Why AI Makes REITs More Valuable — Positive
ADC AMH MAA O REG SPG SPY VICI VNQ WSR Seeking Alpha — June 23, 2025AI adoption will drive long-term value for REITs by boosting efficiency, reducing costs, and expanding profit margins, ultimately raising FFO and fair valuations. Management-intensive REIT sectors—like multifamily, retail, tower infrastructure, and single-family rentals—stand to benefit most from AI-powered operational improvements. Smaller REITs may gain a competitive edge as AI tools help them operate more efficiently, potentially narrowing the gap with larger players.

FactSet: Q3 2025 Shows Resilience, But Price Multiples Are Still Too High — Positive
FDS Seeking Alpha — June 23, 2025FactSet remains a highly resilient, profitable company with predictable subscription-based revenue and strong client retention, supporting its premium valuation. Q3 FY2025 results show steady growth in users and organic ASV, with high operating margins despite a temporary dip from the LiquidityBook acquisition. Dividend growth is sustainable but slow, and buybacks are ineffective due to dilution, making shareholder returns reliant on capital gain.

Informa TechTarget and Salesloft Announce Strategic Partnership to Help Customers Grow Revenue Through Precise, Data-Driven Prospecting — Neutral
TTGT Business Wire — June 23, 2025NEWTON, Mass. & ATLANTA--(BUSINESS WIRE)--Informa TechTarget and Salesloft today announced a partnership and integration designed to help mutual customers build and accelerate pipeline.

The last time oil was this cheap relative to gold was when prices were negative - Felder Report — Negative
AAAU BAR BNO DBO DBP DGL GLD GLDM GUSH IAU IEO OIH OIL OUNZ PXJ SGOL UCO UGL USO XOP 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.

ROSEN, LEADING INVESTOR COUNSEL, Encourages Iovance Biotherapeutics, Inc. Investors to Secure Counsel Before Important Deadline in Securities Class Action – IOVA — Neutral
IOVA GlobeNewsWire — June 23, 2025NEW YORK, June 23, 2025 (GLOBE NEWSWIRE) -- WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Iovance Biotherapeutics, Inc. (NASDAQ: IOVA) between May 9, 2024 and May 8, 2025, both dates inclusive (the “Class Period”), of the important July 14, 2025 lead plaintiff deadline.

I rate Telkom Indonesia a buy, with a DCF-based price target of $21.75, offering 39% upside from current levels. ARPU declines from recent price wars are likely short-term, with market growth and convergence trends set to drive a rebound. TLK's digital infrastructure, especially its leading tower network, positions it for accelerated growth as 5G demand rises.

Meta is pushing back against a ban on WhatsApp from government devices. The Chief Administrative Officer of the U.S. House of Representatives told staffers on Monday they're not allowed to use WhatsApp due to a lack of transparency about its data privacy and security practices.

Can Procter & Gamble's Pricing Power Keep Earnings Buoyant in 2025? — Positive
PG Zacks Investment Research — June 23, 2025PG leverages value-based pricing and innovation to enhance consumer value, profits and market share.

Securities Fraud Investigation Into Hims & Hers Health, Inc. (HIMS) Announced – Investors Who Lost Money Urged to Contact The Law Offices of Frank R. Cruz — Neutral
HIMS Business Wire — June 23, 2025LOS ANGELES--(BUSINESS WIRE)--The Law Offices of Frank R. Cruz announces an investigation of Hims & Hers Health, Inc. (“Hims” or the “Company”) (NYSE: HIMS) on behalf of investors concerning the Company's possible violations of federal securities laws. IF YOU ARE AN INVESTOR WHO LOST MONEY ON HIMS & HERS HEALTH, INC. (HIMS), CLICK HERE TO INQUIRE ABOUT POTENTIALLY PURSUING A CLAIM TO RECOVER YOUR LOSS. What Is The Investigation About? On June 23, 2025, Novo Nordisk announced that it was.

Kroger's Next Chapter: Navigating The Post-Merger Landscape — Positive
KR Seeking Alpha — June 23, 2025Kroger raised guidance, focusing on cost cuts, e-commerce profitability, and capital efficiency post-Albertsons deal breakup. Kroger's normalized EPS beat expectations; revenue missed slightly but future growth outlook remains positive. Owner earnings model suggests fair value near $91, well above current market price.

AT&T's Proposed Settlement of Data Breach Lawsuit Receives Preliminary Approval — Neutral
T PYMNTS — June 23, 2025AT&T's proposed settlement of a class action lawsuit involving data breaches reportedly received a judge's preliminary approval Friday (June 20). [contact-form-7] The judge ruled that the proposed $177 million settlement was fair and reasonable, Reuters reported Friday.

The situation has improved, but the automaker still needs to “move things around” to avoid manufacturing shutdowns given the scarcity of the materials.

NYSE: HIMS Investigation Alert: Kessler Topaz Meltzer & Check, LLP Encourages Hims & Hers Health, Inc. (NYSE: HIMS) Investors with Significant Losses to Contact the Firm — Neutral
HIMS Business Wire — June 23, 2025RADNOR, Pa.--(BUSINESS WIRE)-- #classaction--The law firm of Kessler Topaz Meltzer & Check, LLP (www.ktmc.com) is currently investigating potential violations of the federal securities laws on behalf of investors of Hims & Hers Health, Inc. (NYSE: HIMS) (“Hims & Hers”). On June 23, 2025, during pre-market hours, the pharmaceutical company Novo Nordisk announced it would no longer provide Hims & Hers with direct access to its FDA-approved weight loss drug Wegovy through NovoCare Pharmacy due to.

Super Micro shares fall on planned $2 billion convertible debt offering — Negative
SMCI CNBC — June 23, 2025Super Micro Computer shares fell on Monday after the server maker announced plans to offer $2 billion in convertible notes. A company's stock often falls on announced convertible note offerings because the conversion to equity could dilute existing shareholders' stakes.

Steven Cress, Seeking Alpha's VP of Quantitative Strategy, on this very volatile year. Despite 2025's volatility, sticking with fundamentally strong, high-momentum stocks—especially those with solid dividends—has proven highly rewarding as fear fades.

Stanley Black & Decker: Excellent Time To Buy This Dividend Aristocrat — Positive
SWK Seeking Alpha — June 23, 2025Stanley Black & Decker trades at a decade-low price, offering value and a 5.1% dividend yield for patient, income investors. Despite macro headwinds like high rates and tariffs, SWK shows stable results, improving margins, and ongoing strength in professional tools. Management's $2 billion cost savings plan and supply chain shifts enhance long-term resilience and position SWK for future growth.

After surging to all-time highs last week, shares of Oklo (OKLO) have fallen sharply. Marley Kayden joins Next Gen Investing to examine the nuclear energy's stock and a recent downgrade from Craig-Hallum.

Kaspi's Growth Looks Promising With Banking Acquisition In Turkey — Positive
KSPI Seeking Alpha — June 23, 2025Kaspi.kz remains a strong buy, with robust growth, low P/E, and a high dividend yield despite recent share price weakness and a Q1 miss. The Q1 miss was driven by a temporary smartphone registration issue in Kazakhstan, not by company execution, and growth in core segments remains strong. Kaspi's expansion into Turkey via Hepsiburada and a Rabobank subsidiary sets the stage for significant long-term growth in a much larger market.

Palantir vs. UiPath: Which AI-First Software Stock Deserves Your Bet? — Positive
PATH PLTR Zacks Investment Research — June 23, 2025PATH's deep tech alliances, high retention, and stable growth may outshine PLTR's AIP-fueled surge in the AI race.

Grocery giant Kroger to close 60 stores in next 18 months — Negative
KR Fox Business — June 23, 2025Kroger plans to close 60 stores over the next 18 months. Affected employees will be offered positions at other locations, the grocer said.
