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TCW Funds, an investment management firm, published its second-quarter 2026 investor letter for the ‘TCW Concentrated Large Cap Growth Fund.’ A copy of the letter can be downloaded here. During the second quarter, AI monetization, a fragile Middle East ceasefire, and a Federal Reserve leadership transition were the significant events. All major indices ended higher, […]
With CPI dropping at 8:30 AM and the Strait of Hormuz near shutdown, Wall Street faces a pivotal morning that could swing stocks sharply in either direction, and analysts at Deutsche Bank, Oppenheimer, Berenberg, and others are already repositioning ahead of the numbers.
July 29 () - GE HealthCare on Wednesday beat Wall Street estimates for second-quarter profit, helped by strong demand for its diagnostic and imaging devices and refunds of tariffs imposed under U. Shares of the medical device maker rose 12% in premarket trading.
July 29 (Reuters) - GE HealthCare on Wednesday beat Wall Street estimates for second-quarter profit, helped by strong demand for its diagnostic and imaging devices and refunds of tariffs imposed
Wall Street analysts are busy reshuffling their ratings ahead of the Fed meeting, with surprise double-upgrades, dramatic target cuts, and fresh initiations spanning surgical robots to cybersecurity. Find out which names made the biggest moves today.
ISRG's growth is fueled by robotic surgery, Ion lung biopsy and AI tools, while tariffs, product mix and softer demand pressure margins.
ISRG's strong procedure growth, recurring revenue and cash position support its case, but tariffs, mix shifts and placement risks cloud the outlook.
The Morning Bull - US Market Morning Update Monday, Jul, 20 2026 US stock futures are pointing lower this morning, with E mini S&P 500 contracts down around 1%, as investors weigh falling bond yields against a cooling housing backdrop. The US 10 year Treasury yield has slipped to about 4.5% after softer inflation readings. In plain terms, this means borrowing costs in financial markets are easing a little even as the debate over the Federal Reserve's next move continues. At the same time,...
Intuitive Surgical Stock Drops as Tariff Warning Tempers Strong Q2 Results
Today Earnings (a.m): UnitedHealth, GE Aerospace, U.S. Bancorp, Citizens Financial, Abbott Laboratories, State Street, Taiwan Semiconductor Manufacturing Earnings (p.m.): Netflix, Intuitive Surgical Economic data: Weekly jobless claims, Philadelphia Fed business-outlook survey, retail sales, pending home sales index, business inventories Fed speakers: Fed Vice Chair Philip Jefferson is expected to speak, as is Dallas Fed President Lorie Logan.
Today Earnings: Johnson & Johnson, Morgan Stanley, BlackRock, PNC Financial Services, Conagra, Cintas, United Airlines, Bank of New York Mellon, Elevance Health, J.B. Hunt, ASML Economic data: Producer-price index data for June, Empire State manufacturing survey, EIA weekly petroleum status report, Fed beige book.
Intuitive Surgical, Inc. (NASDAQ:ISRG) was among the stocks Jim Cramer discussed as he said that the Iran peace negotiations could trigger an oil glut, cool inflation, and pull interest rates down. Inquiring about the stock, a caller asked if it is a buy. Cramer replied: Too much competition, too much competition… Used to be king, […]
ISRG lifts margins despite tariffs, using scale, cost cuts and da Vinci 5 adoption to offset inflation as 2026 cost pressures build.
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