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.

Who Will Win Guyana's Oil? Chevron and ExxonMobil Face Off — Positive
CVX XOM Zacks Investment Research — May 26, 2025XOM and CVX battle in arbitration over Hess' stake in Guyana's oil-rich Stabroek Block, with 11B barrels and industry influence on the line.

PENN Entertainment: Unlocking Value In Bricks, Not Bets — Negative
PENN Seeking Alpha — May 26, 2025PENN'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.

ROSEN, A RANKED AND LEADING LAW FIRM, Encourages Digimarc Corporation Investors to Secure Counsel Before Important Deadline in Securities Class Action – DMRC — Neutral
DMRC GlobeNewsWire — May 26, 2025NEW 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.

Investors Urged to Contact Levi & Korsinsky for Information Before July 14, 2025 - Iovance Biotherapeutics, Inc. (IOVA) — Neutral
IOVA Accesswire — May 26, 2025NEW 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.

Plains All American: The Market Is Offering A 9% Yielding Gift Here — Neutral
PAA Seeking Alpha — May 26, 2025Plains 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.

Navitas Semiconductor: Another Boom And Bust Likely - Wait For Dips — Positive
NVTS Seeking Alpha — May 26, 2025NVTS' 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.

AerSale Is Still An AerAware Story - And That's Not Enough — Neutral
ASLE Seeking Alpha — May 26, 2025The 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.

Nvidia developing cheaper Blackwell AI chip for Chinese market: report — Positive
NVDA Proactive Investors — May 26, 2025Nvidia 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.

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.

Autodesk: Near-Term Fortunes Dependent On Construction Spending — Positive
ADSK Seeking Alpha — May 26, 2025Autodesk'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.

BKKT Deadline: BKKT Investors with Losses in Excess of $100K sHave Opportunity to Lead Bakkt Holdings, Inc. Securities Fraud Lawsuit — Neutral
BKKT PRNewsWire — May 26, 2025NEW 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.

Buy 5 Internet-Centric AI Stocks on the Dip to Boost Portfolio Returns — Positive
ANET FIVN FSLY HUBS TWLO Zacks Investment Research — May 26, 2025The current low-valuation of Internet-centric AI stocks provides good opportunity for investors. Five such stocks to buy are: ANET, FSLY, FIVN, HUBS, TWLO.

Realty Income (NYSE: O) Stock Price Prediction and Forecast 2025-2030 (May 2025) — Positive
O 24/7 Wall Street — May 26, 2025Shares 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.

CBL International Limited Announces Name Change of Singapore Subsidiary to Support Regional Growth Strategy — Neutral
BANL GlobeNewsWire — May 26, 2025Kuala 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.

MSTY: The MicroStrategy YieldMax ETF Has A 140% Yield And Lives Up To The Hype — Positive
MSTR Seeking Alpha — May 26, 2025YieldMax 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.

Enhans Joins Palantir's Startup Fellowship as Korea's Sole AI-Native Startup — Neutral
PLTR GlobeNewsWire — May 26, 2025SEOUL, 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.

First Solar: The Place To Hide Amid The Solar Market Mayhem — Positive
FSLR Seeking Alpha — May 26, 2025First 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.

ZBIO Investors Have Opportunity to Lead Zenas BioPharma, Inc. Securities Lawsuit Filed by The Rosen Law Firm — Neutral
ZBIO PRNewsWire — May 26, 2025NEW 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 …

DoubleVerify Holdings, Inc. (DV) Investors Who Lost Money – Contact Law Offices of Howard G. Smith About Securities Fraud Investigation — Neutral
DV Business Wire — May 26, 2025BENSALEM, 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.
