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UnitedHealth $UNH now trades at the largest P/E gap to the S&P 500 since its IPO. 12.2x earnings. 3.03% yield. 42% upside target.

July 16, 2025 7:03 am

UnitedHealth is trading at a valuation gap that hasn’t existed since the company went public in 1984. The stock closed at $291.71 today, down 2.95%, with a market cap of $264.6 billion. The S&P 500’s average price-to-earnings ratio is hovering … Read more

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CoreWeave lands $9B infrastructure deal. Stock up 313% since IPO. Traders rush to AI exposure amid supply ramp.

July 15, 2025 2:09 pmJuly 12, 2025 8:58 am

CoreWeave just dropped the most aggressive infrastructure play in AI this quarter. On July 7, they announced a $9 billion all-stock acquisition of Core Scientific. That gives them direct access to roughly 1.3 gigawatts of active data center capacity and … Read more

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Figma files for IPO. $1.5B raise expected. 13M users. AI push. Bitcoin on balance sheet. Founder holds 75% voting power.

July 15, 2025 2:49 pmJuly 3, 2025 2:21 am

Figma has filed its paperwork. The S-1 registration hit the SEC on July 1. The company will trade on the New York Stock Exchange under the ticker “FIG”. The IPO is expected to raise up to $1.5 billion. That puts … Read more

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