IART News & Events

Futures are pointing higher this morning as oil pulls back from recent spikes. Crude had surged above $110-$120 on escalating U.S.-Iran conflict headlines, but is now easing and the 10-year yield is stabilizing around the mid-4% range.Earnings remain strong and AI capital expenditures continue to act as a structural tailwind. There is persistent capital flow into semis and hyperscalers, with expectations for massive multi-year spend cycles anchoring estimates higher. Under the surface, dispersion remains high. Strong prints are still being rewarded while weaker forward visibility is getting punished.In pre-market trading, S&P 500 futures rose 0.44%, Nasdaq futures rose 0.73% and Dow futures rose 0.36%.Check out this morning's top movers from around Wall Street, compiled by The Fly.HIGHER -Intelup 4% after BloombergApplehas held discussions on using Intel and Samsungto produce the main processors for its U.S. devicesUP AFTER EARNINGS -Pinterestup 18%Integra LifeSciencesup 10%Watersup 10%Rockwell Automationup 9%AB InBevup 6%DuPontup 2%Cumminsup 2%KKRup 1%GlobalFoundriesup 1%Archer Danielsup 1%Leidosup 1%DOWN AFTER EARNINGS -Fabrinetdown 12%Fiservdown 9%PayPaldown 8%Shopifydown 6%On Semidown 6%Eatondown 4%Duolingodown 4%Palantirdown 1%

FY26 consensus $2.35. Backs FY26 revenue view $1.66B-$1.702B, consensus $1.67B. EPS guidance reflects the first quarter benefits from the IEEPA tariffs.

Integra LifeSciences announced that Stuart Essig, chairman of Integra's Board of Directors, has been appointed president and CEO, effective May 1. Essig will continue to serve as chairman. He succeeds Mojdeh Poul who is pursuing other opportunities. The company also announced that Michael McBreen, currently executive vice president, president, Codman Specialty Surgical, has been appointed chief commercial officer. Essig brings more than thirty years of experience in the medical technology and healthcare industries and has deep familiarity with Integra, having served as chairman of the board since June 2012 and as a director since 1997. He previously served as Integra's chief executive officer from 1997 through early 2012, and as its President from 1997 until 2010. Over the past two years, Mr. Essig has been actively engaged in the business through his executive chairman role, with direct involvement in key company priorities as well as operational and quality matters.