UNHERD: “This shift in support has deep implications for 2028. Marco Rubio and the rest of the Aipac-aligned shortlist are likely to dominate the primary debates, but a candidate sympathetic to Carlson or Steve Bannon now has a viable lane on Israel that did not exist in 2024. Perhaps even JD Vance, always willing to change his positions over the years, could defect to differentiate himself from Rubio. The Yale polling found that Carlson and Bannon both outperform their overall electability scores meaningfully among Republicans under 35.”

💊 Earnings beat sends UNH higher $UNH EPS $7.23 vs $6.6 est. Stock up +30% past month. #1# globally at $448 B, leading a $3.6T insurance space. - Clear leader by revenue - Gap vs peers still wide - Earnings reinforcing the top spot Defensive sector, strong momentum.