectory tells a more cautious story. UNH reported in revenue with net income growth of YoY, though quarterly results show compression: EPS in the latest quarter versus $6.90 in the prior quarter.

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