SDIV: Turning More Cautious Amid Rising Global Interest Rates (Rating Downgrade) — Neutral
SDIV Seeking Alpha — June 05, 2025I am downgrading SDIV from buy to hold due to muted momentum and ongoing concerns about its heavy Real Estate sector exposure. SDIV offers a high 10.7% yield and an attractive valuation, but weak earnings growth and a concentrated value style limit its appeal. Technical analysis shows SDIV stuck in a trading range, with resistance near $24 and support around $20-$21, and only modest bullish signals.
Did Nvidia just dispel the bear case for its stock? Why this analyst thinks so. — Positive
NVDA Market Watch — June 05, 2025The shift from AI training to inferencing, especially for reasoning models, is an opportunity to drive greater GPU demand, the company recently said. Bears have worried about this transition.
Call Traders Target Soaring AI Stock After Bull Note — Positive
NBIS Schaeffers Research — June 05, 2025One of Schaeffer's top stock picks for 2025 , Nebius Group NV (NASDAQ:NBIS), is up 21.5% to trade at $48.87 today. The cloud computing name secured $1 billion in convertible notes to develop its artificial intelligence (AI) capabilities, after which Arete Research analyst initiated coverage with a "buy" rating and price target of $84 -- a 113% premium to yesterday's close.
Espey Declares Regular Quarterly Dividend of $0.25 Per Share — Neutral
ESP GlobeNewsWire — June 05, 2025SARATOGA SPRINGS, N.Y., June 05, 2025 (GLOBE NEWSWIRE) -- The Board of Directors of Espey Mfg. & Electronics Corp. (NYSE AMERICAN: ESP) has declared a regular quarterly dividend of $0.25 per share. The dividend will be payable on June 23, 2025 to all shareholders of record on June 16, 2025.
How Nvidia Is Grappling With Trump's AI Chip Ban On China — Negative
NVDA Investors Business Daily — June 05, 2025Nvidia says U.S. export rules are helping China catch up in the global AI race — and costing the company billions in lost sales. (Thumbnail image courtesy of Nvidia) Check out our daily newsletter!
LaCroix Precision Optics Expands in Batesville, Arkansas, Creating 107 New Jobs — Neutral
POCI GlobeNewsWire — June 05, 2025BATESVILLE, Ark., June 05, 2025 (GLOBE NEWSWIRE) -- LaCroix Precision Optics announced that it will be expanding its manufacturing operations in Batesville, Arkansas, creating 107 new jobs over five years.
Verint shares jump as strong Q1 results, AI momentum buoy outlook — Positive
VRNT Proactive Investors — June 05, 2025Verint Systems (NASDAQ:VRNT) posted better-than-expected first-quarter results and reaffirmed its full-year guidance, sending its shares climbing on Thursday. The company reported adjusted earnings per share of $0.29 on revenue of $208 million, beating Wall Street estimates of $0.13 and $194.6 million, respectively.
Colliers Set to Acquire Astris Finance, Bolsters IB Capabilities — Positive
CIGI Zacks Investment Research — June 05, 2025CIGI to acquire Astris Finance to expand its investment banking reach and capitalize on growing demand for infrastructure.
Tesla has lost nearly $140 billion in market cap since Elon Musk left DOGE. Here's what may be ahead for the stock. — Negative
TSLA Market Watch — June 05, 2025Tesla Inc.'s stock was on the verge of a technical breakthrough last week, with investors brimming with hope that a return of Chief Executive Elon Musk to headquarters and promises that he'd stay for years to come would benefit the shares.
Roku vs. Comcast: Which Streaming Stock is the Better Investment? — Positive
CMCSA ROKU Zacks Investment Research — June 05, 2025ROKU outpaces CMCSA in streaming with surging ad revenues, daily users and narrowing losses fueling 2025 investor confidence.
Are JD's Logistics Investments Worth the Profitability Trade-Off? — Positive
JD Zacks Investment Research — June 05, 2025JD.com's logistics arm sees 11% revenue growth in Q1 2025, but heavy investments continue to weigh on short-term profitability.
Greif Earnings Beat Estimates in Q2, Revenues Increase 1% Y/Y — Positive
GEF Zacks Investment Research — June 05, 2025GEF Q2 earnings rise 43% y/y. The company boosts the 2025 EBITDA outlook despite the top-line shortfall.
Uber CEO Wants Customers Using More Than One Product — Positive
UBER Bloomberg Technology — June 05, 2025Uber CEO Dara Khosrowshahi talks about adding the company's first chief operating officer since 2019 and trying to get customers to use more than one product.
Tesla's stock is down on market belief that Trump won't play nice, says Wedbush's Dan Ives — Negative
TSLA CNBC Television — June 05, 2025Dan Ives, Wedbush, joins 'The Exchange' to discuss how Elon Musk-Trump's fallout could impact Tesla's shares.
Amazon Launches Agentic AI Group to Enhance Its Warehouse Robots, Reports Say — Positive
AMZN Investopedia — June 05, 2025Amazon (AMZN) reportedly has assembled a research and development (R&D) team to develop an agentic artificial intelligence (AI) framework for its robotics division.
Arm Holdings' Power Efficiency Poised for AI and IoT Growth — Positive
ARM Zacks Investment Research — June 05, 2025ARM's power-efficient chip design is becoming vital to Apple, Qualcomm, and Samsung's AI and IoT ambitions.
Is Falcon Flex Becoming a Game Changer for CrowdStrike's ARR Growth? — Positive
CRWD Zacks Investment Research — June 05, 2025CRWD's Falcon Flex model fuels 31% sequential deal value growth and $194 million in net new ARR, reshaping its long-term revenue trajectory.
Heritage Insurance Margin Improves: Can It Retain the Momentum? — Positive
HRTG Zacks Investment Research — June 05, 2025HRTG's net margin keeps rising as it leans into tech, E&S expansion and disciplined underwriting.
Zoetis Stock Rises 13% in a Month: Time to Add to Your Portfolio? — Positive
ZTS Zacks Investment Research — June 05, 2025ZTS jumps 13% in a month as strong new product sales, strategic deals, and rising earnings estimates boost investor confidence.
