Nvidia Corporation beat Q1 FY26 revenue and EPS estimates, but export restrictions to China will weigh on future earnings as it unwinds from raw material obligations. Datacenter demand continues to drive growth, while legacy segments like graphics cards and OEM/Other are declining, increasing Nvidia's dependence on AI infrastructure. Gross margins rose to 71% after the China business loss while bottom-line growth is expected to slow to single digits, which challenges NVDA stock's high valuation premium.

ATS Corporation (NYSE:ATS ) Q4 2025 Results Conference Call May 28, 2025 6:00 PM ET Company Participants David Galison - Head of Investor Relations Andrew Hider - Chief Executive Officer Ryan McLeod - Chief Financial Officer Conference Call Participants Cherilyn Radbourne - TD Cowen Maxim Sytchev - National Bank Sabahat Khan - RBC Capital Markets David Ocampo - Cormark Securities Michael Glen - Raymond James Operator Welcome to the ATS Corporation Fourth Quarter Conference Call and Webcast. This call is being recorded on May 28, 2025, at 6:00 p.m.

UnitedHealth Group (UNH) Faces New Allegations of Secret Payments to Nursing Homes Amidst Pending Securities Fraud Suit – Hagens Berman — Neutral
UNH GlobeNewsWire — May 29, 2025SAN FRANCISCO, May 29, 2025 (GLOBE NEWSWIRE) -- Shares of UnitedHealth Group (NYSE: UNH), the nation's largest health insurer, fell sharply on May 21, after a British newspaper reported that the company had made undisclosed payments to nursing homes in an effort to reduce hospital transfers, intensifying the scrutiny facing the healthcare conglomerate. The allegations add to UnitedHealth's woes, as the company had to grapple with the filing of a securities fraud class action, the abrupt departure of its CEO, and reports of criminal and civil probes on company's practices.

3 Electronics Components Stocks to Buy From a Prospering Industry — Positive
ALNT AMSC TTMI Zacks Investment Research — May 29, 2025The Zacks Electronics - Miscellaneous Components industry players like TTMI, AMSC and ALNT are benefiting from the solid adoption of AI and the democratization of IoT.

Did You Lose Money on Canopy Growth Corporation (CGC)? Levi & Korsinsky Urges Investors to Act Before June 3, 2025 — Neutral
CGC Accesswire — May 29, 2025NEW YORK, NY / ACCESS Newswire / May 29, 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=150756&wire=1&utm_campaign=28 or contact Joseph E. Levi, Esq.

Class Action Lawsuit Filed: Napco Security Technologies, Inc. (NSSC) - Join by June 24, 2025 - Contact Levi & Korsinsky — Neutral
NSSC Accesswire — May 29, 2025NEW YORK, NY / ACCESS Newswire / May 29, 2025 / If you suffered a loss on your Napco Security Technologies, Inc. (NASDAQ:NSSC) 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/napco-security-technologies-inc-lawsuit-submission-form-2?prid=150757&wire=1&utm_campaign=8 or contact Joseph E. Levi, Esq.

The New York Times (NYT) Company has signed a multiyear, artificial intelligence-focused licensing agreement with Amazon. The new arrangement will bring NYT editorial content to a “variety of Amazon customer experiences,” the media company said in a news release Thursday (May 29).

Synopsys suspended its annual and quarterly forecasts on Thursday, citing new restrictions from the U.S. curbing exports of its chip design software to key market China.

Securities Fraud Investigation Into Organon & Co. (OGN) Announced – Investors Who Lost Money Urged To Contact Glancy Prongay & Murray LLP, a Leading Securities Fraud Law Firm — Neutral
OGN Business Wire — May 29, 2025LOS ANGELES--(BUSINESS WIRE)--Glancy Prongay & Murray LLP, a leading national shareholder rights law firm, today announced that it has commenced an investigation on behalf of Organon & Co. (“Organon” or the “Company”) (NYSE: OGN) investors concerning the Company's possible violations of the federal securities laws. IF YOU ARE AN INVESTOR WHO LOST MONEY ON ORGANON & CO. (OGN), CLICK HERE TO INQUIRE ABOUT POTENTIALLY PURSUING CLAIMS TO RECOVER YOUR LOSS. What Happened? On May 1, 2025,.

Citigroup vs. Bank of America: Which Stock Has More Upside Potential? — Positive
BAC C Zacks Investment Research — May 29, 2025Can BAC's branch expansion efforts provide an edge over C's focus on expense control and business streamlining initiatives? Let us find out.

Bladex and Silver Birch: An Alliance to Expand Working Capital Financing for Businesses in Latin America — Neutral
BLX PRNewsWire — May 29, 2025PANAMA CITY , May 29, 2025 /PRNewswire/ -- Banco Latinoamericano de Comercio Exterior, S.A. - Bladex (NYSE: BLX) and Silver Birch Finance (hereafter "Silver Birch"), an international firm specializing in the advisory and execution of working capital solutions, have formalized a strategic alliance aimed at expanding access to working capital financing for corporates in Latin America.

Bill Baruch, Founder & President Blue Line Capital, joins CNBC's “Halftime Report” to explain why he's buying more Alphabet.

Post-Nvidia earnings reactions, tariffs blocked by US trade court, M&A picks up — Positive
NVDA Yahoo Finance — May 29, 2025Catalysts anchor Madison Mills breaks down the latest market moves for May 29, 2025. Investors celebrate as stocks rise on Nvidia's Q1 results and a US trade court's decision to block several of President Trump's tariffs, ruling that they were illegal.

Veeva Systems Analysts Boost Their Forecasts After Better-Than-Expected Earnings — Positive
VEEV Benzinga — May 29, 2025Veeva Systems Inc. VEEV posted better-than-expected earnings for the first quarter and raised the outlook on Wednesday.

Hormel Foods Q2 Earnings Meet Estimates, Sales Increase Y/Y — Positive
HRL Zacks Investment Research — May 29, 2025HRL meets second-quarter earnings estimates as sales rise 0.4% year over year and volumes decline, but International units post modest net sales gains.

Occidental vs. Hess: Which Energy Stock Deserves a Spot in Your Folio? — Neutral
HES OXY Zacks Investment Research — May 29, 2025Occidental Petroleum and Hess Corporation are strong operators in the oil and gas industry. OXY currently has the edge over HES with a higher dividend yield and lower valuation.

Surging Earnings Estimates Signal Upside for Alerus (ALRS) Stock — Positive
ALRS Zacks Investment Research — May 29, 2025Alerus (ALRS) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

Earnings Estimates Moving Higher for Brainsway (BWAY): Time to Buy? — Positive
BWAY Zacks Investment Research — May 29, 2025Brainsway (BWAY) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

Surging Earnings Estimates Signal Upside for Dynatrace (DT) Stock — Positive
DT Zacks Investment Research — May 29, 2025Dynatrace (DT) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
