US needs an allied strategy for AI investment in military and defense: Palantir — Neutral

PLTR   CNBC International TV — May 30, 2025

Mike 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.

image for news US needs an allied strategy for AI investment in military and defense: Palantir

DULUTH, 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.

image for news Primerica Household Budget Index™: Purchasing Power for Middle-Income Households Held Steady in April

US-China trade fears return after court ruling. Hang Seng dives; tech and EV stocks lead losses.

image for news Hang Seng Index News: Tech Stocks Slide on Tariff News; Li Auto Soars on Earnings

Riley Takes Advantage Of Low Valuations To Build Asset Base — Positive

REPX   Seeking Alpha — May 29, 2025

Riley 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.

image for news Riley Takes Advantage Of Low Valuations To Build Asset Base

SJNK: A Short Duration High Yield Bond Fund, 7.5% Yield — Positive

SJNK   Seeking Alpha — May 29, 2025

SJNK 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.

image for news SJNK: A Short Duration High Yield Bond Fund, 7.5% Yield

Abercrombie & Fitch: Value Buy At Current Levels — Negative

ANF   Seeking Alpha — May 29, 2025

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.

image for news Abercrombie & Fitch: Value Buy At Current Levels

PagerDuty, Inc. (PD) Q1 2026 Earnings Call Transcript — Neutral

PD   Seeking Alpha — May 29, 2025

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 …

image for news PagerDuty, Inc. (PD) Q1 2026 Earnings Call Transcript

Aurora Innovation: An Intriguing Long Haul Risk Capital Stock — Positive

AUR   Seeking Alpha — May 29, 2025

Aurora 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.

image for news Aurora Innovation: An Intriguing Long Haul Risk Capital Stock

Open 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.

image for news Open Text Corporation (OTEX) Jefferies Public Technology Conference (Transcript)

ProShares USD Provides Leveraged Exposure To High-Growth Chip Names — Positive

USD   Seeking Alpha — May 29, 2025

ProShares 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.

image for news ProShares USD Provides Leveraged Exposure To High-Growth Chip Names

Sea: Navigating Competition And Capitalizing On Fintech — Positive

SE   Seeking Alpha — May 29, 2025

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.

image for news Sea: Navigating Competition And Capitalizing On Fintech

SoundHound: The Rise Of A Voice AI Powerhouse — Positive

SOUN   Seeking Alpha — May 29, 2025

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.

image for news SoundHound: The Rise Of A Voice AI Powerhouse

Pebblebrook 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.

image for news Pebblebrook Hotel Trust Is Undervalued, I'm Picking Up An 8.7% Dividend Yield With The Preferreds

General 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.

image for news GM CEO Mary Barra backs Trump's auto tariffs as a tool to help US manufacturers ‘level the playing field'

Gold and silver are forming bullish price patterns as the US Dollar Index continues to decline after hitting strong resistance at 100.65.

image for news Gold (XAUUSD) and Silver Build Positive Price Momentum as Tariff Ruling Pressures US Dollar

NEW 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”).

image for news Shareholders who lost money on DoubleVerify Holdings, Inc. (NYSE: DV) Should Contact Wolf Haldenstein

Elastic N.V. (ESTC) Q4 2025 Earnings Call Transcript — Neutral

ESTC   Seeking Alpha — May 29, 2025

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.

image for news Elastic N.V. (ESTC) Q4 2025 Earnings Call Transcript

NGL 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.

image for news NGL Energy Partners LP Common Units (NGL) Q4 2025 Earnings Call Transcript

Canopy Growth Corporation CGC will release its fourth-quarter earnings results before the opening bell on Friday, May 30.

image for news Canopy Growth Gears Up For Q4 Print; Here Are The Recent Forecast Changes From Wall Street's Most Accurate Analysts

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, 2025

Oil 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.

image for news Oil prices set for weekly drop with tariff legal battles, OPEC+ in focus