Why We're Betting On Nebius Over CoreWeave In The AI Infrastructure Arms Race — Positive
CRWV NBIS Seeking Alpha — June 23, 2025CoreWeave and Nebius are two key players in the emerging GPU cloud industry. While CRWV has significant earnings headwinds and offers a more 'bare metal' approach, we think NBIS's clean balance sheet, solid outlook, and vertical product stack should produce outperformance. Trading at an extremely reasonable price, we think shares of NBIS look like a 'Strong Buy'.

Investors should see gold as a diversification tool and not a hedge against geopolitical risk events - UBS — Neutral
AAAU BAR DBP DGL GLD GLDM IAU OUNZ SGOL UGL Kitco — June 23, 2025Neils Christensen has a diploma in journalism from Lethbridge College and has more than a decade of reporting experience working for news organizations throughout Canada. His experiences include covering territorial and federal politics in Nunavut, Canada.

Tesla Stock's 9% Robotaxi Boost Lifts Elon Musk's Net Worth By $17 Billion — Positive
TSLA Forbes — June 23, 2025The long-awaited rollout of Tesla's driverless vehicles follows years of safety issues and unfulfilled promises in its full self-driving initiatives, and certainly leaves further room for skepticism. The initial Tesla fleet is a far cry from the “hundreds of thousands” driverless vehicles Musk aspires for by 2026, even falling short of the roughly 100 driverless vehicles from Alphabet's Waymo operating in Austin since March.

Iovance's (IOVA) CFO Resigns Amid Launch Setbacks and Legal Pressure– Hagens Berman — Neutral
IOVA GlobeNewsWire — June 23, 2025SAN FRANCISCO, June 23, 2025 (GLOBE NEWSWIRE) -- Biotechnology firm Iovance Biotherapeutics Inc. (NASDAQ: IOVA) announced a significant leadership transition, confirming the resignation of Chief Financial Officer Jean-Marc Bellemin, effective July 10, 2025. Mr. Bellemin, who assumed the CFO role in November 2020, is reportedly departing to pursue other endeavors, according to a regulatory filing. Bellemin's exit comes at a tumultuous time, as the company is grappling with a recent commercial setback for its flagship drug, Amtagvi, and the specter of a class-action securities lawsuit.

Palladium Attempts A Rally: The PALL ETF Tracks Palladium Prices — Positive
PALL Seeking Alpha — June 23, 2025Palladium's price has rebounded strongly since April 2025, with a 27.4% rally, and remains in a bullish short-term trend above $1,000. Low liquidity in palladium futures could amplify upside moves, making it an attractive risk-reward play for 2025, especially if prices break $1,255. Palladium lags gold, silver, and platinum, but rising platinum prices and industrial demand could ignite a catch-up rally in this thinly traded metal.

Semiconductor pricing stabilizes as inventories improve, analysts report — Positive
STM Proactive Investors — June 23, 2025The semiconductor sector is showing signs of stabilization and potential upside, according to analysts at UBS, who cited improving inventory levels and firmer pricing trends in their latest industry report. In the ninth edition of the UBS Enhanced Semis Distributor Tracker, the analysts pointed to reassuring pricing trends and continued inventory digestion as key signs of health across the semiconductor distribution channel.

Compass Diversified (CODI) Grapples with Financial Irregularities, Slashes Dividend Amid Investor Lawsuit – Hagens Berman — Neutral
CODI GlobeNewsWire — June 23, 2025SAN FRANCISCO, June 23, 2025 (GLOBE NEWSWIRE) -- Compass Diversified (NYSE: CODI), a Connecticut-based private equity firm, is navigating a turbulent period marked by the recent resignation of a key director, a precipitous stock decline, and a burgeoning class-action lawsuit, all stemming from unearthed accounting irregularities at one of its portfolio companies. Hagens Berman is investigating the claims and urges investors who purchased Compass shares and suffered substantial losses to submit your losses now.

GRRR Chairman & CEO: "Converting Real Pipeline into Real Revenue" — Positive
GRRR Schwab Network — June 23, 2025Jay Chandan, Chairman and CEO, Gorilla Technology (GRRR) joins Nicole Petallides to share his company's outlook after a recent 1Q earnings beat. He says the company is building momentum, calling the 1Q a "defining moment" for GRRR.

It's Official: T-Mobile Has the Best Network in America — Neutral
TMUS Business Wire — June 23, 2025BELLEVUE, Wash.--(BUSINESS WIRE)--Today, during a live event, T-Mobile (NASDAQ: TMUS) CEO Mike Sievert, COO Srini Gopalan and Mike Katz, President, Marketing, Strategy and Products, ushered in a new era for the wireless industry, announcing that T-Mobile is now officially the Best Mobile Network in America. This milestone comes as Ookla, a global leader in connectivity intelligence, named T-Mobile the Best Network in one of the biggest ever U.S.-based network tests of its kind. “From the time I.

GeneDx Announces American Academy of Pediatrics Recommends Exome and Genome Sequencing as First-Tier Tests for Children with Global Developmental Delay or Intellectual Disability — Neutral
WGS Business Wire — June 23, 2025GAITHERSBURG, Md.--(BUSINESS WIRE)--GeneDx (Nasdaq: WGS), a leader in delivering improved health outcomes through genomic insights, announces the American Academy of Pediatrics (AAP) issued updated guidance to now recommend exome and genome sequencing as first-tier tests for children with global developmental delay (GDD) or intellectual disability (ID) in most circumstances because of superior diagnostic yield and higher cost-effectiveness if pursued earlier in the diagnostic process2. For more.

3 Gaming Stocks to Watch Amid Bullish JPMorgan Coverage — Positive
CZR PENN RSI Schaeffers Research — June 23, 2025JPMorgan began coverage of the gaming sector today, calling Caesars Entertainment Inc (NASDAQ:CZR) "overweight" and setting its price target at $47, which implies a more than 60% upside.

UMH PROPERTIES, INC. WILL HOST SECOND QUARTER 2025 FINANCIAL RESULTS WEBCAST AND CONFERENCE CALL — Neutral
UMH GlobeNewsWire — June 23, 2025FREEHOLD, NJ, June 23, 2025 (GLOBE NEWSWIRE) -- UMH Properties, Inc. (NYSE: UMH) (TASE: UMH), a real estate investment trust (REIT) specializing in manufactured home communities, announced that it will host its Second Quarter 2025 Financial Results Webcast and Conference Call. Senior management will discuss the results, current market conditions and future outlook on Thursday, August 7, 2025, at 10:00 a.m. Eastern Time.

Darden Restaurants: Don't Bet Against The Jewel Of FSRs — Positive
DRI Seeking Alpha — June 23, 2025Darden Restaurants delivered strong Q4 FY25 results, driven by robust same-store sales at Olive Garden and LongHorn, plus successful Uber Direct partnerships. Management's FY26 guidance calls for 7-8% sales growth, 2-3.5% same-store sales gains, and 60-65 new restaurant openings, supporting continued margin expansion. Valuation models suggest a $240 price target, offering 6% upside, with total annual returns near 10% when including dividends and buybacks.

Abacus Global Management, Inc. (ABL) Shares Tumble Following Second Morpheus Report – Hagens Berman — Neutral
ABL GlobeNewsWire — June 23, 2025SAN FRANCISCO, June 23, 2025 (GLOBE NEWSWIRE) -- Abacus Global Management, Inc. (NASDAQ: ABL) is under mounting pressure as its stock continues to slide, driven by a series of damning reports from Morpheus Research—a newly formed investigative group led by analysts who previously worked at the renowned Hindenburg Research. Despite Abacus's public denials and the announcement of a $20 million share repurchase program, investor confidence remains shaken, with shares now down more than 36% over the past month.

Amazon Doubles Project Kuiper Satellite Fleet in Race to Catch Up to SpaceX's Starlink — Positive
AMZN CNET — June 23, 2025United Launch Alliance's Atlas V lofted Amazon's second Project Kuiper satellite batch into orbit.

EU drug regulator allows Novo Nordisk to include heart condition in Ozempic label — Positive
NVO Reuters — June 23, 2025Novo Nordisk said on Monday the European drugs regulator has adopted a positive opinion for an update of the Ozempic label to include peripheral artery disease.

Netflix should embrace short-form video and take on YouTube, a Wall Street analyst says — Neutral
NFLX Business Insider — June 23, 2025Netflix and YouTube's budding rivalry is intensifying as their businesses begin to overlap. Analyst Steven Cahall says Netflix should embrace short-form video to boost engagement.

BlackSky Technology (BKSY) Surges 11.9%: Is This an Indication of Further Gains? — Positive
BKSY Zacks Investment Research — June 23, 2025BlackSky Technology (BKSY) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.

Investment grade and Treasury bonds are seen as potential relative outperformers for the rest of 2025.
