Microsoft's heavy investments in AI and data centers, despite criticism of low immediate returns, are aimed at long-term strategic compounding rather than short-term profits. While its ROIC lags behind peers like Nvidia, Microsoft's $80 billion CapEx plan in 2025 is building a powerful future moat. Despite concerns over overvaluation, Microsoft's cloud growth and impressive EBITDA margin indicate substantial value creation.

image for news Microsoft's Heavy CapEx Spending: A Short-Term Blip, Not A Long-Term Risk

AMD earnings reaction, top wellness stocks: Asking for a Trend — Neutral

AMD   Yahoo Finance — May 06, 2025

Asking for a Trend Host Josh Lipton, joined by Charles Schwab head trading and derivatives strategist Joe Mazzola, examines some of the top themes of the trading day after the closing bell. Synovus Trust senior portfolio manager Daniel Morgan joins to discuss AMD's latest earnings print, and Bank of America Securities leisure analyst Alex Perry examines shifting trends in the fitness space and their impact on wellness stocks.

image for news AMD earnings reaction, top wellness stocks: Asking for a Trend

NAV per share of $78.72 taking into account special dividend of $1.43 per share paid February 19, 2025 NAV per share of $78.72 taking into account special dividend of $1.43 per share paid February 19, 2025

image for news PhenixFIN Corporation Announces Fiscal Second Quarter 2025 Financial Results

Lucid Stock Rises. Earnings Were Good Enough. — Positive

LCID   Barrons — May 06, 2025

Tuesday evening, Lucid reported first-quarter sales of $235 million. Wall Street was looking for $243 million.

image for news Lucid Stock Rises. Earnings Were Good Enough.

MILWAUKEE--(BUSINESS WIRE)--The Ademi Firm is investigating AvidXchange (NASDAQ: AVDX) for possible breaches of fiduciary duty and other violations of law in its transaction with TPG and Corpay. Click here to learn how to join our investigation and obtain additional information or contact us at [email protected] or toll-free: 866-264-3995. There is no cost or obligation to you. In the transaction, shareholders of AvidXchange will receive only $10.00 per share in a cash transaction that values.

image for news Shareholder Alert: The Ademi Firm Investigates Whether AvidXchange Holdings, Inc. Is Obtaining a Fair Price for Its Public Shareholders

Hologic: Soft Performance, But Cheap Enough — Neutral

HOLX   Seeking Alpha — May 06, 2025

Hologic, Inc.'s appeal has increased due to reduced debt, serial buybacks, and modest valuations, despite recent negative organic growth and pricey acquisitions. The company has shown solid long-term growth, reducing leverage significantly and buying back shares, but recent performance has been soft with flattish sales and earnings. Despite a slight cut in earnings guidance and soft organic growth, Hologic's shares now trade at attractive multiples with very manageable leverage.

image for news Hologic: Soft Performance, But Cheap Enough

Who is buying Palantir stock more: Retail or institutional investors? — Negative

PLTR   Yahoo Finance — May 06, 2025

Palantir (PLTR) stock is plunging, marking the company's worst day in exactly a year. Yahoo Finance Markets and Data Editor Jared Blikre breaks down how retail and institutional traders have reacted to the stock's swings.

image for news Who is buying Palantir stock more: Retail or institutional investors?

SAN DIEGO, May 06, 2025 (GLOBE NEWSWIRE) -- Shareholder rights law firm Johnson Fistel, PLLP has launched an investigation into whether the board members of Skechers U.S.A., Inc. (NYSE: SKX) breached their fiduciary duties in connection with the proposed sale of the Company to 3G Capital Corp. (“3G”).

image for news Johnson Fistel Investigates Fairness of Proposed Sale of Skechers to 3G Capital

Rivian said in its earnings report Tuesday it will likely deliver fewer vehicles this year than previously forecasted due to President Trump's tariffs and other regulatory changes, making it the latest automaker to be affected by the new administration's chaotic economic policies.

image for news Rivian earnings: EV maker cuts delivery guidance because of Trump's tariffs and trade wars

ATLANTA , May 6, 2025 /PRNewswire/ -- Scripps Sports today unveiled its broadcast plans for the 2025 WNBA season, where ION will set a new standard of weekly coverage for the league by broadcasting the most regular games of the season, 50 in total, as part of its State Farm® WNBA Friday Night Spotlight series. The State Farm® WNBA Friday Night Spotlight showcases thrilling doubleheaders from across the league on Friday nights of the regular season.

image for news State Farm® WNBA Friday Night Spotlight on ION to tip off May 16 with the most regular-season games on TV

Meta Platforms won a $168 million verdict against the Israeli surveillance firm NSO, the company said Tuesday, capping a six-year arm wrestling match between America's biggest social networking platform and the world's best known spyware company.

image for news Court clash between Meta and NSO ends in $168 million defeat for spyware firm

Southland Schedules First Quarter 2025 Conference Call — Neutral

SLND   Business Wire — May 06, 2025

GRAPEVINE, Texas--(BUSINESS WIRE)--Southland Holdings, Inc. (NYSE American: SLND and SLND WS) (“Southland”), a leading provider of specialized infrastructure construction services, announced today that it will release its first quarter 2025 results on Tuesday, May 13th, 2025 after the market closes. Southland will also host a conference call at 10:00 a.m. Eastern Time on Wednesday, May 14th, 2025. The call may be accessed here, or at www.southlandholdings.com. Following the conference call, a r.

image for news Southland Schedules First Quarter 2025 Conference Call

Delta must face passenger lawsuit over massive computer outage — Negative

DAL   Reuters — May 06, 2025

Delta Air Lines must face a proposed class action by passengers who said it refused to offer full refunds after delaying or canceling their flights following a massive computer outage last July, a federal judge ruled on Tuesday.

image for news Delta must face passenger lawsuit over massive computer outage

JASPER, Ind.--(BUSINESS WIRE)--Kimball Electronics, Inc. (Nasdaq: KE) today announced financial results for the third quarter ended March 31, 2025. Three Months Ended Nine Months Ended March 31, March 31, (Amounts in Thousands, except EPS) 2025 2024 2025 2024 Net Sales $ 374,607 $ 425,036 $ 1,106,255 $ 1,284,352 Operating Income $ 11,716 $ (6,431 ) $ 29,061 $ 29,669 Adjusted Operating Income (non-GAAP) (1) $ 15,706 $ 18.

image for news Kimball Electronics Reports Q3 Results and Reiterates Guidance for Fiscal 2025 With Sales and Operating Income Expected at High-End of Range; Company Adds New Facility to Support Strategy to Drive Growth in the Medical CMO

Investing Beyond U.S. Borders Via IDOG — Neutral

EFA  IDOG  SDOG   ETF Trends — May 06, 2025

As investors weigh the impact of a shifting global economic backdrop and continued volatility in U.S. markets, attention is turning overseas. One fund that has emerged as a notable player in this space is the ALPS International Sector Dividend Dogs ETF (IDOG).

image for news Investing Beyond U.S. Borders Via IDOG

IAMGOLD Reports First Quarter 2025 Results — Neutral

IAG   Newsfile Corp — May 06, 2025

All monetary amounts are expressed in U.S. dollars, unless otherwise indicated. Toronto, Ontario--(Newsfile Corp. - May 6, 2025) - IAMGOLD Corporation (NYSE: IAG) (TSX: IMG) ("IAMGOLD" or the "Company") today reported its financial and operating results for the first quarter 2025.

image for news IAMGOLD Reports First Quarter 2025 Results

MIDDLETON, Wis.--(BUSINESS WIRE)--Spectrum Brands Holdings, Inc. (NYSE: SPB) announced that its Board of Directors today declared a quarterly dividend of $0.47 per share on the Common Stock of the Company. The dividend is payable on June 17, 2025 to shareholders of record as of May 27, 2025. About Spectrum Brands Holdings, Inc. Spectrum Brands is a home-essentials company with a mission to make living better at home. We focus on delivering innovative products and solutions to consumers for use.

image for news Spectrum Brands Holdings Declares Quarterly Common Stock Dividend of $0.47 Per Share

RGC Resources, Inc. Reports Second Quarter Earnings — Neutral

RGCO   GlobeNewsWire — May 06, 2025

ROANOKE, Va., May 06, 2025 (GLOBE NEWSWIRE) -- RGC Resources, Inc. (Nasdaq: RGCO) announced consolidated Company earnings of $7,676,208, or $0.74 per share, for the second quarter ended March 31, 2025, compared to $6,443,390, or $0.63 per share, for the second quarter ended March 31, 2024. The primary drivers of the increased earnings were higher base rates that went into effect July 1, 2024 and increased volumes, offset by lower earnings from unconsolidated affiliate and higher interest expense.

image for news RGC Resources, Inc. Reports Second Quarter Earnings

NEW YORK, NY / ACCESS Newswire / May 6, 2025 / If you suffered a loss on your Canopy Growth Corporation (NASDAQ:CGC) investment and want to learn about a potential recovery under the federal securities laws, follow the link below for more information: https://zlk.com/pslra-1/canopy-growth-corporation-lawsuit-submission-form?prid=147207&wire=1 or contact Joseph E. Levi, Esq.

image for news Class Action Filed Against Canopy Growth Corporation (CGC) - June 3, 2025 Deadline to Join - Contact Levi & Korsinsky

NEW YORK, NY / ACCESS Newswire / May 6, 2025 / If you suffered a loss on your Fluence Energy, Inc. (NASDAQ:FLNC) investment and want to learn about a potential recovery under the federal securities laws, follow the link below for more information: https://zlk.com/pslra-1/fluence-energy-lawsuit-submission-form?prid=147204&wire=1 or contact Joseph E. Levi, Esq.

image for news Levi & Korsinsky Reminds Fluence Energy Investors of the Pending Class Action Lawsuit with a Lead Plaintiff Deadline of May 12, 2025 – FLNC