US needs an allied strategy for AI investment in military and defense: Palantir — Neutral
PLTR CNBC International TV — May 30, 2025Mike Gallagher, Head of Defense at Palantir, says the U.S. is "narrowly ahead" in the global AI race versus China, but warns that it should not be a cause for complacency. He joins Squawk Box Asia on the sidelines of the IISS Shangri-La Dialogue 2025.

Primerica Household Budget Index™: Purchasing Power for Middle-Income Households Held Steady in April — Neutral
PRI Business Wire — May 30, 2025DULUTH, Ga.--(BUSINESS WIRE)--The latest Primerica Household Budget Index™ (HBI™) data, a monthly economic metric that examines how inflation and wage trends impact the ability of middle-income families to afford life's everyday necessities, was 99.6% in April, unchanged from a month ago and up 1.7% from a year ago. Purchasing power held steady as the average earned income of middle-income households rose enough to offset the increase in the cost of necessity goods in April. The cost of necessi.

Hang Seng Index News: Tech Stocks Slide on Tariff News; Li Auto Soars on Earnings — Positive
LI FXEmpire — May 29, 2025US-China trade fears return after court ruling. Hang Seng dives; tech and EV stocks lead losses.

Riley Takes Advantage Of Low Valuations To Build Asset Base — Positive
REPX Seeking Alpha — May 29, 2025Riley Exploration Permian is a Permian pure-play with strong production growth, a 5.7% dividend yield, and a compelling valuation at 4.6x P/E. Strategic acquisitions and infrastructure investments, like the Silverback II deal and New Mexico gas pipeline, will unlock production and boost long-term earnings. Robust hedging for 2025, low breakeven costs, and expanding power JVs support cash flow and dividend safety despite near-term pricing headwinds.

SJNK: A Short Duration High Yield Bond Fund, 7.5% Yield — Positive
SJNK Seeking Alpha — May 29, 2025SJNK offers a more conservative approach to high-yield bonds, with shorter duration (2.2 years) and lower drawdowns than JNK during market stress. Despite tight credit spreads, SJNK's 7.5% yield and strong risk-adjusted returns make it attractive in a high risk-free rate environment. Historical performance shows SJNK outperforms JNK in down markets, with a shallower drawdown profile and better Sharpe ratio.

ANF shares have dropped ~62%, cushioning further downside but facing significant macroeconomic risks. Ongoing tariff issues and inflation threaten to raise costs and depress consumer demand, especially among ANF's core lower/mid-income customers. The company's reliance on Asian supply chains increases vulnerability to unresolved trade tensions and tariff impacts.

PagerDuty, Inc. (NYSE:PD ) Q1 2026 Earnings Conference Call May 29, 2025 5:00 PM ET Company Participants Tony Righetti - Vice President of Investor Relations Jennifer Tejada - Chairperson and Chief Executive Officer Howard Wilson - Chief Financial Officer Conference Call Participants Robert Oliver - Baird Miller Jump - Truist Matt Bullock - BofA Andrew Sherman - TD Cowen Daniel Hibshman - Craig-Hallum Jaiden Patel - Pinjalim Bora, JPMorgan Jacob Zerbib - William Blair John Gomez - Scotiabank Tony Righetti Thank you for joining us to discuss PagerDuty's First Quarter Fiscal Year 2026 Results. With me on today's call are …

Aurora Innovation: An Intriguing Long Haul Risk Capital Stock — Positive
AUR Seeking Alpha — May 29, 2025Aurora Innovation offers high upside as a disruptive play in autonomous semi trucks, but the stock is highly speculative and best suited for risk capital. The autonomous trucking market could be massive, with potential for billions in cost savings and efficiency gains if AUR's technology proves safe and reliable. Key risks include high valuation, lack of revenue, regulatory hurdles, liability concerns, and strong competition from integrated OEM solutions like Daimler and Tesla.

Open Text Corporation (OTEX) Jefferies Public Technology Conference (Transcript) — Neutral
OTEX Seeking Alpha — May 29, 2025Open Text Corporation (NASDAQ:OTEX ) Jefferies Public Technology Conference Call May 29, 2025 2:00 PM ET Company Participants Chadwick Westlake - Chief Financial Officer Conference Call Participants Samad Samana - Jefferies Samad Samana Hi, everybody. Thank you for joining us.

ProShares USD Provides Leveraged Exposure To High-Growth Chip Names — Positive
USD Seeking Alpha — May 29, 2025ProShares Ultra Semiconductors ETF offers 2x daily exposure to the DJUSSC, ideal for active traders seeking amplified semiconductor sector returns. The ETF is heavily concentrated in Nvidia and Broadcom, making it highly sensitive to their performance and sector trends. Leverage resets daily, so USD is best suited for short-term trading, not long-term holding, due to compounding effects.

Sea's Q1 results beat expectations, driven by Shopee's e-commerce and fintech growth, with profitability improving across all key segments. Shopee maintains dominant ASEAN market share, with record GMV, rising ad revenue, and lower logistics costs boosting its competitive edge. Fintech integration is accelerating, with strong digital lending growth, low NPLs, and ecosystem synergy driving group profitability.

SoundHound AI is a leading independent voice-AI platform, benefiting from the growing ubiquity of voice interfaces across industries and a massive addressable market. Automotive partnerships drive a $1.2 billion backlog, providing strong revenue visibility, while restaurant and IoT upsell opportunities support further growth. Financials show hyper-growth, improving margins, and a solid cash position, with management targeting positive adjusted EBITDA by late 2024 or 2025.

Pebblebrook Hotel Trust Is Undervalued, I'm Picking Up An 8.7% Dividend Yield With The Preferreds — Positive
PEB Seeking Alpha — May 29, 2025Pebblebrook Hotel Trust trades at a steep 60% discount to GAAP book value, largely due to San Francisco market changes and post-pandemic business travel declines. Despite headwinds, PEB posted dual earnings beats and expects significant 2025 growth as LaPlaya Beach Resort fully reopens, boosting hotel EBITDA. The REIT's balance sheet is strong, with ample cash, no debt maturities until late 2026, and a strong free cash flow covering preferred dividends.

GM CEO Mary Barra backs Trump's auto tariffs as a tool to help US manufacturers ‘level the playing field' — Positive
GM New York Post — May 29, 2025General Motors CEO Mary Barra is voicing support for the Trump administration's automotive tariffs, arguing they allow U.S. automakers to compete more fairly in the international market.

Gold (XAUUSD) and Silver Build Positive Price Momentum as Tariff Ruling Pressures US Dollar — Neutral
AAAU DGL DGP GLD GLDM IAU IAUF OUNZ UGL FXEmpire — May 29, 2025Gold and silver are forming bullish price patterns as the US Dollar Index continues to decline after hitting strong resistance at 100.65.

Shareholders who lost money on DoubleVerify Holdings, Inc. (NYSE: DV) Should Contact Wolf Haldenstein — Neutral
DV GlobeNewsWire — May 29, 2025NEW YORK, May 29, 2025 (GLOBE NEWSWIRE) -- Wolf Haldenstein Adler Freeman & Herz LLP announces that a securities class action lawsuit has been filed against DoubleVerify Holdings, Inc. .(“DoubleVerify” or the “Company”) (NYSE: DV) The lawsuit is on behalf of individuals or entities that purchased or acquired DoubleVerify securities between November 10, 2023, and February 27, 2025 (the “Class Period”).

Elastic N.V. (NYSE:ESTC ) Q4 2025 Earnings Conference Call May 29, 2025 5:00 PM ET Company Participants Anthony Luscri - Vice President, Investor Relations Ashutosh Kulkarni - Chief Executive Officer Navam Welihinda - Chief Financial Officer Conference Call Participants Pinjalim Bora - JP Morgan Sanjit Singh - Morgan Stanley Raimo Lenschow - Barclays Tyler Radke - Citi Howard Ma - Guggenheim Securities Kash Rangan - Goldman Sachs George Iwanyc - Oppenheimer Brent Thill - Jefferies Operator Good afternoon, and welcome to the Elastic N.V.

NGL Energy Partners LP Common Units (NGL) Q4 2025 Earnings Call Transcript — Neutral
NGL Seeking Alpha — May 29, 2025NGL Energy Partners LP Common Units (NYSE:NGL ) Q4 2025 Earnings Conference Call May 29, 2025 5:00 PM ET Company Participants Brad Cooper - Executive Vice President and Chief Financial Officer Michael Krimbill - Chief Executive Officer Doug White - Executive Vice President of NGL Water Solutions, LLC Conference Call Participants Derrick Whitfield - Texas Capital Nevin Mathew - JPMorgan Chase & Co. Gregg Brody - Bank of America Merrill Lynch Operator Greetings. Welcome to the NGL Energy Partners 4Q 2025 Earnings Call.

Canopy Growth Gears Up For Q4 Print; Here Are The Recent Forecast Changes From Wall Street's Most Accurate Analysts — Neutral
CGC Benzinga — May 29, 2025Canopy Growth Corporation CGC will release its fourth-quarter earnings results before the opening bell on Friday, May 30.

Oil prices set for weekly drop with tariff legal battles, OPEC+ in focus — Negative
BNO DBO GUSH IEO OIH OIL PXJ UCO USO XOP Reuters — May 29, 2025Oil prices were on track to end the week down more than 1% on Friday amid whipsawing tariff rulings in the U.S. and as the market braced for a potential OPEC+ output hike.
