The White House has announced that President Trump is not considering a straight two-year extension of current healthcare subsidies. Instead, the administration intends to release recommendations for healthcare policy improvements in the near future, signaling a potential shift in strategy rather than a continuation of the status quo. This development is particularly relevant for healthcare and insurance stocks such as Oscar Health ($OSCR), Molina Healthcare ($MOH), and Centene Corporation ($CNC). These companies are sensitive to federal subsidy structures, and the refusal to grant a simple extension introduces a layer of policy uncertainty that market participants will need to digest.