What Happened?
A number of stocks jumped in the afternoon session after markets benefited from a "risk-on" market sentiment fueled by potential peace negotiations between the U.S. and Iran.
As geopolitical tensions eased, investors returned to growth-heavy favorites like Microsoft and ServiceNow, which offer high-margin subscription revenue and clearer paths for integrating generative AI into enterprise workflows.
The stock market overreacts to news, and big price drops can present good opportunities to buy high-quality stocks.
Among others, the following stocks were impacted:
- Data Analytics company Health Catalyst (NASDAQ: HCAT) jumped 9.4%. Is now the time to buy Health Catalyst? Access our full analysis report here, it’s free.
- Sales Software company ZoomInfo (NASDAQ: GTM) jumped 7.3%. Is now the time to buy ZoomInfo? Access our full analysis report here, it’s free.
Zooming In On Health Catalyst (HCAT)
Health Catalyst’s shares are extremely volatile and have had 53 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business.
The previous big move we wrote about was 6 days ago when the stock dropped 3.2% after reports of a ceasefire breach in the Middle East spiked market volatility as fears grew that a fragile U.S.-Iran truce would unravel.
This tension was compounded by Anthropic’s launch of Managed Agents, autonomous AI systems that execute complex tasks. Traders were worried these would disrupt the traditional SaaS (Software as a Service) model, by replacing human-operated tools with more efficient AI workers. The sell-off intensified after short seller Michael Burry claimed (in a deleted social media post) Anthropic was "eating Palantir’s lunch." Burry’s comments highlighted the vulnerability of legacy platforms to Anthropic’s AI solutions.
Health Catalyst is down 46.7% since the beginning of the year, and at $1.22 per share, it is trading 73.1% below its 52-week high of $4.52 from May 2025. Investors who bought $1,000 worth of Health Catalyst’s shares 5 years ago would now be looking at only $23.43.
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