According to @StockMKTNewz, citing The Wall Street Journal, Oracle co-founder Larry Ellison reportedly called President Trump after the Netflix (NFLX) deal was announced and said the deal would hurt competition, signaling antitrust concern around the transaction (source: @StockMKTNewz, The Wall Street Journal).

According to @mcuban, the U.S. healthcare market is not efficient because a few insurance carriers dominate and define industry economics, preventing true competition for consumer healthcare dollars. Source: Mark Cuban (@mcuban) on X, Nov 29, 2025. He states that achieving an efficient, transparent market will require participation from the DOJ, the FTC, and legislators, not laissez-faire deregulation. Source: Mark Cuban (@mcuban) on X, Nov 29, 2025. Cuban warns that removing government intervention would allow large carriers to expand to multi-trillion-dollar revenues, acquire innovative firms, more providers, and PBMs, and drive care costs even higher. Source: Mark Cuban (@mcuban) on X, Nov 29, 2025. He adds that with transparency and efficiency, states could pursue a Canada-like path to universal coverage by analyzing statewide claims and choosing to cover costs if voters agree, starting state by state. Source: Mark Cuban (@mcuban) on X, Nov 29, 2025. Trading implications: Cuban’s comments highlight material policy and antitrust catalysts for managed care and PBM equities; watch DOJ/FTC actions and state-level initiatives as potential drivers of valuation and M&A risk. Source: Mark Cuban (@mcuban) on X, Nov 29, 2025. Crypto market note: the post does not reference cryptocurrencies or blockchain, and no direct crypto impact is cited. Source: Mark Cuban (@mcuban) on X, Nov 29, 2025.

According to @mcuban, U.S. health insurance carriers are so large and vertically integrated that they set the rules, and he argues the ACA is not employer-driven (Source: Mark Cuban on X, Nov 28, 2025, twitter.com/mcuban/status/1994504415152120002). He states the solution is to break up the behemoth carriers to give the market a chance to become efficient, emphasizing antitrust-driven structural reform (Source: Mark Cuban on X, Nov 28, 2025, twitter.com/mcuban/status/1994504415152120002). He delivered these remarks in a reply to Bill Gurley’s post, underscoring criticism of vertical integration and rule-setting power within managed care (Source: Mark Cuban on X, Nov 28, 2025, twitter.com/mcuban/status/1994504415152120002; x.com/bgurley/status/1994451234732875864).