CoreWeave in Talks to Buy Core Scientific — Neutral

CORZ  CRWV   WSJ — June 26, 2025

CoreWeave last year tried to acquire Core Scientific for $5.75 a share, which at the time valued the business at north of $1 billion. Core Scientific rejected the proposal as too low.

image for news CoreWeave in Talks to Buy Core Scientific

Marsh & McLennan to Acquire Validate Health to Expand Healthcare Reach — Positive

MMC   Zacks Investment Research — June 26, 2025

MMC's Oliver Wyman to acquire Validate Health, boosting analytics capabilities for value-based healthcare growth.

image for news Marsh & McLennan to Acquire Validate Health to Expand Healthcare Reach

Bumble (BMBL) Soars 25.1%: Is Further Upside Left in the Stock? — Positive

BMBL   Zacks Investment Research — June 26, 2025

Bumble (BMBL) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.

image for news Bumble (BMBL) Soars 25.1%: Is Further Upside Left in the Stock?

Culp, Inc. (CULP) Q4 2025 Earnings Call Transcript — Neutral

CULP   Seeking Alpha — June 26, 2025

Culp, Inc. (NYSE:CULP ) Q4 2025 Earnings Conference Call June 26, 2025 9:00 AM ET Company Participants Dru L. Anderson - Senior Vice President and Principal Kenneth R.

image for news Culp, Inc. (CULP) Q4 2025 Earnings Call Transcript

LOS ANGELES--(BUSINESS WIRE)---- $HIMS--HIMS Investors Have Opportunity to Lead Hims & Hers Health, Inc. Securities Fraud Lawsuit with the Schall Law Firm.

image for news HIMS Investors Have Opportunity to Lead Hims & Hers Health, Inc. Securities Fraud Lawsuit with the Schall Law Firm

SPDW: International Stocks Boasting A Record 2025 YTD, Reiterate Buy — Positive

SPDW   Seeking Alpha — June 26, 2025

I maintain a buy rating on SPDW, citing its low valuation, strong momentum, and technical breakout above long-term resistance. SPDW is outperforming the S&P 500 YTD, with attractive Sharpe ratios and a 2.88% yield, boosted by a weak dollar tailwind. The ETF offers broad exposure to developed markets, low expenses, high liquidity, and a favorable risk profile compared to US equities.

image for news SPDW: International Stocks Boasting A Record 2025 YTD, Reiterate Buy

SoFi vs. OppFi: Which Fintech Stock Offers Better Momentum Now? — Positive

OPFI  SOFI   Zacks Investment Research — June 26, 2025

OPFI's soaring profits and lower risk make it the fintech stock to watch, while SOFI's growth is tempered by valuation concerns.

image for news SoFi vs. OppFi: Which Fintech Stock Offers Better Momentum Now?

Microsoft could hit $5 trillion thanks to AI, Dan Ives says — Positive

MSFT   The Street — June 26, 2025

Wedbush hiked its price target on Microsoft to $600 on AI optimism. 'Transcript: CAROLINE WOODS: Microsoft continues to hit New all time highs Dan.

image for news Microsoft could hit $5 trillion thanks to AI, Dan Ives says

Inside Archer's Vertical Takeoff Strategy — Positive

ACHR   Seeking Alpha — June 26, 2025

Archer's Midnight aircraft is entering pilot production, with first deliveries to Abu Dhabi in H2 2025 and U.S. service expected in 2026. FAA-type certification remains the key milestone, with Archer targeting approval by late 2025 to unlock commercial passenger flights. The company's dual-track model includes a defense-grade hybrid VTOL under development with Anduril, targeting high-margin government contracts.

image for news Inside Archer's Vertical Takeoff Strategy

Cyngn shares rocket on robotics partnership with NVIDIA — Positive

CYN  NVDA   Proactive Investors — June 26, 2025

Cyngn (NASDAQ:CYN) shares popped more than 480% on Thursday after it announced a collaboration with Nvidia Corp (NASDAQ:NVDA, ETR:NVD) as part of the Automatica 2025 robotics and automation showcase. The robotics technology firm was selected to integrate Nvidia's Isaac robotics platform to power its next-generation autonomous vehicle solutions for industrial applications such as manufacturing, logistics, and defense.

image for news Cyngn shares rocket on robotics partnership with NVIDIA

Alphabet: The Buffett Stock — Positive

GOOG  GOOGL   Seeking Alpha — June 26, 2025

Alphabet is undervalued as the market overstates AI disruption risks and understates growth in Cloud, YouTube, and AI-driven search monetization. Google Search remains dominant with 89-90% market share; AI features like Search Summaries enhance user engagement and monetization potential. Cloud and YouTube segments are delivering double-digit growth and increasing profitability, providing strong support for Alphabet's valuation.

image for news Alphabet: The Buffett Stock

VKTX Initiates Phase 3 Study on Obesity Candidate VK2735 — Neutral

VKTX   Zacks Investment Research — June 26, 2025

Viking begins phase III VANQUISH program for VK2735, targeting weight loss in obese adults with or without type II diabetes.

image for news VKTX Initiates Phase 3 Study on Obesity Candidate VK2735

Jobless Claims Decreased More Than Expected — Positive

NKE   Zacks Investment Research — June 26, 2025

Pre-market futures are up this morning, though by slimmer margins upon a bevy of economic data hitting the tape. The Nasdaq, nearing all-time highs as of Wednesday's close (and getting there on the Nasdaq 100) is down 40 points to 74 at this hour.

image for news Jobless Claims Decreased More Than Expected

UPS Trades at Premium Valuation: Should Investors Buy the Stock? — Negative

UPS   Zacks Investment Research — June 26, 2025

UPS trades at a premium to the industry, but soft demand, high costs, and falling estimates raise near-term caution flags.

image for news UPS Trades at Premium Valuation: Should Investors Buy the Stock?

CAT Outpaces Industry in 3 Months: Time to Buy the Stock? — Positive

CAT   Zacks Investment Research — June 26, 2025

Caterpillar outpaces peers with a dividend hike, strong ROE and rising demand from AI, data centers and clean energy.

image for news CAT Outpaces Industry in 3 Months: Time to Buy the Stock?

Here's Why You Should Retain SPGI Stock in Your Portfolio Now — Positive

SPGI   Zacks Investment Research — June 26, 2025

SPGI posts solid Q1 growth across all divisions, bolstered by acquisitions and a strong recurring revenue model despite liquidity pressure.

image for news Here's Why You Should Retain SPGI Stock in Your Portfolio Now

The pharmaceutical giant said WeightWatchers will work with CenterWell Pharmacy to fulfill and deliver Wegovy prescriptions.

image for news Novo Nordisk to Expand Access to Wegovy with WeightWatchers Partnership

Meta hires key OpenAI researcher to work on AI reasoning models — Positive

META   TechCrunch — June 26, 2025

Meta has hired a highly influential OpenAI researcher, Trapit Bansal, to work on its AI reasoning models under the company's new AI superintelligence unit, a person familiar with the matter tells TechCrunch.

image for news Meta hires key OpenAI researcher to work on AI reasoning models

Altimmune shares plunge as MASH drug trial misses key fibrosis endpoint — Negative

ALT   Proactive Investors — June 26, 2025

Shares of Altimmune Inc (NASDAQ:ALT) tumbled 55% on Thursday after the company reported mixed results from a mid-stage trial of its experimental drug pemvidutide for metabolic dysfunction-associated steatohepatitis (MASH). The Phase 2b study met one of its primary endpoints, with pemvidutide achieving statistically significant resolution of MASH without worsening of fibrosis at 24 weeks.

image for news Altimmune shares plunge as MASH drug trial misses key fibrosis endpoint

Club Offers Released on June 26, 2025 — Neutral

TZOO   PRNewsWire — June 26, 2025

LONDON , June 26, 2025 /PRNewswire/ -- Travelzoo® (NASDAQ: TZOO), the club for travel enthusiasts, announces the release of Club Offers for Club Members. Rigorously vetted and negotiated for us travel enthusiasts in the UK: £399pp—Iconic Burgh Island Hotel: 2 nights with dinnerStay two nights at the glamorous Burgh Island Hotel—once a 1930's hotspot for A-listers like Agatha Christie and Noel Coward—for £798, saving up to £750.

image for news Club Offers Released on June 26, 2025