Lotus Technology Releases 2024 ESG Report, Showcasing Commitment to Sustainability and Innovation — Neutral
LOT GlobeNewsWire — May 26, 2025NEW YORK, May 26, 2025 (GLOBE NEWSWIRE) -- Lotus Technology Inc. (“Lotus Tech” or the “Company”) (Nasdaq: LOT), a leading global intelligent and luxury mobility provider, today released its 2024 Environmental, Social, and Governance (ESG) Report, highlighting the Company's progress in advancing sustainable practices, innovative green products, and global leadership in clean mobility. The report has been audited by TÜV NORD, an independent third-party inspection, testing and assurance agency.

Vibracoustic Selects DXC to Lead Global Business Transformation with SAP — Neutral
DXC PRNewsWire — May 26, 2025ASHBURN, Va. , May 26, 2025 /PRNewswire/ - DXC Technology (NYSE: DXC), a leading Fortune 500 global technology services provider, today announced a multi-year IT services agreement with Vibracoustic, a leading expert in automotive Noise, Vibration, and Harshness (NVH) solutions to transform its SAP environment and modernize global IT operations.

FTC drops final challenge to Microsoft's $69B Activision Blizzard deal — Positive
MSFT Fast Company — May 26, 2025Three years after suing to block Microsoft from buying one of the biggest names in video games, the U.S. government is finally giving up.

JOHANNESBURG , May 26, 2025 /PRNewswire/ -- On 20 June 2024, Sasol announced that the High Court of South Africa handed down judgment on 18 June 2024 in favour of Sasol Oil (Pty) Ltd (Sasol Oil) and TotalEnergies Marketing South Africa (Pty) Ltd against Transnet SOC Limited (Transnet). In terms of that judgment, Transnet was ordered to make payment to Sasol Oil of the amount of R3.9 billion plus interest.

Costco Wholesale (COST) is set to report its results for the third quarter of fiscal 2025 after the closing bell on Thursday, with analysts generally bearing bullish ratings on the stock but not expecting substantial share-price gains.

Rithm Capital offers a secure 9% dividend yield, well-covered by distributable earnings, making it highly attractive for passive income investors. The trust's significant Mortgage Servicing Rights exposure benefits from a higher-for-longer interest rate environment, supporting resilience and upside potential. Rithm Capital trades at a 9% discount to book value, providing a margin of safety and potential for re-rating as market conditions stabilize.

Airbnb: Expect New Services And Experiences To Drive Incremental Bookings Growth — Positive
ABNB Seeking Alpha — May 26, 2025I upgrade Airbnb to 'Buy' with a $148 target, driven by its strategic expansion into services and experiences beyond accommodations. The redesigned app, launching in summer 2025, introduces new Homes, Experiences, and Services tabs to position ABNB as a holistic travel platform. I expect services and experiences to drive incremental bookings, potentially adding $1.5 billion in revenue and reviving growth above 10% YoY.

Target's recent earnings missed expectations, but underlying financial strength and stable margins signal resilience, despite near-term consumer headwinds. Current valuation is historically low at 10x P/E, offering an attractive entry point with a nearly 5% dividend yield for long-term investors. Brand appeal, new store openings, digital media growth, and strategic partnerships position Target for recovery and future growth.

Tech's Trump Whisperer, Tim Cook, Goes Quiet as His Influence Fades — Negative
AAPL NYTimes — May 26, 2025Apple's chief executive has gone from winning President Trump's praise to drawing his ire, deepening the company's woes in a very bad year.

Meta's Llama AI team has been bleeding talent. Many top researchers have joined French AI startup Mistral. — Negative
META Business Insider — May 26, 2025Meta's AI team has faced a talent drain as key Llama model creators have exited. The departures raise concerns about Meta's ability to retain top AI talent.

Artificial intelligence (AI) is already permeating many industries, transforming customer service, data analysis, financial services, and much more. Two AI companies that have caught the attention of many investors lately are conversational AI company SoundHound AI (SOUN 0.42%) and semiconductor company Broadcom (AVGO -0.62%).

3 Top Growth Stocks to Buy in the Second Half of 2025 — Positive
AMZN META VRTX The Motley Fool — May 26, 2025Believe it or not, but we're not far away from being halfway through the year. Time flies when you're having fun -- and when you're not having fun, too.

This stock is attracting Congress members ‘like blood attracts sharks' — Neutral
GOOG GOOGL Finbold — May 26, 2025In recent months, members of Congress have increasingly shown a notable inclination toward technology giant Alphabet (NASDAQ: GOOGL), as evidenced by a series of stock purchases.

Alibaba's new 'instant commerce' portal passes 40 million daily orders — Positive
BABA Reuters — May 26, 2025Chinese e-commerce giant Alibaba said Monday that its Taobao Instant Commerce portal, which delivers items within 60 minutes, has surpassed 40 million daily orders within a month of launching.

Goldman Sachs expects India to drive global oil demand over next two decades — Positive
BNO DBO GUSH IEO OIH OIL PXJ UCO USO XOP CNBC International TV — May 26, 2025Nikhil Bhandari, Co-head of APAC Natural Resource & Clean Energy Research at Goldman Sachs, says that India will be the fastest-growing oil demand region among large economies over the next two decades. He notes that the country is at an "inflection point", where oil demand will accelerate even faster as GDP growth moves up the value chain.

Walmart (WMT 0.62%) and Target (TGT -0.79%) both survived the retail apocalypse that wiped out many brick-and-mortar retailers over the past 15 years. Both of these superstore chains kept growing by staying away from dying malls, renovating their stores, expanding their e-commerce marketplaces, and using their brick-and-mortar stores to fulfill online orders.

ProShares Ultra VIX Short-Term Futures ETF offers an opportunity for tactical risk-seeking investors, portfolio hedgers, and traders to act on front-month volatility. We think front-month volatility is underpriced. We calculated the 3-month SMA higher than longer-run averages, which is likely justified given a string of macro and political shocks. Unfortunately, we see the baseline VIX being higher for longer given the unstable political, fiscal, and economic cycle environments. On the plus side, inefficient VIX term structures could occur.

Capgemini and SAP partner with Mistral to deploy AI for sensitive sectors — Positive
CGEMY SAP Reuters — May 26, 2025French IT firm Capgemini said on Monday it was partnering with Germany's SAP to deploy custom Mistral AI solutions for sensitive industries.
