AG Mortgage Investment Trust, Inc. Reports First Quarter 2025 Results — Neutral

MITT   Business Wire — May 06, 2025

NEW YORK--(BUSINESS WIRE)--AG Mortgage Investment Trust, Inc. ("MITT," "we," the "Company," or "our") (NYSE: MITT) today reported financial results for the quarter ended March 31, 2025. MANAGEMENT REMARKS “Our first quarter results showcase the strength and stability of our core strategy, as evidenced by consistent book value and a healthy 2% economic return on equity for our shareholders,” said T.J. Durkin, Chief Executive Officer and President. “Despite market volatility in March and April, M.

image for news AG Mortgage Investment Trust, Inc. Reports First Quarter 2025 Results

Aramark Reports Second Quarter Earnings — Neutral

ARMK   Business Wire — May 06, 2025

PHILADELPHIA--(BUSINESS WIRE)--Aramark (NYSE: ARMK) today reported second quarter fiscal 2025 results. "We are experiencing very positive business trends across the Company as we head into the second half of our fiscal year, including record retention rates, significant new client wins, and monthly revenue growth acceleration," said John Zillmer, Aramark's Chief Executive Officer. "We are effectively managing fluctuations in the broader marketplace and we have a proven track record of benefitin.

image for news Aramark Reports Second Quarter Earnings

Mokulele Airlines and Japan Airlines Announce New Interline Agreement — Neutral

SRFM   Business Wire — May 06, 2025

LOS ANGELES--(BUSINESS WIRE)--Surf Air Mobility Inc. (NYSE: SRFM) (the “Company” or “Surf Air Mobility”), a leading regional air mobility platform, today announced that Mokulele Airlines will launch a new interline agreement with Japan Airlines (“JAL”), a leading Japanese airline. This interline agreement expands direct flight connectivity between Japan and Hawaii via Mokulele Airlines, a subsidiary airline brand of Surf Air Mobility. Mokulele Airlines is the largest commuter airline in Hawaii.

image for news Mokulele Airlines and Japan Airlines Announce New Interline Agreement

2 Quantum Computing Stocks With Explosive Upside Potential — Positive

IONQ  QBTS   The Motley Fool — May 06, 2025

While tech giants pour billions into quantum computing research, specialist companies dedicated exclusively to quantum technology offer investors higher-risk, higher-reward opportunities. These pure-play quantum stocks provide undiluted exposure to quantum computing's revolutionary potential.

image for news 2 Quantum Computing Stocks With Explosive Upside Potential

Brazilian planemaker Embraer on Tuesday reaffirmed its full-year delivery and financial outlook, and said that tariffs imposed by the United States so far had "limited impact" that did not affect its first-quarter results.

image for news Embraer reaffirms 2025 outlook, says US tariffs have 'limited impact'

Upgraded Live Nation Entertainment to a buy due to improved growth visibility, accelerating ticket sales, record deferred revenue, and strong international and margin execution. 1Q25 earnings showed solid margin execution despite a soft top-line, with significant improvements in the Concerts segment and strong international market performance. Deferred revenue and international growth are key drivers, with record ticket sales and new venue openings enhancing vertical integration and profitability.

image for news Live Nation Entertainment: Better Growth Strength And Visibility With Lower Valuation (Rating Upgrade)

Billionaire hedge fund manager Bill Ackman has been attempting to use real estate developer Howard Hughes Holdings (HHH 2.82%) to create a "modern-day Berkshire Hathaway" for some time. Now, it looks like a deal has finally been reached that could allow him to get started.

image for news Warren Buffett Is Retiring, but Another Billionaire Wants to Create the Next Berkshire Hathaway

Sprouts Farmers Market's stock has surged ~30% YTD, driven by strong same-store growth, margin improvements, and tariff immunity, but now appears overvalued. I'm downgrading the stock to a sell rating as it sits at a ~34x forward P/E, and am waiting for a fresh dip to re-enter this name. SFM raised its full-year revenue and profit guidance, driven by healthy comparable sales growth trends in Q1.

image for news Sprouts Farmers Market: Aggressive Expansion, Terrible Multiples (Rating Downgrade)

Aptiv Remains Attractive After Stable Q1 — Positive

APTV   Seeking Alpha — May 06, 2025

Aptiv reported stable Q1 results, where revenues reflected a slight slowdown in global production. Aptiv's cost reduction initiatives drove a solid margin performance. Tariffs add some uncertainty in Aptiv's outlook. At the same time, Aptiv's exposure may be minimal due to the exemption of USMCA-compliant goods and Aptiv's minimal US-China trade exposure. Aptiv remains attractively priced. I estimate 54% upside to a fair value of $90.7.

image for news Aptiv Remains Attractive After Stable Q1

Hollywood's trade war risk has a Netflix twist — Neutral

NFLX   Proactive Investors — May 06, 2025

For investors in Netflix Inc (NASDAQ:NFLX, ETR:NFC), the message is to monitor the risk but avoid panic. Donald Trump's proposal to impose tariffs on foreign-produced films may grab headlines, but it is unlikely to disrupt the core economics of the streaming giant in the near term.

image for news Hollywood's trade war risk has a Netflix twist

Avient Announces First Quarter 2025 Results — Neutral

AVNT   PRNewsWire — May 06, 2025

First quarter sales of $827 million, reflects 2% organic growth over the prior year quarter, excluding the impact of foreign exchange First quarter GAAP EPS of ($0.22) compared to $0.54 in the prior year quarter First quarter adjusted EPS of $0.76, in-line with guidance; growth of 4% over the prior year quarter, excluding an unfavorable impact of $0.03 from foreign exchange 2025 full year adjusted EPS guidance range of $2.70 to $2.94, unchanged from prior guidance CLEVELAND , May 6, 2025 /PRNewswire/ -- Avient Corporation (NYSE: AVNT), an innovator of materials solutions, today announced its first quarter results for 2025. …

image for news Avient Announces First Quarter 2025 Results

While it was fun while it lasted, as we have discussed before, inevitably, after vicious sell-offs like the one we saw from the market peak in February, which pushed the S&P 500 and the Nasdaq quickly into a brief bear market 20% decline territory, there is the potential for stunning bear market rallies like the one we have witnessed.

image for news Bear Market Rally May Soon Be Over: 4 Dividend Aristocrats With a 4%-5% Yields to Buy Now

VPG Reports Fiscal 2025 First Quarter Results — Neutral

VPG   GlobeNewsWire — May 06, 2025

MALVERN, Pa., May 06, 2025 (GLOBE NEWSWIRE) -- Vishay Precision Group, Inc. (NYSE: VPG), a leader in precision measurement and sensing technologies, today announced its results for its fiscal 2025 first quarter ended March 29, 2025.

image for news VPG Reports Fiscal 2025 First Quarter Results

TEMPE, Ariz. & IRVINE, Calif.--(BUSINESS WIRE)--Offerpad and Auction.com have announced a strategic partnership to modernize home transactions.

image for news Offerpad and Auction.com Partner to Transform Real Estate Transactions

News Summary Saves up to six months on compliant software validation in biopharmaceutical quality control.1 Reduces analysis time for biotherapeutic peptides and proteins by 20%.2 Enhances quality control by providing absolute molecular weight of biologics and avoiding common errors encountered with other techniques.3 MILFORD, Mass. , May 6, 2025 /PRNewswire/ -- Waters Corporation (NYSE:WAT) today announced that its Empower™ Software now supports biologics data acquisition and quality control (QC) analysis from Multi-Angle Light Scattering (MALS) and differential Refractive Index (RI) instruments in its Wyatt Technology™ Portfolio.

image for news Waters Integrates Multi-Angle Light Scattering Detectors with Empower Software for Improved Biologics Quality Control and Simplified Regulatory Compliance

Shake Shack: Top-Line Lag, Bottom-Line Brilliance — Positive

SHAK   Seeking Alpha — May 06, 2025

Shake Shack's Q1 FY 2025 was its best ever, driven by strong real estate development, improved restaurant margins, and successful menu innovations. Despite a slowdown in same-store sales, Shake Shack's overall revenue grew by 10.5% year-over-year, with significant growth in emerging markets like Houston and Miami. Management expects continued growth with low single-digit same-store sales increases, 80-90 new Shack openings, and revenue projections of $1.4 billion to $1.5 billion for FY 2025.

image for news Shake Shack: Top-Line Lag, Bottom-Line Brilliance

IBIT, Strong Momentum, Bullish Narrative, But Watch Out For This — Positive

IBIT   Seeking Alpha — May 06, 2025

IBIT is an ETF structured as a passive Bitcoin custody vehicle with low fees (0.25%) and secure, segregated cold storage, which I consider among the top in the market. The narrative driving Bitcoin's price is anchored to the process of regulation and institutionalization, which began with ETFs and is now potentially continuing with Bitcoin as a strategic national reserve. The concept of "strengthening american leadership in digital financial technology" is fueling rumors that shouldn't be ignored, and on which the market seems to be building a bullish outlook.

image for news IBIT, Strong Momentum, Bullish Narrative, But Watch Out For This

Tesla sales in UK plunge to two-year low — Negative

TSLA   Proactive Investors — May 06, 2025

Tesla Inc (NASDAQ:TSLA) saw UK new car sales in April fall 62% year-on-year despite a rise in overall battery electric vehicles in the month. The US EV company sold just 536 new cars in Britain, down from over 1,400 in the same month a year ago to what was a two-year low.

image for news Tesla sales in UK plunge to two-year low

FLCA: Low Cost, But Macro Threat Is Present — Negative

FLCA   Seeking Alpha — May 06, 2025

The Franklin FTSE Canada ETF offers low-cost exposure to the Canadian stock market, with an expense ratio of just 0.09%. FLCA is heavily weighted toward financials, which may face challenges due to economic troubles and potential rate cuts by the Bank of Canada. Energy sector risks include dependency on US exports and falling crude prices, while IT exposure through Shopify is affected by US-China trade relations.

image for news FLCA: Low Cost, But Macro Threat Is Present

~$1.05 billion of cash, cash equivalents and marketable securities as of March 31, 2025, and an updated cash runway guidance into 2029; commercial readiness activities ongoing Over 300 patients enrolled in darovasertib and crizotinib registrational 1L HLA-A2-negative MUM trial; targeting median PFS results by YE 2025 to enable potential accelerated approval filing Successful FDA Type D meeting completed to finalize darovasertib Ph3 registrational trial design and received U.S. FDA Breakthrough Therapy Designation in neoadjuvant UM Targeting three darovasertib program clinical data updates at medical conferences in 2025, including 1L MUM mOS results in >40 patients and neoadjuvant UM data in …

image for news IDEAYA Biosciences, Inc. Reports First Quarter 2025 Financial Results and Provides Business Update