Investing.com - May 9, 2026

🟠 The earnings boom isn't over, Investor

The Brief ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏...

The Brief | May 9, 2026

3 answers that help you find trades others can’t

What are this week’s market risks or opportunities?

April was extraordinary and the reason matters.

The S&P 500 surged more than 10% — its best month since the pandemic rebound in November 2020. It was driven by two things that arrived at the same time: valuations compressed by March’s war-induced selloff, and the best corporate earnings season in years.

As of May 7, 82% of S&P 500 companies have beaten EPS estimates, the highest rate since 2021. 81% beat on revenue. These are historically exceptional numbers.

With NVIDIA still reporting on May 20, the best earnings season in years isn’t over.

See Which Companies Still Haven’t Reported

Which trades should I consider?

Healthcare usually isn’t the most exciting sector in a rally, but while the AI trade dominated headlines, Q1 earnings quietly reminded investors why healthcare belongs in any portfolio.

Eli Lilly posted revenue growth of 47.4%. AbbVie raised full-year guidance. Johnson & Johnson raised its outlook above $100 billion for the first time in company history.

The drivers, including drug pipelines, demographic trends, and regulatory cycles have nothing to do with AI capex or rate expectations. That independence is the value.

When tech multiples get stretched, healthcare’s steady dividends keep paying and the right picks delivered both downside protection and capital gains this year. Defensive doesn’t mean stagnant.

Screen for Healthcare Stocks

Should I consider this trade?

IQVIA (NYSE: IQV) helps pharma and biotech companies run clinical trials and turn healthcare data into business intelligence. It beat Q1 estimates on both revenue ($4.15B, +8.4% YoY) and EPS ($2.90, +7.4%).

Yet the stock still sits significantly below its 52-week high and every analyst covering it has a price target above the current price.

ProPicks AI added it to the Healthcare Heroes, Beat the S&P 500 and Top Value Stocks strategies on May 1, four days before the earnings report, and so far it’s up 14.43%.

Here’s what our AI model saw in IQVIA: A world-class clinical research and data powerhouse, with a $34.2 billion backlog and 19 of the top 20 pharma companies already using its AI agents, all priced as though none of that matters.

A soft new business pipeline and high debt are keeping some investors cautious.

But the model doesn’t wait for the market to agree. Whether this is a turning point or a temporary spike, the next few quarters will tell.

See IQV’s Full Analyst Picture

Data correct to 07.05.2026

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