Crescent Capital BDC: NAV Decline Continues Following Q1 Earnings — Negative
CCAP Seeking Alpha — May 26, 2025Crescent Capital BDC trades at a significant discount to NAV and offers a high 12.5% yield, but recent performance and total returns have been weak. Rising non-accruals, declining earnings, and weakening distribution coverage raise concerns about portfolio health and dividend sustainability. While the portfolio is diversified and focused on first lien, floating rate debt, higher interest rates are pressuring borrowers and increasing risks.

BITO offers indirect bitcoin exposure with substantial recent payouts, but its dividend policy lacks clarity and reliability for income-focused investors. BITO outperforms option-based income ETFs in total returns, especially during bitcoin bull runs, while preserving more NAV than aggressive yield products like YBIT. Despite futures-based inefficiencies and tracking error, BITO is attractive for investors seeking bitcoin exposure with potential income, especially in brokerage or IRA accounts.

Shell Expects Major LNG Exporters Turning Into Importers — Positive
SHEL Zacks Investment Research — May 26, 2025SHEL expects former LNG exporters like Indonesia and Algeria to turn into importers, boosting global demand amid Asia's growing energy needs.

Moderna (NASDAQ: MRNA) has caught the market off guard with a significant recovery in recent days – reaching current levels of approximately $27 after hitting a five-year low of $23.15 last week – following the FDA's decision to continue advising annual COVID-19 vaccinations for high-risk populations. However, this abrupt rally appears to be a singular occurrence – competitors such as Pfizer (NYSE: PFE), Sarepta Therapeutics (NASDAQ: SRPT), and CureVac (NASDAQ:CVAC) did not replicate Moderna's increase – implying the rise was primarily fueled by the FDA guidance rather than a wider sector uptrend.

Chevron Earnings Slide, But Guyana Oilfield May Fuel 2026 Rally — Neutral
CVX Seeking Alpha — May 26, 2025Chevron's disciplined capital allocation and Guyana assets make it resilient and attractive despite recent earnings pressure and oil price volatility. The pending Hess acquisition offers significant long-term upside, though legal uncertainty with Exxon remains a risk to the deal. Chevron is currently valued as if Hess dilution has already occurred, creating compelling 2026 upside potential with a $165.73 price target.

S&P 500 Earnings: Q2, Q3 '25 EPS Revisions, And A Look At Apple And UnitedHealth's Revisions — Neutral
AAPL IVV SPLG SPXL SPY SSO UNH UPRO VOO Seeking Alpha — May 26, 2025Jamie Dimon said this week he is expecting a 0% S&P 500 expected EPS growth rate for Q2 '25 by the time reporting starts in July '25. He may not be wrong, but the way the “tariff” discussion has evolved, for the expected +10% S&P 500 EPS growth rate for Q2 '25 to fall all the way to 0% by early July '25 would be pretty extreme indeed. The second quarter has seen more severe revisions than the third quarter, but some of that “severity” is partially due to the Q2 '25 quarter being next to report, and historically, the …

Lost Money on Compass Group Diversified Holdings, LLC (CODI)? Urged to Join Class Action Before July 8, 2025 - Contact Levi & Korsinsky — Neutral
CODI Accesswire — May 26, 2025NEW YORK, NY / ACCESS Newswire / May 26, 2025 / If you suffered a loss on your Compass Group Diversified Holdings, LLC (NYSE:CODI) 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/compass-diversified-lawsuit-submission-form?prid=150184&wire=1&utm_campaign=22 or contact Joseph E. Levi, Esq.

Investors in SoundHound AI, Inc. (SOUN): Protect Your Rights - Contact Levi & Korsinsky Before May 27, 2025 — Neutral
SOUN Accesswire — May 26, 2025NEW YORK, NY / ACCESS Newswire / May 26, 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=150183&wire=1&utm_campaign=11 or contact Joseph E. Levi, Esq.

Nvidia to pay dividends next month; Here's how much 100 NVDA shares will pay — Neutral
NVDA Finbold — May 26, 2025Nvidia (NASDAQ: NVDA) will issue its next quarterly dividend on June 27, paying $0.01 per share.

California Water Service: Quenching Thirst For Growth And Dividends With This Stock — Positive
CWT Seeking Alpha — May 26, 2025Despite a perceived disappointing Q1 2025, California Water Service Group is undervalued relative to peers and its historical averages, offering a compelling entry point. CWT boasts consistent rate base growth, successful rate case approvals, and a robust capital expenditure plan to drive future earnings. As a Dividend King with 58 consecutive annual increases and a low payout ratio, CWT provides reliable and growing income for investors.

CODI INVESTOR NOTICE: Compass Diversified Holdings Investors with Substantial Losses Have Opportunity to Lead Securities Class Action Lawsuit — Neutral
CODI PRNewsWire — May 26, 2025SAN DIEGO , May 26, 2025 /PRNewswire/ -- Robbins Geller Rudman & Dowd LLP announces that purchasers or acquirers of Compass Diversified Holdings (NYSE: CODI) publicly traded securities between May 1, 2024 and May 7, 2025, all dates inclusive (the "Class Period"), have until July 8, 2025 to seek appointment as lead plaintiff of the Compass Diversified class action lawsuit. Captioned Augenbaum v.

Copart is a textbook compounding machine, best left to reinvest cash rather than pay dividends, maximizing long-term shareholder value. The company dominates a duopoly in salvage auctions, leveraging technology and land ownership to create a durable competitive moat. Retained earnings have been reinvested at high returns, turning every $1 into over $7 in market value over the past decade.

Abercrombie & Fitch (NYSE: ANF) is set to publish its fiscal first-quarter earnings on Wednesday, May 28, 2025, with analysts expecting earnings of $1.34 per share on revenue of $1.06 billion. This would indicate a 37% decrease in earnings year-over-year and a 4% increase in sales compared to the previous year's figures of $2.14 per share and $1.02 billion in revenue.

i-80 Gold Closes Previously Announced US$11 Million Private Placement — Neutral
IAUX PRNewsWire — May 26, 2025RENO, Nev., May 26, 2025 /PRNewswire/ - i-80 GOLD CORP. (TSX: IAU) (NYSE: IAUX) ("i-80" or the "Company") is pleased to announce that it has closed the previously announced concurrent private placement (the "Concurrent Private Placement") of 22,240,000 units (the "Units") at a price of US$0.50 per Unit for gross proceeds of US$11,120,000.

Meta's panic about ‘groomers' targeting minors on Instagram surfaces at FTC antitrust trial — Negative
META New York Post — May 26, 2025Mark Zuckerberg's Meta knew Instagram was steering underage users toward online creeps and other harmful content – even as it shot down requests by cofounder Kevin Systrom and others to commit more resources for safety, according to bombshell documents that surfaced at the FTC's antitrust trial.

Lotus Technology Releases 2024 ESG Report, Showcasing Commitment to Sustainability and Innovation — Neutral
LOT GlobeNewsWire — May 26, 2025NEW YORK, May 26, 2025 (GLOBE NEWSWIRE) -- Lotus Technology Inc. (“Lotus Tech” or the “Company”) (Nasdaq: LOT), a leading global intelligent and luxury mobility provider, today released its 2024 Environmental, Social, and Governance (ESG) Report, highlighting the Company's progress in advancing sustainable practices, innovative green products, and global leadership in clean mobility. The report has been audited by TÜV NORD, an independent third-party inspection, testing and assurance agency.

Vibracoustic Selects DXC to Lead Global Business Transformation with SAP — Neutral
DXC PRNewsWire — May 26, 2025ASHBURN, Va. , May 26, 2025 /PRNewswire/ - DXC Technology (NYSE: DXC), a leading Fortune 500 global technology services provider, today announced a multi-year IT services agreement with Vibracoustic, a leading expert in automotive Noise, Vibration, and Harshness (NVH) solutions to transform its SAP environment and modernize global IT operations.

FTC drops final challenge to Microsoft's $69B Activision Blizzard deal — Positive
MSFT Fast Company — May 26, 2025Three years after suing to block Microsoft from buying one of the biggest names in video games, the U.S. government is finally giving up.

JOHANNESBURG , May 26, 2025 /PRNewswire/ -- On 20 June 2024, Sasol announced that the High Court of South Africa handed down judgment on 18 June 2024 in favour of Sasol Oil (Pty) Ltd (Sasol Oil) and TotalEnergies Marketing South Africa (Pty) Ltd against Transnet SOC Limited (Transnet). In terms of that judgment, Transnet was ordered to make payment to Sasol Oil of the amount of R3.9 billion plus interest.

Costco Wholesale (COST) is set to report its results for the third quarter of fiscal 2025 after the closing bell on Thursday, with analysts generally bearing bullish ratings on the stock but not expecting substantial share-price gains.
