Not that I came up with this myself, but the common wisdom - and the reason for 8-10% up days for stocks in the sector - is that hospitals stand to gain the most from today's Supreme Court ruling on the Affordable Care Act. Because hospitals by law are required to treat people with life-threatening conditions, they often end up not getting paid for their services.
As part of ACA a much larger percent of patients are insured, and a decent percent of them from expanded Medicaid.
Over the very long run, it's hard to say how the changing political moves will play out with health care. But I'm willing to accept in the short term that hospital stocks will move up.