Following Donald Trump's election victory, shares of U.S. health insurers, particularly those focused on the Medicare market, have experienced a significant surge. Analysts suggest that the new administration may reduce regulatory pressures on Medicare Advantage, potentially creating a more favorable environment for mergers and acquisitions in the sector. Stocks of major health insurers, including CVS Health Corporation (CVS) and UnitedHealth Group Incorporated (UNH), have rallied amid these expectations. Additionally, the overall healthcare sector has seen positive movement, with analysts from Bernstein indicating that Trump's win will likely benefit managed care organizations (MCOs). This rally reflects investor optimism regarding the future regulatory landscape for Medicare-focused insurers.