Elevance Q4 2025 Earnings Note

Elevance stock rebounds as it highlights 2026 as a year of "execution and repositioning" amidst insurance membership declines while prioritizing margin recovery

Jan 30, 2026

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Oscar Health's Investor Day; OpenEvidence's notional haircut; Ascension's FY26

Sep 17, 2026

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2 min read

Oscar Health's Investor Day; OpenEvidence's notional haircut; Ascension's FY26

HTN Daily Brief: 09/17/2026

Martin Cech, Kevin O'Leary

Thatch has ~40% of ICHRA employer accounts; Alignment Healthcare stock wobbles; Expanded ACCESS tracks

Sep 16, 2026

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2 min read

Thatch has ~40% of ICHRA employer accounts; Alignment Healthcare stock wobbles; Expanded ACCESS tracks

HTN Daily Brief: 09/16/2026

Martin Cech, Kevin O'Leary

Midi's retail push; NC SHP welcomes Atrium back; the Stars game gets more fierce

Sep 15, 2026

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2 min read

Midi's retail push; NC SHP welcomes Atrium back; the Stars game gets more fierce

HTN Daily Brief: 09/15/2026

Martin Cech, Kevin O'Leary