Compass Diversified (CODI) dropped 62% on May 8 due to an internal investigation of subsidiary Lugano Holding. It has recovered slightly since. Despite the bad news, I believe the market overreacted, presenting an opportunity for risk-tolerant investors to profit from a potential turnaround. The issue was self-reported and contained, which is better than if it had been discovered by external regulators or short sellers.

BRC has continued to expand retail distribution of coffee. While wholesale revenues didn't follow distribution gains in Q1, the underlying retail performance should ultimately convert to revenue growth. Major concerns are building up. BRC's pricing power is very weak, further challenged by the surge in coffee prices. BRC's DTC performance remains weak. The Black Rifle Energy launch has quickly gained distribution, and is eyeing a massive two-year ramp-up. Yet, I remain skeptical of the launch's success.

I am upgrading my rating on VGK as Europe enters a phase of both monetary and fiscal expansion, which could support equity markets. At the center of my focus: ECB rate cuts and Germany's easing of fiscal rules inject much-needed liquidity. Since inflation is under control, this kind of stimulus has historically been viewed positively by the market, as it fuels forward EPS expectations and reduces valuation multiples.

Target will report its fiscal first-quarter earnings Wednesday. The cheap chic retailer is trying to get back to growth as tariffs, economic uncertainty and company missteps dampen demand.

Round-up of South Korean financial markets:

Keysight delivered better-than-expected Q2 results and guidance, signaling business stabilization and encouraging order growth, especially in AI data centers and industrial segments. Tariff impacts are manageable and largely one-time, with the company's diversified supply chain and limited China exposure mitigating long-term risks. Strong cost management, robust free cash flow, and a healthy balance sheet support the business, but valuation remains stretched at over 23x earnings.

NEW YORK, May 21, 2025 (GLOBE NEWSWIRE) -- Cipher Mining Inc. (NASDAQ: CIFR) (“Cipher” or the “Company”) today announced the pricing of its public offering of $150,000,000 aggregate principal amount of convertible senior notes due 2030 (the “notes”) in an offering registered under the Securities Act of 1933, as amended. The issuance and sale of the notes are scheduled to settle on May 22, 2025, subject to customary closing conditions. Cipher also granted the underwriters of the notes offering a 30-day option to purchase up to an additional $22,500,000 aggregate principal amount of notes solely to cover over-allotments. Morgan Stanley …

ATLANTA--(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.

LAS 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 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.

RCC 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.

NEW 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.

Gold (XAUUSD) and silver (XAGUSD) prices rebound from their respective support levels and prepare for the next surge.

NEW 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.

– 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 …

ASUS 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.

AES 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.