Affirm Holdings, Inc. (AFRM) Presents at Annual William Blair Growth Stock Conference Transcript — Neutral
AFRM Seeking Alpha — June 05, 2025Affirm Holdings, Inc. (NASDAQ:AFRM ) Annual William Blair Growth Stock Conference June 5, 2025 ET Company Participants Michael A. Linford - Chief Operating Officer Conference Call Participants Andrew William Jeffrey - William Blair & Company L.L.C.

Grupo Financiero Galicia became the largest private bank in Argentina after acquiring HSBC, significantly increasing its market share, deposit base, loan portfolio, and operational capacity, positioning itself for a strong future. The stock trades at attractive multiples well below global financial averages, supported by outstanding profitability metrics including a ROE of 31.8% and a ROA of 4.44%,. Galicia's digital ecosystem, including its fintech Naranja X, boasts millions of active users monthly and daily, enabling the bank to expand customer reach, improve operational efficiency, and drive sustainable revenue.

QDPL Brings High-Income Appeal And Growth Stock Exposure — Positive
QDPL Seeking Alpha — June 05, 2025Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF offers a 400% distribution over the S&P 500 yield via dividend futures, equities, and treasuries, creating market-beating distributions without using leverage. The ETF's top holdings—Nvidia, Microsoft, Apple, Amazon, and Broadcom—support the equity growth component of the strategy, with broad sector exposure. QDPL has outperformed peers in total returns and offers lower downside risk when compared to the S&P 500.

Oil prices on track for solid weekly gains as China and U.S. resume trade talks — Positive
BNO DBO GUSH IEO OIH OIL PXJ UCO USO XOP Reuters — June 05, 2025Oil prices slipped on Friday but were on track for their first weekly gain in three weeks after U.S. President Donald Trump and China's Xi Jinping resumed trade talks, raising hopes for growth and stronger demand in the world's two largest economies.

Ferguson: Upgrade To Buy On Solid Execution And Growth Outlook — Positive
FERG Seeking Alpha — June 05, 2025Upgrading Ferguson to buy: 3Q25 results show strong growth, margin expansion, and stabilization in residential, shifting my stance from hold to bullish. Pricing headwinds are easing, with flat y/y pricing and improved gross margins, demonstrating FERG's effective pricing power and cost management. Non-residential, HVAC, and Waterworks segments continue to outperform, driven by secular trends like data centers and infrastructure, supporting a robust growth outlook.

WEC Energy Group announces upsize and pricing of $775 million of 3.375% Convertible Senior Notes due 2028 — Neutral
WEC PRNewsWire — June 05, 2025MILWAUKEE , June 5, 2025 /PRNewswire/ -- WEC Energy Group, Inc. (NYSE: WEC) today announced the pricing of $775,000,000 in aggregate principal amount of its 3.375% convertible senior notes due 2028 (the "convertible notes") in a private offering to qualified institutional buyers pursuant to Rule 144A under the Securities Act of 1933, as amended (the "Securities Act"). The offering was upsized from the previously announced offering of $700,000,000 aggregate principal amount of the convertible notes.

Rosen Law Firm Encourages SelectQuote, Inc. Investors to Inquire About Securities Class Action Investigation - SLQT — Neutral
SLQT PRNewsWire — June 05, 2025NEW YORK , June 5, 2025 /PRNewswire/ -- Why: Rosen Law Firm, a global investor rights law firm, announces an investigation of potential securities claims on behalf of shareholders of SelectQuote, Inc. (NYSE: SLQT) resulting from allegations that SelectQuote may have issued materially misleading business information to the investing public. So what: If you purchased SelectQuote securities you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.

Lost Money on Bitfarms Ltd. (BITF)? Join Class Action Before July 8, 2025 - Contact Levi & Korsinsky — Neutral
BITF Accesswire — June 05, 2025NEW YORK, NY / ACCESS Newswire / June 5, 2025 / If you suffered a loss on your Bitfarms Ltd. (NASDAQ:BITF) 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/bitfarms-ltd-lawsuit-submission-form?prid=151865&wire=1&utm_campaign=23 or contact Joseph E.

Securities Lawsuit Alert: Civitas Resources, Inc. (CIVI) – Contact Levi & Korsinsky Before July 1, 2025 — Neutral
CIVI Accesswire — June 05, 2025NEW YORK, NY / ACCESS Newswire / June 5, 2025 / If you suffered a loss on your Civitas Resources, Inc. (NYSE:CIVI) 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/civitas-resources-lawsuit-submission-form?prid=151864&wire=1&utm_campaign=3 or contact Joseph E. Levi, Esq.

Argan: Fundamental Momentum Continues, But Is It Sustainable? — Positive
AGX Seeking Alpha — June 05, 2025Argan is enjoying strong fundamental momentum, with record order book growth and robust results driven by power sector tailwinds. AGX's valuation is stretched, with a forward PE ratio far above sector and historical averages, leaving little margin for error. The company's lack of a true economic moat makes its extraordinary growth unsustainable, as rising competition will likely erode margins and returns over time.

Join Class Action to Recover Losses from Napco Security Technologies, Inc. (NSSC) - Contact Levi & Korsinsky Before June 24, 2025 — Neutral
NSSC Accesswire — June 05, 2025NEW YORK, NY / ACCESS Newswire / June 5, 2025 / If you suffered a loss on your Napco Security Technologies, Inc. (NASDAQ:NSSC) 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/napco-security-technologies-inc-lawsuit-submission-form-2?prid=151863&wire=1&utm_campaign=31 or contact Joseph E. Levi, Esq.

CyberArk Software Ltd. Announces Pricing of Upsized Private Offering of $1.1 billion of 0.00% Convertible Senior Notes due 2030 — Neutral
CYBR Business Wire — June 05, 2025NEWTON, Mass. & PETACH TIKVA, Israel--(BUSINESS WIRE)--CyberArk Software Ltd. (Nasdaq: CYBR) (“CyberArk”), the global leader in identity security, today announced the pricing of $1.1 billion aggregate principal amount of 0.00% Convertible Senior Notes due 2030 (the “Notes”) in a private offering (the “Offering”) to qualified institutional buyers pursuant to Rule 144A under the Securities Act of 1933, as amended (the “Securities Act”). The offering size was increased from the previously announce.

ROSEN, NATIONAL TRIAL LAWYERS, Encourages Bitfarms Ltd. Investors to Secure Counsel Before Important Deadline in Securities Class Action – BITF — Neutral
BITF GlobeNewsWire — June 05, 2025NEW YORK, June 05, 2025 (GLOBE NEWSWIRE) -- WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Bitfarms Ltd. (NASDAQ: BITF) between March 21, 2023 and December 9, 2024, both dates inclusive (the “Class Period”), of the important July 8, 2025 lead plaintiff deadline.

Planet Labs is capitalizing on expanding satellite imaging demand, securing major contracts in defense, agriculture, and climate, with strong recurring revenue and growing backlog. Despite robust gross margins and positive free cash flow, the company remains unprofitable, with high capital expenditures and negative EBITDA, EBIT, and net income margins. Valuation is steep, trading at significant premiums to sector averages, justified by growth potential but undermined by cash flow losses and capital intensity.

ROSEN, A TOP-RANKED FIRM, Encourages Civitas Resources, Inc. Investors to Secure Counsel Before Important Deadline in Securities Class Action - CIVI — Neutral
CIVI GlobeNewsWire — June 05, 2025NEW YORK, June 05, 2025 (GLOBE NEWSWIRE) -- WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Civitas Resources, Inc. (NYSE: CIVI) between February 27, 2024 and February 24, 2025, both dates inclusive (the “Class Period”), of the important July 1, 2025 lead plaintiff deadline.

I maintain a hold rating on Sprinklr as revenue growth and net retention remain weak despite early signs of operational improvement. Transformation initiatives like Project Bearhug and Tiger Shark are gaining traction, with expanded use cases and a healthier product pipeline focused on core strengths. AI-native platform and large enterprise wins show promise, but CXM's net dollar retention continues to erode and growth is far from peer levels.

Amazon to invest over $5 billion in new AWS region in Taiwan — Positive
AMZN Reuters — June 05, 2025Amazon announced the launch of the Amazon Web Services (AWS) Asia Pacific (Taipei) Region on Thursday, along with plans to invest more than $5 billion to support the construction, connection, operation, and maintenance of its data centers in Taiwan.

ABL ALERT: Levi & Korsinsky Investigates Abacus Global Management, Inc. on Behalf of Shareholders Who Lost Money — Neutral
ABL Accesswire — June 05, 2025NEW YORK, NY / ACCESS Newswire / June 5, 2025 / Levi & Korsinsky notifies investors that it has commenced an investigation of Abacus Global Management, Inc. ("Abacus Global Management, Inc.") (NASDAQ:ABL) concerning possible violations of federal securities laws. On June 4, 2025, Morpheus Research published a report alleging the company is generating fake revenue through aggressive "mark-to-model" accounting tied to its life settlements portfolio.

Satellite stocks were in vogue in late trading on Thursday, thanks to a rapidly escalating spat between two of the most high-profile individuals in the world. A beneficiary of this was Viasat (VSAT 2.59%), which ended up booking a 2.6% gain in its share price on the day.

Netflix 'Tudum' fan event reflects studio investment global streaming — Positive
NFLX Reuters — June 05, 2025Netflix continues to add more live content for viewers hungry for real-time entertainment, including the Tyson vs. Paul boxing match, National Football League games and, most recently, the "Tudum" live fan event that showcased upcoming TV shows.
