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(This is a wrap-up of the key money moving discussions on CNBC’s “Worldwide Exchange” exclusive for PRO subscribers. Worldwide Exchange airs at 5 a.m. ET each day.) Investors are looking for opportunities in health care with a focus on recurring revenue. ‘Worldwide Exchange’ Pick: Hims and Hers Health (HIMS) Vance Howard of Howard Capital Management sees more upside in Hims & Hers Health due to its recurring revenue model. “I like things that have recurring revenue,” said Howard. “They have prescription drugs, and people are buying them, and they’re making money each and every month.” Howard also noted the stock has maintained momentum, rising more than 35% over the past month despite receiving a warning letter from the Food and Drug Administration on Sept. 9 about its branding and advertising of weight-loss drugs. Shutdown Impact on the stock market Kourtney Gibson of TIAA said shutdowns don’t generally have a material impact on the market. But, she said, the suspension of the jobs report and potential suspension of the CPI and PPI reports in a prolonged shutdown could have a market impact because the Federal Reserve would not have that data ahead of its meeting in late October. “The question becomes, what will the Fed do? Will they become more dovish and ultimately say we need to cut more or will they actually pause because they are data dependent and they will wait on that data in order to inform the rate cuts for the balance of the year?” said Gibson on Worldwide Exchange, “We’re expecting, around three rate cuts through the balance of the year. Should they not get that (economic data)? Does that put those rate cuts on hold? And ultimately, then the market begin to recalibrate based upon its own data.” ( Learn the best 2026 strategies from inside the NYSE with Josh Brown and others at CNBC PRO Live. Tickets and info here . )
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