Kevin Green kicks off the day with a look at the big picture and earnings wraps. Communication and IT have been leading over the last few trading sessions. He sees a potential vol shift over the next few days. KG reviews UnitedHealth (UNH) earnings, which were mixed and forecasted a revenue decline in FY26; he covers how the new Medicare reimbursement rate is hitting the sector. He also digs into RTX (RTX) earnings, which beat estimates.

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