The cleanest fresh trade today is **DY (Dycom Industries)**, which printed Q1 FY27 earnings before open with adjusted EPS of $4.42 versus a $2.72 consensus — a 62% beat — and raised full-year revenue guidance to $7.38–$7.65 billion against a $7.07B consensus. Behind it, the defense + semis rotation from yesterday is doing something rare and high-convict…
# Day 2 Of A Defense Absorption Cycle, And A Fiber Build Out That Just Broke Out — May 27, 2026
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