DLocal Q1: Payment Volume Surge Offsets Take Rate Concern — Negative
DLO Seeking Alpha — May 15, 2025DLocal delivered strong Q1 results, as payment volume growth accelerated to 53%. While the take rate continued to decline, DLocal's volume growth more than offset the pressure. On top, cost discipline drove an impressive increase in earnings. The market remains overly concerned with DLocal's take rate decline. I estimate DLO to have 42% upside to $16.5.

RenaissanceRe Preferreds Yield 6.8% With 9.5% Capital Appreciation Potential — Positive
RNR Seeking Alpha — May 15, 2025RenaissanceRe Holdings Ltd.'s preferred stocks, especially RNR-G, are investment-grade, high-yield, and currently trade at a significant discount to peers despite strong fundamentals. The yield spread of RNR-G has widened unreasonably versus similar high-quality preferreds, even though RNR's credit profile remains robust and unchanged. RNR-G is underperforming nearly all comparable preferred stocks, creating a notable mispricing relative to its credit rating and peer group.

SHG vs. CM: Which Stock Is the Better Value Option? — Neutral
CM SHG Zacks Investment Research — May 15, 2025Investors with an interest in Banks - Foreign stocks have likely encountered both Shinhan Financial (SHG) and Canadian Imperial Bank (CM). But which of these two stocks offers value investors a better bang for their buck right now?

FLEX or GRMN: Which Is the Better Value Stock Right Now? — Positive
FLEX GRMN Zacks Investment Research — May 15, 2025Investors interested in stocks from the Electronics - Miscellaneous Products sector have probably already heard of Flex (FLEX) and Garmin (GRMN). But which of these two companies is the best option for those looking for undervalued stocks?

COOP or SLM: Which Is the Better Value Stock Right Now? — Neutral
COOP SLM Zacks Investment Research — May 15, 2025Investors looking for stocks in the Financial - Consumer Loans sector might want to consider either Mr Cooper (COOP) or Sallie Mae (SLM). But which of these two stocks presents investors with the better value opportunity right now?

GBOOY vs. BAM: Which Stock Is the Better Value Option? — Positive
BAM GBOOY Zacks Investment Research — May 15, 2025Investors interested in stocks from the Financial - Miscellaneous Services sector have probably already heard of Grupo Financiero Banorte SAB de CV (GBOOY) and Brookfield Asset Management (BAM). But which of these two stocks presents investors with the better value opportunity right now?

NNGRY or BWIN: Which Is the Better Value Stock Right Now? — Positive
BWIN NNGRY Zacks Investment Research — May 15, 2025Investors interested in stocks from the Insurance - Life Insurance sector have probably already heard of NN Group NV Unsponsored ADR (NNGRY) and The Baldwin Insurance Group (BWIN). But which of these two stocks presents investors with the better value opportunity right now?

CCU or SAM: Which Is the Better Value Stock Right Now? — Positive
CCU SAM Zacks Investment Research — May 15, 2025Investors interested in stocks from the Beverages - Alcohol sector have probably already heard of Cervecerias Unidas (CCU) and Boston Beer (SAM). But which of these two companies is the best option for those looking for undervalued stocks?

Trump Tells Apple Not to Boost iPhone Production in India — Positive
AAPL Investopedia — May 15, 2025President Donald Trump on Thursday said he told Apple (AAPL) to stop expanding iPhone production in India, and pushed the company to move more of its operations to the U.S. as it shifts away from manufacturing in China.

UnitedHealth shares plunge on report of criminal investigation for possible Medicare fraud — Negative
UNH CNBC Television — May 15, 2025CNBC's Bertha Coombs joins 'Money Movers' with the latest details on a potential criminal probe into UNH.

Arbor Realty:Q1 Dividend Cut Foreshadows Continued Pressure — Negative
ABR Seeking Alpha — May 15, 2025I am downgrading Arbor Realty Trust (ABR) to HOLD due to a substantial dividend cut and weak Q1 2025 earnings. The dividend was slashed by almost 40%. I see the dividend cut as an indicator of strong headwinds, which are likely to persist or even worsen with rising delinquency rates.

What's in the Cards for ZTO Express Stock in Q1 Earnings? — Neutral
ZTO Zacks Investment Research — May 15, 2025The trade war between the United States and China is expected to have an impact on ZTO's prospects in the to-be-reported quarter.

Alibaba Group Holding Limited's core China Commerce and Cloud businesses are accelerating, with Cloud revenue up 18% YoY and strong operating income growth. Management is prioritizing heavy reinvestment in Cloud and AI, sacrificing buybacks and short-term free cash flow for long-term leadership and scalability. International Commerce growth is slowing as Alibaba shifts focus to profitability over aggressive expansion, while losses in other segments are narrowing.

Alphabet's stock is now almost as cheap as eBay's by this metric — but should you buy it? — Neutral
EBAY GOOG GOOGL Market Watch — May 15, 2025Investors see eBay as a former internet winner that's barely growing, while Alphabet is a tech juggernaut. So why are they so closely valued?

XRP News Today: Xrpturbo Soars 30% As $XRT Readies For Coinmarketcap Listing & Staking Platform Set To Go Live On XRPL — Neutral
XRT GlobeNewsWire — May 15, 2025TALLINN, Estonia, May 15, 2025 (GLOBE NEWSWIRE) -- Xrpturbo is making waves in the crypto world, as its native token, $XRT, has surged 30% in value in recent days.

Here's Why You Should Retain 3M Stock in Your Portfolio Now — Positive
MMM Zacks Investment Research — May 15, 2025MMM benefits from strength in its business segment, buyouts and shareholder-friendly policies. Softness in the retail market is concerning.

AFRM Partners With Costco and Mattress Firm for Smarter Payments — Positive
AFRM Zacks Investment Research — May 15, 2025Affirm joins forces with Costco and Mattress Firm to expand its reach by offering flexible and transparent pay-over-time options.

Here's What to Know Ahead of Target Hospitality's Q1 Earnings — Neutral
TH Zacks Investment Research — May 15, 2025TH's first-quarter 2025 results are likely to reflect declining contributions from reportable segments. Know what the quarter will look like here.

ETFs to Gain as Cisco Beats on Q3 Earnings, Lifts 2025 Outlook — Positive
CSCO Zacks Investment Research — May 15, 2025Cisco reports robust third-quarter fiscal 2025 results and raises its outlook for the fiscal year.
