UnitedHealth Medicare Plan Ratings Rise; AI Infrastructure Boosts Market Players

UnitedHealth Group reported that approximately 78% of its Medicare Advantage enrollees are currently in plans rated four stars or higher, with expectations this will remain the majority in 2026. Plans rated four stars and above qualify for bonus payments, making them more profitable for insurers. This disclosure comes amid challenges faced by insurers providing government-sponsored plans due to rising costs.

Meanwhile, the broader market saw notable activity related to AI and technology investments affecting the data center infrastructure and semiconductor sectors. CoreWeave's acquisition of Core Scientific positions it competitively against major players like Microsoft in AI data center capacity, highlighting evolving business models in AI infrastructure. Planet Labs, a satellite data company, surged over 40% after reporting strong quarterly results and positive free cash flow for the second straight quarter, reflecting growing investor interest in data-driven technology firms.

The semiconductor industry experienced fluctuations with Broadcom securing $10 billion in new orders from OpenAI, while rivals like Nvidia and AMD saw market value declines. OpenAI's expanding cash burn and increased spending on AI hardware indicate sustained growth and diversification in AI technology procurement, implying broader implications for chip suppliers and data infrastructure providers.