Morning Minute: TSMC up 77%, UNH and JBHT rise after earnings

Bullish Gator

TSMC reports 77% revenue growth; UnitedHealth rises after earnings; J.B. Hunt gets price-target boosts following strong results. Rick Ducat’s top headlines.

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What stands out

Rick Ducat opened with a crisp headline: UnitedHealth moved higher after earnings, even as TSMC and J.B. Hunt dominated other parts of the tape. That uptick matters because the stock pop sits on a curious fundamental split, double-digit revenue growth paired with shrinking net income, which is the kind of mismatch investors either look past or pay for later. For anyone holding health insurers, a one-day move after results is a news headline, not a verdict.