01-28-2026 | From insurers under pressure to record stocks and accelerating artificial intelligence investment, markets shift focus today.

[COMPANIES]. UNITEDHEALTH SIGNALS RARE REVENUE DROP. UnitedHealth Group PROJECTS LOWER REVENUE FOR TWENTY TWENTY SIX, its first annual decline in decades. The company posted fourth quarter adjusted earnings of TWO POINT ELEVEN DOLLARS PER SHARE and guided a medical care ratio near EIGHTY EIGHT POINT EIGHT PERCENT for the same year. Pressure increased after a preliminary Medicare Advantage payment proposal showed an increase of only ZERO POINT ZERO NINE PERCENT for twenty twenty seven. Shares of UnitedHealth and other insurers FELL SHARPLY. [THE ECONOMY]. UNITED STATES CONSUMER CONFIDENCE HITS A DECADE LOW. The Conference Board index DROPPED NINE POINT SEVEN POINTS in January to EIGHTY FOUR POINT FIVE, the LOWEST LEVEL since twenty fourteen. Households reported rising concerns about PRICES, JOB SECURITY, and the economic outlook, raising questions about near term CONSUMER SPENDING. [MARKETS]. STOCKS AT RECORDS AS DOLLAR SLIDES. United States equity indexes CLOSED AT ALL TIME HIGHS, supported by EARNINGS optimism and strong ARTIFICIAL INTELLIGENCE demand. At the same time, the United States DOLLAR WEAKENED, lifting COMMODITY prices, while insurer stocks underperformed after the Medicare payment update. [INNOVATION]. NVIDIA ARTIFICIAL INTELLIGENCE CHIPS CLEARED FOR CHINA. Chinese authorities APPROVED the import of HUNDREDS OF THOUSANDS of NVIDIA H TWO HUNDRED AI CHIPS, supporting rapid expansion of ARTIFICIAL INTELLIGENCE INFRASTRUCTURE.