Closing Bell: Texas Instruments Results, Health Insurers Fall, JetBlue Sinks

Jan 27, 2026

Discussion of Texas Instruments’ upbeat revenue forecast and what it signals for industrial and vehicle demand. A sharp selloff in health insurers after proposed Medicare Advantage payment limits. JetBlue’s wider-than-expected loss and its push to attract higher-paying travelers.

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INSIGHT

Analog Chip Demand Rebounds

Texas Instruments signaled demand recovery in industrial and automotive with revenue guidance topping estimates.
Free cash flow jumped 65% year over year, supporting heavy R&D and capex spending.

ADVICE

Use Cash Flow To Gauge Chip Stocks

Monitor free cash flow and R&D trends to judge Texas Instruments' reinvestment and shareholder returns.
Use cash-flow strength to assess durability beyond quarterly EPS beats or misses.

ANECDOTE

Corning's Big Meta Deal

Corning jumped after announcing a multi-year, up-to-$6 billion supply deal with Meta for data-center optical fiber.
The company is expanding facilities to meet demand from AI-focused cloud providers.

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On this episode of Stock Movers:

Listen for comprehensive cross-platform coverage of the US market close as heard on Bloomberg Television, Bloomberg Radio, and YouTube with Romaine Bostick, Katie Greifeld, Carol Massar and Tim Stenovec.

- Texas Instruments (TXN), the biggest maker of analog chips, gave a strong revenue forecast for the current period, indicating that demand for industrial equipment and vehicles is beginning to rebound. Revenue will be $4.32 billion to $4.68 billion in the first quarter, the company said in a statement Tuesday. The midpoint of that range edged past the $4.42 billion estimated on average by analysts. Profit in the period will be as much as $1.48 a share, compared with a projection of $1.26. Texas Instruments shares rose about 5% in extended trading after the report was released. They had gained 13% to $196.63 this year before Tuesday’s close

- Shares of health insurers continued to fall on Tuesday following a Monday proposal from the Trump administration to limit federal payments to the plans, known as Medicare Advantage, next year. On top of that, UnitedHealth Group forecast its annual revenues will shrink this year for the first time since the 1980s — partially as a result of other federal changes over the last few years undercutting its strategy. UnitedHealth Group (UNH) was down 20% at 12:24 p.m. in New York on Tuesday, erasing more than $60 billion of market value. It’s lost nearly half its value over the last year. CVS Health (CVS) dropped about 15% on Tuesday while Humana (HUM) fell 20%.

- JetBlue (JBLU) fell after reporting a wider loss than expected last quarter, capping a bruising 2025 as the US carrier hopes demand from higher-paying customers will fuel a return to profitability. The New York-based carrier posted an adjusted loss of 49 cents a share, three cents worse than the average of analyst estimates. Operating revenue came in slightly ahead of Wall Street projections. Shares in JetBlue fell 4.2% to $4.87 as of 11:06 a.m. New York time. The stock sank 42% last year, compared with an 11% gain for the Russell 2000 Inde

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