Back to News
Nov 14, 2025 4:00 PM

Fear Of An AI Bubble? This Sector Is Quietly Surging While Tech Sinks

It hasn't been an easy stretch for technology and AI stocks, with triple-digit year-to-date gainers like Palantir Technologies Inc. (NASDAQ:PLTR) and CoreWeave Inc. (NASDAQ:CRWV) facing steep corrections—but in the shadow of this turmoil, another sector is quietly rising, delivering both resilience and returns that few on Wall Street saw coming.

While the Nasdaq 100 is on pace for its worst November since 2008, healthcare equities are showing remarkable strength.

The Healthcare Select Sector SPDR Fund (NYSE:XLV) is up nearly 6% month-to-date, its best monthly performance since January and the top-performing sector in the S&P 500 for November so far.

By contrast, the Technology Select Sector SPDR Fund (NYSE:XLK) has shed more than 5% this month, dragged lower by sharp declines in artificial intelligence-linked names as concerns mount over supply constraints and valuation ...