$ABBV AbbVie Tape Reports
Per Ticker.id: $ABBV AbbVie Tape Reports — 6 podcast mentions across 3 podcasts (30 days), latest 2026-08-15 03:45 UTC.
Let's go talk about the market rotation we are in the midst of. We kind of had that in the month of July, then you had the bounce back and a lot of the AI names in the first half, call it, of August. Now we are rolling back over and seeing that rotation. You see, saw a lot of weakness today in the hardware names from Nvidia to Micron to SanDisk to Marvel Technologies, even Meta down 4% on the day, Tesla down, Oracle and Amazon down. And then a lot of the industrial companies related to AI, Caterpillar, Givernova, Applied Materials, Lam Research, et cetera. But there was a lot of green in places like healthcare. Eli Lilly up 3.6%, Johnson Johnson 3.3%, AbbVie up over 3%, Gilead up over 3%, et cetera. The finance space was a bit mixed. A lot of the big banks were strong with JPMorgan and Bank of America up, same with Charles Schwab and American Express. But you have some losses in names like Robinhood, clearly linked to tech portfolios, shall we say. So I think this is a rotation that is about to resume. Could be wrong, but that's what the hairs in the back of my neck are telling me. We also had news from the Financial Times, which is reporting that Kevin O'Leary is expected to use the Jackson Hole speech coming up in 10 days, on the 28th, to unveil a new framework for the Fed, clarifying where things that he might have said didn't really hit with markets. Uh, what would that reaction be? We'll see. But that's something the market's starting to brace for. What's he going to say, and how will that impact the, the trend of interest rates, which certainly have been higher? Will you get a breakout in rates, or maybe a pullback in rates? Or maybe nothing at all, but we'll see. We have Nvidia earnings coming up on the 26th. That's the next big area of focus for AI. That's coming up in a little over a week. But like I said, it's really about a market that is rotating. The Middle East, there's no real action there. Oil continues to kind of grind higher. I could easily see a breakout to the upside in the medium term. The dollar was flat on the day.
Justin Klein — InvestTalk · The Trillion-dollar Interest Bill Nobody Votes On · 2026-08-19exactly. And they call— and they collect a toll. So it's very stable cash flows, very stable, and they provide good dividend yields. So we have those positions in our portfolio. So yes, when you look outside of, you know, kind of the hyperscalers, we have some other bets. You know, we own some Broadcom, we own some Vertiv Technologies, we own some Applied, very small positions. But those are players that work either in cooling or connection or something within the AI data center space. So we do have some additional plays in there, but those are trades. Those are not long-term holds. Companies like Eli Lilly or, um, AbbVie, or, you know, JP Morgan, Goldman Sachs— these are companies that we will probably never sell. Costco, Walmart— we'll never sell these companies entirely. We may reduce them in size, but these are core long-term fundamental holdings that we'll own for the next 10 years.
Lance Roberts — Thoughtful Money with Adam Taggart · Recent Market Breakout Running Out Of Steam? | Lance Roberts · 2026-08-15Yeah, he just left. He just posted— if you go to his Substack, he just published a whole article on it. Explaining why he left and why he moved. Um, but he's got a tremendous opportunity in this environment. But one of the things that we have long agreed with Michael Green on is the impact of passive investing on the markets. So some of the reason that we own Eli Lilly, AbbVie, Walmart, Costco, Apple, Amazon, Google is because regardless of what else is going on in the world, all these ETF flows that are coming in from retail investors are going to fuel those companies in terms of liquidity. Again, going back to our Darius Dale conversation earlier, you know, liquidity is the lifeblood of the markets. And when that lifeblood is coming in and the, you know, the top 10 stocks are absorbing $0.40 of every dollar that comes in through 401 contributions and retail investors buying ETFs, etc., you don't want to be without those companies because that's where the cash is getting absorbed into their stock prices. So that's also part of why we own those companies.
Lance Roberts — Thoughtful Money with Adam Taggart · Recent Market Breakout Running Out Of Steam? | Lance Roberts · 2026-08-15All right, looking at VHT, and this is the Vanguard Healthcare ETF. And if you want broad-based exposure, this is fine. You're gonna pay only, let's see, 9 basis points, so pretty low expense ratio. 423 different names in here, but you're heavily weighted towards Eli Lilly. That's 14% of the portfolio. But then Johnson Johnson is right around 9%, AbbVie around 6.5%, UnitedHealth around 5.5%. Let's see, when do we get to AstraZeneca? It kind of depends on what you, what you want. Do you want just simple exposure? This is a good Way to get it. If you really like a particular name, like we really like AstraZeneca and its business and its growth and its valuation, its profitability, et cetera. That's why we own it. We also like a bit of foreign exposure, but that brings more individual risk. So I think it also depends on what percentage of your portfolio you're trying to get in healthcare. If it's 8, 10%, something like that, That's when you probably want something that's broad-based exposure as opposed to one name like an AstraZeneca or even a Johnson Johnson. So I think for you, probably the simple answer is just buy VHT. That was Invest Talk. I'm Justin Klein. We have one goal here each and every weekday is help you achieve your own version of financial freedom. And our work continues after this final break. So get your questions in right now at 888-99-Sharp.
Justin Klein — InvestTalk · Soft Jobs Report and the Dollar's New Direction: What It Means for Investors · 2026-08-15