Rithm Capital: It's Not Too Late To Buy — Positive

RITM   Seeking Alpha — May 26, 2025

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.

image for news Rithm Capital: It's Not Too Late To Buy

I 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.

image for news Airbnb: Expect New Services And Experiences To Drive Incremental Bookings Growth

Futures rise in thin holiday trade as markets today await Nvidia earnings and tariff developments following Trump's delay on EU duties.

image for news The Day Ahead: Futures Climb in Thinly Traded Holiday Market on Tariff Delay

Target: A Buying Opportunity For Patient Investors — Positive

TGT   Seeking Alpha — May 26, 2025

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.

image for news Target: A Buying Opportunity For Patient Investors

Apple'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.

image for news Tech's Trump Whisperer, Tim Cook, Goes Quiet as His Influence Fades

Trash code or gold mine? Inside the vibe coding controversy — Neutral

AAAU  BAR  DBP  DGL  GLD  GLDM  IAU  OUNZ  SGOL  UGL   CNBC International TV — May 26, 2025

Bad products with trash code or gold rush opportunity? What is vibe coding and is it the future of software engineering?

image for news Trash code or gold mine? Inside the vibe coding controversy

Meta'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.

image for news Meta's Llama AI team has been bleeding talent. Many top researchers have joined French AI startup Mistral.

Better AI Stock: SoundHound vs. Broadcom — Neutral

AVGO  SOUN   The Motley Fool — May 26, 2025

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%).

image for news Better AI Stock: SoundHound vs. Broadcom

3 Top Growth Stocks to Buy in the Second Half of 2025 — Positive

AMZN  META  VRTX   The Motley Fool — May 26, 2025

Believe 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.

image for news 3 Top Growth Stocks to Buy in the Second Half of 2025

In 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.

image for news This stock is attracting Congress members ‘like blood attracts sharks'

Chinese 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.

image for news Alibaba's new 'instant commerce' portal passes 40 million daily orders

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, 2025

Nikhil 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.

image for news Goldman Sachs expects India to drive global oil demand over next two decades

Better Buy: Walmart vs. Target Stock — Negative

TGT  WMT   The Motley Fool — May 26, 2025

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.

image for news Better Buy: Walmart vs. Target Stock

UVXY: Bullish For The Month Of June — Positive

UVXY   Seeking Alpha — May 26, 2025

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.

image for news UVXY: Bullish For The Month Of June

French IT firm Capgemini said on Monday it was partnering with Germany's SAP to deploy custom Mistral AI solutions for sensitive industries.

image for news Capgemini and SAP partner with Mistral to deploy AI for sensitive sectors

I'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.

image for news Ready Capital: Distress And Opportunity, Why I Bought The Series E Preferreds

Cirrus 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.

image for news Cirrus Logic Kindly Indicated Potential Timing For Major iPhone ASP Changes

EHang Reports First Quarter 2025 Unaudited Financial Results — Neutral

EH   GlobeNewsWire — May 26, 2025

GUANGZHOU, 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.

image for news EHang Reports First Quarter 2025 Unaudited Financial Results

The collaboration will help businesses streamline systems, processes and operations using generative AI, Capgemini said.

image for news Capgemini, SAP, Mistral AI Team Up on Artificial Intelligence

Snowflake: Strong Growth Proposition — Positive

SNOW   Seeking Alpha — May 26, 2025

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.

image for news Snowflake: Strong Growth Proposition