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.

Allison Transmission: Expecting High Single-Digit Growth This Year — Positive
ALSN Seeking Alpha — May 26, 2025Allison Transmission continues its multi-year earnings growth streak, driven by productivity gains, share buybacks, and organic growth drivers across global markets. The company is largely insulated from tariffs, boasts strong institutional ownership, and is expanding in electrification and new international markets. The stock remains modestly undervalued to fairly valued, with a one-year price target of $111.69, reflecting ongoing earnings momentum and operational efficiency.

Largest U.S. Pension Sells Apple Stock, Buys Meta, AMD, and McDonald's — Neutral
AAPL AMD MCD META Barrons — May 26, 2025Apple is shifting production of iPhones it will sell in the U.S. away from China.

Gold (XAUUSD) & Silver Price Forecast: XAU Hovers Near $3,346, XAG Tests $33.70 Zone — Negative
AAAU DGL DGP GLD GLDM IAU IAUF OUNZ UGL FXEmpire — May 26, 2025Gold steadies near $3,346 as silver tests $33.70, with traders eyeing Fed minutes and key US data amid rising rate cut bets and market volatility.

PARIS--(BUSINESS WIRE)--TotalEnergies (Paris:TTE) (LSE:TTE) (NYSE:TTE) announces first oil from the fourth development phase of the Mero field on the Libra block, located 180 kilometers off the coast of Rio de Janeiro, Brazil, in the pre-salt area of the Santos Basin. Launched in August 2021, this new phase called “Mero-4” will connect 12 wells to the new Alexandre de Gusmão FPSO (Floating Production, Storage and Offloading) unit, with a production capacity of 180,000 barrels of oil per day (b/.

Natural Gas and Oil Forecast: Geopolitical Fears Push Oil Higher While NG Struggles Below EMA — Negative
BNO DBO GUSH IEO OIH OIL PXJ UCO USO XOP FXEmpire — May 26, 2025Oil prices climb amid geopolitical tensions, while natural gas struggles below the EMA, highlighting mixed energy market trends this week.

The nomination committee in Equinor ASA (OSE:EQNR, NYSE:EQNR) recommends that the company's corporate assembly elects Dawn Summers as a new member to the board of directors of Equinor ASA

Starbucks: Operating Margins Plunge Amid Reignition Attempts — Negative
SBUX Seeking Alpha — May 26, 2025Brian Niccol is slowing Starbucks' expansion and focusing on operational improvements, but sales and margins remain weak, with no quick turnaround in sight. Comparable sales are improving slightly, but much of this is due to easier comparisons, and margins have fallen to Covid-era lows, amid heavy reinvestment. Starbucks has withdrawn guidance, leading to uncertainty and numerous downward revisions, with key engagement metrics like active members also declining.

Cardlytics: Underrecognized Margin Recovery; Strong Buy Reiterated — Positive
CDLX Seeking Alpha — May 26, 2025We maintain our Strong Buy on Cardlytics and issue a PT of $6, despite the near-term revenue reset and slower monetization from new partners. The Amex channel is a game-changer, offering high-margin, immediate profitability with minimal incremental OpEx, supporting a clear path to EBITDA recovery. EBP and platform diversification are driving structural margin expansion, de-risking revenue and opening new high-engagement verticals for scalable growth.

Cementos Pacasmayo's Region Shows Growth, But The Name Is Still A Hold — Positive
CPAC Seeking Alpha — May 26, 2025Cementos Pacasmayo's Q1 results showed revenue growth from recovering demand and infrastructure projects, but higher SG&A offset margin gains. Dividend yield remains attractive at 10%, supported by a 100% payout policy and stable debt, but growth prospects are limited. Earnings growth remains elusive post-capacity expansion, with flat EBITDA and no clear catalysts for rerating or significant upside.

Xiaomi takes aim at Tesla's bestselling car in China with its longer-range YU7 — Positive
TSLA XIACF XIACY CNBC — May 26, 2025China's Xiaomi is taking aim at Tesla's bestselling car in China with the YU7 SUV due for launch this summer. "We expect Yu7 would significantly erode Tesla Model-Y's China market share," Citi analyst Jeff Chung said in a report Sunday.

Imperial Petroleum: Good Quarter But Muted Near-Term Prospects - Hold — Positive
IMPP Seeking Alpha — May 26, 2025Imperial Petroleum delivered solid first quarter results, with decent profitability and strong cash generation. The company finished the quarter with $227.4 million in cash, cash equivalents and liquid investments, as well as no debt. The current discount to net asset value is north of 70%. However, an ill-timed related party deal will result in the family of CEO Harry Vafias extracting the majority of the company's cash balance in exchange for overpriced dry bulk carriers.

Investing In The Promising PD1/VEGF Bispecific - Pfizer And Instil Could Be Good Candidates — Positive
PFE Seeking Alpha — May 26, 2025Bispecific antibodies targeting PD1 and VEGF show promise in treating non-small cell lung cancer, with Summit Therapeutics' Ivonescimab outperforming Pembrolizumab in a Phase III trial. While immature, results from competitors such as Instil Bio are promising. We think Instil Bio, through its low valuation, and Pfizer, given its dividend yield, constitute good Buy opportunities to get exposure to the field.

Chinese tech giants reveal how they're dealing with U.S. chip curbs to stay in the AI race — Positive
BIDU CNBC — May 26, 2025Chinese tech giants Tencent and Baidu revealed how they're keeping in the global artificial intelligence race even as the U.S. tightens some curbs on key semiconductors. Methods include stockpiling chips, making AI models more efficient and even using homegrown semiconductors.

TOV offers exposure to the largest US companies while aligning with Jewish values, but its holdings and performance closely mirror standard S&P 500 ETFs. TOV's expense ratio is significantly higher than comparable S&P 500 ETFs, making it less attractive from a pure investment perspective. Low trading volume poses liquidity risks, and the fund's small size limits its ability to influence corporate behavior or advocate meaningfully.

Lost Money on Viatris Inc. (VTRS)? Urged to Join Class Action Before June 3, 2025 - Contact Levi & Korsinsky — Neutral
VTRS Accesswire — May 26, 2025NEW YORK, NY / ACCESS Newswire / May 26, 2025 / If you suffered a loss on your Viatris Inc. (NASDAQ:VTRS) 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/viatris-inc-lawsuit-submission-form-2?prid=150182&wire=1&utm_campaign=22 or contact Joseph E. Levi, Esq.

Is Novo Nordisk Immune To President Trump's Drug Price Plans — Positive
NVO Seeking Alpha — May 26, 2025Despite Lars Fruergaard Jørgensen's resignation as Novo Nordisk's CEO, its stock price has risen 10% over the past two weeks. I believe this is due to the strong performance of its GLP-1 products and the successes achieved in developing its clinical-stage projects. So, the semaglutide franchise's total sales reached DKK 50 billion in the first quarter of 2025, an increase of 18.7% year-on-year.

Ambev's revenue grew 6.7% y/y with a slight increase in volume and a more profitable brand mix. Strategy aims to defend market share. Margins improved, with cost and SG&A control, however, further growth seems limited. Strong cash position (BRL 17.1 billion) sustains dividends and ensures operational solidity.

Seagate's HAMR transition will dramatically expand gross margins and catalyze market share gains, driving outsize growth. Seagate is years ahead of Western Digital on HAMR, and this lead will persist for years. The AI and data center boom ensures robust demand for high-capacity HDDs, with Seagate's products remaining the low-cost storage solution.
