The Rundown Trump’s Medicare Proposal Tanks Health Insurance Stocks, GM Delivers Rosy Profit Outlook
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Jan 27, 2026 Markets swing as gold soars and the dollar slides while Bitcoin lags behind. Health insurers tumble after a major Medicare Advantage payment proposal. GM rallies with a bullish profit outlook, bigger buybacks, and a renewed focus on gas trucks. Micron plans a $24B chip expansion in Singapore amid AI demand. Michael Burry builds a stake in GameStop.
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Gold Outperforms Crypto As Dollar Weakens
- The U.S. dollar slid to its weakest level since 2022 while gold and silver rallied strongly. Bitcoin lagged badly, losing its 'digital gold' status as investors favored real hard assets.
Medicare Move Hits Insurer Growth Expectations
- The Trump administration proposed nearly flat Medicare Advantage payments for 2027, shocking insurers who expected much larger increases. Closing the 'unlinked chart reviews' billing loophole could meaningfully reduce insurer revenue and profits.
GM Leans On Trucks And Cash Returns
- General Motors guided to $10.3–$11.7 billion profit in 2026, driven mainly by high-margin gas trucks and SUVs. GM boosted buybacks by $6 billion and raised its dividend 20%, signaling strong cash-return focus despite EV pullback.