Molina Healthcare has launched MyCare powered by Teladoc to provide virtual primary and urgent care to its Medicaid and Medicare members. This service offers 24/7 access to doctors via phone or video for non-emergency issues, aiming to reduce wait times and improve access for underserved populations. The program integrates with Molina's existing digital platforms and utilizes Teladoc's clinician network to manage common conditions, send prescriptions, and support care coordination, ultimately targeting better health outcomes and cost control.

Wedbush initiated coverage on EPAM Systems (NYSE:EPAM) with a Neutral rating and a $99.00 price target, citing concerns about slowing growth, competitive pressures, and AI cannibalization risk. The firm acknowledged EPAM's strong technical positioning from its software engineering history and early AI adoption but noted that competitors also pursue similar opportunities. Despite these concerns, InvestingPro analysis suggests EPAM may be undervalued, with 12 analysts recently revising earnings upward; however, Goldman Sachs recently downgraded the stock due to spending headwinds.

Delta Air Lines has canceled hundreds of flights over the past 48 hours due to severe weather, causing significant disruptions at its major hubs, LaGuardia Airport (LGA) and Hartsfield-Jackson Airport (ATL). The FAA intervened with ground stops at LGA due to thunderstorms, leading to widespread cancellations and delays. Delta is offering flexible rebooking options for affected passengers traveling to, from, or through Newark, JFK, LGA, and White Plains.

Fox Corporation announced an agreement to acquire streaming platform Roku in a transaction valued at approximately $22 billion. Roku shareholders will receive $160 per share, representing an 11.4% premium over the previous closing price, with compensation structured as $96 cash and 0.9693 shares of Fox Class A stock per Roku share. The deal, expected to close in the first half of 2027, aims to merge Fox's media content with Roku's streaming distribution platform, significantly expanding Fox's reach into high-growth business segments.

Morgan Stanley has upgraded Ferrari to overweight, raising its price target to $438, implying a 23% upside. The firm believes investor concerns about recent stock struggles, new product offerings, and broader growth prospects are overblown. Despite a 23% drop in the past year, Morgan Stanley's analysis suggests the brand remains strong and the market has overreacted to perceived risks.

Wells Fargo analyst Richard Poland reiterated a Sell rating on Fortinet (FTNT.US) but raised the target price from $70 to $125. Poland's past performance indicates a 0.0% success rate and an average return of -21.3% over the last year. The article emphasizes that this information is for informational purposes only and not investment advice.

Investment strategists and analysts on CNBC's "Final Trades" segment recommended Jefferies Financial, Goldman Sachs, and Kinder Morgan. Jefferies Financial received an "Outperform" rating from Oppenheimer with a raised price target, while Goldman Sachs was maintained with a "Neutral" rating by JP Morgan, also with a raised price target. Kinder Morgan was highlighted after reporting better-than-expected first-quarter earnings and sales.

Two Harbors Investment Corp. (TWO) announced that UWM Holdings (UWMC) failed to submit a new proposal during a waiver period granted to facilitate direct engagement on a potential transaction. Consequently, Two Harbors is recommending CrossCountry Mortgage's all-cash offer of $12 per share, which it believes represents superior value compared to UWMC's latest stock-based proposal of $5.55 per share. The company had concerns about UWMC's prior proposals regarding shareholders receiving stock instead of cash and unaddressed key terms.

Shares of major cruise lines including Carnival, Royal Caribbean, and Norwegian Cruise Line are surging following news of a U.S.-Iran peace agreement. This agreement has caused crude oil prices to plummet, addressing a significant financial headwind for the cruise industry as fuel is a major operating expense. The decline in oil prices is expected to greatly improve the earnings outlook for cruise companies ahead of a strong summer booking season.

Trading Technologies (TT) has partnered with ICE Data Services, a part of Intercontinental Exchange (NYSE: ICE), to power its new buy-side Fixed Income Execution Management System (EMS). This platform will integrate ICE's evaluated prices, reference data, and Continuously Evaluated Price (CEP) market data for over 3 million fixed income instruments. The new EMS, launching later in 2026, aims to provide a unified trading experience for USD Rates and Credit products alongside futures and FX on a single platform.