AT&T: Very Hard To Justify The Recent Multiple Repricing — Positive
T Seeking Alpha — April 24, 2025AT&T's stock rally seems to have gone way too far over the past year, even though progress is being made. The premium valuation to Verizon is also partially justified, but not to the current extent. Sector rotation towards lower risk areas of the equity market would continue to be a tailwind, but it does not constitute a buy rating.

Valero to shut Benicia refinery due to tough regulatory environment, high costs — Negative
VLO Reuters — April 24, 2025Valero Energy on Thursday said it would cease operations at its 170,000-barrel-per-day San Francisco-area oil refinery next year amid worries about California's declining fuel supplies and high gasoline prices.

Energy Fuels Inc. is focusing on rare earth elements production due to low uranium prices. Management plans to increase REE processing capacity to 6,000 tonnes by 2028. UUUU management made clear that new mine development would need $100/lb+ uranium prices, making the assets unviable at the current spot price of $65.65/lb. Energy Fuels may pivot towards REEs through its heavy mineral sand mining operations in Madagascar, with the goal of FID in June 2025.

Allegion plc (NYSE:ALLE ) Q1 2025 Earnings Conference Call April 23, 2025 8:00 AM ET Company Participants Josh Pokrzywinski - Vice President of Investor Relations John Stone - President & Chief Executive Officer Mike Wagnes - Senior Vice President & Chief Financial Officer Conference Call Participants Joe Ritchie - Goldman Sachs Timothy Wojs - Baird Jeffrey Sprague - Vertical Research Partners Joe O'Dea - Wells Fargo Securities Brett Linzey - Mizuho Securities Julian Mitchell - Barclays Christopher Snyder - Morgan Stanley Andrew Obin - Bank of America Operator Good morning and welcome to the Allegion First Quarter 2025 Earnings Call. …

Edwards Lifesciences Stock Earns Analyst Upgrade As Growth Outlook Brightens — Positive
EW Benzinga — April 24, 2025Edwards Lifesciences‘ EW shares are trading higher Thursday after the company reported first-quarter 2025 sales of $1.41 billion.

Image source: The Motley Fool.

Mark Zuckerberg really wants to make Facebook cool again — Negative
META TechCrunch — April 24, 2025In an ongoing antitrust case, the Federal Trade Commission says that Meta has a monopoly on “personal social networking services” and should have to spin off Instagram and WhatsApp.

Atlantic Union Bankshares Corporation (AUB) Q1 2025 Earnings Call Transcript — Neutral
AUB Seeking Alpha — April 24, 2025Atlantic Union Bankshares Corporation (NYSE:AUB ) Q1 2025 Results Conference Call April 24, 2025 9:00 AM ET Company Participants William Cimino - Senior Vice President of Investor Relations John Asbury - President and Chief Executive Officer Robert Gorman - Executive Vice President and Chief Financial Officer David Ring - Executive Vice President and Wholesale Banking Group Executive Douglas Woolley - Executive VP & Chief Credit Officer Conference Call Participants David Bishop - Hovde Group Brian Wilczynski - Morgan Stanley Stephen Moss - Raymond James Stephen Scouten - Piper Sandler & Co. Russell Gunther - Stephens Operator Good day, and thank …

Lockheed Martin Delivers Strong Earnings, Upside Remains — Positive
LMT Seeking Alpha — April 24, 2025Lockheed Martin's Q1 results showed strong margin improvement with sales of $18 billion, beating analyst expectations and delivering a 19.5% increase in operating profits. Despite a 24% decline in free cash flow, the company returned 167.5% of it to shareholders through share repurchases and dividends. The stock price target is revised downward to $522.85 due to the Rapid Solutions acquisition, but a 12% upside still justifies a buy rating.

CNBC's Stock Draft 2025: Celebrity Chef and restauranteur Bobby Flay picks Walmart in first-round — Neutral
WMT CNBC Television — April 24, 2025Bobby Flay, celebrity chef and restauranteur, joins 'Power Lunch' to discuss her stock pick.

XP Inc. Announcement: If You Have Suffered Losses in XP Inc. (NASDAQ: XP), You Are Encouraged to Contact The Rosen Law Firm About Your Rights — Neutral
XP GlobeNewsWire — April 24, 2025NEW YORK, April 24, 2025 (GLOBE NEWSWIRE) -- WHY: Rosen Law Firm, a global investor rights law firm, continues to investigate potential securities claims on behalf of shareholders of XP Inc. (NASDAQ: XP) resulting from allegations that XP may have issued materially misleading business information to the investing public.

Tractor Supply's Q1 Earnings Lag Estimates, Comps Down 0.9% Y/Y — Negative
TSCO Zacks Investment Research — April 24, 2025TSCO's first-quarter results show a 0.9% drop in comps. Management updates its 2025 outlook in response to increased uncertainty, including new tariffs.

C3.ai Stock Below 50- & 200-Day SMAs: Turnaround or More Pain? — Negative
AI Zacks Investment Research — April 24, 2025C3.ai, Inc. AI has seen a sharp downturn this year, falling beneath key industry benchmarks and triggering technical warning signs. C3.ai stock trades below its 50 and 200-day simple moving averages (SMAs), indicating challenges in sustaining the recent performance levels.

Google to report earnings amid justice department lawsuits and Trump tariffs — Negative
GOOG GOOGL The Guardian — April 24, 2025Parent company to report revenue as it's embroiled in 17% drop in stock price and tariffs levied on its trade partners

LKQ Corporation (LKQ) Q1 2025 Earnings Conference Call Transcript — Neutral
LKQ Seeking Alpha — April 24, 2025LKQ Corporation (NASDAQ:LKQ ) Q1 2025 Earnings Conference Call April 23, 2025 8:00 AM ET Company Participants Justin Jude - President and CEO Rick Galloway - SVP and CFO Joe Boutross – VP, IR Conference Call Participants Scott Stember - ROTH MKM Craig Kennison - Robert W. Baird Jash Patwa - J.P.

Why Taiwan Semiconductor Manufacturing Stock Is Jumping Today — Positive
TSM The Motley Fool — April 24, 2025Following gains in Tuesday and Wednesday's trading, Taiwan Semiconductor Manufacturing (TSM 4.20%) stock is moving higher again Thursday trading. The contract semiconductor fabrication leader's share price was up 4.2% as of 2:30 p.m.

NEW YORK , April 24, 2025 /PRNewswire/ -- Average weekly trading volume of approximately 778,500 shares Fund's adviser has more than 50 years of small- and micro-cap investment experience CLOSING PRICES AS OF 03/31/25 NAV 9.37 MKT 8.43 AVERAGE ANNUAL TOTAL RETURN AS OF 03/31/25 NAV (%) MKT (%) One-Month* -8.52 -7.25 Year to Date* -12.77 -11.62 One-Year -5.39 -3.17 Three-Year 1.20 1.60 Five-Year 16.58 18.16 10-Year 7.76 7.87 *Not Annualized Important Performance and Expense Information All performance information reflects past performance, is presented on a total return basis, net of the Fund's investment advisory fee, and reflects the reinvestment …

PROCEPT BioRobotics Corporation (PRCT) Q1 2025 Earnings Call Transcript — Neutral
PRCT Seeking Alpha — April 24, 2025PROCEPT BioRobotics Corporation (NASDAQ:PRCT ) Q1 2025 Earnings Conference Call April 24, 2025 8:00 AM ET Company Participants Matt Bacso - Vice President, Investor Relations & Business Operations Reza Zadno - President & Chief Executive Officer Sham Shiblaq - Executive Vice President & Chief Commercial Officer Kevin Waters - Executive Vice President & Chief Financial Officer Conference Call Participants Matthew O'Brien - Piper Sandler Craig Bijou - Bank of America Securities Patrick Wood - Morgan Stanley Richard Newitter - Truist Brandon Vazquez - William Blair Josh Jennings - TD Cowen Chris Pasquale - Nephron Research Mike Kratky - Leerink Partners …

Horizon Bancorp, Inc. (HBNC) Q1 2025 Earnings Call Transcript — Neutral
HBNC Seeking Alpha — April 24, 2025Horizon Bancorp, Inc. (NASDAQ:HBNC ) Q1 2025 Earnings Conference Call April 24, 2025 8:30 AM ET Company Participants Thomas Prame - Chief Executive Officer and President Lynn Kerber - Executive Vice President and Chief Commercial Banking Officer John Stewart - Executive Vice President and Chief Financial Officer Conference Call Participants Brendan Nosal - Hovde Group Terry McEvoy - Stephens Damon DelMonte - KBW Nathan Race - Piper Sandler David Long - Raymond James Brian Martin - Janney Montgomery Operator Good morning, everyone, and welcome to the Horizon Bancorp, Inc. Conference Call to discuss Financial Results for the First Quarter of …

QUBT DEADLINE: ROSEN, A RANKED AND LEADING LAW FIRM, Encourages Quantum Computing Inc. Investors to Secure Counsel Before Important April 28 Deadline in Securities Class Action - QUBT — Neutral
QUBT Accesswire — April 24, 2025NEW YORK CITY, NY / ACCESS Newswire / April 24, 2025 / WHY: New York, N.Y., April 24, 2025.
