AVGO: 4% | Broadcom shares are trading higher after the company announced an agreement with Google for expanded TPU capacity. Also, the company expanded a cooperation pact to supply approximately 3.5 GW of AI compute capacity to Anthropic.

 

UNH: 10% | Shares of health insurance companies are trading higher after the Centers for Medicare & Medicaid Services announced a 2.48% rate hike for 2027 Medicare Advantage and Part D programs.

 

ARM: -3% | Arm Holdings shares are trading lower after Morgan Stanley downgraded its rating on the stock from Overweight to Equal-Weight and raised its price target from $135 to $150.