Truist Securities Daily Spotlight

研报英文原文证据摘录

Truist Securities Daily Spotlight

ATES increased visibility into the stability of relationships with frontier

labs mitigates risk around what we see as the most likely NT

Gaming - Gaming - Busy Days and Golden Knights: Takeaways risk to the bull thesis. As such, we see opportunity for continuedfrom Las Vegas Management Meetings

upside momentum in shares, raise PT to $300. - Miller Jump

Application Software and Agentic AI - Tillman's Software Monday

Morning Missives PACS Group, Inc. (PACS, $36.28, Buy) - PACS - Takeaways

From Management Meetings, Reiterate Buy - We remain bullishApplication Software and Agentic AI - Software & Agentic AI: Code

Talkers Series – GCP & Coding Agent Subject Matter Expert on PACS post upbeat management meetings highlighting

the company's strong positioning, attractive demand trends,

Energy - Energy - Weekly Refrac: Peace Framework; OPEC/EIA clinical/operational execution and ongoing regulatory-focused

Outlooks; US SPR; APA; DVN Pro-Forma Guide; FERC Call; investment activity. We expect continued expansion to nicelyKNICKS!

complement core growth with management noting a solid pipeline

Biotechnology - Biotech - EHA 2026 Wrap - AGIO, ONC, NRIX, of opportunities, and we continue to see attractive embedded

GMAB, GILD, AAPG earnings within new/ramping facilities. Financial flexibility remains

Banks - LOANS: 3D - Double Digit Deposits a key strength with strong liquidity, minimal leverage and brisk

CF which we expect to support ongoing investment/execution/

Pharmaceuticals - INCY, LLY - EHA26 updates on MF potential for M&A. We reiterate our Buy, $52 PT and like the absolute/relativeboth disease modifying mCALR and symptomatic control

valuation risk/reward. - David MacDonald

Biotechnology - Biotech - EHA 2026 Day 2 Takeaways - Focus on