SPECTRUM PARTNERS WITH NEXAR TO SUPERCHARGE VEHICLE CONNECTIVITY AND ROAD INTELLIGENCE — Neutral
CHTR PRNewsWire — June 25, 2025With Access to Spectrum's Managed Wireless Network, Nexar Will Expand Scalable Data Delivery, Enabling Faster Insights for Smarter, Safer, and More Autonomous Mobility STAMFORD, Conn. , June 25, 2025 /PRNewswire/ -- Spectrum today announced a partnership with Nexar, a leader in AI-powered mobility solutions, to advance road intelligence through enhanced network connectivity.

HPE Expands ProLiant Gen12 Server Portfolio, Helps Customers Modernize Virtualization and Edge Computing With AI-Driven Management — Neutral
HPE Business Wire — June 25, 2025LAS VEGAS--(BUSINESS WIRE)--HPE Discover Las Vegas 2025 – HPE (NYSE: HPE) today announced an expansion to the HPE ProLiant Compute Gen12 server portfolio, which delivers next-level security, performance and efficiency. The expanded portfolio includes two new servers powered by 5th Gen AMD EPYC processors to optimize memory-intensive workloads, and new automation features for greater visibility and control delivered through HPE Compute Ops Management. In addition, HPE ProLiant Compute servers ar.

Worthington Enterprises, Inc. (WOR) Q4 2025 Earnings Conference Call Transcript — Neutral
WOR Seeking Alpha — June 25, 2025Worthington Enterprises, Inc. (NYSE:WOR ) Q4 2025 Earnings Call June 25, 2025 8:30 AM ET Company Participants Colin J. Souza - VP & CFO Joseph B.

CRM's core segment remains highly sticky, as observed in its market leading share, the growing multi-year RPOs, and the richer profit margins. The management's attempts to tap into the AI boom and drive renewed growth opportunities have also born fruit, as observed in the growing Data Cloud/ Agentforce ARRs. This is significantly aided by the recent Informatica acquisition, attributed to the latter's rich data catalog/ integration and metadata management for AI learning purposes/ deployments.

Tesla stock to crash 45% after Robotaxi launch, according to Wall Street analyst — Neutral
TSLA Finbold — June 25, 2025Despite initial investor enthusiasm surrounding the launch of Tesla's (NASDAQ: TSLA) robotaxi public service on June 22 in Austin, a Wall Street analyst is cautioning that the electric vehicle maker's stock outlook remains shaky.

Alphabet: A Defensive Growth Compounder In Hibernation — Positive
GOOG GOOGL Seeking Alpha — June 25, 2025Alphabet is currently trading at a relative discount to its comparable big tech peers despite strong fundamentals and a competitive advantage in capturing secular AI tailwinds. Its increasingly diversified revenue streams in recent years have also reduced the core ad business' inherent cyclical exposure, positioning Google to outperform amid macro and geopolitical instability. Retrospective findings on key investment strategies also validate that quality growth names like Google have consistently delivered alpha in uncertain markets, and outperformed traditional defensive categories like consumer staples.

Paychex Q4 Earnings & Revenues Surpass Estimates, Increase Y/Y — Positive
PAYX Zacks Investment Research — June 25, 2025PAYX tops 4Q25 estimates with 10% y/y revenue growth and raises the FY25 outlook, boosted by higher client revenues and acquisitions.

Pre-market futures are fluctuating a bit at this hour, starting even with yesterday's close, then swelling nicely on the tech-heavy Nasdaq. Indexes are carrying these levels more or less straight across presently, with the Dow -12 points at this hour, the S&P 500 +7 points, the Nasdaq +84 points and the small-cap Russell 2000 +1 point.

Decoding NIKE's High P/E Ratio: Bargain Buy or Overpriced Risk? — Negative
NKE Zacks Investment Research — June 25, 2025NKE's high valuation clashes with weak growth, raising red flags as investor expectations outpace business momentum.

Primary win by pro-rent freeze Mamdani knocks shares of Flagstar bank on NYC market exposure — Negative
NYCB SLG VNO CNBC — June 25, 2025Zohran Mamdani, who is now the likely favorite to win the general election in November, promised to freeze rent increases in stabilized units during his campaign. The New York City mayor has the power to appoint representatives to the regulatory board that oversees rent-controlled apartments.

We assess FMC Corporation as a Hold to moderate buy, downgrading from a previous buy opportunity due to weak growth, momentum, and financial potential. FMC's strengths are its innovation, R&D focus, and attractive 5.4% dividend yield, but revenue and profit have declined for several years. FMC valuation is fair around $50 per share, but insider and hedge fund selling, high debt, and weak near-term growth limit upside.

BP shares jump 8% on report it is in early-stage talks to be acquired by Shell — Positive
BP SHEL CNBC — June 25, 2025BP shares jump 8% on report it is in early-stage talks to be acquired by Shell

Cloudflare Expands AI Tools: Will Revenue Growth Follow? — Positive
NET Zacks Investment Research — June 25, 2025NET sees AI-driven usage surge with rise in inference requests and growing enterprise adoption boosting prospects.

Tesla's Robotaxi Debut Faces Scrutiny as Road Safety Gets Compromised — Negative
TSLA Zacks Investment Research — June 25, 2025TSLA's robotaxi launch in Austin sparks safety concerns after traffic breaches trigger a federal probe.

Macerich Expands Portfolio With Crabtree Acquisition in Raleigh — Positive
MAC Zacks Investment Research — June 25, 2025MAC acquires Raleigh's Crabtree Mall for $290M, boosting portfolio strength and supporting its Path Forward Plan.

BP Stock Rises Sharply as Report Says Shell in Talks to Buy Energy Rival — Positive
BP SHEL Barrons — June 25, 2025Discussions are progressing ‘slowly,' The Wall Street Journal reports.

Amazon's Targeting 4,000 More Towns for Faster Prime Delivery This Year — Positive
AMZN CNET — June 25, 2025The goal is to bring same-day and next-day delivery to more than 4,000 communities as Amazon builds out its Prime delivery network.

Cathie Wood Is Dumpster Diving Again With These 3 Stock Buys — Positive
ABNB ILMN SHOP 24/7 Wall Street — June 25, 2025Key Points in This Article: Cathie Wood's ARK Innovation ETF (ARKK) has seen a mixed performance over the past five years, reflecting her high-risk, high-reward focus on disruptive technologies to prosper over time.

3 Buy-And-Forget Dividend Stocks Every Investor Should Own — Positive
O PEP UPS 24/7 Wall Street — June 25, 2025These dividend stocks are well-positioned to compound your gains for decades. Their underlying businesses are evergreen.

Informa TechTarget Announces 2025 Archer Award Winners for Go-to-Market Excellence in EMEA — Neutral
TTGT Business Wire — June 25, 2025LONDON--(BUSINESS WIRE)--Informa TechTarget announced the 2025 EMEA Archer Awards winners which recognizes customers for Go-to-Market excellence.
