Eli Lilly's third-quarter revenue rose 39% year over year to $24.4 billion, and the article expects its GLP-1 products such as Zepbound, Foundayo and Mounjaro to keep driving growth, with retatrutide and other pipeline drugs potentially expanding the market. Intuitive Surgical's shares fell sharply after its third-quarter update on weaker-than-expected procedure guidance, even though revenue rose 22% to $3.05 billion and da Vinci procedures grew 14%. The article notes margin pressure from the rollout of the da Vinci 5 and rising competition from Medtronic and Johnson & Johnson. According to some estimates, fewer than 8% of eligible soft tissue procedures are performed robotically, and management expects regulatory clearance for telesurgery in the first half of 2028.
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NVDA
▲ Likely positiveNvidia
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Semiconductors |
| Market cap | $5.1T |
| Close on 11/04/2026 | 200.28 |
| Change that session | -3.10% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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