Why healthcare is the ‘ultimate hedge’ against an AI correction, according to Kepler Cheuvreux

Key Points

Talk of an AI bubble has grown since high-profile investor Michael Burry, known for predicting the housing meltdown ahead of 2008, revealed he is shorting AI players like Nvidia and Palantir.
Healthcare, meanwhile, is recovering after a perfect storm, according to Kepler Cheuvreux analysts.
The sector is also increasingly benefiting from AI adoption which is driving efficiencies and innovation, Arnaud Girod, head of economics and cross asset strategy at Kepler Cheuvreux said.

Source

Netflix to buy Warner Bros. film and streaming assets in billion deal

World

Netflix to buy Warner Bros. film and streaming assets in $72 billion deal

December 5, 2025

Warner Bros. Studios in Burbank, California, US, on Wednesday, Nov. 26, 2025. Warner Bros. Jill Connelly | Bloomberg | Getty Images Netflix announced Friday it’s reached a deal to buy Warner Bros. Discovery, bringing a swift end to a dramatic bidding process that saw Paramount Skydance and Comcast also vying for the legacy assets. The […]

World

London’s answer to Wall Street gains momentum as major firms sign on

December 5, 2025

Skyscrapers in the Canary Wharf financial, business and shopping district in London, UK. Bloomberg | Bloomberg | Getty Images Visa is moving its European headquarters to London’s financial district, hot on the heels of an announcement by JPMorgan that it will build a landmark tower in an area considered to be the city’s answer to Wall Street. […]

World

European stocks tick higher as global investors look ahead to Fed meeting

December 5, 2025

Lights on in skyscrapers and commercial buildings on the skyline of the City of London, UK, on Tuesday, Nov. 18, 2025. U.K. business chiefs urged Chancellor of the Exchequer Rachel Reeves to ease energy costs and avoid raising the tax burden on corporate Britain as she prepares this year’s budget. Bloomberg | Bloomberg | Getty Images Europe-listed […]