Wrap Nth America

RCL jumps 7% on ceasefire news! Bookings strong, 2026 yields up, trades at 15x earnings.

Bloom Energy beats revenue estimates by 18.7%, stock up 17%. Sunrun's revenue up 124% but stock drops 34.7%.

CRK misses revenue by 21.9%, down 12.2%. CNX beats estimates, up 5.7%. AR up 8.1% despite EBITDA miss.

March CPI hits 3.3%, core at 2.6%. Fed eyes sticky services inflation & energy costs, risking rate cuts.

GS & MS earnings surge on record M&A ($1.2T deals, +42%). GS up 85% YOY, MS up 66%. MS trades cheaper at 14x earnings.

Oilfield services stocks beat Q4 revenue estimates by 3.7%, with HAL up 17.2% on strong earnings.

TSMC beats sales estimates on AI demand; Lumentum eyes 2028 sell-out. Inflation data looms.