$AAP - APPLOVIN IS BIDDER FOR TIKTOK - CNBC CITING SOURCES

QUICK MARKET SUMMARY: CONSUMER: 🔸 GameStop ( $GME): Q4 EPS $0.30 vs est. $0.08; sales $1.28B (miss); adding Bitcoin to treasury. 🔸 Tesla ( $TSLA): Hosting launch event in Saudi Arabia on April 10. 🔸 Advance Auto Parts ( $AAP): Finished store closures; plans 30 new US stores in 2025, 100+ by 2027. 🔸 https://t.co/mNJtOGZiLg ( $PRTS): Q4 loss -$0.71 vs -$0.15 y/y; sales -15% to $133.5M; no 2025 guidance, exploring strategic options. 🔸 Dollar Tree ( $DLTR): Selling Family Dollar for $1.007B; Q4 adj. EPS $2.11 (miss), sales -42% to $4.99B; guides Q1 sales $4.5–$4.6B. ENERGY/INDUSTRIALS/MATERIALS: 🔸 Compass Minerals ( $CMP): Cutting 10% of workforce, ending fire retardant biz; expects $11M–$13M cost savings. 🔸 Glencore (GLNCY): Declared force majeure on Chilean copper shipments. 🔸 JinkoSolar ( $JKS): Q4 loss -$0.32; sales -3.9% to $2.83B; Q1 module shipments guided at 16–18 GW. 🔸 Phillips 66 ( $PSX): Adding two board directors amid proxy fight with Elliott. 🔸 Range Resources ( $RRC): Upgraded to Equal Weight at Morgan Stanley. 🔸 Westlake Chemical ( $WLK): Downgraded to Neutral at Piper; target cut to $120. 🔸 Worthington ( $WOR): Q3 EPS $0.79 (beat); revs -4% to $304.5M; EBITDA up 10%. 🔸 US copper import tariffs may come in weeks (Bloomberg). FINANCIALS: 🔸 Invesco Mortgage ( $IVR): Cuts dividend to $0.34 from $0.40. 🔸 PaySign ( $PAYS): Q4 EPS $0.02; guides FY revenue $68.5M–$70M. HEALTHCARE: 🔸 Corvus Pharma ( $CRVS): Q4 loss -$0.18; cash runway into Q1 2026. 🔸 Guardant Health ( $GH): VA now covers Shield blood test for colorectal cancer screening. 🔸 Verastem ( $VSTM): Will present data at AACR 2025 in Chicago. TECH/MEDIA/TELECOM: 🔸 Apple ( $AAPL): iPhone 16 available in Indonesia April 11. 🔸 GCT Semiconductor ( $GCTS): Q4 net loss $5M on $1.8M sales. 🔸 Qualcomm ( $QCOM): Filed antitrust complaints against Arm in US, EU, Korea.

RECAP • $AAP Q3: Sales down 21% to $2.15B, below $2.67B forecast; EPS at -$0.04 vs. $0.49 expected. Plans include store and distribution center closures, and headcount cuts. • $BZH Q4: Revenue up 25% to $806.2M vs. $777.8M expected; Adjusted EBITDA down 10.5%. Home closings up 4.8%, but gross margin decreased. • $BV Q4: Adj. EPS $0.30 vs. $0.31 est., revenue slightly below at $728.7M. FY guidance lower than expected. • $CPRI ends merger with Tapestry, which then ups its share buyback plan. • $IBTA Q3: EPS $0.94 vs. $0.35 forecast, revenue up 16% to $98.6M. Q4 revenue guidance below expectations. • $JJSF Q4: Adj. EPS $1.60 vs. $1.85 expected, sales slightly under $429.75M estimate. • $HP Q4: EPS $0.76 vs. $0.81 expected, revenue $694M vs. $695.24M forecast. FY25 CapEx guidance $290M-$325M, depreciation around $400M, R&D $32M. • $HI Q4: Adj. EPS $1.01 vs. $0.92 expected, revenue $837.6M vs. $792.98M. Q1 and FY25 EPS guidance below estimates. • $OVV agrees to acquire Montney assets for $2.377B cash from Paramount Resources Ltd. • $TTEK Q4: EPS $0.38 vs. $0.37 expected, revenue $1.37B vs. $1.135B. Provides next quarter and FY guidance. • $NU Q3: Adjusted net income $592M vs. $559M est., revenue $2.9B as expected, ROE at 30%. • $OPRX Q3: EPS $0.12 vs. $0.06 est., revenue $21.3M vs. $25M. FY guidance below expectations. • $TARS Q3: EPS ($0.61) vs. ($0.97) est., sales $48.1M vs. $43.44M. • $CSCO Q1: EPS $0.91 vs. $0.87, revenue $13.84B vs. $13.77B. Provides Q2 and FY guidance. • $DIS Q2: EPS $1.14 vs. $1.10, revenue $22.57B vs. $22.47B. Forecasts high-single digit EPS growth for FY25. • $ASML expects sales to reach €44B-€60B by 2030, with 8%-14% annual growth. • $DDD Q3 prelim: Revenue about $113M, with growth in materials but decline in printer sales. • $DIGI Q4: EPS $0.52 vs. $0.50, revenue $105.1M vs. $104.08M. Q1 guidance set. • $JD Q3: EPS $1.24 vs. $1.05, revenue up 5.1% to $37.1B. No Q4 guidance. • $KLIC Q4: EPS $0.34 vs. $0.35, revenue $181.3M vs. $180M. Announces share repurchase and dividend increase. • $NN Q3: EPS ($0.11) vs. ($0.16), revenue $1.61M vs. $1.105M. • $SONO Q4: EPS ($0.18) vs. ($0.41), revenue $255.38M vs. $247.36M. No forward guidance. • $SYNA to issue $400M in convertible notes due 2031.