#raised-guidance

#raised-guidance

Look, investors didn't get what they wanted to hear last night. I think that it was pretty straightforward that there were a lot of people buying stocks, betting that this was going to be the official wind-down. Not more bombing.

The Energy Select Sector SPDR Fund (XLE) is the most widely held energy ETF in the U.S., with roughly $38 billion in net assets, spanning the full energy value chain.

Bernstein's analysis suggests that the recent selloff creates an attractive entry point for investors, emphasizing that TurboQuant should have 'zero impact' on hard disk drive demand and 'negligible impact' on NAND demand.

BMO believes Americas Gold has the expertise to execute its optimization strategy, particularly at the Galena Complex, and sees the company's approach increasing free cash flow generation as production grows organically.

Here's the thing about The Trade Desk's upcoming report: the numbers almost don't matter. I mean, they do -- analysts want roughly $841 million in revenue (up from $749 million) and $0.34 per share in earnings (down from $0.59). Management guided for revenue of at least $840 million. But this stock fell after strong reports all 2025 long. The market is in a mood, and even solid numbers are no guarantee of a bullish Street reaction.

Senatore cited menu innovation and featured value as contributing to more stable same-store traffic. On the cost side, supply-chain savings are offsetting inflation, allowing BofA to raise its FY26 adjusted EBITDA estimate to $288M from $279M.

TD Cowen reduced estimates across the household and personal care space, arguing that companies will be unable to fully mitigate higher oil-related input costs stemming from the Iran war.

Braze's Q4 revenue of $205.2 million surpassed the consensus estimate of $198.23 million by 3.50%, marking a significant 27.9% year-over-year growth.

Earnings-call word usage shows increased emphasis on growth in Q3 versus Q2, decreased mentions of tariffs and uncertainty, and slope of highlighted words represents change in usage between quarters.