DocuSign, Inc. (DOCU) Momentum Investor Session Conference (Transcript) — Neutral
DOCU Seeking Alpha — April 16, 2025DocuSign, Inc. (NASDAQ:DOCU ) Momentum Investor Session Conference April 16, 2025 11:30 AM ET Company Participants Matthew Sonefeldt - Head of Investor Relations Allan Thygesen - Chief Executive Officer Paula Hansen - President and Chief Revenue Officer Conference Call Participants Darren Baker - Primecap Management Company Rishi Jaluria - RBC Capital Markets Alex Zukin - Wolfe Research Patrick Walravens - Citizens Capital Markets Peter Burkly - Evercore Operator Please welcome Chief Executive Officer, Allan Thygesen; and President and Chief Revenue Officer; Paula Hansen. Matthew Sonefeldt Hi, everyone.

Nvidia (NVDA) stock is sinking after the company warned of a $5.5 billion hit tied to US restrictions on chip exports to China. Yahoo Finance Technology Editor Dan Howley joins Morning Brief to break down the details and explain how this charge relates to Nvidia's H20 chips.

VG DEADLINE: ROSEN, A LEADING FIRM, Encourages Venture Global, Inc. Investors With Losses in Excess of $100K to Secure Counsel Before Important April 18 Deadline in Securities Class Action – VG — Neutral
VG GlobeNewsWire — April 16, 2025NEW YORK, April 16, 2025 (GLOBE NEWSWIRE) -- WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of stock of Venture Global, Inc. (NYSE: VG) pursuant and/or traceable to Venture Global's registration statement for the initial public offering conducted on or about January 24, 2025 (the “IPO”), of the important April 18, 2025 lead plaintiff deadline.

Hexcel: Uncertainty Drives Down Stock Price, But This Is Still A Buy — Negative
HXL Seeking Alpha — April 16, 2025Hexcel's 2024 results met expectations, but 2025 guidance was underwhelming with only 2.3%-7.7% sales growth, impacting stock price. Trade turmoil and global tariffs pose risks to Hexcel, potentially affecting aerospace supply chains and demand for new airplanes. Analysts expect flat Q1 2025 sales and a 3.3% drop in EPS, reflecting the disappointing guidance.

VG Deadline: VG Investors with Losses in Excess of $100K Have Opportunity to Lead Venture Global, Inc. Securities Lawsuit — Neutral
VG PRNewsWire — April 16, 2025NEW YORK , April 16, 2025 /PRNewswire/ -- Why: Rosen Law Firm, a global investor rights law firm, reminds purchasers of stock of Venture Global, Inc. (NYSE: VG) pursuant and/or traceable to Venture Global's registration statement for the initial public offering conducted on or about January 24, 2025 (the "IPO"), of the important April 18, 2025 lead plaintiff deadline. So what: If you purchased Venture Global stock you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.

Shares in Uranium Energy (UEC 5.86%) rose by as much as 11.3% in morning trading as investors digested the latest news in the ongoing tariff escalation. As of 2:10 p.m.

Will a Strong MA Business Aid Elevance Health's Q1 Earnings? — Positive
ELV Zacks Investment Research — April 16, 2025ELV's Q1 results are expected to reap the benefits of higher premiums from growing Medicare Advantage membership and acquisitions pursued within the Carelon unit.

The possibility of a recession forced United to give two projections for the year. Transcript: United Airlines turned in a promising first quarter earnings report, but when it comes to the rest of the year, the company says it's “impossible to predict” how it will play out.

Levi & Korsinsky Notifies Shareholders of Canopy Growth Corporation (CGC) of a Class Action Lawsuit and an Upcoming Deadline — Neutral
CGC Accesswire — April 16, 2025NEW YORK, NY / ACCESS Newswire / April 16, 2025 / If you suffered a loss on your Canopy Growth Corporation (NASDAQ:CGC) investment and want to learn about a potential recovery under the federal securities laws, follow the link below for more information: https://zlk.com/pslra-1/canopy-growth-corporation-lawsuit-submission-form?prid=143457&wire=1 or contact Joseph E. Levi, Esq.

Shein, Temu to hike prices under pressure from Trump's trade policies — Negative
PDD Reuters — April 16, 2025Chinese online marketplace Temu and fast-fashion retailer Shein will raise prices on their products next week as President Trump's crackdown on low-value imports and sweeping tariffs increase expenses for the companies known for their low-priced offerings.

Scilex Holding Company Announces FDA Has Approved Our Request for the Orphan Drug Designation for Colchicine for the Treatment of Pericarditis — Neutral
SCLX GlobeNewsWire — April 16, 2025PALO ALTO, Calif., April 16, 2025 (GLOBE NEWSWIRE) -- Scilex Holding Company (Nasdaq: SCLX, “Scilex” or “Company”), an innovative revenue-generating company focused on acquiring, developing and commercializing non-opioid pain management products for the treatment of acute and chronic pain, following the formation of its proposed joint venture with IPMC Company, neurodegenerative and cardiometabolic disease, today announced that FDA has approved our request for the Orphan drug designation for colchicine for the treatment of pericarditis.

Salesforce Sheds Light On Data Cloud, AI Annual Recurring Revenue — Neutral
CRM Investors Business Daily — April 16, 2025Software maker Salesforce disclosed that fiscal 2025 annual recurring revenue from its "Data Cloud" and artificial intelligence products reached $900 million.

Venture Global's Calcasieu Pass Facility Enters Commercial Operations — Neutral
VG Zacks Investment Research — April 16, 2025VG's Calcasieu Pass LNG export facility consists of mid-scale, modular liquefaction trains and supporting infrastructure to process natural gas for transportation.

BP Encounters Oil in the Far South Prospect, Gulf of America — Neutral
BP Zacks Investment Research — April 16, 2025BP, together with its partner CVX, operates the Far South field, situated 4 miles toward the north of the Constellation field.

UnitedHealth Group Inc (NYSE:UNH) will announce its first-quarter report before the open tomorrow, April 17.

Meta: A Likely Downward Adjustment Of Capex Could Start A Bullish Rally — Negative
META Seeking Alpha — April 16, 2025Meta Platforms stock has seen a big correction in the last few weeks as recession fears increase and Wall Street is concerned over Meta's massive capex. Meta could announce a downward adjustment from the earlier capex announcement of "$60 billion to $65 billion." Meta's new AI tools are improving the price per ad due to better conversion for advertisers.

Gilead vs Bristol Myers: Which Biotech Bigwig is a Better Bet Now? — Positive
BMY GILD Zacks Investment Research — April 16, 2025At current levels, we believe GILD scores above BMY, buoyed by solid fundamentals, potential approval of lenacapavir for HIV prevention, and recent positive estimate revisions.

General Motors Partnership With Nvidia Bodes Well For Its Future — Positive
GM NVDA Seeking Alpha — April 16, 2025General Motors is partnering with Nvidia to integrate AI across its business, enhancing manufacturing, logistics, and autonomous driving while avoiding high R&D costs. Nvidia's AI platforms, including Omniverse and DRIVE AGX, enable GM to optimize factory processes, improve vehicle tech, and streamline logistics with advanced simulations and robotics. GM's pragmatic approach contrasts with Tesla's capital-intensive in-house AI development, balancing innovation with risk management and leveraging Nvidia's proven AI expertise.

Own gold as a potential hedge against the unknown, says First Eagle's Matthew McLennan — Neutral
AAAU BAR DBP DGL GLD GLDM IAU OUNZ SGOL UGL CNBC Television — April 16, 2025Thomas Simons, Jefferies chief U.S. economist, and Matthew McLennan, First Eagle Global Value Team co-head, join 'The Exchange' to discuss Simons' portfolio, what Simons is looking out for from the Federal Reserve, and much more.
