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Piper Sandler - Social media has numerous reports of sold-out chickens at $TSCO stores. And the TSCO store that we visited not only said they get 200-300 chicks per day (and sell out the same day) but also the store last week received 387 phone calls (in a single day!) inquiring

$MKTX M&A Speculation + Boca Conference Comments Oppenheimer (3/11) - There has been chatter around whether MKTX is better off to be independent or part of a bigger company. CEO Chris Concannon urged investors not to “dive in yet,” and give him a couple more months to show his

RBC Capital (3/10) - $EWTX Listen To Your Heart: Expect 28-Day HCM Data To Deliver Meaningful Symptomatic Benefits Among our coverage, we receive some of the highest volume of inbounds on EWTX, with most investors focused on '7500 rather than sevasemten. While we think that

TD Cowen (3/12) - $TGTX Our KOLs also have noted that Briumvi's name recognition and trust among the treating community has grown substantially since launch, which is fueling more adoption recently vs. in earlier quarters of the launch.

Piper Sandler (3/14) - $CME doubts that a significant number of FMX clients ( $BGC ) will be willing to lay their open interest on FMX due to the platform's lack of liquidity. This, management believes, will ultimately prevent FMX from reaching the critical mass needed to become

Piper Sandler (3/14) - On the M&A front, CEO Duffy says $CME remains willing to pay for businesses that have a viable place within CME over the long-term. CEO Duffy noted that CME employed a similar mindset when it executed on deals such as CBOT and NYMEX, which investors were

Stifel (3/10) - $SMMT Akeso/SMMT’s forthcoming ivonescimab HARMONi-2 OS analysis is Anton Chigurh walking into the gas station of healthcare investment funds. It will force upon investors one of the most critical and largest value-defining calls in the history of biotech. We

Cantor Fitzgerald - $RBRK The Digital Operational Resilience Act (DORA) took effect in January 2025, reinforcing data compliance and regulations as a secular tailwind for the cyber resilience market. Management highlighted a significant quarterly win with a European insurance

Some topics discussed this past week in our Conversations podcast... -Latino/Hispanic Conundrum via RBC Capital $STZ -Aesthetics Survey via Needham $INMD -Cruise Agent Survey via Morgan Stanley $CCL $NCLH $RCL $VIK -Leisure Spending via BofA $AAL $MAR $MGM

Notable Callouts for tomorrow's First Read $ANIP via Leerink: "Continue to have few investor discussions on the name- suggesting to us it remains under-the-radar for healthcare specialist investors." $CCB read-through from today's $WMT $AFRM news $INTC via Wells' Andrew Rocha:

Wells TMT (Rocha) - $ANET Lastly, I want to flag two things in privates land that caught my eye...#2) NEXTHOP emerged from stealth with a PR with some language about making custom-tailored networking solutions for Hyperscale, with notable quotes from its CEO Anshul Sadana who you

$SPX Free Distribution - 7 Sigma Event. Enjoy! Audio: jaguaranalytics.com/wp-content/upl… Transcript: jaguaranalytics.com/wp-content/upl…

Super Sky Point to Hulk Hogan, a man who revolutionized the pro wrestling industry twice. If you don’t remember Wrestlemania III, I can’t adequately explain what a cultural touchstone moment it was when he did the seemingly impossible by slamming Andre the Giant. He was the

Baker Hughes $BKR Earnings Reaction: +11.64% RBC Capital - Adj. EBITDA of $1.212Bn (+7% Y/Y) was 9% ahead of the street. EBITDA margin of 17.5% increased 170 bps Y/Y as IET margins increased 190bps and OFSE increased 90bps. BKR booked $3.5Bn IET orders (RBC: $3.3Bn) at a 1.1x

TechnipFMC $FTI Earnings Reaction: +11.76% JPMorgan - FTI booked a near-record $2.6B of Subsea inbound orders in 2Q25, exceeding our 2Q25 estimate of $2.2B, with nearly half of the inbound tied to greenfield projects. The company noted unannounced direct awards in 2Q25

MarineMax $HZO Earnings Reaction: -16.87% Raymond James - Total revenue was down 13% Y/Y to $657M vs. RJe $739M and Street $738M. The driver here was same-store sales, which decreased 9% vs. RJe -2% and Street -4%, with unit volumes in line or slightly worse than the overall

MaxLinear $MXL Earnings Reaction: +12.6% Stifel - Broadband (44% of Q2 sales) increased +16% Q/Q to $47.6M (+118% Y/Y off the 2Q24 low of $21.8M), driven by increased service provider CapEx as two major North American Tier 1 carriers continuing ramping fiber PON deployments.

L3Harris Technologies $LHX Earnings Reaction: +1.34% Truist - Aerojet appears to be hitting full stride as 13.3% operating margins represent an all-time high. Aerojet delivered 12% organic growth and 2x B2B in the quarter which was driven by improved production volume across

Comfort Systems $FIX Earnings Reaction: +22.37% KeyBanc - FIX reported strong adj. EBITDA margins of 15.4% (+310 bps Y/Y), +110 bps vs. our forecast, benefiting from gross margin expansion and modest SG&A leverage. BTB was 1.6x (vs. KBCM 1.0x) and backlog growth accelerated to

GE Vernova $GEV Earnings Reaction: +14.58% Morgan Stanley - Aeroderative orders accounted for a greater proportion of orders, including an incremental ~600 MW order (part of a ~1,000 MW total order) to support Crusoe AI data centers announced earlier in the week. 1H25's order