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ISRG · Intuitive Surgical, Inc. · Tenji

Medical Instruments & Supplies

ISRG

Intuitive Surgical, Inc.

Date

Sep 25

News

Inflation-adjusted yields hit a 6-month high of 2.85%, a risk for richly valued Intuitive Surgical

The 10-year real yield (the return after inflation) jumped 24 basis points in 5 days to 2.85%. That rare 2.94 standard deviation move looks like a lasting shift. Healthcare stocks are favored as safe havens, but richly valued device makers like Intuitive Surgical carry rate risk investors are overlooking.

Bad for ↓ISRG

FRED·Sep 25

May 15

News

AI Rally Pause + Rising Yields = Rotation Into Healthcare's Defensive Growth

AI rally is pausing as 10Y yields hit 4.55% (+4.3% weekly), compressing growth multiples. VIX is up 11.5% in a week, signaling risk-off rotation. Healthcare (XLV +2.2% this week) is already outperforming, but the re-rating is early. Long large-cap healthcare with AI-driven pipeline exposure as the rotation accelerates.

Good for ↑LLYISRG

UNH

Bloomberg·May 15

Healthcare