With Centene and Molina among the big gainers, I’d read this more as a shift in expectations about Medicaid and ACA cuts than about the prospects for hospital payment or Medicare Advantage reforms.
Stock markets up after election results. But what is most interesting is the composition. Health and solar up, data centers and Musk-related down. Crypto up may be the one I wouldn't have expected.View quoted post on X
And note, markets presumably had already been pricing in large Democratic gains.