MARKET UPDATE CONSUMER 🔸 $SPWH Q4 adj. EPS $0.04 (est. -$0.06) on revs $340.4M (est. $329.6M), comps -0.5%. Expects positive comps in 2025; sees FY net sales -1% to +3.5% (est. +0.4%). 🔸 $TSLA sold 78,828 China-made EVs in March (-11.5% YoY); Model 3/Y deliveries +156.9% MoM. ENERGY, INDUSTRIALS & MATERIALS 🔸 Oil dips amid tariff, sanction concerns; OPEC+ supply and mixed policies add downside risks. 🔸 $BHP considers spinning off Australian iron ore & coal units. 🔸 $ED files debt securities shelf. 🔸 $SMG upgraded to Buy at Truist. FINANCIALS 🔸 $OZK raises dividend 2.38% to $0.43/share. 🔸 $SCHW upgraded to Buy at Citi, PT raised to $102 (from $85). 🔸 $SMA prices 27M-share offering at $30.00. 🔸 $V offers AAPL ~$100M for Apple Card deal (WSJ). HEALTHCARE 🔸 $ANGO Q3 adj. EPS -$0.08 (est. -$0.13) on revs $72M (est. $70.3M); raises FY guidance. 🔸 $EWTX reports positive Phase 2 data for EDG-7500 in HCM trial. 🔸 $LLY clarifies no ties to HIMS, Zepbound prescribable by any licensed provider. 🔸 $ENOV names Damien McDonald CEO (effective May 12). TECH, MEDIA & TELECOM 🔸 $MBLY selects VLN’s VA7000 chipsets for autonomous driving. 🔸 $NCNO Q4 adj. EPS -$0.09 (est. $0.19) on revs $141.4M (est. $140.8M); announces $100M buyback; guides Q1 revs $138.75-$140.75M (est. $145.47M) and EPS $0.15-$0.16 (est. $0.21). 🔸 $RMBL fires CFO Tiffany Kice (effective April 2, 2025), appoints Michael Quartieri as interim CFO.

Full OI carryover and hold on the $SCHW $82P Possible partial exits at $1.86 today, but at least some of position still open $0.84 -> $2.20 so far, +161%

$SCHW - CHARLES SCHWAB SHARES UP 3.2% PREMARKET AFTER Q3 RESULTS

$SCHW RESULTS: Q3 🔸 ADJ EPS $0.77, EST $0.75 🔸 EPS $0.71 🔸 Net revenue $4.85B, EST $4.78B 🔸 Total net new assets $90.8B 🔸 Daily average trades 5.70M, EST 5.71M 🔸 Revenue per trade $2.20, EST $2.24 🔸 Net Interest revenue $2.22B, EST $2.2B 🔸 Bank deposit account fees $152M, EST $144.2M 🔸 Trading rev. $797M, EST $814.9M 🔸 Asset management and administration fees $1.48B, EST $1.44B 🔸 Bank deposits $246.5B, EST $244.88B 🔸 Total client assets $9.92 trillion, EST $9.75 trillion 🔸 New brokerage accounts 972,000, EST 1.02M 🔸 Total active brokerage accounts 35.98M, EST 35.88M

$SCHW - CHARLES SCHWAB SAYS WALT BETTINGER TO RETIRE AS CEO