Rithm Capital offers a secure 9% dividend yield, well-covered by distributable earnings, making it highly attractive for passive income investors. The trust's significant Mortgage Servicing Rights exposure benefits from a higher-for-longer interest rate environment, supporting resilience and upside potential. Rithm Capital trades at a 9% discount to book value, providing a margin of safety and potential for re-rating as market conditions stabilize.

Airbnb: Expect New Services And Experiences To Drive Incremental Bookings Growth — Positive
ABNB Seeking Alpha — May 26, 2025I upgrade Airbnb to 'Buy' with a $148 target, driven by its strategic expansion into services and experiences beyond accommodations. The redesigned app, launching in summer 2025, introduces new Homes, Experiences, and Services tabs to position ABNB as a holistic travel platform. I expect services and experiences to drive incremental bookings, potentially adding $1.5 billion in revenue and reviving growth above 10% YoY.

Target's recent earnings missed expectations, but underlying financial strength and stable margins signal resilience, despite near-term consumer headwinds. Current valuation is historically low at 10x P/E, offering an attractive entry point with a nearly 5% dividend yield for long-term investors. Brand appeal, new store openings, digital media growth, and strategic partnerships position Target for recovery and future growth.

Tech's Trump Whisperer, Tim Cook, Goes Quiet as His Influence Fades — Negative
AAPL NYTimes — May 26, 2025Apple's chief executive has gone from winning President Trump's praise to drawing his ire, deepening the company's woes in a very bad year.

Meta's Llama AI team has been bleeding talent. Many top researchers have joined French AI startup Mistral. — Negative
META Business Insider — May 26, 2025Meta's AI team has faced a talent drain as key Llama model creators have exited. The departures raise concerns about Meta's ability to retain top AI talent.

Artificial intelligence (AI) is already permeating many industries, transforming customer service, data analysis, financial services, and much more. Two AI companies that have caught the attention of many investors lately are conversational AI company SoundHound AI (SOUN 0.42%) and semiconductor company Broadcom (AVGO -0.62%).

3 Top Growth Stocks to Buy in the Second Half of 2025 — Positive
AMZN META VRTX The Motley Fool — May 26, 2025Believe it or not, but we're not far away from being halfway through the year. Time flies when you're having fun -- and when you're not having fun, too.

This stock is attracting Congress members ‘like blood attracts sharks' — Neutral
GOOG GOOGL Finbold — May 26, 2025In recent months, members of Congress have increasingly shown a notable inclination toward technology giant Alphabet (NASDAQ: GOOGL), as evidenced by a series of stock purchases.

Alibaba's new 'instant commerce' portal passes 40 million daily orders — Positive
BABA Reuters — May 26, 2025Chinese e-commerce giant Alibaba said Monday that its Taobao Instant Commerce portal, which delivers items within 60 minutes, has surpassed 40 million daily orders within a month of launching.

Goldman Sachs expects India to drive global oil demand over next two decades — Positive
BNO DBO GUSH IEO OIH OIL PXJ UCO USO XOP CNBC International TV — May 26, 2025Nikhil Bhandari, Co-head of APAC Natural Resource & Clean Energy Research at Goldman Sachs, says that India will be the fastest-growing oil demand region among large economies over the next two decades. He notes that the country is at an "inflection point", where oil demand will accelerate even faster as GDP growth moves up the value chain.

Walmart (WMT 0.62%) and Target (TGT -0.79%) both survived the retail apocalypse that wiped out many brick-and-mortar retailers over the past 15 years. Both of these superstore chains kept growing by staying away from dying malls, renovating their stores, expanding their e-commerce marketplaces, and using their brick-and-mortar stores to fulfill online orders.

ProShares Ultra VIX Short-Term Futures ETF offers an opportunity for tactical risk-seeking investors, portfolio hedgers, and traders to act on front-month volatility. We think front-month volatility is underpriced. We calculated the 3-month SMA higher than longer-run averages, which is likely justified given a string of macro and political shocks. Unfortunately, we see the baseline VIX being higher for longer given the unstable political, fiscal, and economic cycle environments. On the plus side, inefficient VIX term structures could occur.

Capgemini and SAP partner with Mistral to deploy AI for sensitive sectors — Positive
CGEMY SAP Reuters — May 26, 2025French IT firm Capgemini said on Monday it was partnering with Germany's SAP to deploy custom Mistral AI solutions for sensitive industries.

Ready Capital: Distress And Opportunity, Why I Bought The Series E Preferreds — Positive
RC RCD Seeking Alpha — May 26, 2025I've been accumulating RC's 6.50% Series E Preferreds, amid a significant year-to-date selloff. They're trading for 62 cents on the dollar and offer a 10.5% dividend yield. RC common shares are down 40% year-to-date, while the E preferreds have dipped 16%. I think the selloff is overdone and the preferreds provide a compelling risk-to-reward profile at their current level.

Cirrus Logic Kindly Indicated Potential Timing For Major iPhone ASP Changes — Positive
CRUS Seeking Alpha — May 26, 2025Cirrus Logic delivered strong quarterly results, beating guidance, and management offered unusually candid insight into future growth opportunities and product roadmap. Significant margin expansion is expected from new products in PCs, batteries, and high-end markets, with earnings potential reaching $25 per share long term. Major iPhone ASP increases are at least two years away, but Cirrus is deepening penetration and developing higher-value features for future cycles.

EHang Reports First Quarter 2025 Unaudited Financial Results — Neutral
EH GlobeNewsWire — May 26, 2025GUANGZHOU, China, May 26, 2025 (GLOBE NEWSWIRE) -- EHang Holdings Limited (“EHang” or the “Company”) (Nasdaq: EH), the world's leading Urban Air Mobility (“UAM”) technology platform company, today announced its unaudited financial results for the first quarter ended March 31, 2025.

Capgemini, SAP, Mistral AI Team Up on Artificial Intelligence — Positive
CGEMY SAP WSJ — May 26, 2025The collaboration will help businesses streamline systems, processes and operations using generative AI, Capgemini said.

Snowflake delivered a strong Q1'26, beating revenue and EPS estimates, driven by robust enterprise customer growth and high retention rates. I maintain my strong buy rating, as Snowflake's expanding AI product adoption and healthy free cash flow support its premium valuation, despite slight retention pressure. Snowflake continued to excel, especially in terms of enterprise customer growth, and posted strong net revenue retention rates of 124% in Q1'26.
