Regarding Obamacare vs. AHA, yes it can be about Trump and the direction the GOP are taking. UNH removed themselves from the ACA marketplace due to struggling profitability. There is a lot of talk of potentially prolonging the ACA rather than repeal it due to Ryancare's recent demise. If this is the case, it will affect the direction of Health Insurance companies as a whole (who stands to be profitable).
This is all before the possibility of some unforeseen direction the GOP goes (single payer, etc..) unlikely, though United Healthcare is very cautious with their roadmap and definitely would like to know what's going to happen.
At the moment, as of 04/04, nothing at the mid to lower levels is known. Talk from on high has been around creating heavier agile related teams and analyzing hiring with a pause due to the high growth and projected growth in the near future. Though, Sr Management is keeping it all close to their chests for the time being.