AI is clearly a structural trend, and with so much capital and attention concentrated there, it makes sense to keep an eye on it.
But here’s the thing: the market doesn’t only move where everyone’s looking.Over the past month, healthcare was the best-performing sector, up 8.39%, while the S&P 500 and Information Technology sector were down 0.53% and 5.21% respectively.
Most investors and media headlines have been obsessing over AI stocks—wondering whether we’re in a bubble, debating valuations, and nervously watching every move in the Magnificent Seven.
Stretch it to three months, and healthcare still leads with a 15.55% return. Healthcare stocks are gaining serious momentum—and most people didn’t even notice.When Trump appointed Robert Kennedy Jr. as Health Secretary—known for his anti-vaccine stance—investors panicked. There were fears he’d push unfavorable policies or dismantle Obamacare, ending healthcare subsidies.
But the reality turned out different. Finally ,Kennedy promised not to disrupt current vaccine protocols without overwhelming scientific evidence and agreed not to establish parallel safety systems outside the FDA/CDC. Subsidies have been extended too.
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