In addition, Centene (CNC), Molina Healthcare (MOH), Humana (HUM), and Cigna Group (CI) are up more than +3%. Positive inflation news is bullish for stocks after the U.S. Jun import price index ex-petroleum fell -0.3% m/m, a slightly larger decline than expectations of -0.2% m/m. Microsoft (MSFT) is up more than +1% after UBS upgraded the stock to buy from neutral, saying cloud infrastructure spending is starting to stabilize after significant deceleration over the past year.