Healthcare stocks, long underperforming compared to tech, are now seen as value opportunities for investors heavily invested in growth sectors like AI. Mizuho strategist Jared Holz highlights Merck as a prime example, with its strong Keytruda franchise and attractive valuation, offering a stable alternative to high-growth tech stocks. Meanwhile, Summit Therapeutics represents a riskier biotech play with potential catalysts ahead, including an FDA decision in late 2026. This shift suggests healthcare could balance portfolios dominated by tech and AI stocks.
The Schwab U.S. Dividend Equity ETF (SCHD) focuses on 100 stocks with strong dividend histories, offering retirees a reliable income with a 3.27% yield and low fees. However, its top 10 holdings make up 41% of the fund, exposing investors to higher s...
Merck & Co. has gained 55% over the past year, driven by investor optimism about its strategy to offset revenue losses from Keytruda's patent expiry in 2028. The company has diversified its pipeline through acquisitions and partnerships with firms li...
Pfizer and Merck reported earnings that highlight their differing dividend and growth profiles for 2026. Pfizer offers a strong 6.58% dividend yield backed by solid earnings and a focus on cost savings and new drug launches, prioritizing income over ...
