Mirion Technologies Announces Pricing of Upsized $350.0 Million Offering of 0.25% Convertible Senior Notes Due 2030 — Neutral
MIR Business Wire — May 20, 2025ATLANTA--(BUSINESS WIRE)--Mirion Technologies, Inc. (“Mirion”) (NYSE: MIR), today announced the pricing of $350.0 million aggregate principal amount of 0.25% Convertible Senior Notes due 2030 (the “Notes”) in a private placement (the “Offering”) to persons reasonably believed to be qualified institutional buyers pursuant to Rule 144A under the Securities Act of 1933, as amended (the “Securities Act”). The size of the Offering was increased from the previously announced $300.0 million aggregate.

Southwest Gas Holdings Announces Pricing of Secondary Public Offering of Centuri Holdings, Inc. Common Stock — Neutral
CTRI SWX PRNewsWire — May 20, 2025LAS VEGAS , May 20, 2025 /PRNewswire/ -- Southwest Gas Holdings, Inc. (NYSE: SWX) ("Southwest Gas Holdings" or the "Company") today announced the pricing of a previously announced underwritten secondary public offering of Centuri Holdings, Inc. (NYSE: CTRI) ("Centuri") common stock (the "Offering"), pursuant to which Southwest Gas Holdings, as the selling stockholder, is offering 9,000,000 existing shares of Centuri's common stock, at a price of $17.50 per share. Southwest Gas Holdings has also granted the underwriters a 30-day option to purchase up to an additional 1,350,000 shares of Centuri's common stock.

Schrödinger: Regulatory Tailwinds Are Supportive Of Continued Strong Growth (Rating Upgrade) — Positive
SDGR Seeking Alpha — May 20, 2025Schrödinger delivered strong Q1 results, with robust software growth and improving margins, despite a tough macro environment. Regulatory changes, especially the FDA's move away from animal testing, could create a meaningful tailwind for Schrödinger's predictive toxicity software initiative. Schrödinger's Drug Discovery business also continues to progress, but this likely won't matter until the company generates positive later stage clinical data.

SCHD's 3.9% yield is attractive, but total return performance has lagged broad market ETFs like SPY and VTI over most timeframes. The fund's high concentration in its top holdings increases risk, where underperformance by a few names can drag down overall returns. SCHD has not been tested in a prolonged recession. High-yielding stocks often see dividends cut and share prices fall in such an environment.

Attractive Short-Dated Bond, 8.5% YTM, From Ready Capital — Positive
RCC Seeking Alpha — May 20, 2025RCC is a short-term, exchange-listed baby bond from Ready Capital, maturing in February 2026, offering an 8.5% yield to maturity. The bond's very short duration minimizes market risk, making solvency of Ready Capital the primary concern for investors. Ready Capital's latest financials show stabilized book value and a CRE portfolio focused on multi-family properties, with manageable delinquency levels.

HEYDUDE's struggles have weighed on CROX shares, but recent improvements and management changes signal a potential turnaround. Crocs' core business remains strong, generating solid cash flows and enabling debt reduction and shareholder returns despite HEYDUDE's challenges. Management is leveraging proven Crocs marketing strategies and has appointed Terence Reilly, a marketing expert, to lead HEYDUDE's revival.

Celestica's robust growth is fueled by surging demand for hardware platform solutions, especially networking switches for hyperscalers. Recent US-China tariff reductions are a major positive catalyst, likely paving the way for future guidance upgrades, as management had earlier assumed no changes to tariff policies. Valuations are at a premium vs peers, but the risk here has eased slightly, as CLS stock today is at a lower premium vs peers than it was months ago.

Take-Two Interactive Software, Inc. Announces Pricing of Public Offering of Common Stock — Neutral
TTWO Business Wire — May 20, 2025NEW YORK--(BUSINESS WIRE)--Take-Two Interactive Software, Inc. (NASDAQ: TTWO) (the “Company” or “Take-Two”) today announced the pricing of an underwritten public offering of 4,750,000 shares of its common stock, at a price to the public of $225.00 per share. All shares to be sold in the offering are to be sold by the Company. In addition, the Company has granted the underwriters a 30-day option to purchase up to 712,500 additional shares of its common stock. The expected net proceeds of the off.

ASUS and AMD Jointly Unveil Full 2025 Expert P Series Lineup at AMD Keynote — Neutral
AMD GlobeNewsWire — May 20, 2025ASUS and AMD unveil the full 2025 Expert P Series lineup — AI-powered PCs designed specifically for the needs of SMBs — at the AMD keynote during Computex.

AMD Introduces New Radeon Graphics Cards and Ryzen Threadripper Processors at COMPUTEX 2025 — Neutral
AMD GlobeNewsWire — May 20, 2025– Radeon RX 9060 XT brings next-gen gaming experiences and FSR 4 ML-powered upscaling to mainstream users – – Threadripper 9000 Series and Radeon AI PRO R9700 redefine workstation and high-end desktop performance with full-spectrum compute and local AI processing – TAIPEI, Taiwan, May 20, 2025 (GLOBE NEWSWIRE) -- At COMPUTEX 2025, AMD (NASDAQ: AMD) unveiled its latest breakthroughs in high-performance computing with the launch of Radeon™ RX 9060 XT and Radeon™ AI PRO R9700 graphics cards, and Ryzen™ Threadripper™ 9000 Series processors. Engineered to address the toughest workloads in gaming, content creation, professional industries and AI development, these new …

Levi & Korsinsky Urges SoundHound AI, Inc. (SOUN) Shareholders to Act Before Lead Plaintiff Deadline May 27, 2025 — Neutral
SOUN Accesswire — May 20, 2025NEW YORK, NY / ACCESS Newswire / May 20, 2025 / If you suffered a loss on your SoundHound AI, Inc. (NASDAQ:SOUN) 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/soundhound-ai-inc-lawsuit-submission-form?prid=149478&wire=1&utm_campaign=19 or contact Joseph E. Levi, Esq.

The AES Corporation As An Income Investment (Technical Analysis) — Positive
AES Seeking Alpha — May 20, 2025AES Corporation stands out with a 5.76% yield, 11 years of dividend growth, a low payout ratio, and a strong valuation grade from Seeking Alpha. AES is a leading power provider to U.S. data centers, has a large project backlog, and is poised for earnings and revenue growth as demand for electricity rises. AES's price action is bullish, with positive momentum, volume, and improving relative strength, making it a compelling candidate for my income portfolio.

The First Bancorp: 5.8% Dividend Yield And A Positive Earnings Outlook — Positive
FBNC Seeking Alpha — May 20, 2025The First Bancorp, Inc.'s main earnings catalyst is the upcoming downward re-pricing of certificates of deposit. Due to the trade war, I'm reducing my loan growth, and consequently, my earnings estimate for 2025. I'm now expecting an EPS of $2.57 for this year.

MidCap Financial's Q1 Results Confirm Weaker BDC Investment Returns, Still Undervalued — Positive
MFIC Seeking Alpha — May 20, 2025MidCap Financial's Q1 results were weak but in line with peers, reflecting lower investment income and asset yields as SOFR rates declined. Management is actively repositioning the portfolio, notably reinvesting Merx proceeds at higher yields and refinancing debt to lower costs, supporting future earnings growth. Despite a slight earnings miss, the dividend remains very safe, with strong cash reserves and upside potential from increased leverage and Merx reinvestment.

Join Class Action to Recover Losses from Napco Security Technologies, Inc. (NSSC) - Contact Levi & Korsinsky Before June 24, 2025 — Neutral
NSSC Accesswire — May 20, 2025NEW YORK, NY / ACCESS Newswire / May 20, 2025 / If you suffered a loss on your Napco Security Technologies, Inc. (NASDAQ:NSSC) 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/napco-security-technologies-inc-lawsuit-submission-form-2?prid=149477&wire=1&utm_campaign=31 or contact Joseph E. Levi, Esq.

LexinFintech Holdings: Margin Expansion Unlocked, Initiate Strong Buy — Positive
LX Seeking Alpha — May 20, 2025LexinFintech Holdings: Margin Expansion Unlocked, Initiate Strong Buy

Super Micro to Expand Production Capacity as AI Demand Accelerates — Positive
SMCI WSJ — May 20, 2025The server maker's CEO said it will consider expanding production in states such as Mississippi and Texas.

Contact Levi & Korsinsky by June 16, 2025 to Join Class Action Against Ibotta, Inc. (IBTA) — Neutral
IBTA Accesswire — May 20, 2025NEW YORK, NY / ACCESS Newswire / May 20, 2025 / If you suffered a loss on your Ibotta, Inc. (NYSE:IBTA) 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/ibotta-lawsuit-submission-form?prid=149476&wire=1&utm_campaign=10 or contact Joseph E. Levi, Esq.
