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Johnson & Johnson raised its 2026 financial targets, projecting 6.5% sales growth and adjusted EPS growth of 7.3%, topping $100 billion in revenue. Despite STELARA biosimilar headwinds, management an…
UnitedHealth Group shares fell 3% after selling a stake in its Florida WellMed clinics to TPG. Management stressed the move is a growth partnership rather than a capital raise, while reaffirming full…
The article highlights three healthcare stocks—Natera, Intuitive Surgical, and Boston Scientific—that demonstrate durable advantages and significant growth potential. These companies benefit from the…
U.S. CPI rose 3.4% year-over-year, driven by a 14.7% jump in energy prices. While traditional hedges like gold offer protection, pharmaceutical distributors like McKesson and Cencora leverage contrac…
StockStory highlights three S&P 500 companies to avoid due to underperformance: Viatris faces shrinking returns and declining sales, Verisk exhibits slower growth than peers, and Citizens Financial G…
StockStory analyzes large-cap S&P 500 stocks, highlighting potential underperformance in Universal Health Services (UHS) and Archer-Daniels-Midland (ADM) due to weak sales growth, compressed margins,…
Sycamore Capital's Q2 2026 letter underperformed benchmark despite S&P 500 gains driven by narrow AI-momentum stocks; highlights risks from market concentration and passive investing, cautioning on A…
TCW's Q2 2026 letter notes fund returned 14.45%, trailing S&P 500's 15.20%, driven by AI capital spending. Highlighted Intuitive Surgical (ISRG) despite healthcare sector headwinds and China/Japan we…
Eli Lilly (LLY) posted a blowout Q2 with 27% EPS beat and 91% Mounjaro growth, raising full-year guidance. Not a directly tracked symbol, but as a major S&P 500 component, strong results provide mild…
Fresenius Medical Care shares dropped 8% despite beating Q2 revenue and profit estimates, as investors focused on a 0.9% decline in U.S. treatment volumes and unchanged full-year guidance, triggering…
Hedge funds boosted bullish healthcare exposure to a 5-year high, driven by AI-assisted drug discovery, robust M&A activity ($173B expected in 2026), and record specialist fund returns nearing 40%.