Walmart US eCommerce Sales Jump 21%; McMillon Cites Tariff-Proof Factors — Positive
WMT PYMNTS — May 15, 2025Walmart'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.

Securing U.S. copper supply: Rio Tinto's Kennecott copper mine — Positive
RIO CNBC Television — May 15, 2025CNBC's Pippa Stevens joins 'Squawk on the Street' with an inside look at one of the largest copper mines in the U.S.

Ben Reitzes: CoreWeave requires leap of faith to believe they will continue to sign new contracts — Negative
CRWV CNBC Television — May 15, 2025Ben Reitzes, Melius Research analyst, joins CNBC's 'Squawk on the Street' to discuss outlooks on CoreWeave, expectations for demand, and more.

Polarean's Xenon MRI technology to feature in over 30 studies at American Thoracic Society events — Positive
XENE Proactive Investors — May 15, 2025Polarean 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.

Oracle Healthcare AI Advances: Should You Buy the Stock Now or Wait? — Positive
ORCL Zacks Investment Research — May 15, 2025ORCL's healthcare AI push impresses, but cloud capacity constraints suggest patience. Wait for better entry points later in 2025 as investments mature.

FSM Divests Yaramoko Mine, Provides Updated 2025 GEO Outlook — Neutral
FSM Zacks Investment Research — May 15, 2025Fortuna Mining sells Burkina Faso assets, including the Yaramoko Mine to focus on its core asset.

SMCI vs. HPE: Which Server Stock Offers a Better Value Right Now? — Neutral
HPE SMCI Zacks Investment Research — May 15, 2025Let's find out which server stock between Super Micro Computer and Hewlett Packard Enterprise is a better bet.

Comcast Corporation (CMCSA) Presents at MoffettNathanson 2025 Media, Internet & Communications Conference (Transcript) — Neutral
CMCSA Seeking Alpha — May 15, 2025Comcast 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.

Retail Sales Inch Up 0.1% in April, Higher Than Expected — Positive
IBUY ONLN RTH XRT ETF Trends — May 15, 2025The 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.

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.

Ideal Power Inc. (IPWR) Q1 2025 Earnings Call Transcript — Neutral
IPWR Seeking Alpha — May 15, 2025Ideal 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.

The Glimpse Group, Inc. (VRAR) Q3 2025 Earnings Call Transcript — Neutral
VRAR Seeking Alpha — May 15, 2025The 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.

US Dollar Forecast: DXY Falls as PPI Miss and Powell's Warning Weigh on Sentiment — Neutral
AAAU DGL DGP GLD GLDM IAU IAUF OUNZ UGL FXEmpire — May 15, 2025US Dollar Forecast: DXY weakens as core PPI disappoints and Powell flags higher long-term rates. Safe-haven currencies gain on fading trade optimism.

Jacobs Selected to Lead Delivery of Marinus Link Energy Project — Neutral
J Zacks Investment Research — May 15, 2025J to oversee the delivery of the Marinus Link project, enhancing Australia's renewable energy network.

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

Palantir Stock Stalls at Resistance as Bearish Setup Emerges — Negative
PLTR Schaeffers Research — May 15, 2025Palantir 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.

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

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, 2025Infrastructure 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.

Marsh McLennan Stockholders Re-Elect Board of Directors During 2025 Meeting — Neutral
MMC Business Wire — May 15, 2025NEW 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.
