Morning Squawk Highlights Micron Milestone Dicks Earnings and Texas Political Shifts Bessent Predicts Substantial Disinflation as Fed Transition Under Warsh Begins TikTok and YouTube Face Regulatory Scrutiny Over Child Safety Standards from UK Watchdog Chinas Aircraft Maintenance Sector Draws Attention as Fleet Growth Moderates SP 500 Edges Higher as Healthcare and Tech Lead Communications Drag Lululemon Stock Gains After Reaching Deal with Founder Chip Wilson to Resolve Proxy Fight 908 Devices MASS Q1 2026 Earnings EPS Misses Estimates as Stock Edges Higher SPH Q1 2026 Earnings Earnings Beat Drives Modest Stock Uptick Vox Royalty Corp Q1 2026 Earnings Staggering 733 EPS Surprise Overshadowed by Stock Decline First Bank FRBA Q1 2026 Earnings EPS Misses Estimates by a Wide Margin as Profitability Pressures Emerge GLBE Q1 2026 Earnings Earnings Per Share Falls Short of Estimates Stock Declines Slightly Ark Restaurants Q4 2025 Earnings Net Loss Reported No Revenue Detail Disclosed Kezar Life Sciences KZR Holds Steady Near Support as Traders Eye Resistance Smurfit WestRock SW Rises 17 as Shares Approach Key Resistance Level Seritage Growth Properties SRG Edges Higher Testing Key Resistance Near 285 Arcos Dorados Holdings ARCO Holds Near Support Amid Minimal Price Movement Beazer Homes BZH Sees Uptick as Market Tests Key Resistance Near 2558 NBCC Reports 388 YoY Profit Growth in Q4 Declares Dividend of 046 per Share JK Tyre Unveils Rs 4900 Crore Capex Plan to Boost Capacity by 24 by FY30 Sebi Proposes Intraday Option Strike Additions to Manage Sharp Price Swings Fed Powell and Warsh Face Historic Overlap Policy Dynamics Under Scrutiny T Rowe Price Group TROW Highlighted as a Top HighYield Stock for Retirement Income Microsoft and Anthropic in Talks for Custom AI Chip Deal Following 5 Billion Investment AI Energy and Infrastructure Basket Outperforms Nvidia Market Data Suggests VRSN Q1 2026 Earnings Earnings Beat Expectations Driven by Domain Base Stability Dingdong DDL Slips 091 as Stock Hovers Near Key Support Level Silvaco Q1 2026 Earnings EPS Beat Masks Revenue Uncertainty XMTR Q1 2026 Earnings EPS Beats Estimates Stock Reacts Positively NPK Q3 2023 Earnings Modest Profit Amid Quiet Quarter Bain Capital Specialty Finance Inc BCSF Q1 2026 Earnings Net Investment Income Misses Estimates Stock Edges Higher Nordic American Tankers Limited Q4 2025 Earnings EPS Misses Estimates by 56 as Tanker Market Faces Headwinds BNAI Q3 2025 Earnings NarrowerThanExpected Loss Drives Positive Surprise Despite Revenue Absence ELVA Q1 2026 Earnings EPS Surprise of 307 Drives Optimism