Aug. 27 at 7:22 AM
$EL $KGC $MDB $MTB $QSR Estée Lauder remains focused on beauty-market recovery, Kinross benefits from gold prices, MongoDB benefits from cloud databases and AI workloads, M&T Bank remains tied to credit and net-interest conditions, and Restaurant Brands benefits from franchise growth. I'm watching beauty demand, gold prices, cloud spending, credit quality, and restaurant sales.