CWEN or ORA: Which Is the Better Value Stock Right Now? — Neutral
CWEN ORA Zacks Investment Research — June 25, 2025Investors interested in Alternative Energy - Other stocks are likely familiar with Clearway Energy (CWEN) and Ormat Technologies (ORA). But which of these two stocks offers value investors a better bang for their buck right now?
PSFE vs. FOUR: Which Stock Is the Better Value Option? — Neutral
FOUR PSFE Zacks Investment Research — June 25, 2025Investors looking for stocks in the Financial Transaction Services sector might want to consider either Paysafe Limited (PSFE) or Shift4 Payments (FOUR). But which of these two stocks offers value investors a better bang for their buck right now?
BRFS vs. SYY: Which Stock Is the Better Value Option? — Positive
BRFS SYY Zacks Investment Research — June 25, 2025Investors with an interest in Food - Miscellaneous stocks have likely encountered both BRF (BRFS) and Sysco (SYY). But which of these two companies is the best option for those looking for undervalued stocks?
ITGR vs. PEN: Which Stock Is the Better Value Option? — Positive
ITGR PEN Zacks Investment Research — June 25, 2025Investors with an interest in Medical - Instruments stocks have likely encountered both Integer (ITGR) and Penumbra (PEN). But which of these two stocks presents investors with the better value opportunity right now?
BP Stock Jumps After Report That It's in Merger Talks With Shell — Positive
BP Investopedia — June 25, 2025Shares of BP jumped Wednesday, lifted by a report that Shell was in talks to acquire it in what would mark a huge deal for the pair of U.K. oil giants.
Building The Pentagon's Future Force: AeroVironment Delivers — Positive
AVAV Seeking Alpha — June 25, 2025AeroVironment's transformation via the BlueHalo merger positions it as a diversified defense-tech prime, expanding into air, land, sea, space, and cyber domains. FY 2026 guidance calls for $1.9-$2.0 billion revenue and $300-$320 million EBITDA, with strong contract momentum and a $726 million funded backlog. Integration risks and valuation concerns exist, but robust growth, new products, and cross-selling opportunities underpin long-term upside potential.
NuScale Power vs. Centrus Energy: Which Nuclear Stock Has an Edge Now? — Positive
LEU SMR Zacks Investment Research — June 25, 2025LEU edges ahead of SMR with strong HALEU demand, DOE support, and superior earnings potential despite sector growth for both.
SKYX Provides Corporate Update, Including its Official Addition to the Russell 2000 on June 27, 2025, and its Expected Deployment of 500,000 Units of its Advanced Smart Home Plug & Play Technologies to Miami's New $3 Billion Urban Smart City — Neutral
SKYX MCAP MediaWire — June 25, 2025MIAMI, June 25, 2025 – PRISM MediaWire – SKYX Platforms Corp.
Conagra Brands offers stable free cash flow, attractive dividend yield, and ongoing portfolio optimization. Current valuation appears cautious, but free cash flow yield suggests the stock may be undervalued. Key risks include supply chain disruptions, commodity price volatility, and potential tariff impacts, but strategic investments and divestitures support long-term growth.
Altman and Nadella discuss future of OpenAI-Microsoft partnership in ‘super nice call' — Positive
MSFT Proactive Investors — June 25, 2025OpenAI CEO Sam Altman said he and Microsoft Corp (NASDAQ:MSFT) CEO Satya Nadella had a “super nice call” on Monday to discuss the future of Microsoft's multi-billion-dollar investment in OpenAI. Speaking on a New York Times podcast, Altman described the relationship as “really wonderfully good” and said the collaboration has been beneficial for both sides.
On Wednesday, Direxion expanded its lineup of Leveraged & Inverse ETFs with the release of four new funds. Two of the new funds focus on the daily stock performance of Cisco (CSCO).
JPMorgan Expands Fixed Income Lead With Record High-Yield ETF Launch — Positive
HYG JCPB JPIE JPST USHY ETF Trends — June 25, 2025JPMorgan, already the largest manager of actively managed fixed income ETFs, expanded its capabilities with a splash today. The JPMorgan Active High Yield ETF (JPHY) began trading today with the aid of a large external institutional client and $2 billion.
Cisco Hits 52-Week High: Can AI Focus Further Drive the Stock? — Positive
CSCO Zacks Investment Research — June 25, 2025CSCO hits a 52-week high as AI-fueled infrastructure orders top $1B and innovation momentum boosts investor confidence.
NKTR Stock Soars as Lead Drug Meets Goal in Atopic Dermatitis Study — Positive
NKTR Zacks Investment Research — June 25, 2025Nektar's lead candidate, rezpeg, hits key targets in a phase IIb eczema study, sending shares soaring 156.3% on Tuesday.
KDDI and HPE Join Forces to Launch AI Data Center Operations by Early 2026 — Neutral
HPE Business Wire — June 25, 2025LAS VEGAS--(BUSINESS WIRE)--HPE Discover 2025 – HPE (NYSE: HPE) and KDDI Corporation today announced they are collaborating to open the Osaka Sakai Data Center by early 2026 to support startups and enterprises with NVIDIA AI infrastructure for developing AI applications and training large language models (LLMs). Through the collaboration, KDDI and HPE will deploy a rack-scale system featuring the NVIDIA GB200 NVL72 platform built by HPE, based on the latest NVIDIA Blackwell architecture, within.
General Mills CEO: The consumer is still spending but uncertain, it makes for a volatile environment — Neutral
GIS CNBC Television — June 25, 2025Jeff Harmening, General Mills CEO, joins 'Money Movers' to discuss consumer demand challenges, economic uncertainty and earnings.
SDEM which pays out monthly distributions is a passively managed ETF that focuses on 50 high yielding EM stocks. We highlight how SDEM is positioned relative to SDIV which focuses on 100 high yielding global stocks. We close with some thoughts on why SDEM may not make for a good buy now.
Zeta's Q1 2025 revenue grew 36% YoY to $264M, with adjusted EBITDA up 53% to $46.7M, reaching 17.7% margin. Platform-direct revenue hit 73%, up from 67% a year prior, driving higher gross margins and increased ownership of outcomes. Scaled Customer ARPU rose 12% YoY, while Super-Scaled ARPU surged 23% to $1.38M, reflecting strong cross-sell momentum.
Shell in early talks to acquire BP in deal valued near $80 billion, reports say — Positive
BP SHEL CNBC Television — June 25, 2025CNBC's Brian Sullivan joins 'Money Movers' to discuss reports of early talks for Shell to acquire BP.
