DiscoverStock MoversWeekly Roundup: Palantir Falls, Intel Skyrockets, UnitedHealth Notches Best Week in Months
Weekly Roundup: Palantir Falls, Intel Skyrockets, UnitedHealth Notches Best Week in Months

Weekly Roundup: Palantir Falls, Intel Skyrockets, UnitedHealth Notches Best Week in Months

Update: 2026-04-10
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The podcast explores recent stock market movements, focusing on Palantir's decline due to AI concerns and Intel's significant gains driven by strategic deals. It delves into UnitedHealth's performance, examining the impact of Medicare rate hikes and an analyst's persistent concerns about value-based care. Broader challenges facing health insurers, such as ACA subsidies and enrollment trends, are also discussed. The segment concludes by promoting Bloomberg's weekend programming, which offers market analysis and discussions on business and culture.

Outlines

00:00:00
Stock Movers and Market Analysis

This segment introduces Bloomberg Equity Indices and the "Stock Movers Report," highlighting significant stock movements. It discusses Palantir's underperformance due to AI concerns and Intel's substantial gains from new deals. UnitedHealth's stock is analyzed following Medicare rate adjustments, with a deep dive into an analyst's bearish outlook and the broader challenges facing health insurance companies.

00:05:37
Bloomberg Weekend Programming

The podcast promotes Bloomberg's weekend programming, including "Bloomberg This Weekend," which provides market analysis, interviews, and discussions on business, lifestyle, and culture.

Keywords

Palantir (PLTR)


A software company whose stock performance is closely watched, particularly concerning the impact of Artificial Intelligence (AI) on its business model and future growth prospects.

Intel (INTC)


A semiconductor company that has seen significant stock gains due to strategic partnerships, including collaborations on chip development for electric vehicles and AI, and agreements for its processors in data centers.

Value-Based Care


A healthcare payment model that rewards providers for the quality of care they deliver, rather than the quantity. It focuses on patient outcomes and cost efficiency, posing potential risks and opportunities for insurance companies.

Medicare Advantage Plans


Health insurance plans offered by private companies approved by Medicare to provide Part A and Part B benefits. These plans are for seniors and are influenced by government rate-setting decisions.

Stock Movers Report


A regular segment or podcast that rounds up companies experiencing significant changes in their stock prices, analyzing the data and news driving these movements in the stock market.

Bloomberg Equity Indices


A modern approach to creating equity indices, emphasizing transparency and data-driven methodologies over committee-based decisions. Offers custom benchmark design and rapid distribution for evolving equity markets.

Q&A

  • What is driving the recent surge in Intel's stock price?

    Intel's stock has climbed significantly due to recent deals, including a partnership with Elon Musk's ventures for semiconductor development and an agreement with Google to use its processors in data centers.

  • Why does one analyst maintain an "underperform" rating on UnitedHealth despite positive news?

    The analyst is concerned about UnitedHealth's exposure to value-based care through its Optum Health division, believing the company may face challenges in government reimbursement for riskier patients.

  • What are the broader challenges facing health insurance companies like UnitedHealth?

    Health insurers are impacted by factors such as Affordable Care Act subsidy renewals, shrinking enrollment in commercial health plans, and the complexities of government reimbursement models for Medicare and Medicaid.

  • How do Bloomberg Equity Indices differ from traditional methods?

    Bloomberg Equity Indices are built on transparent data and objective methodologies, contrasting with older methods that relied on committee specifications or subjective opinions.

Show Notes

Today's biggest winners and losers in the stock market.

On this episode of Stock Movers, we take a look at some of the biggest gainers and decliners of the week: 

- Palantir (PLTR) saw its shares sink this week amid a broader selloff in software related stocks. On Thursday, the iShares Expanded Tech-Software Sector ETF, ticker IGV, fell 3.9%, closing at its lowest level since November 2023. It has dropped more than 27% this year. An index of software-as-a-service stocks shed 4.8%, bringing its week-to-date decline to 9% and its 2026 drop to almost 40%. The year’s selloff stems from investor concern that AI offerings will sap demand for services from legacy providers, weighing on their growth and pricing power going forward. The proliferation of so-called AI agents, designed to complete multi-step processes without human interference, has been viewed as a particular challenge for software-as-a-service stocks. Michael Burry, made famous by 'The Big Short' has argued that Anthropic is winning the race for enterprise AI spending, which also led to Palantir shares taking a hit.

- Intel (INTC) shares rallied over the week. On Thursday, the company said that Alphabet's Google committed to using future generations of its Xeon processors and other chips. Intel shares rallied nearly 20% over the week. The shares have also benefited from an announcement that the chipmaker will help Elon Musk’s long-shot effort to develop semiconductors for Tesla Inc., SpaceX and xAI.

- UnitedHealth (UNH) shares ticked higher over the week, signaling a potential comeback for the company. Most of the nearly 10% rally took place Tuesday, following a 2.48% increase to payments for Medicare Advantage in 2027, instead of an initial US government proposal that rates be left little changed. The final payment policy from the Centers for Medicare and Medicaid Services was mostly seen as a reprieve for profit-squeezed health insurers. Medicare Advantage has powered insurers’ growth for more than a decade, but the business has become less profitable in recent years as medical costs rise and government funding dwindles. It was a shot in the arm for battered UnitedHealth, the nation’s biggest provider of private Medicare plans. The firm recently forecast a decline in 2026 revenue — its first annual contraction in more than three decades — and said it expects shrinking enrollment across all its major segments, including commercial health plans, Medicare and Medicaid.

See omnystudio.com/listener for privacy information.

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Weekly Roundup: Palantir Falls, Intel Skyrockets, UnitedHealth Notches Best Week in Months

Weekly Roundup: Palantir Falls, Intel Skyrockets, UnitedHealth Notches Best Week in Months

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