The SPDR Select Sector Health Care ETF has climbed 11% over the past month, a stark divergence from the 13% decline recorded by its technology counterpart. While the broader sector saw a slight dip in recent trading, the underlying momentum remains anchored by a preference for defensive stability.

Individual performance highlights include Tempus AI, which saw its shares rally following a robust quarterly report. The company posted a 23% revenue increase, fueled primarily by heightened demand for its oncology diagnostic screening technology. This growth underscores the niche strength within health-related AI, even as broader market rotations influence overall sector valuations.