Traders piled into healthcare options today after the Trump administration finalized a 2.48% Medicare Advantage payment hike for 2027. UNH UnitedHealth jumped as options calendars extended through June 30 showing sustained conviction. CVS CVS Health and HUM Humana grabbed heavy flow as insurers surged on reimbursement clarity.
AVGO Broadcom topped trending options overnight after Anthropic's AI partnership deal. Expiries stretched through July 14 demonstrating confidence in the $1.1T chip giant's AI infrastructure exposure. Dense near-term flow clustered around April 8-17 suggesting event positioning.
TSLA Tesla showed unusual activity following SpaceX IPO skepticism. Analysts warned "the juice has been squeezed" on Elon Musk ventures per morning headlines. Options traders loaded up through June 26 despite valuation concerns.
Teradyne topped sentiment rankings for the second straight week. The chip tester held 23 expiries through June as semiconductor equipment names absorbed defensive rotation. Occidental Petroleum grabbed flow on oil volatility with Iran war entering day 21.
NFLX Netflix drew heavy positioning ahead of Q1 results. Expiry clusters appeared across weekly dates through May suggesting earnings volatility plays remain active despite streaming sector uncertainty.
ORTEX Market Intelligence content is generated by AI from a snapshot of ORTEX's proprietary data. Content is informational only and does not constitute investment advice.
