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Today's Bonus News Healthcare Rotation Underway: 3 Stocks Leading the ChargeWritten by Dan Schmidt. Published 11/19/2025. 
Key Points - Tech stocks have been volatile lately, leading some investors to take profits and look for safer sectors.
- Healthcare has been one of the main beneficiaries of this rotation, with healthcare stocks having their largest quarterly inflows since Q1 2021.
- Eli Lilly, Merck, and AbbVie are three of the stocks leading the rotation, thanks to a variety of fundamental tailwinds.
Is the artificial intelligence revolution hitting its first roadblock? For the first time since the AI boom began in 2023, the industry is starting to feel the weight of expectations, and many of the tech sector's biggest winners have been struggling amid a volatile market. Have you checked on Meta Platforms Inc. (NASDAQ: META) lately? It's down more than 20% in the last three months and only up about 2% year-to-date. How about NVIDIA Corp. (NASDAQ: NVDA), the semiconductor stalwart? It's still up more than 35% YTD, but only about 3% of that advance has come since July. And just looking at the Tesla Inc. (NASDAQ: TSLA) chart is enough to make a risk-averse investor queasy. Where have all the gains gone? Speculative assets and meme stocks had their day in the sun this summer, but the recent rotation has favored healthcare — a sector many investors left behind while chasing hot tech trends. Is this a short-lived move into safer waters, or does it have staying power? Why Healthcare Is Surging Now Gold has surged past $4,200 an ounce — up sharply over the past year — but Sean Brodrick of Weiss Ratings believes this move could still be in its early stages. After three decades tracking precious metals, he says past gold surges have often been overshadowed by a different type of opportunity that historically delivered far stronger returns than simply holding physical gold.
Sean now believes that pattern may be setting up again, and the strategy behind it doesn't require buying gold coins or bars. For a limited time this weekend, investors can access his full research — including the approach he says could benefit most if this gold cycle continues — for just $19 as part of a special offer. Click here to see how you could benefit before the offer expires Despite several breakthroughs, the healthcare sector has lagged the broader market over the past five years. Not only have healthcare stocks underperformed the S&P 500, but AI-infused tech names have outpaced them substantially. 
A 34% gain over that period isn't terrible, but it trails the explosive rise of AI and other tech stocks. Several key factors are now pushing healthcare back into focus: - Pharma Catalysts: Heard of GLP-1s? While this class of drugs isn't new, their success treating diabetes and obesity has transformed weight-loss treatment and created a major revenue stream. The Trump administration recently reached a deal with several GLP-1 developers to expand Medicare and Medicaid access at reduced prices.
- Attractive Valuations and Strong Earnings: Healthcare looks inexpensive compared with richly valued tech. The sector trades at roughly 16 times forward earnings, while many tech names are north of 30 times forward earnings. Healthcare also showed defensive strength during the Q1 2025 sell-off, reinforcing its appeal.
- Sector Rotation: The AI trade appears ripe for profit-taking, with many tech stocks trading below their 20-day moving averages. In contrast, healthcare is drawing inflows not seen since early 2021. As investors seek stability, healthcare's defensive reputation could support a longer-term rally.
3 Healthcare Stocks Leading the Sector Higher The rotation to healthcare is still in the early innings, which suggests there may still be opportunities among the sector's best names. Here are three large-cap healthcare companies that are leading the charge. Eli Lilly and Company: GLP-1 Dominance Driving Shares Higher It looked like a lost year for Eli Lilly and Co. (NYSE: LLY) until a recent rally. Shares dipped below $630 in August for the first time since January 2024 despite the success of its GLP-1s—Mounjaro for diabetes and Zepbound for obesity. Lilly also has an oral GLP-1 tablet in Phase 3 trials that, if approved, would be easier to scale than injectables like Mounjaro and Zepbound. 
The recent breakout in LLY shares was driven by two catalysts: strong Q3 earnings that topped both revenue and EPS estimates, and a federal deal improving Medicare access to its drugs. With technical tailwinds supporting the move, LLY is reasserting its leadership in the healthcare rally. Merck: Undervaluation Reaching Record Levels Merck and Co. (NYSE: MRK) has been one of the more disappointing large-cap names, down nearly 7% YTD and more than 20% below its prior all-time high from July 2024. Merck has weathered long downturns before (the stock didn't reclaim its 2000-era high until late 2019), but it now trades at about 10 times forward earnings and has a diverse pipeline. 
Merck reported 8% year-over-year sales growth for its lead oncology drug, Keytruda, and total Q3 revenue exceeded $17 billion for the first time in company history. With a low valuation, a strong dividend, and multiple revenue drivers such as Keytruda and Gardasil, MRK could be an attractive buy for investors seeking value and income. AbbVie: Diverse and Innovative Drug Portfolio If that SKYRIZI jingle is stuck in your head, you have AbbVie Inc. (NYSE: ABBV) to thank. The roughly $400 billion pharma giant is behind HUMIRA, RINVOQ, VRAYLAR and added BOTOX to its portfolio via a 2020 acquisition. ABBV has been one of the top performers in the sector, up more than 30% YTD, with strong sales from SKYRIZI and RINVOQ driving recent record quarters. 
In Q3 2025 earnings released Oct. 31, AbbVie reported SKYRIZI sales of $4.7 billion (up 46% YOY) and RINVOQ sales of $2.2 billion (up 34% YOY), and it raised its 2026 outlook for both drugs. Despite adding these two significant revenue drivers to its franchise, the stock still trades at about 19 times forward earnings—below both its historical average and the current sector average. With solid product momentum and a reasonable valuation, AbbVie is well positioned to remain a leader as the healthcare rally continues.
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