Zscaler: Execution Is Catching Up To Valuation (Rating Upgrade) — Positive
ZS Seeking Alpha — May 21, 2025Zscaler's accelerating sales pipeline, margin expansion, and strong customer adoption now justify a BUY rating, upgrading from my previous HOLD stance. Zero Trust Everywhere and AI-powered ZDX Advance Plus drive platform differentiation, customer efficiency, and recurring revenue growth, supporting long-term upside. Financials show robust 23% YoY revenue growth, expanding operating margins, and increasing large customer deals, highlighting strong operating leverage and scalability.

AMD remains a viable rebound investing story, thanks to its overly discounted valuations, robust Free Cash Flow generation, and healthy balance sheet. This is on top of its growing x86 market share, with it already accretive to its client/ data center CPU sales at double digits YoY growth. We are likely to see improved data center sales growth profile from H2'25 onwards as well, thanks to the launch of its Instinct data center GPUs ahead.

We've already turned things around at Tesla, Says Elon Musk — Positive
TSLA Bloomberg Technology — May 21, 2025Elon Musk says Tesla's stock wouldn't be trading near all time highs if things weren't in good shape

MRNA, PFE Stocks Jump Despite FDA's Stricter Standards for COVID-19 Shots — Neutral
BNTX MRNA PFE Zacks Investment Research — May 21, 2025Though the new FDA rules limit access to COVID-19 booster vaccines, the commitment to high-risk groups lifts Moderna, Pfizer and BioNTech stocks.

ETF Strategies to Follow Wall Street Forecasts Higher Bond Yields — Neutral
EMB SGOV TBT VGK Zacks Investment Research — May 21, 2025Investors are increasingly betting on higher long-term U.S. Treasury yields, due to growing concerns over the nation's rising debt and widening fiscal deficits.

Gold Price Outlook – Gold Continues to See Noisy Trading — Neutral
AAAU BAR DBP DGL GLD GLDM IAU OUNZ SGOL UGL FXEmpire — May 21, 2025The gold market continues to see a lot of noise as we are trying to break higher, and are obviously in a longer-term uptrend, but at the same time, we have seen a bit of trouble in this past 12 hours or so. Regardless, this is a positive market overall.

Franklin Equity Group Appoints New Head of Portfolio Construction and Quantitative Risk — Neutral
BEN Business Wire — May 21, 2025SAN MATEO, Calif.--(BUSINESS WIRE)--Franklin Equity Group Appoints New Head of Portfolio Construction and Quantitative Risk.

Visa vs. AmEx: Which Payment Stock Has the Edge Now for Future Gains? — Neutral
AXP V Zacks Investment Research — May 21, 2025V runs an asset-light, transaction-based network, while AXP blends payment processing with direct lending.

GCL Announces ‘JDM: Japanese Drift Master' Worldwide Launch — Neutral
GCL GlobeNewsWire — May 21, 2025SINGAPORE, May 21, 2025 (GLOBE NEWSWIRE) -- GCL Global Holdings Ltd. (NASDAQ: GCL) (“GCL” or the “Company”), a leading provider of games and entertainment, today announced the highly anticipated launch of “JDM: Japanese Drift Master” that is regionally published and distributed in Asia by GCL's game publishing subsidiary 4Divinity.

eToro's IPO valued it at $4.2B, but strong crypto-driven revenue growth and favorable U.S. regulatory shifts could propel its market cap toward $10B. The platform's unique social trading features and multi-asset offerings provide a competitive edge over peers like Robinhood, attracting both novice and sophisticated investors. Recent U.S. crypto regulation changes and eToro's Nasdaq listing open significant growth opportunities in North America, despite some regulatory and competitive risks.

Colgate-Palmolive Webcasts Fireside Chat at the dbAccess Global Consumer Conference — Neutral
CL Business Wire — May 21, 2025NEW YORK--(BUSINESS WIRE)--Colgate-Palmolive (NYSE:CL) Chairman, President and CEO, Noel Wallace will participate in a fireside chat at the dbAccess Global Consumer Conference in Paris on Wednesday, June 4, 2025 at 8:00 am ET. Investors may access a live webcast of this fireside chat on Colgate's website at www.colgatepalmolive.com. For those unable to participate during the live webcast, a recorded version of the webcast will be made available through the Investor Center section of Colgate's w.

Advanced Flower Capital: The Dividend Is In Danger Again, I'm Out (Downgrade) — Negative
AFCG Seeking Alpha — May 21, 2025Advanced Flower Capital's disappointing results, underperforming loans, and management's shaky track record have eroded my confidence and prompted a downgrade from Buy to Sell. Distributable earnings failed to cover the dividend in Q1, raising the risk of another cut and highlighting ongoing execution issues and slow loan recoveries. Despite a low valuation and high yield, persistent declines in book value and lack of clear catalysts make AFCG a value trap, not a bargain.

Phillips 66 and Activist Elliott Set to Split Heated Boardroom Battle — Neutral
PSX WSJ — May 21, 2025Elliott had been pushing for four new board seats on the oil refiner's board.

Bioceres Crop (BIOX) Reports Q3 Loss, Misses Revenue Estimates — Negative
BIOX Zacks Investment Research — May 21, 2025Bioceres Crop (BIOX) came out with a quarterly loss of $0.02 per share versus the Zacks Consensus Estimate of a loss of $0.10. This compares to earnings of $0.14 per share a year ago.

Equifax: Revenue Growth, Margin Expansion, And Pricing Power — Positive
EFX Seeking Alpha — May 21, 2025Equifax's margins will increase as the cloud transition approaches its end. The Workforce Solutions segment provides a strong competitive moat, supporting sustainable growth. Equifax will grow EPS at 13-18% CAGR due to organic growth, acquisitions, margin expansion, and buybacks.

Securities Class Action Lawsuit Filed Against Ultra Clean Holdings, Inc. (UCTT) - Levi & Korsinsky Represents Shareholders — Neutral
UCTT Accesswire — May 21, 2025NEW YORK, NY / ACCESS Newswire / May 21, 2025 / If you suffered a loss on your Ultra Clean Holdings, Inc. (NASDAQ:UCTT) investment and want to learn about a potential recovery under the federal securities laws, follow the link below for more information: https://zlk.com/pslra-1/ultra-clean-holdings-inc-lawsuit-submission-form?prid=149579&wire=1&utm_campaign=13 or contact Joseph E. Levi, Esq.

Barrack, Rodos & Bacine Notifies Shareholders of Compass Group Diversified Holdings LLC (CODI) of a Securities Class Action Lawsuit — Neutral
CODI GlobeNewsWire — May 21, 2025PHILADELPHIA, May 21, 2025 (GLOBE NEWSWIRE) -- The law firm of Barrack, Rodos & Bacine announces that a class action lawsuit has been filed on behalf of investors who purchased stock in Compass Group Diversified Holdings, LLC (NYSE: CODI) between May 1, 2024, and May 7, 2025. Compass is an investment holding company and one of its subsidiary businesses is Lugano Holdings, Inc., a jewelry company.

Invivyd Commends FDA Focus on Contemporary Evidence In Evaluating Medical Interventions To Prevent COVID-19 — Neutral
IVVD GlobeNewsWire — May 21, 2025FDA acknowledges that the benefit of repeat doses of COVID-19 vaccine boosters for Americans is uncertain; the updated regulatory framework for COVID-19 vaccines articulated by the Agency generally aligns with recent Invivyd Citizen Petition requests In contrast to vaccine boosters, monoclonal antibody (mAb) therapies, including pemivibart, underwent contemporary randomized, placebo-controlled trials to evaluate safety, immunogenicity, and exploratory efficacy in relevant, modern Americans, against relevant, modern immune-evasive SARS-CoV-2 viruses, and over the long-term Invivyd plans to advance next generation COVID-19 mAbs to improve product scalability and system-friendliness while preserving strong anticipated mAb preventative efficacy; additional data on Invivyd's investigational mAb VYD2311 …

Securities Class Action Lawsuit Filed Against Strategy Incorporated (MSTR) - Levi & Korsinsky Represents Shareholders — Neutral
MSTR Accesswire — May 21, 2025NEW YORK, NY / ACCESS Newswire / May 21, 2025 / If you suffered a loss on your Strategy Incorporated (NASDAQ:MSTR) investment and want to learn about a potential recovery under the federal securities laws, follow the link below for more information: https://zlk.com/pslra-1/strategy-incorporated-lawsuit-submission-form?prid=149577&wire=1&utm_campaign=13 or contact Joseph E. Levi, Esq.

June 3, 2025 Deadline Approaching: Join Class Action Against Canopy Growth Corporation (CGC) - Contact Levi & Korsinsky — Neutral
CGC Accesswire — May 21, 2025NEW YORK, NY / ACCESS Newswire / May 21, 2025 / If you suffered a loss on your Canopy Growth Corporation (NASDAQ:CGC) investment and want to learn about a potential recovery under the federal securities laws, follow the link below for more information: https://zlk.com/pslra-1/canopy-growth-corporation-lawsuit-submission-form?prid=149578&wire=1&utm_campaign=30 or contact Joseph E. Levi, Esq.
