Truist Securities Daily Spotlight

研报英文原文证据摘录

Truist Securities Daily Spotlight

owest

w, Zepbound TRx +1% w/w PTs among sell-side in recent years due to macro/market factors,

we take a much more positive stance today. - Gregory MillerEnergy - Energy - Weekly Refrac: Project Kilby Announced; Dallas

Fed Survey; Waha Back in Black; ET Nederland Viridian Therapeutics, Inc. (VRDN, $17.90, Buy) - VRDN -

Application Software and Agentic AI - Tillman's Software Monday Quick Take - Aloha Lumvoa: FDA Approval & Pieces in Place

Morning Missives Welcome VRDN's First Commercial Asset to the Thyroid Eye

MarketVRDN - Quick Take - Aloha Lumvoa: FDA Approval &Paper - Paper Update: North America UCFS Prices Increase $20/ton

in June; + for SLVM, PKG Pieces in Place Welcome VRDN's First Commercial Asset to the

Thyroid Eye Market - Gregory Renza

HCIT - HCIT: Epic at the Core, AI at the Edge: Real-World RCM

Strategy from a $10 bln Revenue Health System Robinhood Markets, Inc. (HOOD, $98.69, Buy) - HOOD - Hat

Application Software and Agentic AI - Software – Recap Gartner's Trick, Unassisted by Crypto - On Friday, HOOD provided updated

"AI Disruption: What's Really Causing the SaaS Slowdown" MTD volumes through June 25th, with 3 trading categories all

Webinar; Our Own Stock Callouts Too continuing pace for record trading in June: equities, options,

and prediction markets. That said, since the prior update onInternet and Digital Media - Internet: IDM Grp Trailed Mkt Again

this Week; Meta Doubles Down on Wearables with Launch of Self- volumes through 6/18, equities and options have decelerated

Branded Smart Glasses modestly while prediction volume has accelerated. Crypto

volumes remain subdued, but MoM trends indicate volumes are

inflecting. Extrapolating the last few days in the month suggests