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FABRINET $FN JUST REPORTED Q1 EARNINGS - Revenue: $1.47B, beating expectations of $1.4B 🟢 - Adj EPS: $4.34, beating expectations of $4.19 🟢 - Non-GAAP Net Income: $157.4M (+49% YoY) Q2 FY27 Guidance: - Revenue: $1.6B-$1.65B, above expectations of $1.48B 🟢 - Adj EPS:…

Oracle $ORCL has filed to offer $10B in common stock alongside a separate $10B senior notes offering, potentially raising $20B in total.

ESTÉE LAUDER $EL JUST REPORTED Q1 EARNINGS - Revenue: $3.72B, beating expectations of $3.65B 🟢 - Adj EPS: $.72, beating expectations of $0.51 🟢 - Organic Sales: +6% - Adj Operating Margin: 12.1% (+480 bps YoY) - Skin Care: $1.65B (+5% YoY) - Fragrance: $861M (+19% YoY) Raises…

Eli Lilly $LLY signed a deal worth up to $1.1 billion with Metis TechBio for its drug delivery technology.

Nvidia $NVDA CEO Jensen Huang just said that the company DOES NOT need to backstop CoreWeave $CRWV…