AMD Is Quietly Catching Nvidia - Wall Street Just Doesn't See It Yet — Positive
AMD NVDA Seeking Alpha — May 12, 2025AMD reported strong Q1 results, with YoY gross profit up 46%, despite sequential revenue decline due to seasonality. AI demand, new product launches, and easing China tariffs position AMD for potential outperformance. AMD's valuation at 18x 2026 earnings suggests room for growth, with a potential rally if it clears the $115 resistance.

Apple Mulls iPhone Price Hikes But Wants to Avoid Blaming Tariffs, Report Says — Negative
AAPL Investopedia — May 12, 2025Apple (AAPL) is reportedly considering raising prices on its next generation of iPhones expected to be released this fall—but without pinning higher costs on tariffs.

Eric Trump-backed bitcoin miner American Bitcoin announced that it would become a publicly-traded company through a merger with another Bitcoin miner, Gryphon Digital Mining (GRYP). Shares of Gryphon skyrocketed 285% to $2.00 on the news.

Micron vs. Broadcom: Which Stock is the Smarter Semiconductor Bet? — Positive
AVGO MU Zacks Investment Research — May 12, 2025MU shines in AI memory, but AVGO's diversified dominance and superior margins make it the smarter semiconductor bet today.

2 Truck Stocks That Continue to Be in Focus Despite Industry Challenges — Neutral
MRTN PAMT Zacks Investment Research — May 12, 2025The Zacks Industry Rank for the Transportation-Truck industry paints a dull picture, mainly owing to the slowdown in freight demand. We believe stocks like MRTN and PAMT are better positioned to escape industry challenges.

Blue Owl Capital's Q1 Earnings Miss Estimates on Higher Expenses — Negative
OBDC Zacks Investment Research — May 12, 2025OBDC ends the first quarter with investments in 236 portfolio companies.

Kinsale Capital's stock presents a 31% upside potential with a fair price of $595 per share. Premium growth rates slowed down in Q1, but Kinsale performed better than its competitors, and the expense ratio improved. Despite lower growth expectations, Kinsale's competitive advantage lies in its proprietary technology and efficient cost structure, enabling rapid response and better pricing.

General Motors has hired Sterling Anderson, co-founder of self-driving trucking company Aurora, as its executive vice president of global product, the company said Monday.

Amazon, Tesla lead Mag 7 surge after easing US-China trade tensions — Positive
AMZN TSLA Proactive Investors — May 12, 2025A temporary de-escalation in the US-China trade war sparked a rally in major tech stocks on Monday, with Amazon and Tesla leading the charge. The announcement of a truce between the two global powers boosted investor sentiment, driving up shares of Big Tech companies.

StoneX to Acquire Plantureux et Associés, Enhancing Its Competitive Position in European Commodities Markets — Neutral
SNEX GlobeNewsWire — May 12, 2025LONDON, May 12, 2025 (GLOBE NEWSWIRE) -- StoneX Group Inc. (NASDAQ: SNEX); today announced that its wholly owned subsidiary, StoneX Financial Europe GmbH, has entered into a definitive agreement to acquire Plantureux et Associés (“Plantureux”), a Paris-based brokerage firm specializing in agricultural commodities across both the physical and derivatives markets. The acquisition will provide StoneX with a strategic foothold in the French agricultural commodities market – Europe's leading grain producing region.

Leading Independent Proxy Advisory Firm ISS Recommends National Health Investors Stockholders Vote FOR Both of Land & Buildings' Director Nominees — Neutral
NHI Business Wire — May 12, 2025STAMFORD, Conn.--(BUSINESS WIRE)--Today, Land & Buildings Investment Management, LLC (together with its affiliates, “Land & Buildings”), a significant stockholder of National Health Investors, Inc. (NYSE: NHI) (“NHI” or the “Company”), announced that a leading independent proxy advisory firm, Institutional Shareholder Services Inc. (“ISS”), has joined Glass, Lewis & Co., LLC (“Glass Lewis”) in recommending that stockholders vote “FOR” the election of Land & Buildings' independen.

Along with the many American stocks that rallied so much that the U.S. stock market added $2 trillion immediately upon the morning bell on May 12, 2025, the Chinese e-commerce giant Alibaba (NYSE: BABA) soared 6.52% in the first hour of the session.

Century Communities Announces May Grand Opening for New Homes in Georgetown, TX — Neutral
CCS PRNewsWire — May 12, 2025Starting from the $400s, Heights at San Gabriel offers spacious single-family homes with designer-selected finishes GEORGETOWN, Texas , May 12, 2025 /PRNewswire/ -- Century Communities, Inc. (NYSE: CCS)—a top national homebuilder, industry leader in online home sales, and featured on America's Most Trustworthy Companies and World's Most Trustworthy Companies by Newsweek—revealed it will host a May Grand Opening for its new community in Georgetown, Texas: Heights at San Gabriel. The event will take place on Wednesday, May 14 from 12 to 3 p.m.

Pineapple Financial Issues Statement on False Claims Regarding Reverse Split — Neutral
PAPL Newsfile Corp — May 12, 2025Toronto, Ontario--(Newsfile Corp. - May 12, 2025) - Pineapple Financial (NYSE American: PAPL) categorically denies the misleading and false information presented in a tweet by Flash Alert, a Financial news source, regarding the company's stock structure. The claims about a 1-for-90 reverse split and the reduction of shares outstanding from 1M to 90M are entirely inaccurate.

Aurinia Pharmaceuticals Inc. (AUPH) Q1 2025 Earnings Call Transcript — Neutral
AUPH Seeking Alpha — May 12, 2025Aurinia Pharmaceuticals Inc. (NASDAQ:AUPH ) Q1 2025 Earnings Conference Call May 12, 2025 8:30 AM ET Company Participants Andrea Christopher - Corporate Communications and IR Peter Greenleaf - President and CEO Joe Miller - CFO Greg Keenan - CMO Conference Call Participants Stacy Ku - TD Cowen Maury Raycroft - Jefferies Joseph Schwartz - Leerink Partners Olivia Brayer - Cantor Fitzgerald Sahil Dhingra - RBC Capital Markets David Martin - Bloom Burton Operator Greetings, and welcome to the Aurinia Pharmaceuticals Inc. Q1 2025 Earnings Call. At this time, all participants are in a listen-only mode.

ADS-TEC Energy PLC (ADSE) Q4 2024 Earnings Call Transcript — Neutral
ADSE Seeking Alpha — May 12, 2025ADS-TEC Energy PLC (NASDAQ:ADSE ) Q4 2024 Results Conference Call May 12, 2025 8:00 AM ET Company Participants Dennis Müller - SVP Product Marketing & Communication Thomas Speidel - CEO Stefan Berndt Bülow - Chief Financial Officer Dennis Müller Welcome to our today's earnings call. My name is Dennis Müller and I'm responsible for product marketing and communication at ADS-TEC Energy and will guide you through the event.

Eco Wave Power Global AB (publ) (WAVE) Q1 2025 Earnings Call Transcript — Neutral
WAVE Seeking Alpha — May 12, 2025Eco Wave Power Global AB (publ) (NASDAQ:WAVE ) Q1 2025 Earnings Conference Call May 12, 2025 9:00 AM ET Corporate Participants Aharon Yehuda - Chief Financial Officer Inna Braverman - Chief Executive Officer Conference Call Participants Operator Greetings and welcome to the Eco Wave Power First Quarter 2025 Earnings Call. [Operator Instructions] I will now turn the conference over to your host, Mr.

Best Buy Stock Soars as Tariff Rollback Sparks Rally — Positive
BBY Schaeffers Research — May 12, 2025While most of Wall Street is cheering today's tariff rollback, one stock is rallying especially hard: Best Buy Co Inc (NYSE:BBY).

GM taps Aurora co-founder for new chief product officer role — Positive
GM TechCrunch — May 12, 2025General Motors has turned to Sterling Anderson, a veteran of the autonomous vehicle industry, to oversee its entire product line of gas-powered and electric vehicles in a newly created job that will touch nearly every department at the U.S. automaker. The new VP of global product and chief product officer position will cover the entire lifecycle of GM portfolio and include hardware, software, services, and user experience.

How Much Upside is Left in Fox Factory Holding (FOXF)? Wall Street Analysts Think 35.62% — Positive
FOXF Zacks Investment Research — May 12, 2025The mean of analysts' price targets for Fox Factory Holding (FOXF) points to a 35.6% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.
