While everyone else panics about September's terrible track record, smart investors are shopping for bargains in AI infrastructure, sports betting, and healthcare.
Shares of health insurance company Humana (NYSE:HUM)
jumped 1.8% in the afternoon session after Bank of America Securities raised its price target for the company. The firm maintained its "Neutral" rating on Humana but increased its price target to $312 from $285, representing a potential 9.5% upside from the previous target. This analyst action follows other recent positive developments for the healthcare company. In late August, Humana announced new value-based care partnerships with Vori Health and HOPCo. These partnerships are aimed at expanding individualized musculoskeletal care for its Medicare Advantage members, signaling continued efforts to enhance its service offerings.
A significant sector rotation is currently underway in equity markets, shifting investor capital away from the mega-cap technology stocks that dominated recent years towards more traditional value and cyclical segments. This trend, gaining significant momentum in 2025, sees sectors such as financial services, basic materials, healthcare, energy, and industrials outperforming,
Shares of healthcare insurance company Molina Healthcare (NYSE:MOH)
jumped 2.5% in the morning session after the stock appeared to stage a technical rebound following a sharp decline in late July.
TransUnion confirmed a cyberattack compromising data of 4.4 million U.S. consumers, adding to major breaches at Allianz Life, UnitedHealth, and Microsoft that highlight escalating cybersecurity threats across industries.
The lawmakers raised concerns over reports that UnitedHealth used aggressive tactics to recover funds, including threats to withhold insurance payments and garnish remittances.
