Despite Challenges, North American Construction Group's Low Valuation Multiples Keep It Attractive — Positive
NOA Seeking Alpha — May 21, 2025NOA maintains a strong project backlog, benefits from mining activity in Australia and Canada, and continues to diversify assets and revenue streams. Despite weather and tariff risks, I expect utilization rates and EBITDA growth to recover in 2H 2025, supporting a positive medium-term outlook. The stock remains undervalued versus peers, with share repurchases and improving cash flow supporting my continued 'Buy' rating.

XPeng Narrows Loss as Revenue Surges, Sees Another Strong Quarter Ahead — Positive
XPEV WSJ — May 21, 2025The Chinese EV maker posted a sharply narrowed net loss and a significant rise in revenue for the first quarter, and expects another strong quarter to follow as it edges closer to profit.

Cancer Patients Face Elevated Risk of Carrying Antimicrobial Resistant 'Superbugs' — Neutral
BDX PRNewsWire — May 21, 2025FRANKLIN LAKES, N.J. , May 21, 2025 /PRNewswire/ -- First-of-their-kind studies published in The Lancet Oncology 1 and Cancer Medicine 2 provide new data showing that cancer patients in both hospital and outpatient settings are at a substantially higher risk of developing antimicrobial resistant (AMR) infections compared to all other non-cancer patients.

Leading U.S. Auto Claims Organization Selects Sapiens to Modernize Operations — Neutral
SPNS PRNewsWire — May 21, 2025Sapiens ClaimsPro to streamline operations, enhance reporting, and reduce technical debt for nonprofit auto claims servicing organization ROCHELLE PARK, N.J. , May 21, 2025 /PRNewswire/ -- Sapiens International Corporation, (NASDAQ: SPNS) (TASE: SPNS), a leading global provider of software solutions for the insurance industry, announced today that a leading state-run auto insurance placement and claims organization has selected Sapiens ClaimsPro for Property & Casualty (P&C) to support its modernization efforts.

Monolithic Power Systems: Impressive Growth To Continue In 2025 — Positive
MPWR Seeking Alpha — May 21, 2025We believe the company's robust earnings growth and expanding margins support a bullish outlook. Management's focus on innovation and cost discipline positions the business for continued market share gains. Valuation remains attractive, providing a compelling entry point for long-term investors.

Palo Alto Networks Q3 Earnings: Solid Results, But No Fireworks — Positive
PANW Seeking Alpha — May 21, 2025Palo Alto Networks' Q3 results were solid but not compelling enough to change my neutral stance; the stock could go either way from here. Revenue growth is stabilizing around 15% annually, which doesn't justify a premium valuation or excite me as an investor seeking higher inflection. Valuation at 30x next year's free cash flow is reasonable, but growth uncertainty keeps me on the sidelines despite strong free cash flow margins.

Yield, Growth & Valuation: Brookfield Infrastructure Checks All The Boxes — Positive
BIP Seeking Alpha — May 21, 2025Brookfield Infrastructure offers an attractive yield, consistent mid-to-high single digit growth, and trades at a compelling valuation, making it appealing for dividend investors. Its diversified portfolio spans transportation, utilities, midstream, and data assets, generating predictable, protected cash flows through long-term contracts and regulatory support. The company's proven strategy of acquiring undervalued assets, optimizing them, and recycling capital drives strong FFO and distribution growth over time.

MINNEAPOLIS , May 21, 2025 /PRNewswire/ -- First quarter Net Sales were $23.8 billion, compared with $24.5 billion in 2024. Digital comparable sales grew 4.7 percent reflecting more than 35 percent growth in same-day delivery powered by Target Circle 360TM and continued growth in Drive Up.

Target Corporation Announces Multi-Year Enterprise Acceleration Office — Neutral
TGT PRNewsWire — May 21, 2025MINNEAPOLIS , May 21, 2025 /PRNewswire/ -- Target Corporation (NYSE: TGT) announced today it has established a multi-year Enterprise Acceleration Office to drive even greater speed and agility across the company, positioning Target to deliver faster progress on its roadmap for growth. Michael Fiddelke, chief operating officer, will oversee this effort to improve how functions work together to advance key priorities, ranging from simplifying cross-company processes to using technology and data in new ways to power the team.

Full Truck Alliance Co. Ltd. Announces First Quarter 2025 Unaudited Financial Results — Neutral
YMM PRNewsWire — May 21, 2025GUIYANG, China , May 21, 2025 /PRNewswire/ -- Full Truck Alliance Co. Ltd. ("FTA" or the "Company") (NYSE: YMM), a leading digital freight platform, today announced its unaudited financial results for the first quarter ended March 31, 2025.

TransUnion to Present at Upcoming Investor Conferences in New York and Chicago — Neutral
TRU GlobeNewsWire — May 21, 2025CHICAGO, May 21, 2025 (GLOBE NEWSWIRE) -- TransUnion (NYSE: TRU) today announced that the company will be presenting at the following investor conferences:

Hyperscale Data Provides Business Update; Reports $25 Million in Q1 Revenue and Reaffirms $115–$125 Million Full-Year Revenue Guidance — Neutral
GPUS GlobeNewsWire — May 21, 2025LAS VEGAS, May 21, 2025 (GLOBE NEWSWIRE) -- Hyperscale Data, Inc. (NYSE American: GPUS), a diversified holding company (“Hyperscale Data” or the “Company”), yesterday filed its Form 10-Q for the quarter ended March 31, 2025. The Company reported revenue of $25 million for the first quarter and reaffirms its previous guidance of $115 to $125 million of revenue for the year ending December 31, 2025, citing continued momentum across its artificial intelligence (“AI”) data center, equipment rental and financial services operations. In the first quarter, Hyperscale Data recorded a one-time gain of $10.0 million from the deconsolidation of its former …

NOV Declares Regular Quarterly Dividend and Supplemental Dividend — Neutral
NOV Business Wire — May 21, 2025HOUSTON--(BUSINESS WIRE)--NOV Declares Regular Quarterly Dividend and Supplemental Dividend.

Westwater Resources Announces Investor Conference Call on May 27, 2025 — Neutral
WWR Business Wire — May 21, 2025CENTENNIAL, Colo.--(BUSINESS WIRE)--Westwater Resources, Inc. (NYSE American: WWR) an energy technology and battery-grade natural graphite development company, today announced its next investor conference call will be held on May 27, 2025, at 1:00 pm Eastern Time. Management plans to discuss progress at its Kellyton Graphite Plant, customer engagement and progress on the syndication of a secured debt financing. Live Conference Call 1-833-752-3988 (USA and Canada) 1-647-849-3183 (International).

Fluke Reliability Launches Shaft Alignment Solution that Powers Precision Measurement and Maximizes Uptime — Neutral
FTV GlobeNewsWire — May 21, 2025New rugged solution delivers immediate ROI by cutting energy use and maintenance costs New rugged solution delivers immediate ROI by cutting energy use and maintenance costs

PXF offers diversified exposure to developed-market ex-US stocks with solid fundamentals, but its performance still lags behind US equities over multiple timeframes. Tariff disruptions have a limited impact on PXF due to moderate Asia exposure, but global trade tensions remain a risk to watch. Despite strong inflows into EU and Japanese equities, US markets remain more resilient and continue to outperform international peers.

EPR Properties: Q1 2025 Performance Increased My Optimism (Upgrade) — Positive
EPR Seeking Alpha — May 21, 2025EPR Properties is a 'buy' again after strong Q1 2025 results, capital recycling progress, and increased guidance. Management's strategic asset sales and reinvestment into experiential assets boost liquidity and support future growth. Q1 2025 beat Wall Street expectations, with AFFO per share up 8% year-over-year and guidance raised for 2025.

Lowe's sticks by full-year forecast as sales from home professionals boost business — Positive
LOW CNBC — May 21, 2025Lowe's on Wednesday stood by its full-year forecast, despite reporting quarterly sales that fell just short of Wall Street's expectations.

Shares of Lowe's Cos. (LOW) rose in premarket trading Wednesday after the home-improvement retailer posted first-quarter profit above analysts' estimates and affirmed its full-year outlook.

Apple Brings Back 'Fortnite' to US App Store After 5 Years — Neutral
AAPL Investopedia — May 21, 2025Apple (AAPL) returned Epic Games' "Fortnite" to its U.S. App Store on Tuesday, five years after it removed the popular video game from iPhones and iPads in the country.
