Check out the companies that made headlines before the bell: UnitedHealth , Humana , CVS Health — Health insurance stocks fell after the Centers for Medicare and Medicaid Services announced a proposal to increase Medicare Advantage payment rates by just 0.09% in 2027, according to FactSet. This is far below the expected 4-6% increase. Shares of UnitedHealth Group and Humana each fell 15%. CVS Health stock fell nearly 13%. CORNING — The glass maker rose 5.9% after CEO Wendell Weeks said in an exclusive interview with CNBC that Meta has committed to paying Corning up to $6 billion by 2030 for fiber-optic cables for AI data centers. General Motors — Shares soared more than 4% after the company reported better-than-expected fourth-quarter profits and released 2026 guidance that beat analyst expectations. In addition, GM increased its quarterly dividend by 20% and announced a $6 billion stock buyback program. Boeing — The aircraft maker reported fourth-quarter revenue of $23.95 billion, beating analysts’ estimates of $22.6 billion, and posted a 2% profit, according to LSEG. “There’s a lot to be optimistic about,” CEO Kelly Ortberg told staff. American Airlines — The Fort Worth-based airline rose nearly 3% after forecasting 2026 revenue growth. American Airlines expects revenue to increase 7% to 10% in the first three months of this year compared to 2025. The company also expects adjusted earnings per share to improve year over year by mid-year. However, the company’s fourth quarter results were lower than expected. United Parcel Service — The package delivery company rose 3.6% after reporting better-than-expected fourth-quarter results on revenue and bottom line. United Parcel Service posted adjusted earnings of $2.38 per share on revenue of $24.48 billion. Analysts polled by LSEG had expected earnings of $2.20 per share and revenue of $24 billion. Nucor — The steelmaker fell more than 2% after reporting weaker-than-expected earnings. The company reported fourth-quarter adjusted earnings of $1.73 per share on revenue of $7.69 billion. This is below the FactSet consensus on earnings of $1.91 per share and revenue of $7.91 billion. Sanmina — The electronics manufacturing services provider fell more than 9% after its latest earnings report. Sanmina reported adjusted earnings per share of $2.38 on revenue of $3.19 billion, but the coverage was weak so comparisons were not possible. Salesforce — The software company rose 2.4% after the U.S. military announced it had signed a $5.6 billion, 10-year contract. CoStar — Shares soared nearly 6% after Third Point launched an activist campaign against the real estate market and analytics company. —CNBC’s Michelle Fox, Davis Giangiulio, Fred Imbert and Katie Tarasoff contributed reporting. Correction: A previous version incorrectly stated Nucor’s fourth-quarter earnings and consensus estimates for the period.
