Dow Falls on Boeing and UnitedHealth Declines

The major averages had a mixed session with the Nasdaq and S&P rising and the Dow weighed down by a slide in Boeing and much steeper pullback in UnitedHealth. Markets are trading with a cautiously positive tone early in the week as investors continue to digest corporate earnings reports and await the Federal Reserve's first policy decision of the year on Wednesday.Meanwhile, President Donald Trump said in a social media post yesterday that he plans to increase tariffs on South Korean autos, lumber, pharma, and other goods to 25% from 15%, with Trump alleging that South Korea's legislature is "not living up to" its previous deal with the U.S.Looking to commodities, gold was fractionally higher, while oil prices were rising ahead of this afternoon's API crude data.Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.1. STOCK NEWS:Shares of health insurers, including CVS Health, Cigna, and Molina, were slipping after the Centers for Medicare & Medicaid Services released itsrate plan calling for a 0.09% increase in net average year-over-year paymentsMeanwhile, UnitedHealthreportedand provided its outlook for FY26UPSreportedbut provided conservative FY26 revenue guidanceGeneral Motorsreportedand increased its quarterly dividendBoeingreported2. WALL STREET CALLS:WolfeTargetto Peer Perform ahead of investor dayAffirmto Buy at NeedhamCoStar Groupto Buy at BTIG on improving visibilityProcter & Gambleto Hold at TD CowenStrykerto Hold at TD Cowen as a new analyst took over coverage3. AROUND THE WEB:Anthropic is set to raise about $20B from venture capitalists and other investors, FT reportsMetais blocking users from sharing links to website ICE List, Wired reportsNikeis cutting 775 employees in a round of layoffs that are in addition to the 1,000 corporate job cuts it announced last summer, CNBC reportsSpruce Point Capital said in a research note that after conducting a forensic financial review of Resideo Technologies, the firm is calling for an independent investigation into the accuracy of its financial reporting and accountingThe chairman of the Senate's antitrust subcommittee is voicing concerns over Netflix'sproposed acquisition of the Warner Bros.movie-and-television studios and HBO Max streaming service, WSJ says4. MOVERS:Redwirehigher after beingfor the Missile Defense Agency Scalable Homeland Innovative Enterprise Layered Defense with a ceiling of $151BRichtechincreases after announcing awith MicrosoftCorninggains after announcing anwith MetaSanminafalls afterand providing guidance for Q2Pinterestlower after announcing it will5. EARNINGS/GUIDANCERoper Technologiesand provided guidance for FY26Applied Industrial, with EPS and revenue beating consensusJetBlue, with EPS missing consensusCommvaultand raised its guidance for FY26Sysco, with CEO Kevin Hourican commenting on the "strong results in the second quarter of fiscal year 2026"INDEXES:The Dow fell 408.99, or 0.83%, to 49,003.41, the Nasdaq gained 215.74, or 0.91%, to 23,817.10, and the S&P 500 advanced 28.37, or 0.41%, to 6,978.60.