XLV

Health Care Select Sector SPDR Fund

From "software-mageddon" to rising AI capex pressuring Big Tech, diversification via defensive and global ETFs gains focus.

For the first quarter, the company projects sales growth of 10.5% to 12% and earnings per share of $0.78 to $0.80.

U.S. consumer confidence hits a decade low. Defensive, quality & dividend ETFs like XLP, XLV, XLU, SPHQ & VYM may offer shelter.

Healthcare ETFs draw attention as UNH climbs 4% on mixed Q4 results, a better 2026 cost outlook, and rising concerns over Medicaid pressure.

UnitedHealth expects some membership contraction in 2026 and noted that CMS’s Medicare rate “simply doesn't reflect the reality.”

Altimmune plans to raise $75 million via a direct offering to bankroll its Phase 3 MASH trial, easing near-term funding risk.

Flat Medicare Advantage rate hikes hit insurers hard, but diversified healthcare ETFs may help investors weather the policy shock.

According to a Calcalist report, the company is set to go private after a $1.1 billion acquisition by a fund.

Stifel expects dip-buyers to step in, saying it would be surprised to see RVMD settle meaningfully below $100, calling the failed talks an “M&A clearing event.”