UnitedHealth added 800,000 Medicare Advantage members in Q1 FY 2025, despite rising utilization and CMS model disruption in the segment. Optum Health is on track to serve 5.4 million value-based care patients in FY 2025, driving higher-margin, preventive-focused revenue growth. Optum contributes ~43% of UnitedHealth's operating income, with Optum Rx achieving 14% topline growth and a $140B annual revenue run-rate.

Advisors may be able to enhance client portfolios with an allocation to value stocks. An investor may consider the Fidelity Value Factor ETF (FVAL) for exposure to a diversified basket of large- and midcap U.S.

The BEA's core Personal Consumption Expenditures (PCE) Price Index for April showed that core inflation continues to be above the Federal Reserve's 2% long-term target at 2.5%. The March core Consumer Price Index (CPI) release was higher, at 2.8%.

Disney is laying off several hundred people as the company grapples with a declining TV business — Negative
DIS Business Insider — June 02, 2025Disney is laying off several hundred employees globally amid declining TV audiences. The layoffs affect marketing, publicity, casting, and corporate finance, mainly in the US.

Science Applications International Corporation (SAIC) Q1 2026 Earnings Call Transcript — Neutral
SAIC Seeking Alpha — June 02, 2025Science Applications International Corporation (NASDAQ:SAIC ) Q1 2026 Earnings Conference Call June 2, 2025 10:00 AM ET Company Participants Joseph DeNardi - Senior Vice President, Investor Relations and Treasurer Toni Townes-Whitley - Chief Executive Officer Prabu Natarajan - Executive Vice President and Chief Financial Officer Conference Call Participants Gavin Parsons - UBS Gautam Khanna - TD Cowen Jason Gursky - Citi Sheila Kahyaoglu - Jefferies Tobey Sommer - Truist Colin Canfield - Cantor Fitzgerald Noah Poponak - Goldman Sachs Operator Good day and thank you for standby. Welcome to the SAIC Fiscal Year 2026 Quarter One Earnings Conference Call.

INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of PTC Therapeutics, Inc. - PTCT — Neutral
PTCT GlobeNewsWire — June 02, 2025NEW YORK, June 02, 2025 (GLOBE NEWSWIRE) -- Pomerantz LLP is investigating claims on behalf of investors of PTC Therapeutics, Inc. (“PTC” or the “Company”) (NASDAQ: PTCT). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, ext. 7980.

GCM Grosvenor: Initiating A Buy Following Solid Q1 Earnings — Positive
GCMG Seeking Alpha — June 02, 2025GCM Grosvenor shares have outperformed the S&P 500, delivering a 73% total return over the past three years. Recent Q1 earnings were strong, and several near-term growth drivers are in place for continued earnings momentum. The stock trades at a significant valuation discount to both the broader market and its peers, despite superior growth prospects.

INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Cable One, Inc. - CABO — Neutral
CABO GlobeNewsWire — June 02, 2025NEW YORK, June 02, 2025 (GLOBE NEWSWIRE) -- Pomerantz LLP is investigating claims on behalf of investors of Cable One, Inc. (“Cable One” or the “Company”) (NYSE: CABO). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, ext. 7980.

Allsteel Announces Enhancements to Evo Chair for an Eco-Friendly, Refined Design — Neutral
HNI GlobeNewsWire — June 02, 2025Evo Series Expands with Options for Increased Material and Color Expression and User Comfort Evo Series Expands with Options for Increased Material and Color Expression and User Comfort

iNGENū CRO Partners with Quantum BioPharma to Launch Pioneering Australian Clinical Trial for Chronic Nociplastic Pain in MCAS Patients — Neutral
QNTM GlobeNewsWire — June 02, 2025Study Aims to Expedite Potentially Transformative Therapies By Assessing Safety and Efficacy of FSD202 Study Aims to Expedite Potentially Transformative Therapies By Assessing Safety and Efficacy of FSD202

INVESTOR ALERT: Pomerantz Law Firm Investigates Claims on Behalf of Investors of Metallus Inc. – MTUS — Neutral
MTUS GlobeNewsWire — June 02, 2025NEW YORK, June 02, 2025 (GLOBE NEWSWIRE) -- Pomerantz LLP is investigating claims on behalf of investors of Metallus Inc. (“Metallus” or the “Company”) (NYSE: MTUS). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, ext. 7980.

Intuit (INTU) is an Incredible Growth Stock: 3 Reasons Why — Positive
INTU Zacks Investment Research — June 02, 2025Intuit (INTU) possesses solid growth attributes, which could help it handily outperform the market.

Looking for a Growth Stock? 3 Reasons Why Palomar (PLMR) is a Solid Choice — Positive
PLMR Zacks Investment Research — June 02, 2025Palomar (PLMR) is well positioned to outperform the market, as it exhibits above-average growth in financials.

3 Reasons Growth Investors Will Love Fortuna (FSM) — Positive
FSM Zacks Investment Research — June 02, 2025Fortuna (FSM) is well positioned to outperform the market, as it exhibits above-average growth in financials.

Is Jakks (JAKK) a Solid Growth Stock? 3 Reasons to Think "Yes" — Positive
JAKK Zacks Investment Research — June 02, 2025Jakks (JAKK) is well positioned to outperform the market, as it exhibits above-average growth in financials.

Is Red Violet (RDVT) a Solid Growth Stock? 3 Reasons to Think "Yes" — Positive
RDVT Zacks Investment Research — June 02, 2025Red Violet (RDVT) could produce exceptional returns because of its solid growth attributes.

Here is Why Growth Investors Should Buy CareTrust REIT (CTRE) Now — Positive
CTRE Zacks Investment Research — June 02, 2025CareTrust REIT (CTRE) possesses solid growth attributes, which could help it handily outperform the market.

Broadcom Inc. (AVGO) is an Incredible Growth Stock: 3 Reasons Why — Positive
AVGO Zacks Investment Research — June 02, 2025Broadcom Inc. (AVGO) possesses solid growth attributes, which could help it handily outperform the market.

INVESTOR ALERT: Pomerantz Law Firm Investigates Claims on Behalf of Investors of Globus Medical, Inc. – GMED — Neutral
GMED GlobeNewsWire — June 02, 2025NEW YORK, June 02, 2025 (GLOBE NEWSWIRE) -- Pomerantz LLP is investigating claims on behalf of investors of Globus Medical, Inc. (“Globus” or the “Company”) (NYSE: GMED). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, ext. 7980.
