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.