Key Takeaways MDT's focus on value-based outcomes and procedural efficiency, such as in pulse field ablation and renal denervation, resonates with financially constrained systems. CEO Geoff Martha stated that Medtronic's innovation pipeline (including closed-loop neurostimulators and AI-enabled spine platforms) is expanding the total addressable market while balancing spend and margin expansion. ISRG's Price Performance, Valuation and Estimates Hospital CapEx constraints are clearly impacting ISRG's interna ...