My top 10 things to watch Thursday, Nov. 21 1. Nvidia's quarterly results were much better than expected, and the whole overheating Blackwell chips thing was overblown, says the company. The AI chip king just can't make enough Blackwells and gross margin will be improving next year, producing much better numbers. Lots of stories about guidance not being good enough, which is, alas, untrue, too.
Club holding GE Healthcare offered positive medium-term financial targets at its investor day. The maker of MRI machines and other medical devices expects adjusted EBIT, or earnings before interest and taxes, to grow in the high teens to 20% between 2026 and 2028. It also qualified the long-term revenue opportunity it sees for two key radiopharmaceuticals, Vizamyl for Alzheimer's and Flyrcado for coronary artery disease. 9.
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