Jonathan Weil
Columnist, Heard on the Street at The Wall Street Journal
Staff Reporter of The Wall Street Journal.
Articles
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1 week ago |
wsj.com | David Wainer |Jonathan Weil
For years, UnitedHealth Group’s UNH 0.39%increase; green up pointing triangle financial reporting has been a black box. That needs to change. The largest healthcare insurer and provider in America, UnitedHealth is bigger by revenue than Apple or Exxon Mobil. But investors have limited visibility into what is actually driving UnitedHealth’s profits—or where the risks lie. Copyright ©2025 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8
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2 weeks ago |
wsj.com | Jonathan Weil
But the multiple could be higher or lower if real-life fluctuations in the value of all its derivative contracts were included. That complicates investors’ ability to gauge if the stock is trading at an appropriate valuation, or if the company is trying to obscure looming losses. So far, that hasn’t hurt shares in the retail energy supplier. They have surged on investor enthusiasm for power producers tapping into artificial-intelligence demand.
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2 weeks ago |
reforma.com | Jonathan Weil
Lucen aranceles al acero vulnerables a impugnación05 MIN 00 SEGJonathan Weil / THE WALL STREET JOURNALNueva York, Estados Unidos (10 junio 2025) .-05:00 hrs Crédito: EspecialLas acciones de las siderúrgicas estadounidenses se dispararon tras la noticia de los nuevos aranceles del Presidente Trump. Pero, ¿son estos aranceles tan a prueba de balas como parecen creer los inversionistas?
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2 weeks ago |
elnorte.com | Jonathan Weil
Lucen aranceles al acero vulnerables a impugnación05 MIN 00 SEGJonathan Weil / THE WALL STREET JOURNALNueva York, Estados Unidos (10 junio 2025) .-05:00 hrs Crédito: EspecialLas acciones de las siderúrgicas estadounidenses se dispararon tras la noticia de los nuevos aranceles del Presidente Trump. Pero, ¿son estos aranceles tan a prueba de balas como parecen creer los inversionistas?
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2 weeks ago |
wsj.com | Jonathan Weil
Shares of Universal Health Services and other large U.S. hospital chains fell sharply Monday. The moves appeared to be in response to a directive Friday by President Trump telling the government to scrutinize Medicaid payments more closely. UHS shares fell as much as 10% before paring some losses. Tenet and HCA also declined.
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Heard on the Street: Are steel tariffs as bulletproof as investors seem to believe? Trump’s latest tariff hike looks vulnerable to a courtroom challenge. | My latest @WSJ @WSJheard $CLF $NUE $STLD https://t.co/VEBZwflzzO
NRG’s Stock Is a Top Gainer. How Does It Really Make Money? - WSJ | My latest @WSJ @WSJheard $NRG https://t.co/X7AiscsMJV
Reposting from Feb. 23
Heard on the Street: No matter how dead Nippon Steel’s bid to buy U.S. Steel might look, don’t rule out a victory by the Japanese suitor | My latest @wsj @WSJheard $X https://t.co/irOVY70Cur