Microsoft plans 'substantial' job cuts across Xbox division — Negative
MSFT Fox Business — June 25, 2025Xbox managers expect substantial job cuts across the gaming division next week as Microsoft continues streamlining processes following its $69 billion Activision Blizzard acquisition.

Compass Diversified (CODI) Faces Securities Class Action After Admitting to Accounting “Irregularities” – Hagens Berman — Neutral
CODI GlobeNewsWire — June 25, 2025SAN FRANCISCO, June 25, 2025 (GLOBE NEWSWIRE) -- Shares of Compass Diversified (NYSE: CODI) plunged nearly 15 percent in intraday Wednesday trading, as the private equity firm scrambled to shore up its finances following the discovery of troubling accounting practices at one of its subsidiaries, which has sparked a securities class action. Hagens Berman is investigating the claims and urges investors who purchased Compass shares and suffered substantial losses to submit your losses now.

Amphenol vs. Bel Fuse: Which Electronics Stock Should You Buy? — Neutral
APH BELFB Zacks Investment Research — June 25, 2025Amphenol APH and Bel Fuse BELFB are well-known manufacturers and marketers of electrical and electronic products. While Amphenol offers electrical, electronic and fiber optic connectors and interconnect systems, antennas, sensors and sensor-based products and coaxial, high-speed and specialty cable, Bel Fuse offers a broad array of products that power, protect and connect electronic circuits.

Large-Cap Growth ETF (IUSG) Touches New 52-Week High — Positive
IUSG Zacks Investment Research — June 25, 2025IUSG hits a new 52-week high, surging 35% from its low as growth stocks shine amid renewed market momentum.

FedEx Shares Slip After Fiscal Q4 Earnings: ETFs in Focus — Negative
FDX Zacks Investment Research — June 25, 2025FDX tops Q4 estimates but falls over 5% on weak guidance, shaking ETFs with high FedEx exposure like SUPL and IYT.

American Tower: Market Is Complacent On Risk Of Disruption From Satellite Internet — Neutral
AMT Seeking Alpha — June 25, 2025AMT has stabilized after past volatility, with strong fundamentals and accelerating growth expected as it laps tough international comparables and benefits from 5G rollouts. Current valuation (23x FFO, 3% yield) reflects optimism, but I see it as fully valued, offering market-like returns rather than clear outperformance. The market is underestimating long-term risks from satellite internet (e.g., Starlink), which could threaten the relevance of tower assets over time.

INVESTOR ALERT: Investigation of Ichor Holdings, Ltd. (ICHR) Announced by Holzer & Holzer, LLC — Neutral
ICHR GlobeNewsWire — June 25, 2025ATLANTA, June 25, 2025 (GLOBE NEWSWIRE) -- Holzer & Holzer, LLC is investigating whether Ichor Holdings, Ltd. (“Ichor” or the “Company”) (NASDAQ: ICHR) complied with federal securities laws. On May 5, 2025, Ichor reported first quarter 2025 financial results. In a conference call held the same day, Ichor's CEO explained the quarter's results, stating: “In Q1, our strategy did not materialize into the margin flow through we anticipated, essentially because we ended up purchasing far more external supply than we had forecasted.” Following this news, the price of the Company's stock dropped.

Shell PLC (LSE:SHEL, NYSE:SHEL) is in early-stage talks to acquire its rival BP PLC (LSE:BP.) in what would be the largest oil deal in decades, according to a Wall Street Journal report.

Four Corners Continues its Acquisition Spree to Boost Portfolio — Positive
FCPT Zacks Investment Research — June 25, 2025FCPT continues its portfolio expansion efforts and acquires four Cheddar's Scratch Kitchen properties for $14.7 million.

Why Acuity (AYI) Could Beat Earnings Estimates Again — Positive
AYI Zacks Investment Research — June 25, 2025Acuity (AYI) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Why Levi Strauss (LEVI) is Poised to Beat Earnings Estimates Again — Positive
LEVI Zacks Investment Research — June 25, 2025Levi Strauss (LEVI) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

INVESTOR ALERT: Investigation of GoHealth, Inc. (GOCO) Announced by Holzer & Holzer, LLC — Neutral
GOCO GlobeNewsWire — June 25, 2025ATLANTA, June 25, 2025 (GLOBE NEWSWIRE) -- Holzer & Holzer, LLC is investigating whether GoHealth, Inc. (“GoHealth” or the “Company”) (NASDAQ: GOCO) complied with federal securities laws. On May 1, 2025, the Department of Justice filed a complaint against GoHealth and others alleging that the Company, among other things, “knowingly entered into unlawful agreements to present false or fraudulent claims to the Government and performed acts in furtherance of this conspiracy.” Following this news, the price of the Company's stock dropped.

Earnings Outlook, A.I. Demand Critical to Continue MU's Massive Rally — Neutral
MU Schwab Network — June 25, 2025Micron (MU) has recovered significantly alongside other chip stocks after tapping 2-year lows last April. Nick Raich says a "beat doesn't matter" in earnings, suggesting the company needs a raise and other strong indicators of A.I.

Global Payments: Reorganization Could Drive Margins And Valuation Expansion — Positive
GPN Seeking Alpha — June 25, 2025Global Payments generates low returns on capital, slow revenue growth, and relatively high debt levels. GPN's poor performance has driven a substantial multiple contractions to 6.5x free cash flow. With the recently announced reorganization, GPN goes all-in on the higher-growth and higher-margin merchant segment.

Ford orders white-collar workers back to office four days a week: ‘More dynamic company' — Positive
F New York Post — June 25, 2025Businesses around the world have grappled with how much flexibility to allow workers since the 2020 coronavirus pandemic.

Why BlackRock's Rick Rieder is confident in equities in the second half as S&P 500 nears high — Positive
BLK IVV SPLG SPXL SPY SSO UPRO VOO CNBC — June 25, 2025BlackRock's Rick Rieder is confident a stock market nearing all-time highs can go even as inflation comes down because of artificial intelligence.

PBF Outperforms Industry in 3 Months: How to Play the Stock? — Neutral
PBF Zacks Investment Research — June 25, 2025PBF Energy outpaces rivals with a 12.9% gain, but weak renewables exposure and cautious analyst price targets signal caution.

Abacus Global Management, Inc. (ABL) Shares Tumble Following Second Morpheus Report - Hagens Berman — Neutral
ABL PRNewsWire — June 25, 2025SAN FRANCISCO , June 25, 2025 /PRNewswire/ -- Abacus Global Management, Inc. (NASDAQ: ABL) is under mounting pressure as its stock continues to slide, driven by a series of damning reports from Morpheus Research—a newly formed investigative group led by analysts who previously worked at the renowned Hindenburg Research. Despite Abacus's public denials and the announcement of a $20 million share repurchase program, investor confidence remains shaken, with shares now down more than 36% over the past month.

3 High-Yield Dividend Kings Beating the S&P 500 This Year — Positive
CVS O VZ 24/7 Wall Street — June 25, 2025The S&P 500 is one of the most widely known benchmarks. It contains the 500 most valuable publicly traded U.S.

INVESTOR ALERT: Investigation of Myriad Genetics, Inc. (MYGN) Announced by Holzer & Holzer, LLC — Neutral
MYGN GlobeNewsWire — June 25, 2025ATLANTA, June 25, 2025 (GLOBE NEWSWIRE) -- Holzer & Holzer, LLC is investigating whether Myriad Genetics, Inc. (“Myriad Genetics” or the “Company”) (NASDAQ: MYGN) complied with federal securities laws. On May 6, 2025, Myriad Genetics reported first quarter 2025 financial results, and lowered its 2025 financial guidance, revealing, among other things, a decline in pharmacogenomics revenue by 20% year-over-year “due to UnitedHealthcare (UNH) reduc[ing] coverage of GeneSight.” Following this news, the price of the Company's stock dropped.
