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Healthcare Investing Is Now an AI Short in Disguise
The Wall Street Journal4d agoneutral
Healthcare Investing Is Now an AI Short in Disguise

For years, healthcare and semiconductor stocks weren’t particularly tied to each other. In other words, they increasingly go in opposite directions: when chips sell off, healthcare has tended to catch a bid. After years of underperformance, healthcare investors are enjoying a burst of momentum amid the recent nervousness around AI.

What Johnson & Johnson (JNJ)'s OTTAVA FDA Win and Talc Deal Shift Mean For Shareholders
Simply Wall St.4d agoneutral
What Johnson & Johnson (JNJ)'s OTTAVA FDA Win and Talc Deal Shift Mean For Shareholders

In recent months, Johnson & Johnson reported strong Q2 2026 results, received FDA De Novo authorization for its OTTAVA soft-tissue robotic surgery system, advanced its RYBREVANT FASPRO oncology franchise with an FDA Priority Review, announced a US$5.50 billion talc settlement framework, and agreed to collaborate with Sail Biomedicines on in vivo CAR-T therapies. Together with leadership changes in its Innovative Medicine unit and new MedTech and electrophysiology partnerships, these...

Johnson & Johnson vs. Medtronic: Which Healthcare Stock Is Better Positioned After Earnings?
Insider Monkey5d agoneutral
Johnson & Johnson vs. Medtronic: Which Healthcare Stock Is Better Positioned After Earnings?

Johnson & Johnson (NYSE:JNJ) delivered another strong quarter in fiscal Q2 2026, with reported sales increasing 6.6% year over year to $25.31 billion and surpassing analysts’ average estimate of around $25.05 billion. Adjusted earnings per share reached $2.90, also exceeding estimates of $2.85. The healthcare giant raised its full-year outlook and said it remains on […]

Johnson & Johnson vs Abbott Laboratories: Which Healthcare Giant Offers the More Compelling Growth Story After Earnings?
Insider Monkey5d agoneutral
Johnson & Johnson vs Abbott Laboratories: Which Healthcare Giant Offers the More Compelling Growth Story After Earnings?

Johnson & Johnson (NYSE:JNJ) delivered strong fiscal Q2 2026 results, with sales for the quarter growing nearly 7% to $25.31 ⁠billion, above analysts’ average estimate of about $25.05 billion. Adjusted earnings per share reached $2.90, surpassing the expectation of $2.85. The company also raised its guidance and stated that it is on track to meet […]

140-year-old Dividend King eyes bold update to unlock new growth
TheStreet5d agoneutral
140-year-old Dividend King eyes bold update to unlock new growth

Most 140-year-old companies are coasting. Johnson & Johnson (JNJ) is restructuring. And that's the part of the J&J story that rarely gets enough attention. When people think of this company, they think of dividend checks and baby powder. A steady, predictable blue-chip that you hold ...

Can Johnson & Johnson (JNJ) Challenge Intuitive Surgical (ISRG) After Ottava’s FDA Approval?
Insider Monkey5d agoneutral
Can Johnson & Johnson (JNJ) Challenge Intuitive Surgical (ISRG) After Ottava’s FDA Approval?

Johnson & Johnson (NYSE:JNJ) has officially entered the U.S. soft-tissue robotic surgery market after receiving FDA De Novo authorization for its OTTAVA robotic surgical system. The authorization represents an important milestone for J&J’s MedTech ambitions, but the company is entering a market in which Intuitive Surgical (NASDAQ:ISRG) already has an extensive installed base, established surgeon […]

3 Beaten-Down Healthcare Stocks to Buy in August
24/7 Wall St.5d agobullish
3 Beaten-Down Healthcare Stocks to Buy in August

Healthcare just posted the best three-month run of any S&P 500 sector, yet two of the three biggest pharma names by market cap are still trailing the broader market. That gap between performance and fundamentals is creating a window that income and growth investors rarely see at the mega-cap level.

Johnson & Johnson (JNJ) Reaches $5.5 Billion Talc Settlement To Close Years Of Lawsuits
Simply Wall St.8d agobearish
Johnson & Johnson (JNJ) Reaches $5.5 Billion Talc Settlement To Close Years Of Lawsuits

Johnson & Johnson (NYSE: JNJ) agreed to a US$5.5b settlement to resolve tens of thousands of talc baby powder lawsuits. The deal ends decades of litigation over alleged health risks tied to the company’s talc-based products. The settlement follows years of high profile trials and failed bankruptcy attempts related to the talc claims. This resolution removes a long running legal overhang and brings more clarity for Johnson & Johnson investors. Consider broadening your research to other large...