$CERN

The Medical Records Access Fairness Act of 2026 mandates standardized, interoperable electronic health record (EHR) access, creating a significant market for health IT solutions and data management. This bill directly benefits companies providing EHR systems, data integration, and secure cloud storage, while increasing compliance costs for healthcare providers.

This $22.7 million Department of Veterans Affairs contract for an EHRM infrastructure upgrade at the Miami VAMC, awarded to private company MILICON INC, signals continued investment in healthcare IT infrastructure. While MILICON is private, publicly traded Electronic Health Record (EHR) system providers and IT services companies are indirect beneficiaries of such upgrades.

This $526 million contract to Optum Public Sector Solutions, a subsidiary of UnitedHealth Group ($UNH), for the Department of Veterans Affairs, represents a significant revenue boost for the healthcare giant, particularly in its government services division. The award aligns with ongoing legislative efforts to strengthen healthcare infrastructure and services for veterans.

This $609M contract to Optum Public Sector Solutions, a subsidiary of UnitedHealth Group ($UNH), for VA services represents a significant revenue stream and reinforces its position in federal healthcare IT, with potential benefits for healthcare technology providers like Oracle ($CERN) and DXC Technology ($DXC).

This $15.6 million Department of Veterans Affairs contract to private firm Thundercat Technology for an Interactive Patient Care System indicates continued federal investment in healthcare technology, benefiting publicly traded companies like Cerner ($CERN), Dexcom ($DXCM), and Medtronic ($MDT) that operate in the digital health and medical device sectors.

SPARKSOFT CORPORATION, a private entity, secured a $70.4M contract from CMS for advanced provider screening development and operations. While not directly impacting a public company, this award signals continued federal investment in healthcare IT, benefiting publicly traded competitors and technology providers in the sector.

Booz Allen Hamilton's $71.5M contract for the VA's Connected Care Platform is a positive development for the company, representing a meaningful revenue stream and reinforcing its position in federal healthcare IT. This award aligns with broader legislative efforts to modernize healthcare infrastructure, particularly for veterans.

Oracle Health Government Services, Inc., a subsidiary of Oracle Corporation ($ORCL), secured a $130 million contract from the Department of Veterans Affairs for EHRM deployment, representing a meaningful revenue boost and solidifying its position in federal healthcare IT. This award aligns with ongoing legislative efforts to modernize healthcare infrastructure, particularly within the VA system.

This $156 million contract awarded to Oracle Health Government Services, a subsidiary of Oracle Corp ($ORCL), for EHRM software development at the VA, represents a significant win in the federal healthcare IT space, bolstering Oracle's position in a critical government sector.

This nearly $1 billion contract award to ORACLE HEALTH GOVERNMENT SERVICES, INC. for EHRM deployments is a significant win for Oracle, bolstering its position in the federal healthcare IT market and representing a substantial revenue boost for its Cerner acquisition.

This $1.3 billion contract awarded to ORACLE HEALTH GOVERNMENT SERVICES, INC. for EHRM operational management is a significant win for Oracle ($ORCL), reinforcing its position in the federal healthcare IT market and providing a stable revenue stream. The award, while not directly tied to specific new legislation, aligns with ongoing federal initiatives to modernize healthcare infrastructure, benefiting Oracle and its potential supply chain partners.