BofA Securities analyst Brad Sills disclosed its software spending survey on Tuesday.

image for news Rising AI, Analytics Budgets Could Lift Microsoft, Snowflake, Datadog

S&P 500 ETFs Log Best May in 30+ Yrs on AI, Large-Cap Safety — Positive

SPY   Zacks Investment Research — June 03, 2025

S&P 500 ETFs like SPY notched its best May in 30+ years as Big Tech's earnings-fueled surge powered 62% of the S&P 500's monthly gains.

image for news S&P 500 ETFs Log Best May in 30+ Yrs on AI, Large-Cap Safety

SAN FRANCISCO--(BUSINESS WIRE)--Asana, Inc. (NYSE: ASAN) (LTSE: ASAN), the leading work management platform for human + AI coordination, today announced it has been named a Leader in The Forrester Wave™: Collaborative Work Management (CWM) Tools, Q2 20251. Asana secured the top score in the Strategy category and achieved the highest possible scores in nine Wave criteria, including Vision, Innovation, Roadmap, Enterprise Work Management, and Usability and CX. This recognition comes as enterprise.

image for news Asana Named a Leader in Collaborative Work Management Tools, Q2 2025 Evaluation

How Under Armour lured Steph Curry from Nike — Positive

NKE  UA  UAA   CNBC Television — June 03, 2025

In 2013, Stephen Curry shocked the sneaker world by signing with then-upstart apparel company Under Armour over basketball powerhouse Nike, a defining moment in Curry's business career. In 2023, Under Armour signed a long-term extension with Curry and made him president of the newly formed Curry Brand, housed under the company's banner.

image for news How Under Armour lured Steph Curry from Nike

META & CEG Deal Shows "We Need" More Energy for A.I. — Positive

META   Schwab Network — June 03, 2025

"We've got to get more nuclear going," argues @LikeFolio's Landon Swan. With tech outgrowing efficiency, he sees Constellation Energy's (CEG) deal with Meta Platforms (META) as a big win for the Mag 7 giant.

image for news META & CEG Deal Shows "We Need" More Energy for A.I.

NEW YORK, NY / ACCESS Newswire / June 3, 2025 / If you suffered a loss on your Zenas BioPharma, Inc. (NASDAQ:ZBIO) 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/zenas-biopharma-inc-lawsuit-submission-form?prid=151490&wire=1&utm_campaign=31 or contact Joseph E. Levi, Esq.

image for news Join Class Action to Recover Losses From Zenas BioPharma, Inc. (ZBIO) - Contact Levi & Korsinsky Before June 16, 2025

NIO Inc. (NIO) Q1 2025 Earnings Call Transcript — Neutral

NIO   Seeking Alpha — June 03, 2025

NIO Inc. (NYSE:NIO ) Q1 2025 Earnings Conference Call June 3, 2025 8:00 AM ET Company Participants Rui Chen - Head of Investor Relations William Li - Co-Founder, Chairman & CEO Yu Qu - Chief Financial Officer Conference Call Participants Bin Wang - Deutsche Bank AG, Research Division Jing Chang - China International Capital Corporation Limited, Research Division Ming-Hsun Lee - BofA Securities, Research Division Paul Gong - UBS Investment Bank, Research Division Tim Hsiao - Morgan Stanley, Research Division Tina Hou - Goldman Sachs Group, Inc., Research Division Yuqian Ding - HSBC, Research Division Operator Hello, ladies and gentlemen. …

image for news NIO Inc. (NIO) Q1 2025 Earnings Call Transcript

Ferguson Enterprises Inc. delivered impressive Q3 results, with strong margin expansion and broad-based growth despite a challenging construction environment. The company is gaining market share in fragmented markets, leveraging its scale and one-stop-shop model to outperform peers. Ferguson's robust balance sheet, ongoing buybacks, and rising free cash flow support its resilience and shareholder returns.

image for news Ferguson Enterprises Q3 Earnings: Margin Outperformance Justifies The Stock Rally

Final Trades: American Express, KKR and Doordash — Neutral

AXP  DASH  KKR   CNBC Television — June 03, 2025

The Investment Committee give you their top stocks to watch for the second half.

image for news Final Trades: American Express, KKR and Doordash

PriceSmart: A Great Play At A Good Price — Positive

PSMT   Seeking Alpha — June 03, 2025

PriceSmart continues to deliver strong revenue and profit growth, driven by rising membership, higher ticket sizes, and expansion in high-growth Latin American markets. Shares remain attractively valued compared to peers like Costco, Walmart, and BJ's, offering compelling upside potential based on relative multiples. The company's net cash position and ongoing warehouse expansion provide financial flexibility and support further growth.

image for news PriceSmart: A Great Play At A Good Price

SAN FRANCISCO, June 03, 2025 (GLOBE NEWSWIRE) -- On May 15, 2025, investors in Coinbase Global, Inc. (NASDAQ: COIN) saw the price of their shares slide about 7% after the company announced that it experienced a material cybersecurity incident, raising questions about the adequacy of its internal controls and disclosure processes. Hagens Berman has opened an investigation into possible securities law violations and urges Coinbase investors who suffered substantial losses to submit your losses now.

image for news Coinbase Global, Inc. (COIN) Shares Slide Amid Disclosure of Material Cybersecurity Incident – Hagens Berman

AngloGold Ashanti Inks Deal to Sell MSG Mine, Stock Hits 52-Week High — Positive

AU   Zacks Investment Research — June 03, 2025

AU hits a 52-week high after striking a $76-million deal to sell its high-cost MSG mine to Aura.

image for news AngloGold Ashanti Inks Deal to Sell MSG Mine, Stock Hits 52-Week High

Markets Start June Positive Despite US-China Tensions: Stocks to Watch — Neutral

APP  SE   Zacks Investment Research — June 03, 2025

Declining volatility surrounding tariffs and a tame inflation trend suggest more gains are on the horizon.

image for news Markets Start June Positive Despite US-China Tensions: Stocks to Watch

Youssef Squali, Truist head of internet and media, joins 'The Exchange' to discuss Alphabet's AI strength and tech's push into nuclear power.

image for news Truist's Youssef Squali's bullish call on Waymo: It'll generate over $10 billion in revenue midterm

Signet Jewlers: Not As Good As You'd Think — Positive

SIG   Seeking Alpha — June 03, 2025

We remain neutral on SIG after the recent rally; the valuation and outlook suggests caution for new buyers, with a better entry below $70. Q1 results showed modest beats and margin improvement, but the overall report is mixed and one strong quarter does not make a trend. Buybacks boosted EPS guidance, but the average transaction value is rather stagnant and cash burn remains a concern despite shareholder returns.

image for news Signet Jewlers: Not As Good As You'd Think

SAN FRANCISCO, June 03, 2025 (GLOBE NEWSWIRE) -- SelectQuote Inc. (NYSE: SLQT) faced renewed investor pressure on Monday, May 12, 2025, as its shares tumbled another 12% following the release of quarterly results that fell short of earnings and revenue expectations. This decline compounds the over 19% drop experienced on May 1st after the U.S. Department of Justice (DOJ) announced a lawsuit alleging violations of the False Claims Act against the insurance brokerage and several major health insurers.

image for news SelectQuote (SLQT) Shares Slide Further on Disappointing Earnings Amidst DOJ Scrutiny– Hagens Berman

A trial that was set to begin in less than three weeks was canceled by a Texas judge at the request of Boeing and the Department of Justice, according to court documents.

image for news Federal judge cancels Boeing trial over 737 crashes after agreement with DOJ

Ball Corp Partners With Acai Motion to Launch ASI-Certified Cans — Positive

BALL   Zacks Investment Research — June 03, 2025

BALL teams up with Acai Motion to debut ASI-certified cans, blending innovation with ESG-led sustainability.

image for news Ball Corp Partners With Acai Motion to Launch ASI-Certified Cans

McKesson (MCK) is an Incredible Growth Stock: 3 Reasons Why — Positive

MCK   Zacks Investment Research — June 03, 2025

McKesson (MCK) is well positioned to outperform the market, as it exhibits above-average growth in financials.

image for news McKesson (MCK) is an Incredible Growth Stock: 3 Reasons Why

3 Reasons Growth Investors Will Love Arcosa (ACA) — Positive

ACA   Zacks Investment Research — June 03, 2025

Arcosa (ACA) is well positioned to outperform the market, as it exhibits above-average growth in financials.

image for news 3 Reasons Growth Investors Will Love Arcosa (ACA)