Hey, it's Kramer, and this is my morning take on the market from today's CNBC Investing Club morning meeting.

We're focusing on companies. We had one report today earlier this morning. It was a good quarter, and it was the first good quarter in a while.

The guy probably saved his job, CEO, Deuterre. Yeah. I think he's just in such a bad job. Well, look, it was a revenue beat,

a very nice earnings beat, 24 cents on EPS bead, margins better than expected. Key line,

biotechnology, core revenue growth, up 7%. I was looking for 6%. Bio processing up high, single

digits for the second straight quarter orders increased

sequentially that's a seven straight quarter of that they actually raised their full year

outlook for bioprocessing core revenue growth to high single digits first prior expectations of

6% to 7% they initiated full year guidance so that was interesting right you would think a lot of

companies want to pull it given the uncertainty they're kind of given you a framework of what they see for the year. And it was in line. There could be another days with a rally on this one. Yeah, well, it has been sure. And they believe they can largely offset current tariffs through a combination of manufacturing footprint changes, supply chain adjustments, surcharges, and other cost actions.

They do a lot of local manufacturing.

So if they're selling in China, they're manufacturing in China.

So that might be one reason why the tariff impact, not as bad as feared.

But yeah, it was a good quarter here.

Life science is a little bit weaker for the full-year outlook versus their initial

outlook. That's built into a 180 price. Sure. And sure. And I think that's kind of what we've been

saying, you know, after that disastrous last quarter is that, yes, it was bad, but probably the

most conservative outlook you'll see for the group. So they were able to handily beat

numbers this morning. It's still got a way to go. Sure. I mean, yeah, it's been a bad

stock, you know. Got to own that. But, you know, some signs that, you know, the momentum is

continuing in their core. Yeah, prove the life there. Yeah. I think that's good.

Start your day with my outlook on the market every morning.

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