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

World

CNBC Daily Open: Markets cheer ceasefire — but hostilities continue

April 23, 2026

A commercial vessel is seen off the coast of Dubai on April 20, 2026. – | Afp | Getty Images Hello, this is Hui Jie writing to you from Singapore. Welcome to another edition of CNBC’s Daily Open. A ceasefire, in theory, is supposed to do one thing: stop the hostilities. The version unfolding in […]

World

South Korea economic growth roared past estimates in Q1, thanks to chips

April 23, 2026

A screen displays the closing figure of the Korea Composite Stock Price Index (KOSPI) inside a trading room at Hana Bank in Seoul, South Korea, on April 8, 2026. Hwawon Lee | Anadolu | Getty Images South Korea’s economy beat expectations in the first quarter of 2026 to record the fastest growth since mid-2020, as booming semiconductor demand offset the drag of weak public spending, central bank […]

World

Asia markets open higher as Iran ceasefire extension lifts mood

April 23, 2026

Kazuhiro Nogi | AFP | Getty Images Asia-Pacific markets opened broadly higher Thursday, tracking U.S. stocks, which rose overnight after President Donald Trump’s extension of the Iran ceasefire helped to buoy investor sentiment, while upbeat earnings reports also lifted sentiment. Trump extended a two-week U.S. ceasefire on Tuesday, saying it was warranted due to Tehran’s “seriously […]