PH beats revenue estimates by 2.1%, up 7.7% since earnings. ATMU up 2.6% on strong revenue beat.
SKWD, HCI surge on strong revenue beats; ORI dips on EPS miss. P&C insurers show robust Q4.
Anthropic's $380B valuation faces DoD risk. Investors split on ethics vs. $200M contract loss.
Jobs report shocker! Stronger data dims Fed rate cut hopes, pushing Treasury yields higher.
SSNC beats revenue estimates, up 8.1% YoY. BR leads peers with 6.5% revenue beat but stock dips 4.8%. VRSK up 21.8% despite slow growth.
BRC's 11.7% gain beats S&P 500! With 16.5% EPS growth & 10.9% FCF margin, it trades at 17.3x forward P/E.
Strait of Hormuz crisis threatens 15M bpd supply. U.S. shale offers minimal offset; prices may hit $100+.
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