By George Glover and Joe Woelfel
Stock futures were rising Tuesday as investors shrugged off the risk of another U.S. government shutdown and awaited a bevy of corporate earnings reports.
These stocks were poised to make moves:
Humana cratered 14%, CVS Health dropped 9.4%, UnitedHealth Group plummeted 9%, and Elevance Health tumbled 6.6%, making the healthcare providers the S&P 500's four biggest losers ahead of the opening bell. The Centers for Medicare and Medicaid Services proposed late Monday to keep payments for private Medicare Advantage plans roughly flat in 2027. The proposed increase of 0.09% was well below what analysts had been expecting.
The selloff threatened to overshadow UnitedHealth's fourth-quarter earnings, which will be released Tuesday following a dismal 2025 that saw the collapse of the insurer's Medicare Advantage business.
Micron Technology was the S&P 500's best performer in premarket trading as the stock surged 4.2% after the memory-chip maker said it would invest about $24 billion in Singapore over the next decade, looking to take advantage of surging demand. Flash-memory supplier Sandisk jumped 3.1% and disk-drive makers Western Digital and Seagate Technology were up 3% and 2.4%, respectively, on Tuesday. Seagate is set to report earnings for its fiscal second quarter after the close of trading Tuesday.
Nucor fell 2.3% after the steel company reported weaker-than-expected adjusted earnings and revenue for the fourth quarter. Steel prices have been rising, but so have scrap steel cost -- and that's bad news for Nucor because its business relies on remelting scrap to make new steel.
Agilysys sank 12% after the hospitality software provider missed analysts' targets for its third-quarter adjusted earnings. The company also guided for revenue growth of about 20% over the current quarter, implying a slowdown in growth.
CoreWeave jumped 6.2% to $104.38, having surged 5.7% to $98.31 on Monday after the artificial-intelligence cloud company announced an expanded partnership with Nvidia that includes a $2 billion investment from the chip maker. Deutsche Bank analyst Brad Zelnick cited a "solid" medium-term outlook for CoreWeave when he upgraded the stock to Buy from Hold with a $140 price target on Tuesday, the Fly reported.
Boeing slipped 0.3% ahead of the aerospace maker's fourth-quarter earnings report. Wall Street expects Boeing to post a loss of 44 cents a share on revenue of $22.6 billion. A year earlier, Boeing reported a loss of $5.90 a share on revenue of $15.2 billion. Boeing hasn't produced a full-year profit since 2018, the year before the second fatal 737 MAX crash, which grounded the jet worldwide between March 2019 and November 2020.
In addition to UnitedHealth, Boeing, and Seagate, earnings reports are expected Tuesday from United Parcel Service, RTX, Texas Instruments, American Airlines, NextEra Energy, Union Pacific, General Motors, and Northrop Grumman.
Write to George Glover at george.glover@dowjones.com
This content was created by Barron's, which is operated by Dow Jones & Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal.
(END) Dow Jones Newswires
January 27, 2026 05:44 ET (10:44 GMT)
Copyright (c) 2026 Dow Jones & Company, Inc.
Comments