Caleres, Inc. (CAL) Q1 2025 Earnings Call Transcript — Neutral

CAL   Seeking Alpha — May 29, 2025

Caleres, Inc. (NYSE:CAL ) Q1 2025 Results Conference Call May 29, 2025 10:00 AM ET Company Participants Liz Dunn - SVP, Corporate Development and Strategic Communications Jay Schmidt - President and CEO Jack Calandra - SVP and CFO Conference Call Participants Dana Telsey - Telsey Advisory Group Laura Champine - Loop Capital Markets Mitch Kummetz - Seaport Research Ashley Owens - KeyBanc Capital Markets Operator Greetings, and welcome to Caleres First Quarter 2025 Earnings Conference Call. At this time, all participants are in a listen-only mode.

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Diana Shipping Inc. (DSX) Q1 2025 Earnings Call Transcript — Neutral

DSX   Seeking Alpha — May 29, 2025

Diana Shipping Inc. (NYSE:DSX ) Q1 2025 Results Conference Call May 29, 2025 9:00 AM ET Company Participants Semiramis Paliou - Chief Executive Officer Anastasios Margaronis - Director and President Ioannis Zafirakis - Director, Co-Chief Financial Officer and Chief Strategy Officer Eleftherios Papatrifon - Director Maria Dede - Co-Chief Financial Officer Operator Thank you for standing by, ladies and gentlemen, and welcome to the Diana Shipping Inc. Conference Call for the First Quarter 2025 Financial Results. [Operator Instructions] As a reminder, this conference is being recorded.

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ABM Stock Surges 7%: Transformation, Strategic Moves Drive Gains — Positive

ABM   Zacks Investment Research — May 29, 2025

ABM surges 7% as its ELEVATE strategy, AI-driven expansion, and strong shareholder returns fuel investor confidence and growth momentum.

image for news ABM Stock Surges 7%: Transformation, Strategic Moves Drive Gains

Salesforce's Q1 Shocker: I See No Dead Money Here — Neutral

CRM   Seeking Alpha — May 29, 2025

Salesforce beat Q1 FY26 consensus with $9.83B revenue and $2.58 EPS, driven by strong SMB growth and healthy margins, though the stock dipped post-earnings. AI initiatives show strong traction: Agentforce secured >8,000 deals ($100M+ AOV rapidly) and combined with Data Cloud, surpassed $1B ARR, growing over 120% YoY. The $8 billion Informatica acquisition aims to bolster data capabilities, expecting accretion by early FY27, while Salesforce targets a 34% non-GAAP EBIT margin for FY26.

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Noah Holdings Limited (NOAH) Q1 2025 Earnings Call Transcript — Neutral

NOAH   Seeking Alpha — May 29, 2025

Noah Holdings Limited (NYSE:NOAH ) Q1 2025 Results Conference Call May 28, 2025 8:00 PM ET Company Participants Zhe Yin - Co-Founder, Director & Chief Executive Officer Qing Pan - Chief Financial Officer Conference Call Participants Heqing Li - UBS Peter Zhang - JPMorgan Operator Good day, and welcome to the Noah First Quarter 2025 Earnings Conference Call. [Operator Instructions].

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Leidos Buys Kudu Dynamics for $300M, Expands Cyber Capabilities — Positive

LDOS   Zacks Investment Research — May 29, 2025

LDOS acquires Kudu Dynamics for $300 million to boost AI-driven cyber and defense capabilities to expand offerings and drive growth.

image for news Leidos Buys Kudu Dynamics for $300M, Expands Cyber Capabilities

Shares of Boeing (BA) jumped Thursday after CEO Kelly Ortberg said that aircraft deliveries to China will start again next month.

image for news Boeing Stock Rises as CEO Says Plane Deliveries to China Will Resume Next Month

Meta and Anduril, the defense-tech startup founded by Palmer Luckey, announced they've formed a partnership to create virtual and augmented reality devices intended for use by the U.S. army. The partnership represents a major step by Meta to supply cutting-edge technology to the government.

image for news Meta and Anduril defense startup partner on VR, AR project intended for U.S. Army

Nvidia Stock's Post-Earnings Bump Might Not Last — Positive

NVDA   Seeking Alpha — May 29, 2025

Nvidia Corporation beat Q1 FY26 revenue and EPS estimates, but export restrictions to China will weigh on future earnings as it unwinds from raw material obligations. Datacenter demand continues to drive growth, while legacy segments like graphics cards and OEM/Other are declining, increasing Nvidia's dependence on AI infrastructure. Gross margins rose to 71% after the China business loss while bottom-line growth is expected to slow to single digits, which challenges NVDA stock's high valuation premium.

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ATS Corporation (ATS) Q4 2025 Earnings Call Transcript — Neutral

ATS   Seeking Alpha — May 29, 2025

ATS Corporation (NYSE:ATS ) Q4 2025 Results Conference Call May 28, 2025 6:00 PM ET Company Participants David Galison - Head of Investor Relations Andrew Hider - Chief Executive Officer Ryan McLeod - Chief Financial Officer Conference Call Participants Cherilyn Radbourne - TD Cowen Maxim Sytchev - National Bank Sabahat Khan - RBC Capital Markets David Ocampo - Cormark Securities Michael Glen - Raymond James Operator Welcome to the ATS Corporation Fourth Quarter Conference Call and Webcast. This call is being recorded on May 28, 2025, at 6:00 p.m.

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SAN FRANCISCO, May 29, 2025 (GLOBE NEWSWIRE) -- Shares of UnitedHealth Group (NYSE: UNH), the nation's largest health insurer, fell sharply on May 21, after a British newspaper reported that the company had made undisclosed payments to nursing homes in an effort to reduce hospital transfers, intensifying the scrutiny facing the healthcare conglomerate. The allegations add to UnitedHealth's woes, as the company had to grapple with the filing of a securities fraud class action, the abrupt departure of its CEO, and reports of criminal and civil probes on company's practices.

image for news UnitedHealth Group (UNH) Faces New Allegations of Secret Payments to Nursing Homes Amidst Pending Securities Fraud Suit – Hagens Berman

3 Electronics Components Stocks to Buy From a Prospering Industry — Positive

ALNT  AMSC  TTMI   Zacks Investment Research — May 29, 2025

The Zacks Electronics - Miscellaneous Components industry players like TTMI, AMSC and ALNT are benefiting from the solid adoption of AI and the democratization of IoT.

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NEW YORK, NY / ACCESS Newswire / May 29, 2025 / If you suffered a loss on your Canopy Growth Corporation (NASDAQ:CGC) 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/canopy-growth-corporation-lawsuit-submission-form?prid=150756&wire=1&utm_campaign=28 or contact Joseph E. Levi, Esq.

image for news Did You Lose Money on Canopy Growth Corporation (CGC)? Levi & Korsinsky Urges Investors to Act Before June 3, 2025

NEW YORK, NY / ACCESS Newswire / May 29, 2025 / If you suffered a loss on your Napco Security Technologies, Inc. (NASDAQ:NSSC) 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/napco-security-technologies-inc-lawsuit-submission-form-2?prid=150757&wire=1&utm_campaign=8 or contact Joseph E. Levi, Esq.

image for news Class Action Lawsuit Filed: Napco Security Technologies, Inc. (NSSC) - Join by June 24, 2025 - Contact Levi & Korsinsky

NY Times Inks AI Licensing Agreement With Amazon — Positive

AMZN  NYT   PYMNTS — May 29, 2025

The New York Times (NYT) Company has signed a multiyear, artificial intelligence-focused licensing agreement with Amazon. The new arrangement will bring NYT editorial content to a “variety of Amazon customer experiences,” the media company said in a news release Thursday (May 29).

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U.S. dollar's pullback provided significant support to gold markets.

image for news Gold (XAUUSD), Silver, Platinum Forecasts – Gold Rallies As Dollar Falls

Synopsys suspends annual, quarterly forecasts — Negative

SNPS   Reuters — May 29, 2025

Synopsys suspended its annual and quarterly forecasts on Thursday, citing new restrictions from the U.S. curbing exports of its chip design software to key market China.

image for news Synopsys suspends annual, quarterly forecasts

LOS ANGELES--(BUSINESS WIRE)--Glancy Prongay & Murray LLP, a leading national shareholder rights law firm, today announced that it has commenced an investigation on behalf of Organon & Co. (“Organon” or the “Company”) (NYSE: OGN) investors concerning the Company's possible violations of the federal securities laws. IF YOU ARE AN INVESTOR WHO LOST MONEY ON ORGANON & CO. (OGN), CLICK HERE TO INQUIRE ABOUT POTENTIALLY PURSUING CLAIMS TO RECOVER YOUR LOSS. What Happened? On May 1, 2025,.

image for news Securities Fraud Investigation Into Organon & Co. (OGN) Announced – Investors Who Lost Money Urged To Contact Glancy Prongay & Murray LLP, a Leading Securities Fraud Law Firm

Citigroup vs. Bank of America: Which Stock Has More Upside Potential? — Positive

BAC  C   Zacks Investment Research — May 29, 2025

Can BAC's branch expansion efforts provide an edge over C's focus on expense control and business streamlining initiatives? Let us find out.

image for news Citigroup vs. Bank of America: Which Stock Has More Upside Potential?

PANAMA CITY , May 29, 2025 /PRNewswire/ -- Banco Latinoamericano de Comercio Exterior, S.A. - Bladex (NYSE: BLX) and Silver Birch Finance (hereafter "Silver Birch"), an international firm specializing in the advisory and execution of working capital solutions, have formalized a strategic alliance aimed at expanding access to working capital financing for corporates in Latin America.

image for news Bladex and Silver Birch: An Alliance to Expand Working Capital Financing for Businesses in Latin America