Key Points
Intuitive Surgical (NASDAQ: ISRG) faces challenges from steep tariffs impacting its financial performance, yet it continues to see growth driven by strong adoption of its da Vinci surgical system. In Q1 of the fiscal year, Intuitive Surgical reported revenue and procedure volume increases, bolstered by a growing installed base and recent FDA approvals for new surgical applications. Approximately 54% of placed systems were its latest model, the da Vinci 5.
Microsoft (NASDAQ: MSFT) has seen a decline in stock performance due to investor concerns over AI potentially replacing its services. Despite this, Microsoft is heavily investing in AI, projecting capital expenditures of $190 billion by 2026. As of its latest financial report ending March 31, 2026, Microsoft’s AI business achieved an annual revenue run rate of $37 billion, a 123% increase year-over-year. The company’s cloud services backlog surged 99% to $627 billion, indicating strong demand for its products.
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