Walmart's strengthening position in eCommerce can help blunt at least some of the impact from tariffs and gives some room to offset cost pressures from its supply chain, management told analysts on Thursday during the fiscal first-quarter conference call.

image for news Walmart US eCommerce Sales Jump 21%; McMillon Cites Tariff-Proof Factors

Securing U.S. copper supply: Rio Tinto's Kennecott copper mine — Positive

RIO   CNBC Television — May 15, 2025

CNBC's Pippa Stevens joins 'Squawk on the Street' with an inside look at one of the largest copper mines in the U.S.

image for news Securing U.S. copper supply: Rio Tinto's Kennecott copper mine

Ben Reitzes, Melius Research analyst, joins CNBC's 'Squawk on the Street' to discuss outlooks on CoreWeave, expectations for demand, and more.

image for news Ben Reitzes: CoreWeave requires leap of faith to believe they will continue to sign new contracts

Polarean Imaging PLC (AIM:POLX, OTC:PLLWF), the AIM-listed medical imaging company, will have its Xenon-based magnetic resonance imaging (MRI) technology showcased in more than 30 clinical studies at the American Thoracic Society's annual meetings in San Francisco this month. The company, which develops imaging platforms designed to assess lung function, has been selected as a featured participant at the ATS Respiratory Innovation Summit, taking place on 16–17 May.

image for news Polarean's Xenon MRI technology to feature in over 30 studies at American Thoracic Society events

Oracle Healthcare AI Advances: Should You Buy the Stock Now or Wait? — Positive

ORCL   Zacks Investment Research — May 15, 2025

ORCL's healthcare AI push impresses, but cloud capacity constraints suggest patience. Wait for better entry points later in 2025 as investments mature.

image for news Oracle Healthcare AI Advances: Should You Buy the Stock Now or Wait?

FSM Divests Yaramoko Mine, Provides Updated 2025 GEO Outlook — Neutral

FSM   Zacks Investment Research — May 15, 2025

Fortuna Mining sells Burkina Faso assets, including the Yaramoko Mine to focus on its core asset.

image for news FSM Divests Yaramoko Mine, Provides Updated 2025 GEO Outlook

SMCI vs. HPE: Which Server Stock Offers a Better Value Right Now? — Neutral

HPE  SMCI   Zacks Investment Research — May 15, 2025

Let's find out which server stock between Super Micro Computer and Hewlett Packard Enterprise is a better bet.

image for news SMCI vs. HPE: Which Server Stock Offers a Better Value Right Now?

Comcast Corporation (NASDAQ:CMCSA ) MoffettNathanson 2025 Media, Internet & Communications Conference May 15, 2025 8:50 AM ET Company Participants Jason Armstrong - Chief Financial Officer Conference Call Participants Craig Moffett - MoffettNathanson Craig Moffett Good morning everybody and thank you for joining us for today's session with Comcast and for the Moffett-Nathanson Media, Internet, and Communications Conference, our 12th. Jason, thank you for being here.

image for news Comcast Corporation (CMCSA) Presents at MoffettNathanson 2025 Media, Internet & Communications Conference (Transcript)

Retail Sales Inch Up 0.1% in April, Higher Than Expected — Positive

IBUY  ONLN  RTH  XRT   ETF Trends — May 15, 2025

The Census Bureau's Advance Retail Sales Report for April showed consumer spending inched up last month, with head sales rising 0.1%. This comes on the heels of March's 1.7% surge in spending and was higher than the 0.0% forecast.

image for news Retail Sales Inch Up 0.1% in April, Higher Than Expected

TOUS Takes the Guesswork Out of International Investing — Positive

TOUS   ETF Trends — May 15, 2025

As tariff risk becomes part of the 2025 investing calculus, many investors are choosing to look for opportunities overseas. The T. Rowe Price International Equity ETF (TOUS) is worth consideration, given its actively managed strategy and performance this year.

image for news TOUS Takes the Guesswork Out of International Investing

Ideal Power Inc. (IPWR) Q1 2025 Earnings Call Transcript — Neutral

IPWR   Seeking Alpha — May 15, 2025

Ideal Power Inc. (NASDAQ:IPWR ) Q1 2025 Earnings Conference Call May 15, 2025 10:00 AM ET Company Participants Jeff Christensen - Investor Relations Dan Brdar - President & Chief Executive Officer Tim Burns - Chief Financial Officer Conference Call Participants Casey Ryan - WestPark Capital Operator Good morning, ladies and gentlemen, and welcome to the Ideal Power First Quarter 2025 Results Conference Call. All participants are in a listen-only mode.

image for news Ideal Power Inc. (IPWR) Q1 2025 Earnings Call Transcript

The Glimpse Group, Inc. (VRAR) Q3 2025 Earnings Call Transcript — Neutral

VRAR   Seeking Alpha — May 15, 2025

The Glimpse Group, Inc. (NASDAQ:VRAR ) Q3 2025 Earnings Conference Call May 15, 2025 9:00 AM ET Company Participants Lyron Bentovim - CEO Maydan Rothblum - CFO & COO Conference Call Participants Operator Welcome to The Glimpse Group's Third Quarter Fiscal Year 2025 Financial Results Webinar. At this time, all participants are in a listen-only mode.

image for news The Glimpse Group, Inc. (VRAR) Q3 2025 Earnings Call Transcript

US Dollar Forecast: DXY weakens as core PPI disappoints and Powell flags higher long-term rates. Safe-haven currencies gain on fading trade optimism.

image for news US Dollar Forecast: DXY Falls as PPI Miss and Powell's Warning Weigh on Sentiment

Jacobs Selected to Lead Delivery of Marinus Link Energy Project — Neutral

J   Zacks Investment Research — May 15, 2025

J to oversee the delivery of the Marinus Link project, enhancing Australia's renewable energy network.

image for news Jacobs Selected to Lead Delivery of Marinus Link Energy Project

5 Technology Stocks Powering S&P 500 ETF — Positive

ANET  MCHP  MU  PLTR  STX   Zacks Investment Research — May 15, 2025

The S&P 500 returns to positive territory in 2025, driven by tech stocks. We highlight five tech stocks leading the rally in the ETF.

image for news 5 Technology Stocks Powering S&P 500 ETF

Walmart blames tariffs for higher prices — Negative

WMT   The Street — May 15, 2025

Walmart CEO Doug McMillan made the announcement. Transcript: The world's largest retailer is raising prices - and it's blaming the White House.

image for news Walmart blames tariffs for higher prices

Palantir Stock Stalls at Resistance as Bearish Setup Emerges — Negative

PLTR   Schaeffers Research — May 15, 2025

Palantir Technologies Inc (NASDAQ:PLTR) stock is facing rejection at its peak call open interest (OI) level and February highs, after the company reported first-quarter results last week.

image for news Palantir Stock Stalls at Resistance as Bearish Setup Emerges

LG&E and KU investing in system enhancements for customers — Neutral

PPL   PRNewsWire — May 15, 2025

Utilities upgrading aging equipment to defend against stronger storms and support increased energy needs. LOUISVILLE, Ky.

image for news LG&E and KU investing in system enhancements for customers

The Dark Side Of Infrastructure Stock Investing — Negative

AQN  B  BAM  BEP  BEPC  BIP  BIPC  BLK  BN  BX  ET  HE  MSFT  PAX  UTF  XIFR   Seeking Alpha — May 15, 2025

Infrastructure stocks are my favorite place to invest. However, there is a dark side to investing in infrastructure stocks. I share what this dark side is and how to position your infrastructure portfolio for long-term outperformance.

image for news The Dark Side Of Infrastructure Stock Investing

NEW YORK--(BUSINESS WIRE)--Marsh McLennan (NYSE: MMC), a global leader in risk, strategy, and people, today announced the results of its 2025 Annual Meeting of Stockholders. Stockholders elected the entire slate of 2025 director nominees for a one-year term expiring at next year's annual meeting. The 11 directors are: Anthony K. Anderson, John Q. Doyle, H. Edward Hanway, Judith Hartmann, Deborah C. Hopkins, Tamara Ingram, Jane H. Lute, Steven A. Mills, Morton O. Schapiro, Jan Siegmund and Lloyd.

image for news Marsh McLennan Stockholders Re-Elect Board of Directors During 2025 Meeting