A growing number of sizable companies, from mining giants to energy majors, are embracing the hype for natural hydrogen. Analysts say the year ahead is expected to be a pivotal one for the sector, with industry players hoping their exploration campaigns can soon locate the elusive gas.

image for news From mining giants to Big Oil, major players are jumping on the 'white hydrogen' bandwagon

The U.S. is accelerating its decoupling from China, deregulating its mining industry to reduce reliance on Chinese critical metal exports. Perpetua Resources' Stibnite Gold Project is a key beneficiary, offering significant antimony and gold reserves, aligning with U.S. strategic interests. The project is financially viable with strong government backing, including potential $1.8 billion debt financing from the U.S. EXIM Bank.

image for news West's Critical Mineral Crisis: Why Perpetua Resources Is The Antimony Stock To Own

Intel: It Could Get Worse Before It Gets Better — Negative

INTC   Seeking Alpha — April 28, 2025

Intel's stock remains under pressure after a mixed 1Q FY2025 earnings report and a weak outlook, amidst ongoing trade tensions, including the delay of 18A ramps to 1H 2026. The new CEO's cost cuts, including a 20% workforce reduction, aim to ease profit loss pressure but may widen the gap with peers. Management expects the 1Q pull-forward demand from incoming tariff hikes to add growth pressure in 2Q.

image for news Intel: It Could Get Worse Before It Gets Better

VYVGART ® is first-and-only targeted IgG Fc-antibody fragment for CIDP First novel mechanism of action for CIDP treatment in more than 30 years CHMP positive opinion based on ADHERE data, the largest ever CIDP clinical trial European Commission (EC) decision on marketing authorization application (MAA) expected within approximately two months April 28, 2025, 07:00 AM CET Amsterdam, the Netherlands – argenx SE (Euronext & Nasdaq: ARGX), a global immunology company committed to improving the lives of people suffering from severe autoimmune diseases, today announced the Committee for Medicinal Products for Human Use (CHMP) of the European Medicines Agency (EMA) has …

image for news argenx Announces Positive CHMP Opinion for VYVGART (efgartigimod alfa) Subcutaneous Injection for Chronic Inflammatory Demyelinating Polyneuropathy (CIDP)

DraftKings is poised for significant growth as it transitions to profitability in 2025, driven by a rapidly expanding customer base that grew 42.25% YoY in 2024. Strategic investments in technology, data science, and live betting innovations, along with acquisitions like Simplebet, position DKNG to maintain its competitive edge and capitalize on secular growth. Despite macroeconomic risks, such as rising unemployment and potential recessionary pressures, DKNG's improving free cash flow of $407.60 million in 2024, with a projected $850 million in 2025, is attractive.

image for news DraftKings: I Am Finally Upgrading My Investment Outlook To Bullish, Here's Why

Goosehead Insurance's franchise health. The franchise size is nearing stabilization and reacceleration, and productivity has rapidly increased. The outlook for personal line insurers remains uncertain. Auto insurance profitability is expected to remain subdued for 2025, and home sales have remained pressured. I estimate GSHD to have a fair value of roughly $86.5.

image for news Goosehead Insurance: Balancing Franchise Reacceleration, Mixed Industry Outlook

Airbus finalizes long-awaited Spirit Aero deal — Positive

EADSF  EADSY  SPR   Reuters — April 28, 2025

Europe's Airbus said late on Sunday it has finalized an agreement to take some assets from Spirit AeroSystems , completing a critical part of a transatlantic carve-up of the struggling supplier with U.S. rival Boeing.

image for news Airbus finalizes long-awaited Spirit Aero deal

UPRO: Deleveraging Is Smart In Today's Market — Neutral

UPRO   Seeking Alpha — April 27, 2025

Leverage magnifies returns but causes significant losses in volatile markets; UPRO is down -25% in 2025 compared to the S&P 500's -6%. Beta slippage exacerbates losses in volatile markets, making ProShares UltraPro S&P500 unsuitable for long-term holding in current conditions. The S&P 500's high P/E ratio and potential earnings adjustments indicate limited upside and significant downside for UPRO.

image for news UPRO: Deleveraging Is Smart In Today's Market

Spirit AeroSystems Signs Divestiture Agreement with Airbus — Neutral

SPR   PRNewsWire — April 27, 2025

WICHITA, Kan. , April 28, 2025 /PRNewswire/ -- Spirit AeroSystems Holdings, Inc. [NYSE: SPR] announced that Spirit has entered into a definitive agreement with Airbus SE to transfer ownership of certain assets and sites involved in the production of Airbus aerostructures to Airbus.

image for news Spirit AeroSystems Signs Divestiture Agreement with Airbus

Sunoco: Tariff Resistant But Fairly Valued (Rating Downgrade) — Neutral

SUN   Seeking Alpha — April 27, 2025

Shares of Sunoco LP have shown strong performance, returning about 10% over the past year, driven by stable cash flow and secure dividends. SUN operates a resilient fuel distribution business with limited commodity risk, benefiting from take-or-pay contracts and strategic acquisitions like NuStar. Despite economic uncertainties, the Company's strong balance sheet and conservative growth spending strategy support continued distribution growth and financial stability.

image for news Sunoco: Tariff Resistant But Fairly Valued (Rating Downgrade)

Why AbbVie's Stock Is A Strong Buy After Q1 2025 Results — Positive

ABBV   Seeking Alpha — April 27, 2025

As always, AbbVie did not disappoint me with its financial results for the first quarter of 2025. It beat the analyst consensus estimates by a wide margin, thanks to the strong performance of its oncology, neuroscience, and immunology franchises. So, total sales of Rinvoq and Skyrizi reached $5.14 billion in the first three months of 2025, increasing by 65.8% year-on-year.

image for news Why AbbVie's Stock Is A Strong Buy After Q1 2025 Results

LOS ANGELES--(BUSINESS WIRE)--Faraday Future Intelligent Electric Inc. (NASDAQ: FFAI) (“Faraday Future”, “FF” or the “Company”), a California-based global shared intelligent electric mobility ecosystem company, recently received congratulatory messages and unwavering outpouring of support from California political leaders on the Company's Bridge Strategy, it's FX brand and the recent appointment of YT Jia to the position of Co-CEO of the Company. The remarks were made at the Company's recent ‘F.

image for news Faraday Future Receives Powerful Endorsements from California Politicians Supporting FF's Global Automotive Bridge Strategy, the FX Brand and Company Founder YT Jia's Appointment as Co-CEO of FF

FEPI ETF offers a high distribution yield of 25–30%, but this yield is misleading due to the inherent risks of its covered-call strategy. The fund's strategy involves owning top tech stocks and writing covered calls, which can limit upside potential in exchange for premium income. Historical data shows that covered-call strategies, like those used by FEPI, often underperform due to poor upside capture, as seen with similar indices.

image for news FEPI: There Is No Magic Investment With High Total Returns And High Distribution Yields

I'm upgrading SelectQuote to a buy rating after the stock's recent sharp fall. The federal government recently approved a 5.06% reimbursement rate increase for Medicare Advantage plans, which should translate into more aggressive marketing from carriers. This will lead to stronger demand and referral fees for SelectQuote, similar to how the government's premium increase approvals helped EverQuote in the auto insurance industry.

image for news SelectQuote: Better Fundamentals Due To Medicare Advantage Reimbursement Rate Increase (Rating Upgrade)

WM Technology: Speculative Upside With Or Without Take-Private Offer — Positive

MAPS   Seeking Alpha — April 27, 2025

WM Technology, Inc. has 60% upside potential with a $1.70 take-private offer announced last December from the founders of the company. WM's Q4 2024 results show a notable turnaround in operating income, from a $13 million loss to a $5 million gain. Despite industry challenges, WM's strong cash flow and low valuation multiples make it a compelling investment for risk-tolerant microcap investors.

image for news WM Technology: Speculative Upside With Or Without Take-Private Offer

IJH: Mid-Caps Historically Cheap, Sport Long-Term Outperformance — Positive

IJH   Seeking Alpha — April 27, 2025

The S&P 500 has outperformed mid and small-cap indexes, making mid-caps attractively valued with P/E multiples in the mid-teens. I maintain a buy rating on iShares Core S&P Mid-Cap ETF despite its recent underperformance, citing its strong long-term valuation and profitability. IJH's portfolio is heavily weighted towards cyclicals, with a compelling P/E ratio under 16x and a PEG ratio of 1.33x.

image for news IJH: Mid-Caps Historically Cheap, Sport Long-Term Outperformance

SINGAPORE, April 27, 2025 (GLOBE NEWSWIRE) -- iOThree Limited ("iO3" or the "Company") (NASDAQ: IOTR), a leading provider of maritime digital technologies including satellite connectivity and digitalization solutions in Singapore with a focus on facilitating the maritime industry towards digital transformation, today announced that its F.R.I.D.A.Y Planned Maintenance System (PMS) has received class approval from ClassNK, a leading classification society renowned for its stringent maritime standards. This certifies that the software has been approved in accordance with the functional requirements for PMS software in ClassNK's “Guidance for the Survey and Construction of Steel Ships.

image for news F.R.I.D.A.Y Planned Maintenance System Receives ClassNK Approval, Advancing Maritime Digitalization

Intel Q1: An Undervalued Long-Term Winner In America's AI Age — Positive

INTC   Seeking Alpha — April 27, 2025

Intel stock has stumbled lately, but I'm optimistic about CEO Tan's cultural and strategic reset; it feels like the right long-term move, despite some near-term challenges. Q1 results weren't pretty with flat revenues and China tensions, yet Intel's new focus on AI and foundry services could realistically restore its competitive strength. Investors willing to hold through 2026 might see meaningful upside once macro issues fade and Tan's turnaround strategy takes full effect, potentially rewarding patience.

image for news Intel Q1: An Undervalued Long-Term Winner In America's AI Age

Toyota Industries shares poised to surge on potential buyout — Positive

TM   Reuters — April 27, 2025

Shares of Toyota Industries were set to surge on Monday after Japanese automaker Toyota said over the weekend it was exploring the possibility of investing in a potential buyout of the key parts supplier.

image for news Toyota Industries shares poised to surge on potential buyout

Apollo Commercial Q1: Quality Mortgage REIT With 11% Yield — Positive

ARI   Seeking Alpha — April 27, 2025

Apollo Commercial Real Estate Finance is a quality mortgage REIT delivering an 11% yield. ARI's diversified loan portfolio, low loan-to-value ratio, and strong liquidity position reduce risk and enhance stability. ARI has outperformed the mortgage REIT sector, with a total return of 136% over the past five years.

image for news Apollo Commercial Q1: Quality Mortgage REIT With 11% Yield