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Health Care Leaders Holding Up in a Tech Selloff
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QQQ has dropped for a month as investors mark down AI hardware after China's chip stocks fell. Large health care companies have held near their highs. Their earnings come from drugs, devices, tools and insurance, so they don't depend on AI capex. Obesity drugs keep giving the leaders new growth, and investors still use Lilly as the benchmark for new GLP-1 companies.
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QQQ has dropped for a month as investors mark down AI hardware after China's chip stocks fell. Large health care companies have held near their highs. Their earnings come from drugs, devices, tools and insurance, so they don't depend on AI capex. Obesity drugs keep giving the leaders new growth, and investors still use Lilly as the benchmark for new GLP-1 companies. Catalysts: - 2026-10-28 GLP-1 developer Corxel lines up a fresh SPAC path to listing, with Eli Lilly and Novo Nordisk cited as the listed incumbents investors benchmark against (https://www.thenew.money/article/glp-1-company-corxel-us-cuts-new-spac-deal-to-go-public) Launch basket (equal weight): LLY, ABBV, AMGN, MRK, JNJ, TMO, MDT, UNH Rules: 1. No inverse, leveraged or volatility ETFs. 2. Only names tradable at the enrolled brokers (Moomoo): no OTC listings, no dead tickers, nothing on the refused list.
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