Elevance Health, Inc. (ELV) Q1 2025 Earnings Call Transcript — Neutral
ELV Seeking Alpha — April 22, 2025Elevance Health, Inc. (NYSE:ELV ) Q1 2025 Earnings Conference Call April 22, 2025 8:30 AM ET Company Participants Nathan Rich - VP, IR Gail Boudreaux - President & CEO Mark Kaye - CFO Felicia Norwood - President, Government Health Benefits Pete Haytaian - President, Carelon Conference Call Participants A.J. Rice - UBS Lance Wilkes - Bernstein Stephen Baxter - Wells Fargo Andrew Mok - Barclays Lisa Gill - JPMorgan Ann Hynes - Mizuho Ryan Langston - TD Cowen Erin Wright - Morgan Stanley Ben Hendrix - RBC Capital Markets Josh Raskin - Nephron Research Sarah James - Cantor Fitzgerald Justin …

TSLA Trepidation: Margins, Robotaxi & Musk Key Focuses in Earnings — Negative
TSLA Schwab Network — April 22, 2025Tesla (TSLA) reports earnings after the closing bell. The Mag 7 giant has experienced plenty of volatility in recent months, resulting in a 50% sell-off in its stock.

Mastercard's Resilience Makes It A Buy In 2025 And Beyond — Positive
MA Seeking Alpha — April 22, 2025I rate Mastercard a 'buy' due to its strong financial performance, resilience, dominant market position, share buybacks, growing dividends, and economic cycle durability. Mastercard's key business drivers include 12% YoY GDV growth, 20% YoY cross-border volume growth, and an 11% YoY increase in switched transactions. Despite a higher P/E ratio, Mastercard's premium is justified by strong earnings, a solid long-term outlook, and leadership in the global payment ecosystem.

MicroCloud Hologram Developed an Innovative Blockchain Reconstruction Solution to Strengthen Crypto System Security — Neutral
HOLO PRNewsWire — April 22, 2025SHENZHEN, China , April 22, 2025 /PRNewswire/ -- MicroCloud Hologram Inc. (NASDAQ: HOLO) ("HOLO" or the "Company"), a Hologram Digital Twins Technology provider, today announced that it developed an innovative solution aiming to provide an effective reconstruction for blockchain when it gets attacked. The solution employs verifiable secret sharing (VSS) technology to ensure that the blockchain system can quickly restore and maintain data integrity and consistency even under extreme circumstances.

ROSEN, A HIGHLY RECOGNIZED LAW FIRM, Encourages BigBear.ai Holdings, Inc. Investors to Secure Counsel Before Important Deadline in Securities Class Action - BBAI — Neutral
BBAI Accesswire — April 22, 2025NEW YORK CITY, NY / ACCESS Newswire / April 22, 2025 / WHY: New York, N.Y., April 22, 2025.

Blackstone tumbles on China tension and tariff turmoil — what investors must know now. 4.

W.R. Berkley Q1 Earnings Meet Estimates, Revenues Beat — Positive
WRB Zacks Investment Research — April 22, 2025WRB's Q1 results reflect higher catastrophe losses, which were partially offset by higher premiums and improved net investment income.

Will Lower Consulting Revenues Affect IBM's Q1 Earnings Results? — Negative
IBM Zacks Investment Research — April 22, 2025IBM's Consulting segment is expected to have recorded lower revenues in the first quarter of 2025, owing to soft demand in some end markets and macroeconomic headwinds.

LUMN vs. CCOI: Which Enterprise Fiber Stock is the Better Buy? — Neutral
CCOI LUMN Zacks Investment Research — April 22, 2025Lumen appears to be a better investment option compared to Cogent at the moment.

RTX earnings beat overshadowed by tariff uncertainty, stock sinks — Negative
RTX Proactive Investors — April 22, 2025RTX Corp (NYSE:RTX, ETR:5UR) shares plunged after the defense and aerospace company warned that recently announced tariffs may negatively impact its full-year performance. The company expects adjusted sales in the range of $83 billion to $84 billion and adjusted earnings per share (EPS) between $6 to $6.15 for 2025, but noted that this does not include the potential impact of tariffs.

2 Aerospace & Defense Stocks Sliding After Earnings — Negative
NOC RTX Schaeffers Research — April 22, 2025Shares of RTX Corp (NYSE:RTX) are down 9% at $114.75 at last glance, despite the firm's better-than-expected first-quarter earnings and revenue.

China launches major push to help Shanghai Gold Exchange compete with LME for pricing power — Neutral
AAAU BAR DBP DGL GLD GLDM IAU OUNZ SGOL UGL Kitco — April 22, 2025Ernest Hoffman is a Crypto and Market Reporter for Kitco News. He has over 15 years of experience as a writer, editor, broadcaster and producer for media, educational and cultural organizations.

AGNC Investment Q1 Earnings Top Estimates, Asset Yield Improves Y/Y — Positive
AGNC Zacks Investment Research — April 22, 2025AGNC's first-quarter 2025 results reflect a rise in asset yield and declines in book value per share and interest spread.

ZIM vs. ESEA: Which Shipping Company is a Stronger Play Now? — Positive
ESEA ZIM Zacks Investment Research — April 22, 2025ZIM Integrated Shipping ZIM and Euroseas Limited ESEA are two well-known names in the Zacks Transportation - Shipping industry. While ZIM is based in Israel, ESEA is headquartered in Greece.

Comcast to Report Q1 Earnings: What's in Store for the Stock? — Positive
CMCSA Zacks Investment Research — April 22, 2025CMCSA's Q1 performance is expected to have benefited from broadband and wireless growth strategies, despite a declining broadband subscriber base.

Alexandria to Post Q1 Earnings: What's in the Cards for the Stock? — Negative
ARE Zacks Investment Research — April 22, 2025ARE's Q1 results are likely to be impacted by high interest expenses due to its substantial debt burden.

SRISID LLC Increases Position to 7.55M Shares of ConnectM, Representing 15.1% of the Company's Outstanding Common Stock — Neutral
CNTM PRNewsWire — April 22, 2025MARLBOROUGH, Mass. , April 22, 2025 /PRNewswire/ -- ConnectM Technology Solutions, Inc. (Nasdaq: CNTM) ("ConnectM" or the "Company"), a high-growth technology company on the leading edge of the energy economy, today announced that SRISID LLC, an institutional investor, has filed an additional Schedule 13G with the Securities and Exchange Commission, disclosing ownership of 7,553,664 shares, or approximately 15.1% of ConnectM's outstanding common stock.

Snowflake Stock Analysis 2025: Growth, AI Monetization, And What's Next — Positive
SNOW Seeking Alpha — April 22, 2025Snowflake has grown from being a data warehouse into something much more powerful. The platform now covers engineering, sharing, app development, even AI workflows. The architecture is cloud-agnostic, and it handles pretty much every data type you can throw at it. With integrations from heavy hitters like OpenAI and Anthropic, it's becoming a go-to for companies trying to make sense of all their data across cloud environments. Snowflake's financial setup is doing what most software companies struggle to pull off - growing fast, staying efficient, and continuing to invest in the future without going off the rails.

Deluxe ReceivablesR360+™ Achieves ISO 20022 Compatibility — Neutral
DLX Business Wire — April 22, 2025MINNEAPOLIS--(BUSINESS WIRE)--Deluxe (NYSE: DLX), a trusted Payments and Data company, today announced its ReceivablesR360+™ platform is fully ISO 20022 enabled. This important milestone marks a significant advancement for Deluxe in serving its banking partners and financial institution clients by ensuring seamless integration of all payment types into the company's receivables suite. To achieve this compatibility, Deluxe partnered with IBM Consulting and the IBM Payments Center team to leverag.

Here Is Why NewsMax (NMAX), WeRide (WRD) and Oklo (OKLO) Are Shooting Higher Today — Positive
NMAX OKLO WRD 24/7 Wall Street — April 22, 2025A key long-term catalyst is the assumption that NMAX will see above-average growth with its growing popularity among conservatives.
