Lululemon sheds $14bn in value as tariff uncertainty begin to bite — Negative
LULU Proactive Investors — June 06, 2025Lululemon Athletica Inc (NASDAQ:LULU) saw $14 billion wiped from its value in a brutal after-hours sell-off Thursday, despite beating quarterly earnings expectations. The reason?

Rice Noodles (Vermicelli, Stick, Wide, Other) Market Insights Report 2025: Thai President Foods, Nongshim Co., Toyo Suisan Kaisha, Nasoya Foods USA, and Nissin Foods Co. Lead the Competition — Neutral
TOYO GlobeNewsWire — June 06, 2025The rice noodles market is growing due to rising demand for gluten-free, health-conscious foods and the popularity of Asian cuisine. Key opportunities include catering to vegan, vegetarian, and clean-label trends, and capitalizing on organic product demand. The rice noodles market is growing due to rising demand for gluten-free, health-conscious foods and the popularity of Asian cuisine. Key opportunities include catering to vegan, vegetarian, and clean-label trends, and capitalizing on organic product demand.

Nike: Moderate Upside Driven By Innovation And Pricing Power — Positive
NKE Seeking Alpha — June 06, 2025I rate Nike a Buy, with a DCF-based target price of $63.32, reflecting a moderate 2.8% upside over five years. Nike's strong brand, innovation pipeline, and pricing power support mid-single-digit revenue growth and margin expansion through FY2029. My valuation model assumes conservative post-2025 growth, factoring in recent guidance misses and risks from tariffs and competition, but sees resilient demand.

Top Wall Street Forecasters Revamp G-III Apparel Expectations Ahead Of Q1 Earnings — Neutral
GIII Benzinga — June 06, 2025G-III Apparel Group, Ltd. GIII will release its first-quarter financial results before the opening bell on Friday, June 6.

It's been a frustrating past four years for patient Roku (ROKU 1.22%) shareholders. While the ticker's pullback from its pandemic-prompted 2021 peak wasn't exactly surprising (lots of stocks suffered a similar fate), what is surprising is that this one hasn't budged a bit since that slide.

Buy Altria Stock? There Are 1.69 Billion Reasons to Worry. — Neutral
MO The Motley Fool — June 06, 2025Altria Group (MO 0.05%) is the largest cigarette maker in North America. It owns the region's leading brand in Marlboro.

Buying growth stocks that you intend to hold forever is a smart strategy. It forces you to think about companies that will still be around in 50 years.

Amazon has agreed to clamp down on fake online reviews of products advertised on its UK site, Britain's competition regulator said Friday.

Budweiser Kicks Off New “Celebration in the Making” Global Platform for FIFA Club World Cup 2025™ — Neutral
BUD Business Wire — June 06, 2025LONDON--(BUSINESS WIRE)-- #BringHomeTheBud--Today, Budweiser (Brussel:ABI) (BMV:ANB) (JSE:ANH) (NYSE:BUD) unveils its new global platform “Celebration in the Making” and full campaign details as the Official Global Beer Sponsor of the FIFA Club World Cup 2025™. This summer, as football supporters around the globe bring their energy to the groundbreaking tournament, Budweiser will be there to elevate celebrations at every stage – from the opening touch to the final whistle, and beyond. To inspire celebrations from.

I'm reiterating my Buy rating on GoodRx, as its valuation is compelling and the business is showing signs of stabilization under new leadership. GoodRx's recurring revenue base, expanding pharma partnerships, and robust EBITDA margins support the investment thesis for a rebound. Despite risks like Rite Aid's bankruptcy and flat consumer growth, GoodRx's direct pharma channel is growing double digits and offsetting headwinds.

Shoe Carnival: Buy This Small Cap For Exceptional Dividend Growth — Positive
SCVL Seeking Alpha — June 06, 2025Shoe Carnival's 50% stock decline creates a compelling entry point for dividend investors, with a 3% yield and a 28% five-year dividend CAGR. The company's strong balance sheet, low payout ratio, and robust free cash flow ensure dividend safety and future growth potential. The strategic rebanner program, shifting stores to the higher-margin Shoe Station brand, offers upside despite short-term revenue softness.

TPG RE Finance Trust: Trading At A Significant Discount To Book Value — Positive
TRTX Seeking Alpha — June 06, 2025I'm bullish on TRTX due to its diversified loan portfolio, strong liquidity with cash of $363 million, and current share buybacks. The mREIT is trading at a 31% discount to its book value of $11.19 per share as of the end of the first quarter. REO assets have grown but are set to be sold to unlock further liquidity to support the dividend and share buybacks. The mREIT is paying out a 12.4% dividend yield.

Court denies Apple's request to pause ruling on App Store payment fees — Negative
AAPL TechCrunch — June 06, 2025A U.S. court denied Apple a stay on a ruling that requires the company to stop charging developers for payments made outside the App Store through links in apps.

Tesla's $150bn wipe-out raises concerns for UK tech-heavy investors — Negative
TSLA Proactive Investors — June 06, 2025The sharp drop in Tesla Inc (NASDAQ:TSLA) shares, which saw the electric vehicle maker lose around $152 billion in market value, has sparked concern for those with exposure to major tech companies. The decline, triggered by a no-holds-barred public row between Elon Musk and Donald Trump, sent ripples far beyond Wall Street.

Burning Rock Reports First Quarter 2025 Financial Results — Neutral
BNR GlobeNewsWire — June 06, 2025GUANGZHOU, China, June 06, 2025 (GLOBE NEWSWIRE) -- Burning Rock Biotech Limited (NASDAQ: BNR, the “Company” or “Burning Rock”), a company focused on the application of next generation sequencing (NGS) technology in the field of precision oncology, today reported financial results for the three months ended March 31, 2025. Recent Business Updates Therapy Selection and MRD Personalized Minimal Residual Disease (MRD) product, CanCatch® Custom supports advancement in oesophageal squamous cell carcinoma(OSCC)treatment, with results published in the Molecular Cancer in May 2025.

After a public breakup, Trump/Musk may reportedly be ready to talk. Tesla shares are bouncing. — Positive
TSLA Market Watch — June 06, 2025White House staffers have reportedly organized a telephone call between President Trump and Tesla CEO Elon Musk to keep Thursday's public row from spiraling out of control.

Intapp's vertical SaaS focus yields strong SaaS metrics, high retention, and improving fundamentals, despite a maturing growth rate and niche market limitations. Cloud and SaaS revenue growth remains robust, with high gross margins and positive free cash flow, signaling operational efficiency and disciplined capital allocation. Valuation is reasonably relative to peers; further upside hinges on scaling, innovation (especially AI), and navigating macroeconomic headwinds impacting discretionary IT spend.

FTXR: Tesla Now A Fixture For This Factor-Based Transportation ETF — Neutral
TSLA Seeking Alpha — June 06, 2025FTXR is a transportation-themed ETF with a nearly nine year track record and a 0.60% expense ratio. It's unique because it allocates nearly one-third of its holdings to auto stocks. Performance since its inception was poor compared to other U.S. Transportation ETFs like IYT and XTN, as well as broad-based Industrials sector ETFs like RSPN and XLI. However, its strategy changed in March 2023, and after careful review, I determined that stocks like Tesla, Ford, and General Motors should in consistency receive max weightings of 8% each.

KEFI nears funding close for flagship Ethiopian gold mine — Positive
AAAU BAR DBP DGL GLD GLDM IAU OUNZ SGOL UGL Proactive Investors — June 06, 2025KEFI Gold and Copper PLC (AIM:KEFI, OTC:KFFLF) is close to finalising a long-awaited $320 million financing package for its Tulu Kapi gold project in Ethiopia, paving the way for construction to begin and full production by late 2027. The company said the funding syndicate, which includes two African development banks, contractors and local investors, is now at the final approval stage.

Amgen's Strategic Path - Navigating Patent Expiries With Promising New Therapies — Neutral
AMGN Seeking Alpha — June 06, 2025Amgen faces major revenue risk from upcoming patent cliffs but has promising pipeline drugs like MariTide and olpasiran to offset losses. Recent financials show solid revenue growth and improved margins, though net selling prices and legacy drugs like Enbrel remain under pressure. Valuation analysis reveals AMGN is priced for no growth, offering 27% upside if the company achieves even modest revenue increases.
