UnitedHealth: No News Is Good News — Neutral

UNH   Seeking Alpha — May 26, 2025

UnitedHealth Group stock's selloff can be explained by three factors: higher medical costs, uncertainty around the CFO resignation, and most importantly, higher risk premium for UNH's specific risk. The UnitedHealthcare segment's margin is expected to decline to a new low in 2Q FY2025 and remain under pressure for the rest of the year. The DOJ's silence in recent weeks may suggest that no major red flags have been confirmed, which could help ease overly bearish sentiment on the stock.

image for news UnitedHealth: No News Is Good News

Who Will Win Guyana's Oil? Chevron and ExxonMobil Face Off — Positive

CVX  XOM   Zacks Investment Research — May 26, 2025

XOM and CVX battle in arbitration over Hess' stake in Guyana's oil-rich Stabroek Block, with 11B barrels and industry influence on the line.

image for news Who Will Win Guyana's Oil? Chevron and ExxonMobil Face Off

PENN Entertainment: Unlocking Value In Bricks, Not Bets — Negative

PENN   Seeking Alpha — May 26, 2025

PENN's online sports betting efforts, especially ESPN Bets, have underperformed due to poor user experience and unsustainable promo-driven growth. Increased competition is pressuring both PENN's interactive and brick-and-mortar segments, leading to negative growth, accompanied by potential macroeconomic headwinds. My valuation suggests a fair value of $14.03; however, there is over 40% upside to be realized contingent on PENN divesting from its interactive segment.

image for news PENN Entertainment: Unlocking Value In Bricks, Not Bets

NEW YORK, May 26, 2025 (GLOBE NEWSWIRE) -- WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Digimarc Corporation (NASDAQ: DMRC) between May 3, 2024 and February 26, 2025, both dates inclusive (the “Class Period”), of the important July 8, 2025 lead plaintiff deadline.

image for news ROSEN, A RANKED AND LEADING LAW FIRM, Encourages Digimarc Corporation Investors to Secure Counsel Before Important Deadline in Securities Class Action – DMRC

NEW YORK, NY / ACCESS Newswire / May 26, 2025 / If you suffered a loss on your Iovance Biotherapeutics, Inc. (NASDAQ:IOVA) 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/iovance-biotherapeutics-inc-lawsuit-submission-form?prid=150215&wire=1&utm_campaign=5 or contact Joseph E. Levi, Esq.

image for news Investors Urged to Contact Levi & Korsinsky for Information Before July 14, 2025 - Iovance Biotherapeutics, Inc. (IOVA)

Plains All American: The Market Is Offering A 9% Yielding Gift Here — Neutral

PAA   Seeking Alpha — May 26, 2025

Plains All American is down by ~16% from the April 2025 high. The correction has taken place, due to the unfavorable oil/gas markets. In the meantime, the business remains in a solid shape.

image for news Plains All American: The Market Is Offering A 9% Yielding Gift Here

Navitas Semiconductor: Another Boom And Bust Likely - Wait For Dips — Positive

NVTS   Seeking Alpha — May 26, 2025

NVTS' partnership with NVDA offers great long-term growth potential, albeit with minimal near-term financial impact, since Rubin Ultra will only be launched from 2027 onwards. While the management has highlighted $450M of new lifetime design wins and a growing pipeline of $2.4B in 2024, these will only be accretive from H2'25 onwards. NVTS' ongoing cash burn and deteriorating balance sheet are likely to trigger further dilutive capital raises, with the management potentially taking advantage of the recent stock price rally.

image for news Navitas Semiconductor: Another Boom And Bust Likely - Wait For Dips

AerSale Is Still An AerAware Story - And That's Not Enough — Neutral

ASLE   Seeking Alpha — May 26, 2025

The bull case for AerSale rested on a legacy business supporting valuation and AerAware driving growth — but that bull case hasn't played out. Valuation looks reasonable on a mid-cycle basis, but past SPAC deals and long-term performance suggest the market may be right to assign a discount. AerSale has overpromised and underdelivered on AerAware; after several years, it's possible the product simply won't find acceptance.

image for news AerSale Is Still An AerAware Story - And That's Not Enough

Nvidia developing cheaper Blackwell AI chip for Chinese market: report — Positive

NVDA   Proactive Investors — May 26, 2025

Nvidia Corp (NASDAQ:NVDA, ETR:NVD) is planning to release a cheaper version of its Blackwell AI chip for the Chinese market, with mass production expected to begin as early as June 2025, according to a Reuters report. Sources with knowledge of the matter told the publication that this chip is reportedly designed to comply with US export restrictions and will be priced between $6,500 and $8,000, which is lower than the $10,000 to $12,000 price of the H20 model.

image for news Nvidia developing cheaper Blackwell AI chip for Chinese market: report

Tesla's Rough Patch: Elon Musk Needs to Cross a Deep River — Negative

TSLA   24/7 Wall Street — May 26, 2025

[00:00:04] Doug McIntyre: Lee, Tesla may be one of the most troubled companies.

image for news Tesla's Rough Patch: Elon Musk Needs to Cross a Deep River

Autodesk: Near-Term Fortunes Dependent On Construction Spending — Positive

ADSK   Seeking Alpha — May 26, 2025

Autodesk's business remains resilient, despite fading tailwinds. Growth is currently being boosted by a shift to direct billings, though. Autodesk's cash flow margins are also rebounding from a shift in billing practices, which is supportive of both ADSK's valuation and share repurchases. Autodesk is also widely considered a likely AI beneficiary, although this will likely take time to play out.

image for news Autodesk: Near-Term Fortunes Dependent On Construction Spending

NEW YORK , May 26, 2025 /PRNewswire/ -- Why: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Bakkt Holdings, Inc. (NYSE: BKKT) between March 25, 2024 and March 17, 2025, both dates inclusive (the "Class Period"), of the important June 2, 2025 lead plaintiff deadline. So what: If you purchased Bakkt securities during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.

image for news BKKT Deadline: BKKT Investors with Losses in Excess of $100K sHave Opportunity to Lead Bakkt Holdings, Inc. Securities Fraud Lawsuit

Buy 5 Internet-Centric AI Stocks on the Dip to Boost Portfolio Returns — Positive

ANET  FIVN  FSLY  HUBS  TWLO   Zacks Investment Research — May 26, 2025

The current low-valuation of Internet-centric AI stocks provides good opportunity for investors. Five such stocks to buy are: ANET, FSLY, FIVN, HUBS, TWLO.

image for news Buy 5 Internet-Centric AI Stocks on the Dip to Boost Portfolio Returns

Shares of Realty Income (NYSE:O) lost 4.46% over the past month, sitting out from the broad market's rally despite strong reporting Q1 earnings that showed a beat on revenue and net income.

image for news Realty Income (NYSE: O) Stock Price Prediction and Forecast 2025-2030 (May 2025)

Kuala Lumpur, Malaysia, May 26, 2025 (GLOBE NEWSWIRE) -- CBL International Limited (NASDAQ: BANL) (“CBL” or the “Company”), the listing vehicle of Banle Group (“Banle” or the “Group”), a leading marine fuel logistics company in the Asia-Pacific region, today announced the official renaming of its Singapore-based wholly owned subsidiary, Majestic Energy (Singapore) Pte Ltd, to support its regional growth strategy.

image for news CBL International Limited Announces Name Change of Singapore Subsidiary to Support Regional Growth Strategy

YieldMax MSTR Option Income Strategy ETF's synthetic strategy around MSTR delivers extraordinary income, with a TTM yield of 140%, making it a net positive investment despite share price volatility. The ETF's unique approach leverages MSTR's Bitcoin exposure and options premiums, but investors must understand the risks and mechanics before diving in. MSTY's total return, factoring in distributions, is competitive with BTC and offers a compelling case for adventurous income-focused investors seeking indirect crypto exposure.

image for news MSTY: The MicroStrategy YieldMax ETF Has A 140% Yield And Lives Up To The Hype

SEOUL, KOREA, May 26, 2025 (GLOBE NEWSWIRE) -- Enhans, a South Korean startup specializing in vertical commerce AI agents, has been selected for the Startup Fellowship organized by Palantir Technologies. Among 25 companies chosen worldwide, Enhans is the only participant from Korea. This selection recognizes the company's technical leadership, strong execution capabilities, and potential to lead the next generation of AI-native companies.

image for news Enhans Joins Palantir's Startup Fellowship as Korea's Sole AI-Native Startup

First Solar: The Place To Hide Amid The Solar Market Mayhem — Positive

FSLR   Seeking Alpha — May 26, 2025

First Solar remains resilient, despite political headwinds, as key 45X manufacturing credits are largely maintained in Trump's tax bill. The company still faces demand uncertainty, due to gutted IRA incentives and ongoing trade/tariff issues. Yet, FSLR's valuation reflects steep pessimism, suggesting the market has not ignored the underlying headwinds.

image for news First Solar: The Place To Hide Amid The Solar Market Mayhem

NEW YORK , May 26, 2025 /PRNewswire/ -- Why: Rosen Law Firm, a global investor rights law firm, reminds purchasers of the securities of Zenas BioPharma, Inc. (NASDAQ: ZBIO) pursuant and/or traceable to the registration statement and prospectus (collectively, the "Registration Statement") issued in connection with Zenas BioPharma's September 2024 initial public offering ("IPO" or the "Offering"), of the important June 16, 2025 lead plaintiff deadline in the securities class action first filed by the Firm. So What: If you purchased Zenas BioPharma securities you may be entitled to compensation without payment of any out of pocket fees or costs …

image for news ZBIO Investors Have Opportunity to Lead Zenas BioPharma, Inc. Securities Lawsuit Filed by The Rosen Law Firm

BENSALEM, Pa.--(BUSINESS WIRE)--Law Offices of Howard G. Smith announces an investigation on behalf of DoubleVerify Holdings, Inc. (“DoubleVerify” or the “Company”) (NYSE: DV) investors concerning the Company's possible violations of federal securities laws. IF YOU ARE AN INVESTOR WHO SUFFERED A LOSS IN DOUBLEVERIFY HOLDINGS, INC. (DV), CONTACT THE LAW OFFICES OF HOWARD G. SMITH ABOUT POTENTIALLY PURSUING CLAIMS TO RECOVER YOUR LOSS. Contact the Law Offices of Howard G. Smith to discuss your le.

image for news DoubleVerify Holdings, Inc. (DV) Investors Who Lost Money – Contact Law Offices of Howard G. Smith About Securities Fraud Investigation