Chicago PMI data:
- Prior was 58.9
- Economist estimates ranged from 57.0 to 62.0
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Waste management stocks see mixed Q4 results. CWST up 9.7% revenue but down 5% stock. NVRI flat revenue, down 5% stock.
MU's 4% dip despite record earnings signals valuation fears. Stock's quadrupled value faces sustainability questions.
P&C insurers beat revenue estimates by 2.9%, but stocks fell 6.4%. THG down 2.1%, FAF flat, ORI down 7.7%.
Cybersecurity stocks mixed: CRWD up 11% on strong revenue, VRNS down 8% despite beat, RPD down 39% on weak guidance.
EUFN surges 44% on strong bank earnings, yielding 3.55%. Watch for rate policy risks.
GEV's 160%+ run continues with raised 2028 EBITDA margins to 20%. Buy in thirds.
LESL surged 11.2% on director buys; M beat estimates, up 5.1%. ULCC fell 5.7% on fleet deferrals.
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