Check out the companies making headlines before the bell: UnitedHealth , Humana , CVS Health — The medical insurance stocks dropped after the Centers for Medicare & Medicaid Services released a proposal to raise 2027 Medicare Advantage payment rates by just 0.09%, far lower than expectations for a 4-6% increase, according to FactSet. Shares of UnitedHealth Group and Humana dropped 15%, each. Shares of CVS Health slid nearly 13%. Corning — The glass manufacturer rallied 5.9% after CEO Wendell Weeks told CNBC in an exclusive interview that Meta has committed to paying Corning up to $6 billion through 2030 for fiber-optic cable in its AI data centers. General Motors — The automaker jumped more than 4% after it reported better-than-expected earnings for the fourth quarter and issued a 2026 outlook that also exceeded analyst forecasts. On top of that, GM increased its quarterly dividend by 20% and announced a $6 billion stock buyback program. Boeing — The airplane maker gained 2% after reporting fourth quarter revenue of $23.95 billion, more than the $22.6 billion expected by analysts, according to LSEG. CEO Kelly Ortberg told staff there’s “a lot to be optimistic about.” American Airlines — The Fort Worth-based airline rose nearly 3% after projecting revenue growth for 2026 . American Airlines expects to earn 7% to 10% more in revenue the first three months of the year compared to 2025. It also anticipates an improvement in adjusted earnings per share by the middle of the year versus last year. However, the company’s fourth-quarter results fell short of expectations. United Parcel Service — The package delivery company gained 3.6% after reporting fourth quarter results that beat expectations on the top and bottom lines. United Parcel Service posted earnings of $2.38 per share, on an adjusted basis, on revenues of $24.48 billion. Analysts polled by LSEG had expected per-share earnings of $2.20 on revenues of $24.00 billion. Nucor — The steel manufacturer is down more than 2% after an earnings report that missed expectations. The company said fourth quarter adjusted earnings were $1.73 per share and revenue was $7.69 billion. That’s below the FactSet consensus of $1.91 earnings per share and $7.91 billion in revenue. Sanmina — The electronics manufacturing services provider slid more than 9% after its latest earnings report. Sanmina posted adjusted earnings of $2.38 per share on revenues of $3.19 billion, though the results were not comparable due to thin coverage. Salesforce — The software company gained 2.4% after announcing the U.S Army awarded it a $5.6 billion, 10-year contract. CoStar — Shares popped nearly 6% after Third Point launched an activist campaign against the real estate marketplace and analytics company. — CNBC’s Michelle Fox, Davis Giangiulio, Fred Imbert and Katie Tarasov contributed reporting. Correction: An earlier version misstated Nucor’s fourth-quarter revenue and the consensus estimates for the period.
