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Q4 2026 Predictions: The Midterms, Oscar Health, and AI Spend

Hero image for Quarterly What’s Next Digest featuring a small photo of hands typing on a laptop with financial chart graphics, alongside the title and subtitle, “A timely look at the trends and forces health system strategy leaders need to watch.” Four labeled tabs below read Capital & Ownership, Outsiders & Disruptors, Regulations, and Enablement Layer.

The Quarterly What’s Next Digest

Each quarter, Strategy Catalyst’s What's Next Digest maps where U.S. healthcare is heading across CORE pillars: Capital & Ownership, Outsiders & Disruptors, Regulations & Rules of the Game, and the Enablement Layer. Under each prediction, the market consensus is what most agree is happening. Our call pushes past it—where we think the market underestimates the speed, scale, or second-order implications. We're not trying to be right about all of them: get every call right, and we've played it too safe. The goal is roughly 70%, but every prediction should force a hard conversation that sets you up no matter what comes. Read on to see our Q4 predictions and which predictions we’ve gotten right so far this year.

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