
In 16 months, $200 billion in lost market value. For Nvidia (NVDA), that might be just another day at the office. But for UnitedHealth (UNH), a healthcare sector bellwether and formerly the highest-weighted position in the Dow Jones Industrial Average ($DOWI), Tuesday was the day it finally delivered the financial “proof of life" the bulls have been waiting for.
UNH’s Q1 2026 earnings report was a textbook example of a margin recovery story. The company beat Wall Street estimates and, the part that really matters these days, raised its full-year guidance. The stock popped more than 6%. OK, what’s the encore then?