Question-and-Answer SessionOkay. And we will get started. So Matt, Digital Realty reported strong fourth quarter and full year results in February. There was a record 0 to 1 megawatt bookings and a near-record backlog. I guess as you think about the past year and the year ahead, what would you identify as the one or two main drivers behind recent results? And what are your key priorities for 2026?Matt MercierChief Financial Officer Yes. I mean -- so first, yes, so thanks for the setup. I mean we came into ' ...

PresentationCharles PetersRaymond James & Associates, Inc., Research Division Good morning, everyone. Day 2 here at the Raymond James Institutional Investors Conference. And this is my side office. This is where I sat all day yesterday, and I'm here again today. So thank you, everyone, for being with us this morning. A bunch of insurance companies and insurance brokers here over the 3 days. And one of the companies that's been a very loyal and long-standing participant of our conference has been Kemper Corp ...

PresentationPatrick BrownRaymond James & Associates, Inc., Research Division Cool. All right. Let's go ahead and get started with the next presentation. Good morning for day 2 of the Raymond James Conference. For those who don't know me, I'm Tyler Brown, senior analyst here at Ray Jay. I cover a variety of things. You've maybe seen me in a presentation already, but I do the waste industry. We do heavy construction materials as well as some transports, which we have later on today. But this morning, I'm very ...

Key Takeaways OGE Energy is expanding renewables and plans $7.29B in grid upgrades for 2026-2030.OGE cut carbon emissions over 60% from 2005 levels and owns major wind and solar assets.OGE faces 17.1% higher fuel and power costs amid inflation and supply-chain delays.OGE Energy Corp. (OGE) continues to benefit from its strategic investments, which are focused on infrastructure upgradation. The company benefits from its focus on carbon-reduction initiatives and its robust renewable generation portfolio, posi ...

Key Takeaways CMS Energy plans $24B in 2026-2030 capex to modernize the grid and expand clean energy assets.CMS targets 8 GW solar and 2.8 GW wind additions, aiming for 60% renewables by 2035.Coal still made up 20% of CMS generation in 2025, exposing it to carbon rules and compliance costs.CMS Energy Corporation (CMS) is strengthening its operations through targeted investments while maintaining dependable, high-quality service for customers. The company continues to broaden its renewable energy portfolio.H ...

Key Takeaways IonQ signed deals to acquire Seed Innovations and SkyWater Technology to expand its quantum platform. IonQ's $35-per-share SkyWater deal values the firm at $1.8B, forming a vertically integrated platform.IonQ adds software, manufacturing and quantum-secure capabilities via multiple strategic acquisitions. IonQ (IONQ) is accelerating the strategy to build an enterprise-quality, full-stack platform through targeted mergers and acquisitions that expand its software, manufacturing and quantum-secu ...

Key Takeaways RHHBY's phase III FENhance 1 met its primary endpoint in relapsing MS.Fenebrutinib cut RMS relapses 51% vs. teriflunomide; FENhance 2 showed a 59% reduction.RHHBY plans regulatory filings after consistent benefits across RMS and PPMS studies.Roche (RHHBY) recently announced that the late-stage study, FENhance 1, evaluating fenebrutinib for relapsing multiple sclerosis (RMS), met its primary endpoint.Fenebrutinib is an experimental oral, central nervous system-penetrant, reversible and non-cova ...

A monthly report compiling sentiment among supply chain managers said February provided more evidence “that the long-awaited freight market comeback is in full-swing.” The Logistics Managers’ Index—a diffusion index in which a reading above 50 indicates expansion while one below 50 signals contraction—returned a reading of 41 for transportation capacity in February. That was 6 percentage points lower than January and on par with November 2021—”the height of the covid shipping boom.” The squeeze on capac ...

Key Takeaways Ryanair adds 3 Alicante routes and lifts frequencies on 40 routes for Summer 2026. RYAAY will base 20 aircraft in Alicante, supporting 580 weekly flights and 7,300 jobs. Ryanair warns Aena fee hikes could raise costs and pressure margins.Ryanair Holdings (RYAAY) is expanding its Summer 2026 schedule at Alicante by launching three new routes to Friedrichshafen, Saarbrücken and Bratislava, while increasing frequencies on 40 existing routes. This expansion will raise seat capacity by 10%, improve ...

Key Takeaways Kimberly-Clark's Q4 adjusted operating profit rose 13.1% on strong productivity gains.Adjusted gross margin held at 37% as savings and volume offset pricing and tariff pressures.KMB saw its strongest productivity delivery in Q4, capping a second straight leading year.Kimberly-Clark Corporation (KMB) is undergoing a significant structural shift, driven by a “relentless focus on cost discipline” and the execution of its 2024 Transformation Initiative. Fourth-quarter 2025 results suggest that the ...