At 6th March 2026
- Breaking–Oracle to lay off thousands due to AI data center cash crunch, possibly as early as next week. What’s next?
- Some more Ladders, tall and short: telepsych Grow Therapy’s $150M Series D, UnityAI’s $8.5M Series A; Health Recovery Solutions buys Rimidi
- Chutes & Ladders: UnitedHealth’s sideways ’26, longtime exec Cianfrocco departs; CHAI’s concept failure and future; KeyCare’s $27M Series A
- Breaking–Oracle Health loses five executives sent there to fix Cerner: report. And what is it telling us?
- Chutes & Ladders: Amwell’s ’25 loss, ’26 hopes; Teladoc’s flat 2025; Walgreens and Cigna layoffs; telehealth stable at 7%; Humana CenterWell buys MaxHealth clinics; Honest Health raises $140M
- Veradigm won’t face SEC enforcement action, cuts 15% of staff, forecasts further retrenching for 2026 growth
- Hollywood Ending, Part Deux: Joe Kiani goes on from Masimo as tech CEO plus board chair of three companies
- UnitedHealth Group’s CEO Hemsley held investments in competitive companies: WSJ
- Rock Health’s sunnier 2025: up 35% due to AI, but a tale of ‘have and have nots’
- Hollywood Ending: Masimo patient monitoring selling to Danaher for $9.9B, will be standalone operating company
- News bites: Amazon Pharmacy’s same-day delivery zooms, One Medical’s lab results app, OpenEvidence’s valuation shock, NYU Langone-Isaac Health, HealthMark buys Purview, Harbor Health buys Rippl, big raises for Solace Health, Talkiatry
- Must Read: an excellent analysis on Carbon Health’s bankruptcy–and the Ominous Parallels
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