NEPTUNE, N.J., May 29, 2025 (GLOBE NEWSWIRE) -- Spectrotel, a leading provider of Managed Network Services, today announced that it has achieved Expert-level partner status within Fortinet's Engage Partner Program. This designation demonstrates Spectrotel's commitment to leveraging Fortinet's Security Fabric to deliver integrated, secure, and intelligent solutions that meet the complex needs of today's businesses. The achievement also highlights Spectrotel's investment in certifying its technical experts to deliver advanced security outcomes to partners and customers alike.

British American Tobacco PLC (LSE:BATS) will publish a first-half trading update on Tuesday 3 June, with investors watching to see if recent momentum in the share price is warranted. The update is expected to provide commentary on trading and guidance reaffirmation, without a full set of financials.

HPQ stock dips 8% after Q2 EPS misses by 11%. Despite 2.4% revenue growth, the lowered FY25 profit outlook adds to investor concerns.

AOMD offers a 9.75% yield, but lacks a credit rating and sits deep in junk territory, reflecting elevated credit risk for fixed-income investors. Angel Oak Mortgage REIT is highly leveraged, with weak sector performance and a history of dividend cuts, raising risk concerns. Compared to peer baby bonds, AOMD is fairly priced but lacks distinguishing features or superior credit quality.

Company seeks new FirstEnergy Foundation leader following recent retirement of Lorna Wisham AKRON, Ohio , May 29, 2025 /PRNewswire/ -- FirstEnergy Corp. (NYSE: FE) announced today that the FirstEnergy Foundation has distributed more than $2 million in the first two quarters of 2025 to support local nonprofits. Organizations were selected based on their ongoing efforts to meet the critical needs of our customers in communities served by the company's electric companies and in areas where the company conducts business.

Federal bookings and large enterprise deal size under the microscope. Net revenue retention and margin stability drive bullish setup.

Danaos maintains a well-diversified fleet of vessels, with at most 23% of the vessels belonging to a single class. Hapag-Lloyd and PIL are Danaos' main clients, but they represent only 18% of contracts in each case. Danaos will embark on a fleet expansion that will increase capacity by 128,220 TEUs by 2028.

On 6/2/25, Nike, Carter's, and Wendy's will all trade ex-dividend for their respective upcoming dividends. Nike will pay its quarterly dividend of $0.40 on 7/1/25, Carter's will pay its quarterly dividend of $0.25 on 6/20/25, and Wendy's will pay its quarterly dividend of $0.14 on 6/16/25.

Initiating HEICO Corporation with a Buy rating and a fair value of $332 per share, driven by strong structural growth in Flight Support Group. HEICO's value proposition—low-cost, FAA-approved replacement parts—positions it to gain market share as airlines focus on cost control post-pandemic. Strategic acquisitions, including the value-accretive Wencor deal, expand HEICO's product offerings and geographic reach, supporting sustained double-digit growth.

Nvidia Corporation's strong outlook and favorable tariff ruling has boosted semiconductor sentiment, mitigating China headwinds and supporting sector resilience. Advanced Micro Devices, Inc.'s Q1 results and ongoing data center momentum reinforce confidence in its core business, despite cyclical and competitive challenges. AI growth remains AMD's key catalyst; upcoming investor day is crucial for management to clarify long-term AI revenue outlook and drive re-rating.

Opera's pivot to higher ARPU regions and improved advertising opportunities have already delivered the excellent top/ bottom-line performances. These have directly triggered the richer balance sheet and excellent shareholder returns through dividend incomes, building upon its high-growth cadence. With APP also highlighting the robust e-commerce advertising prospects, we believe that OPRA is likely to deliver beat and raise performances ahead.

Bath & Body Works, Inc. (NYSE:BBWI ) Q1 2025 Earnings Conference Call May 29, 2025 8:30 AM ET Company Participants Luke Long - Vice President, Investor Relations Daniel Heaf - Chief Executive Officer Eva Boratto - Chief Financial Officer Conference Call Participants Simeon Siegel - BMO Capital Markets Matthew Boss - J.P. Morgan Lorraine Hutchinson - Bank of America Alex Straton - Morgan Stanley Ike Boruchow - Wells Fargo Jonna Kim - TD Cowen Kate McShane - Goldman Sachs Olivia Tong - Raymond James Korinne Wolfmeyer - Piper Sandler Sydney Wagner - Jefferies Dana Telsey - Telsey Advisory Group Operator …

Altria has outperformed the S&P 500 despite negative sentiment, validating my thesis of steady EPS growth and double-digit total returns. Strong capital allocation is evident through consistent dividends, share buybacks at fair value, and improved profit margins despite declining sales. While some acquisitions like Juul and NJOY were value-destructive, the on! brand shows strong growth and potential in the oral tobacco market.

Shares up ~10% YTD, near all-time highs Are you ahead, or behind on retirement?

FTV boosts buyback program to 20M shares and adds $550M special repurchase tied to Ralliant spin-off, signaling confidence in long-term growth.

ET and CRK should benefit from strong natural gas demand, higher prices and surging energy needs from AI-driven data centers and deep drilling assets.

As always, NVIDIA ( NVDA ) earnings conference calls are almost as exciting as their technology conferences. We look for certain surprises going in, and we always get more than we bargained for.

TSMC's robust AI-driven growth, clear process roadmap, and resilient demand position it for strong performance through 2025/26 and beyond. Q1 2025 results and Q2 guidance highlight impressive revenue growth, margin resilience, and management's ability to offset macro headwinds with price hikes. Long-term tailwinds include the launch of new A16/A14 nodes, sovereign AI spending, and expansion into physical AI, robotics, and automotive applications.

Morning Brief anchors Madison Mills and Brad Smith break down the latest financial news stories and what's moving markets for May 29, 2025. Several of President Trump's wide-sweeping tariffs were blocked by a US trade court which ruled the tariffs are illegal.