On the inflation front, obviously, we've got near-term headwinds from energy prices. Still some lingering impact from tariffs. But if you look at shelter costs, which are the biggest component of CPI, I would say they're running in the low 1s $BX
our private equity companies had revenue growth in the quarter, which is remarkable. It's definitely weaker in Europe, but I would say, overall, the picture is quite good on that front. $BX
the overall health of [our] 27.5 million retail customers. So we often get asked how are they navigating this market environment. And if I go all the way back to when we've seen these dips around tariffs and things, they've been pretty aggressive dip buyers. $HOOD
Simply put, all customers are prioritizing high capacity, low latency and high-speed connectivity, underpinned by the need to transport data for AI, including model training, data ingestion and inference. $CIEN
We have a market-leading position in Canada, U.K., France, Australia, Taiwan and Japan, among others. These are all very attractive markets with a lot of untapped TAM still in front of them $UBER
the opportunity for Okta for AI agents is not limited to our existing workforce customers. It extends to every enterprise with a multi-platform AI strategy. $OKTA