Zeekr Group Releases 2024 Sustainability Report — Neutral

ZK   PRNewsWire — May 21, 2025

HANGZHOU, China , May 21, 2025 /PRNewswire/ -- ZEEKR Intelligent Technology Holding Limited ("Zeekr Group" or the "Company") (NYSE: ZK), the world's leading premium new energy vehicle group, today announced that it has published its 2024 Sustainability report ("the report"), available on the Sustainability section of the Company's IR website at https://ir.zeekrgroup.com. The initiatives and achievements outlined in the report reflect the Company's deep commitment to sustainable innovation, dual carbon management and proactive governance.

image for news Zeekr Group Releases 2024 Sustainability Report

Fortuna publishes its 2024 Sustainability Report — Neutral

FSM   GlobeNewsWire — May 21, 2025

VANCOUVER, British Columbia, May 21, 2025 (GLOBE NEWSWIRE) -- Fortuna Mining Corp. (NYSE: FSM | TSX: FVI) is pleased to announce the publication of its seventh annual Sustainability Report, highlighting key developments in 2024 related to governance, corporate strategy, risk management, and performance. The report also outlines Fortuna's commitments and progress on the environmental, social, and governance (ESG) factors most material to our business and stakeholders.

image for news Fortuna publishes its 2024 Sustainability Report

LONDON--(BUSINESS WIRE)--Forrester (Nasdaq: FORR) today announced that Brenntag and e& are the winners of its 2025 Customer-Obsessed Enterprise Award for Europe, Middle East, and Africa (EMEA). The award recognises organisations that place their customers at the centre of their leadership, strategy, and operations to drive business outcomes, including building sustainable growth, customer loyalty, and employee engagement. Both recipients will be celebrated at CX Summit EMEA, a leading event.

image for news Forrester Announces The EMEA Recipients Of Its 2025 Customer-Obsessed Enterprise Award

Baidu Announces First Quarter 2025 Results — Neutral

BIDU   PRNewsWire — May 21, 2025

BEIJING , May 21, 2025 /PRNewswire/ -- Baidu, Inc. (NASDAQ: BIDU and HKEX: 9888 (HKD Counter) and 89888 (RMB Counter)) ("Baidu" or the "Company"), a leading AI company with a strong Internet foundation, today announced its unaudited financial results for the first quarter ended March 31, 2025. "Baidu Core revenue grew 7% year over year in the first quarter, driven by the accelerating momentum of AI Cloud, which surged 42% year over year.

image for news Baidu Announces First Quarter 2025 Results

CBAK Energy to Participate in The Battery Show Europe on June 3, 2025 — Neutral

CBAT   GlobeNewsWire — May 21, 2025

DALIAN, China, May 21, 2025 (GLOBE NEWSWIRE) -- CBAK Energy Technology, Inc. (NASDAQ: CBAT) ("CBAK Energy", or the "Company"), a leading lithium-ion battery manufacturer and electric energy solution provider in China, today announced its participation in the upcoming The Battery Show Europe (the “Event”), scheduled from Tuesday, June 3, 2025 to Thursday, June 5, 2025. Event Details: Date: June 03-05, 2025 (Europe Time) Venue : Messe Stuttgart, Messepiazza 170629 Stuttgart Booth : Hall 9-E40 CBAK Energy's sales team and R&D department, along with key members of our management, will be attending the Event.

image for news CBAK Energy to Participate in The Battery Show Europe on June 3, 2025

Medtronic to Separate Diabetes Business — Neutral

MDT   WSJ — May 21, 2025

The medical device maker has been working to turn around the division over the last few years.

image for news Medtronic to Separate Diabetes Business

Jazz Pharmaceuticals: One Step Forward, One Back — Neutral

JAZZ   Seeking Alpha — May 21, 2025

Jazz took a step forward with the Chimerix acquisition that should further diversify its revenue base. The oxybate business experienced a setback when Avadel won the appeal that allows Lumryz to compete with Jazz's Xywav in idiopathic hypersomnia. There are three potential catalysts for the oncology business in the second half of the year that should translate to a revenue growth inflection point in 2026.

image for news Jazz Pharmaceuticals: One Step Forward, One Back

Photronics: AI-Driven Photomask Upside; Initiate Strong Buy — Positive

PLAB   Seeking Alpha — May 21, 2025

We rate Photronics a 'Strong Buy' with a $32 PT, driven by above-consensus FY25/26 EPS and accelerating high-end photomask demand. The market underestimates PLAB's earnings leverage from AI, advanced packaging, and a $200M capex plan that will drive incremental growth in late FY25/FY26. A structural mix shift to high-end photomasks (now 39% of IC revenue) is expanding margins and defending against cyclical and competitive pressures.

image for news Photronics: AI-Driven Photomask Upside; Initiate Strong Buy

TransMedics: Extremely Undervalued And Extremely Innovative — Positive

TMDX   Seeking Alpha — May 21, 2025

TransMedics delivered a stellar Q1, beating revenue and EPS estimates, and raised FY25 guidance, showcasing robust growth and execution. I see significant upside from expanding organ utilization, especially with the upcoming kidney market and international opportunities, which meaningfully increase TAM. Despite risks like share dilution, logistics complexity, and regulatory hurdles, TMDX's moat and growth trajectory remain compelling.

image for news TransMedics: Extremely Undervalued And Extremely Innovative

Huang called U.S. measures designed to limit the export of Nvidia's AI chips to China "a failure," per multiple reports.

image for news Nvidia Stock Slips. CEO Jensen Huang Calls China Chip Curbs a 'Failure.

Tuya Inc. (TUYA) Q1 2025 Earnings Call Transcript — Neutral

TUYA   Seeking Alpha — May 21, 2025

Tuya Inc. (NYSE:TUYA ) Q1 2025 Earnings Conference Call May 20, 2025 8:30 PM ET Company Participants Reg Chai - Investor Relations Jerry Wang - Founder and CEO Alex Yang - Co-Founder and CFO Conference Call Participants Yang Liu - Morgan Stanley Timothy Chow - Goldman Sachs Kai Xiao - CICC John Roy - Water Tower Research Operator Good morning and good evening, ladies and gentlemen. Thank you for standing by and welcome to Tuya Inc.'s First Quarter 2025 Earnings Conference Call.

image for news Tuya Inc. (TUYA) Q1 2025 Earnings Call Transcript

Jensen Huang said limits on the sale of advanced chips to China had galvanized the country to push ahead with building its own AI technologies.

image for news Nvidia's Huang Calls U.S. Export Controls a Failure, Praises Trump

Tesla Stock Is Rising. Elon Musk Has Had a Lot to Say. — Positive

TSLA   Barrons — May 21, 2025

Investors will parse Musk's recent words for days, looking for clues about Telsa's robotaxi rollout and AI development.

image for news Tesla Stock Is Rising. Elon Musk Has Had a Lot to Say.

Xometry's AI-powered marketplace is uniquely positioned to benefit from supply chain reshoring and tariff-driven sourcing complexity, driving accelerating growth. Recent earnings show robust revenue growth and raised guidance, yet the stock trades at a compressed valuation, offering significant upside potential. Despite macro uncertainty, Xometry's solutions are increasingly relevant for enterprise customers seeking procurement efficiency and cost optimization.

image for news A Strong Quarter In A Difficult Environment Highlights The Merits Of Xometry

Did Nvidia Just Say "Checkmate" to Rivals? — Positive

NVDA   The Motley Fool — May 21, 2025

Nvidia (NVDA -0.99%) built an empire in what could be today's most promising technology: artificial intelligence (AI). It all started with a powerful chip -- the graphics processing unit (GPU) -- which is designed to rapidly handle specific types of computing problems: those that can be easily broken down into a large set of smaller problems that can solved simultaneously.

image for news Did Nvidia Just Say "Checkmate" to Rivals?

The popular video game Fortnite has returned to the iPhone app store in the U.S., ending a prolonged exile that was triggered by a legal showdown over the lucrative fees that Apple had been collecting for years through a payment system that it has been forced to change.

image for news Fortnite video game returns to iPhone app store in U.S., ending exile imposed by Apple

Wary of Market Complacency? ETF Strategies to Play — Positive

VGSH  VTIP   Zacks Investment Research — May 21, 2025

If you think there is heightened market complacency and inflation risks are underestimated, these ETF strategies can prove fruitful to you.

image for news Wary of Market Complacency? ETF Strategies to Play

SHANGHAI, May 21, 2025 (GLOBE NEWSWIRE) -- Bilibili Inc. (“Bilibili” or the “Company”) (Nasdaq: BILI and HKEX: 9626), an iconic brand and a leading video community for young generations in China, today announced a separate SEC-registered underwritten offering of its Class Z ordinary shares, par value US$0.0001 per share (the “Concurrent Delta Offering”).

image for news Bilibili Inc. Announces Proposed Offering of Class Z Ordinary Shares in Connection with Hedging Transactions of Certain Convertible Notes Investors and Concurrent Repurchase

SHANGHAI, May 21, 2025 (GLOBE NEWSWIRE) -- Bilibili Inc. (“Bilibili” or the “Company”) (Nasdaq: BILI and HKEX: 9626), an iconic brand and a leading video community for young generations in China, today announced the proposed offering (the “Notes Offering”) of US$500 million in aggregate principal amount of convertible senior notes due 2030 (the “Notes”), subject to market conditions and other factors, only 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 Company intends to grant the initial purchasers in the Notes Offering an option …

image for news Bilibili Inc. Announces Proposed Offering of US$500 Million Convertible Senior Notes

SHANGHAI, May 21, 2025 (GLOBE NEWSWIRE) -- Bilibili Inc. (“Bilibili” or the “Company”) (Nasdaq: BILI and HKEX: 9626), an iconic brand and a leading video community for young generations in China, today published its unaudited interim condensed consolidated financial statements for the three months ended March 31, 2024 and 2025 (the “Interim Financial Statements”) and a supplemental discussion titled “Management's Discussion and Analysis of Financial Condition and Results of Operations” for the corresponding periods (the “MD&A”).

image for news Bilibili Inc. Publishes Its Unaudited Interim Condensed Consolidated Financial Statements