Healthcare Stocks Gain in Mixed U.S. Session — Healthcare Roundup

Apogee Therapeutics, Definium Therapeutics, Baldwin Insurance And Other Big Stocks Moving Higher On Monda

AbbVie acquires Apogee ($10.9B); broad rally on semiconductor (SMCI +14%, ON +7.5%, CRDO +11.5%) signals risk-on capex. Signal for tech leaders: watch for capex shift toward AI infrastructure and hardware; SaaS-lean budgets may reallocate to chip vendor partnerships.