Oscar Health Inc（OSCR）資訊與事件OSCROscar Health Inc

Stock Futures Surge Sharply After Fed Rate Hike

Stock futures are pointing sharply higher as investors return to equities after the Federal Reserve delivered its widely expected 25-basis-point rate hike. The Fed raised its target range to 3.75%-4%, its first rate increase since July 2023, while its projections pointed to the possibility of another hike before year-end.The initial market reaction to the Fed was negative Wednesday, but stocks reversed course in overnight trading as investors digested the decision. Chair Kevin Warsh emphasized that inflation remains elevated and said the economy has strengthened since the Fed's July meeting, reinforcing expectations that policymakers are prepared to keep rates higher for longer. Markets now see roughly a 58% chance of another quarter-point increase at the Fed's October meeting, up from about 44% a day earlier.Treasury yields are easing from their recent highs. The two-year yield is around 4.72%, while the 10-year is near 5%, after the benchmark yield briefly moved above 5% earlier this week. The dollar, meanwhile, is trading near a seven-week high following the Fed's more hawkish policy signal.Brent crude is around $103 a barrel and WTI is near $99 after both contracts fell more than 2% Wednesday. Reports that Saudi Arabia is offering additional crude cargoes through Oman have eased some concerns about supply disruptions stemming from the conflict with Iran. Still, crude remains more than 20% higher over the past two and a half weeks.In pre-market trading, S&P 500 futures rose 1.25%, Nasdaq futures rose 1.58% and Dow futures rose 1.2%.Check out this morning's top movers from around Wall Street, compiled by The Fly.HIGHER -Generacup 31% after issuing a warrant to Amazon acquire up to nearly 1.7M shares of common stock as part of a pact to supply backup power generators for its data centersClearmind Medicineup 7% after testifying at the FDA's psychedelic hearing in Washington D.C.Armup 5% after CEO Rene Haas said he's more confident today in the company's prospects than he was on the July earnings conference call in an interview on CNBC's Mad Money yesterdayYetiup 2% after providing its FY26 outlook and long-term financial framework at its investor dayNikeup 2% after announcing Alexandre Arnault, deputy CEO of Moet Hennessy, has been appointed to the company's board of directorsOscar Healthup 1% after raising its FY26 guidance at its investor dayDOWN AFTER EARNINGS -Lennardown 1%LOWER -Fluence Energydown 18% after FY26 revenue guidance cutSentinelOnedown 3% after Bernstein downgraded shares to Market Perform with a price target of $25, up from $21Palo Alto Networksdown 2% after Bernstein downgraded the stock to Market Perform with a price target of $351, up from $253

Oscar Health Raises 2026 Financial Guidance

Oscar Health yesterday discussed its financial performance and outlook at the company's investor day, including the following improvements to its full year 2026 guidance: Medical loss ratio between 81.0% and 82.0%, an improvement of 50 basis points from its previous expectation of 81.5% to 82.5%, and earnings from operations between $600M and $800M, an increase of $100M from its previous expectation of $500M to $700M. In addition, the company reaffirmed its 2026 revenue guidance of between $18.7B and $19.0B.

Oscar Reports Q2 Revenue of $4.88B, Exceeding Expectations

Reports Q2 revenue $4.88B, consensus $4.75B. "Oscar delivered record profitability in the first half of the year and we are raising our full-year 2026 guidance," said Mark Bertolini, CEO. "Our superior operating performance and execution against the fundamentals of our strategy are accelerating the individual market. More people are moving between full- and part-time jobs, gig work, and retirement - a shift AI will accelerate. A durable individual market gives them greater choice and will power the future of American healthcare. Oscar's consumer products, disciplined pricing, and scalable technology platform will capture this opportunity and position us for long-term profitable growth."