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Sector Investment 3d

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Last updated: July 26, 2026, 8:30 AM ET

Healthcare M&A Signals Recovery

Provider services mergers and acquisitions are showing momentum, approaching 50% of peak deal volumes, according to J. Kyle Brown. While still below historical norms, this uptick suggests a thawing in the sector's M&A activity.

Hydrogen Sector Faces Reality Check

The hydrogen industry has fallen short of market expectations. The sector is navigating a challenging path to becoming a viable investable asset class, moving from initial hype towards a more grounded reality.