Market Rotation Driving Healthcare Outperformance, Mizuho’s Jared Holz Says

Bullish Gator

Jared Holz of Mizuho explains how market rotation and changing sentiment are boosting healthcare sector performance on CNBC’s Power Lunch.

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What stands out

Jared Holz of Mizuho told CNBC's Power Lunch that a market rotation into healthcare has been the most prevalent factor driving recent outperformance, and that matters because it changes which balance sheets and business models investors reward. Apple Inc. (AAPL) is an odd fit in this conversation, not a pure healthcare stock, but increasingly entangled with health data and wearables, so a rotation away from long-duration tech could either trim multiples or shore up demand for resilient hardware-plus-services franchises. The snapshot on Apple is mixed: fundamentals look weak, technicals look strong, combined neutral.