The health-care corner of the US equity market has traditionally been viewed as defensive, thanks to steady growth and healthy dividend yields among the industry’s stalwarts. That narrative is changing.

Pharmaceutical stocks are poised to cap off their best week in 16 years as a drug-pricing and tariff deal with the US government helped ease an overhang that’s been weighing on the sector for most of the year.

When CFRA’s Paige Meyer slapped a “sell” rating on UnitedHealth Group Inc. in February, she was the lone analyst out of 30 tracked by Bloomberg with a negative view of the company.

Goldman Sachs Group Inc. sees growing potential for the global market for weight-loss drugs by the end of the decade.

Big Tech stocks created, and have so far dominated, the trillion-dollar club in the US. For the first time, there’s a race brewing for an outsider to join their ranks.

Add this to the long list of market surprises in the first quarter of 2023: The worst-performing exchange-traded funds still managed to attract massive amounts of cash.

Construction of solar and wind farms needed to purge planet-warming fossil fuels from the grid slowed sharply this year as trade issues, tax uncertainty and supply-chain disruptions stifled development.