ConnectM Completes Acquisition of Cambridge Energy Resources, Strengthening Foothold in India — Neutral
CNTM GlobeNewsWire — May 15, 2025Acquisition broadens ConnectM's service offerings into India's high-growth distributed energy and telecom sectors, advancing the Company's global expansion strategy Acquisition broadens ConnectM's service offerings into India's high-growth distributed energy and telecom sectors, advancing the Company's global expansion strategy

Despite massive recent weakness and uncertainty, I believe UNH is a "reluctant" buy due to its cash flow, dividend, and systemic importance. UNH faces unprecedented selling pressure, CEO resignation, DOJ investigation, and negative public sentiment, making it a high risk/reward investment currently. Valuation is compelling: UNH trades at 11-13x forward earnings, with a reasonable expectation of earnings recovery and growth returning in 2026.

UnitedHealth stock drops 17% after report it is being probed by DOJ for alleged Medicare fraud — Negative
UNH New York Post — May 15, 2025The Wall Street Journal on Wednesday cited people familiar with the matter as saying that the probe has been ongoing since last year.

Corpay Q1 Earnings Beat on Corporate Payment Solutions, Revenues Miss — Positive
CPAY Zacks Investment Research — May 15, 2025CPAY's first-quarter 2025 results benefit from an improvement in cross-border sales.

Spotify Stock Skyrockets 112% in a Year: What's Next for Investors? — Positive
SPOT Zacks Investment Research — May 15, 2025Given exponential growth in SPOT shares, we evaluate its current position to find out whether investors should ride the rally, hold it or stay away from it.

Medalist funds that invest overseas. Financial advisor A points out that foreign stocks look historically cheap compared to their US peers. Forgoing them for US stocks would be passing on a rare buy-low opportunity. Financial advisor B claims that foreign stocks face hurdles that US firms do not. Poor returns over the past 15 years should be ample evidence that investing overseas is leaving money on the table. So, who's right? It's hard to say, and the debate over foreign stocks' future is more nuanced than our fictitious advisors let on. But for investors who find today's valuations more compelling …

Birkenstock shares rise on boosted outlook, strong quarterly report — Positive
BIRK Proactive Investors — May 15, 2025Birkenstock Holding PLC (NYSE:BIRK) posted better-than-expected earnings for the fiscal second quarter and raised its annual outlook, sending its shares more than 7% higher on Thursday morning. For fiscal 2025, the company now sees revenue growth at the high end of its earlier guidance of 15% to 17% growth in constant currency.

Doral Renewables Secures $1.5 Billion of Debt and Tax Equity Financing for the Completion of Mammoth Solar — Neutral
APO PRNewsWire — May 15, 2025PHILADELPHIA , May 15, 2025 /PRNewswire/ -- Doral Renewables LLC ("Doral") has successfully closed construction project financing for the Mammoth South, Mammoth Central I, and Mammoth Central II solar projects in Pulaski County, Indiana. The three projects, each with a generation capacity of 300 MWac, are part of the broader 1.3 GW Mammoth Solar facility.

Hitachi Digital Services Announces Five-Year Strategic IT Partnership with Envista — Neutral
NVST PRNewsWire — May 15, 2025DALLAS , May 15, 2025 /PRNewswire/ -- Hitachi Digital Services , the digital consultancy and technology services subsidiary of Hitachi, Ltd. (TSE: 6501), today announced a five-year agreement with Envista Holdings Corporation (NYSE: NVST) ("Envista") , a global leader in dental care, to deliver end-to-end IT managed services across Envista's operations in more than 60 countries.

Foot Locker shares surge 85% after Dick's Sporting Goods agrees to buy rival for $2.4B — Positive
FL New York Post — May 15, 2025It's the second major footwear deal this month after the $9.4 billion buyout of Skechers.

US President Donald Trump has urged Apple to build more of its products within the United States rather than expanding production in India. His remarks come shortly after Apple reaffirmed its commitment to invest $500 billion in the US economy—a pledge originally announced in February.

Meta Platforms (NASDAQ: META) Stock Price Prediction for 2025: Where Will It Be in 1 Year (May 15) — Positive
META 24/7 Wall Street — May 15, 2025So far this year, one of the better performers among Magnificent 7 has been Meta Platforms Inc.

Coinbase said cyber crooks stole customer information and demanded $20 million ransom payment — Negative
COIN TechXplore — May 15, 2025Coinbase, the largest cryptocurrency exchange based in the U.S., said Thursday that criminals had improperly obtained personal data on the exchange's customers for use in crypto-stealing scams and were demanding a $20 million payment not to publicly release the info.

LPRO INVESTOR ALERT: Open Lending Corporation Investors with Substantial Losses Have Opportunity to Lead Investor Class Action Lawsuit — Neutral
LPRO PRNewsWire — May 15, 2025SAN DIEGO , May 15, 2025 /PRNewswire/ -- Robbins Geller Rudman & Dowd LLP announces that purchasers or acquirers of Open Lending Corporation (NASDAQ: LPRO) securities between February 24, 2022 and March 31, 2025, all dates inclusive (the "Class Period"), have until June 30, 2025 to seek appointment as lead plaintiff of the Open Lending class action lawsuit. Captioned Bradley v.

New allegations about timing of Pfizer Covid vaccine passed to House panel — Negative
PFE WSJ — May 15, 2025A former Pfizer scientist said the timing of the 2020 vaccine results “wasn't a coincidence,” according to allegations provided by a rival drugmaker.

Coinbase Says Data Breach Could Cost Up to $400M. The Stock Is Falling. — Negative
COIN Barrons — May 15, 2025The crypto exchange reported a breach of sensitive company and customer data to the SEC.

Brazil oil workers plan strike to protest Petrobras' austerity turn — Negative
PBR PBR-A Reuters — May 15, 2025Brazil's federation of oil workers, known as FUP, announced on Thursday a two-day warning strike at state-run oil company Petrobras "in protest against the stagnation in negotiations with the company," according to a statement.

While the company has beaten EPS estimates in each of the last four quarters, stock reactions have been muted or negative: –0.3%, –11.8%, and –1.5% in the last three prints.

DXC Technology Q4 Earnings and Revenues Surpass Estimates — Positive
DXC Zacks Investment Research — May 15, 2025DXC's fourth-quarter fiscal 2025 earnings reflect strength in its GIS business, offset by Global Business Services' performance.

SoFi Stock Slides 14% in 3 Months: Is This a Buying Opportunity? — Neutral
SOFI Zacks Investment Research — May 15, 2025In light of the recent drop in SOFI shares, we assess the stock's current standing to decide the best course of action going forward.
