Headlines
•American Tower raises 2026 outlook by $0.12 per share — shares may re-rate on the higher EPS guide
•Commvault Q4 earnings beat and raised FY27 outlook — shares rallied 12%
•Centene lifts 2026 adjusted EPS outlook to greater than $3.40 — Marketplace pretax margin around 3%
•Newegg FY results show $1.44B revenue and $1.77B GMV — EBITDA turned positive
•Oil tops $110 per barrel — gold and silver plunge
•HSBC upgraded IBM to Hold — valuation and margin views shifted on 2026 growth outlook