CoreWeave 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'.

image for news Why We're Betting On Nebius Over CoreWeave In The AI Infrastructure Arms Race

Neils 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.

image for news Investors should see gold as a diversification tool and not a hedge against geopolitical risk events - UBS

The 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.

image for news Tesla Stock's 9% Robotaxi Boost Lifts Elon Musk's Net Worth By $17 Billion

SAN 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.

image for news Iovance's (IOVA) CFO Resigns Amid Launch Setbacks and Legal Pressure– Hagens Berman

Palladium Attempts A Rally: The PALL ETF Tracks Palladium Prices — Positive

PALL   Seeking Alpha — June 23, 2025

Palladium'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.

image for news Palladium Attempts A Rally: The PALL ETF Tracks Palladium Prices

Semiconductor pricing stabilizes as inventories improve, analysts report — Positive

STM   Proactive Investors — June 23, 2025

The 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.

image for news Semiconductor pricing stabilizes as inventories improve, analysts report

Biggest Stocks in the S&P 500 Are the Place to Be for Inflation — Positive

IVV  SPLG  SPXL  SPY  SSO  UPRO  VOO   Barrons — June 23, 2025

The largest companies tend to have more pricing power given their reach and powerful brands.

image for news Biggest Stocks in the S&P 500 Are the Place to Be for Inflation

SAN 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.

image for news Compass Diversified (CODI) Grapples with Financial Irregularities, Slashes Dividend Amid Investor Lawsuit – Hagens Berman

GRRR Chairman & CEO: "Converting Real Pipeline into Real Revenue" — Positive

GRRR   Schwab Network — June 23, 2025

Jay 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.

image for news GRRR Chairman & CEO: "Converting Real Pipeline into Real Revenue"

It's Official: T-Mobile Has the Best Network in America — Neutral

TMUS   Business Wire — June 23, 2025

BELLEVUE, 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.

image for news It's Official: T-Mobile Has the Best Network in America

GAITHERSBURG, 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.

image for news GeneDx Announces American Academy of Pediatrics Recommends Exome and Genome Sequencing as First-Tier Tests for Children with Global Developmental Delay or Intellectual Disability

3 Gaming Stocks to Watch Amid Bullish JPMorgan Coverage — Positive

CZR  PENN  RSI   Schaeffers Research — June 23, 2025

JPMorgan 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.

image for news 3 Gaming Stocks to Watch Amid Bullish JPMorgan Coverage

FREEHOLD, 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.

image for news UMH PROPERTIES, INC. WILL HOST SECOND QUARTER 2025 FINANCIAL RESULTS WEBCAST AND CONFERENCE CALL

Darden Restaurants: Don't Bet Against The Jewel Of FSRs — Positive

DRI   Seeking Alpha — June 23, 2025

Darden 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.

image for news Darden Restaurants: Don't Bet Against The Jewel Of FSRs

SAN 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.

image for news Abacus Global Management, Inc. (ABL) Shares Tumble Following Second Morpheus Report – Hagens Berman

United Launch Alliance's Atlas V lofted Amazon's second Project Kuiper satellite batch into orbit.

image for news Amazon Doubles Project Kuiper Satellite Fleet in Race to Catch Up to SpaceX's Starlink

Novo 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.

image for news EU drug regulator allows Novo Nordisk to include heart condition in Ozempic label

Netflix 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.

image for news Netflix should embrace short-form video and take on YouTube, a Wall Street analyst says

BlackSky Technology (BKSY) Surges 11.9%: Is This an Indication of Further Gains? — Positive

BKSY   Zacks Investment Research — June 23, 2025

BlackSky 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.

image for news BlackSky Technology (BKSY) Surges 11.9%: Is This an Indication of Further Gains?

Bonds Are Boring Again. How to Earn 7%. — Positive

AGG   Barrons — June 23, 2025

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

image for news Bonds Are Boring Again. How to Earn 7%.