Recent upward momentum in Applied Digital's NASDAQ: APLD stock has drawn investors' attention to its role as an emerging player in the critical artificial intelligence (AI) infrastructure landscape.

Exxon Mobil: Resilient Earnings And A Discounted Valuation Offer A Buy Opportunity — Positive
XOM Seeking Alpha — May 21, 2025Exxon Mobil is transforming its portfolio and driving costs down to thrive even in low oil price environments, targeting $18 billion in cost savings by 2030. The Pioneer acquisition has stabilized revenues despite lower oil prices, and production of higher-value assets is set to increase by 2030. Exxon Mobil trades below its historical and peer valuation, offering a 13.9% upside with strong shareholder returns via buybacks and dividend growth.

Equitable: Transition To Higher Quality Earnings Continues — Positive
EQH Seeking Alpha — May 21, 2025Equitable Holdings' transformation toward capital-light, recurring revenue streams and asset management supports multiple expansion and a higher valuation. Strategic reinsurance and AllianceBernstein transactions free up capital, enabling significant buybacks and dividend growth, with robust liquidity and strong risk-based capital ratios. The earnings mix is shifting toward more predictable, fee-based income, reducing volatility, while insurance and wealth management units continue to perform well.

TreeHouse Foods to Participate in June 2025 Investor Conferences — Neutral
THS PRNewsWire — May 21, 2025OAK BROOK, Ill. , May 21, 2025 /PRNewswire/ -- TreeHouse Foods, Inc. (NYSE: THS) announced today participation in the following investor conferences in June: June 4, 2025: William Blair 45th Annual Growth Conference in Chicago, Illinois.

Our concerns about the consumer are not paramount, says Neuberger Berman's Shannon Saccocia — Neutral
PARA PARAA CNBC Television — May 21, 2025Shannon Saccocia, Neuberger Berman CIO of wealth, joins 'Squawk Box' to discuss the latest market trends, state of the economy, why she doesn't believe consumer spending will drive the next phase of U.S. growth, and more.

ProPetro's PROPWR Wing Lands First 10-Year, 80MW Power Deal — Positive
PUMP Zacks Investment Research — May 21, 2025PUMP's PROPWR division signs its first major deal - paving the way for scalable, low-emission distributed power solutions.

Lowe's sticks by full-year forecast as sales from home professionals boost business — Positive
LOW CNBC Television — May 21, 2025CNBC's Andrew Ross Sorkin reports on the company's quarterly earnings results.

Target Hospitality Announces Seat on $4 Billion Multi-Year U.S. Government Strategic Sourcing Vehicle — Neutral
TH PRNewsWire — May 21, 2025THE WOODLANDS, Texas , May 21, 2025 /PRNewswire/ -- Target Hospitality Corp. ("Target Hospitality", "Target" or the "Company") (Nasdaq: TH), one of North America's largest providers of vertically integrated modular accommodations and value-added hospitality services, today announced it has been awarded a seat on a multi-year, $4.0 Billion, Emergency Detention and Related Services Strategic Sourcing Vehicle ("SSV"). The SSV establishes the contracting vehicle necessary to support the Department of Homeland Security ("DHS") and U.S. Immigration and Customs Enforcement ("ICE") response to certain Executive Orders issued on January 20, 2025.

Medtronic reports strong finish to its fiscal year with its fourth quarter financial results; announces dividend increase — Neutral
MDT PRNewsWire — May 21, 2025Building momentum in key franchises including Pulsed Field Ablation, TAVR, Cardiac Rhythm Management, Diabetes, Spine, and Neuromodulation GALWAY, Ireland , May 21, 2025 /PRNewswire/ -- Medtronic plc (NYSE: MDT), a global leader in healthcare technology, today announced financial results for its fourth quarter (Q4) and fiscal year 2025 (FY25), which ended April 25, 2025. Q4 Key Highlights Q4 revenue of $8.9 billion increased 3.9% as reported and 5.4% organic Q4 GAAP diluted EPS of $0.82 increased 67%; non-GAAP diluted EPS of $1.62 increased 11% Q4 operating margin increased 380 basis points; Q4 non-GAAP operating margin increased 90 basis points Q4 …

ArrowXL Optimizes Last Mile Delivery and Unlocks Capacity with Descartes — Neutral
DSGX GlobeNewsWire — May 21, 2025LONDON and ATLANTA, May 21, 2025 (GLOBE NEWSWIRE) -- Descartes Systems Group (Nasdaq:DSGX) (TSX:DSG), the global leader in uniting logistics-intensive businesses in commerce, announced that ArrowXL, the U.K.'s largest and longest-established two-person home delivery and warehousing specialist, is using Descartes' route planning and execution solution to automate and optimize last mile delivery route planning. This enables ArrowXL's route planning team to plan and optimize routes for deliveries dynamically and more efficiently, unlocking transportation capacity for the organization.

Designer Brands Inc. Announces First Quarter 2025 Earnings Release Date — Neutral
DBI PRNewsWire — May 21, 2025COLUMBUS, Ohio , May 21, 2025 /PRNewswire/ -- Designer Brands Inc. (NYSE: DBI), one of the world's largest designers, producers and retailers of footwear and accessories, announced the Company will issue its first quarter 2025 earnings on June 10, 2025. Management will host a conference call to discuss the results at 8:30 am E.T.

LXP Industrial Trust Leases 1.1 Million Square Foot Industrial Facility in Greenville/Spartanburg — Neutral
LXP GlobeNewsWire — May 21, 2025WEST PALM BEACH, Fla., May 21, 2025 (GLOBE NEWSWIRE) -- LXP Industrial Trust (“LXP”) (NYSE: LXP), a real estate investment trust (REIT) focused on Class A warehouse and distribution investments, today announced that it executed a lease for its approximately 1.1 million square foot industrial facility in the Greenville/Spartanburg, South Carolina market.

Canada Goose Reports Fourth Quarter and Full Year Fiscal 2025 Results — Neutral
GOOS Business Wire — May 21, 2025TORONTO--(BUSINESS WIRE)--Canada Goose Holdings Inc. (NYSE, TSX: GOOS) announced today financial results for the fourth quarter of fiscal 2025 and fiscal year ending March 30, 2025. All amounts are in Canadian dollars unless otherwise indicated. “Our strong Q4 results show the kind of impact Canada Goose can make when our brand connects and our strategy hits the mark,” said Dani Reiss, Chairman and CEO, Canada Goose. “We saw solid DTC comparable sales growth, fuelled by compelling storytelling,.

Kenvue Announces Participation in Deutsche Bank's dbAccess Global Consumer Conference — Neutral
KVUE Business Wire — May 21, 2025SUMMIT, N.J.--(BUSINESS WIRE)--Kenvue Inc. (NYSE: KVUE), the maker of iconic brands such as Neutrogena®, Listerine®, Aveeno®, and Tylenol®, today announced the Company's participation in Deutsche Bank's dbAccess Global Consumer Conference in Paris, France. Thibaut Mongon, Chief Executive Officer, Amit Banati, Chief Financial Officer, and Carlton Lawson, Group President, Europe, Middle East and Africa & Latin America will participate in a fireside chat on Tuesday, June 3, 2025, at 6:00 a.m.

Enables intense focus on highest margin growth drivers where Medtronic has leading core competencies Leading, scaled, direct-to-consumer Diabetes business poised to become standalone company; only company with a complete ecosystem to address intensive insulin management GALWAY, Ireland , May 21, 2025 /PRNewswire/ -- Medtronic plc (NYSE: MDT), a global leader in healthcare technology, today announced its intent to separate its Diabetes business into a new standalone company ("New Diabetes Company"). This strategic decision for both Medtronic and New Diabetes Company will create a more focused Medtronic, with a more simplified portfolio in high margin growth markets.

Atmus Filtration Technologies Declares Quarterly Dividend — Neutral
ATMU Business Wire — May 21, 2025NASHVILLE, Tenn.--(BUSINESS WIRE)--Atmus Filtration Technologies Inc. (Atmus; NYSE: ATMU), a global leader in the filtration industry, announced today that its Board of Directors has declared a quarterly cash dividend in the amount of $0.05 per common share, payable on June 18, 2025 to shareholders of record at the close of business on June 3, 2025. About Atmus Filtration Technologies Inc. Atmus Filtration Technologies Inc. is a global leader in filtration and media solutions. For more than 65.

The Chinese search-engine giant snapped a three-quarter run of falling revenue, posting a rise for the first three months of the year as it develops new growth drivers in AI.

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.
