Rising AI, Analytics Budgets Could Lift Microsoft, Snowflake, Datadog — Positive
DDOG MSFT SNOW Benzinga — June 03, 2025BofA Securities analyst Brad Sills disclosed its software spending survey on Tuesday.

S&P 500 ETFs Log Best May in 30+ Yrs on AI, Large-Cap Safety — Positive
SPY Zacks Investment Research — June 03, 2025S&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.

Asana Named a Leader in Collaborative Work Management Tools, Q2 2025 Evaluation — Neutral
ASAN Business Wire — June 03, 2025SAN 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.

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.

"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.

Join Class Action to Recover Losses From Zenas BioPharma, Inc. (ZBIO) - Contact Levi & Korsinsky Before June 16, 2025 — Neutral
ZBIO Accesswire — June 03, 2025NEW 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.

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. …

Ferguson Enterprises Q3 Earnings: Margin Outperformance Justifies The Stock Rally — Positive
FERG Seeking Alpha — June 03, 2025Ferguson 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.

Final Trades: American Express, KKR and Doordash — Neutral
AXP DASH KKR CNBC Television — June 03, 2025The Investment Committee give you their top stocks to watch for the second half.

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.

Coinbase Global, Inc. (COIN) Shares Slide Amid Disclosure of Material Cybersecurity Incident – Hagens Berman — Neutral
COIN GlobeNewsWire — June 03, 2025SAN 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.

AngloGold Ashanti Inks Deal to Sell MSG Mine, Stock Hits 52-Week High — Positive
AU Zacks Investment Research — June 03, 2025AU hits a 52-week high after striking a $76-million deal to sell its high-cost MSG mine to Aura.

Markets Start June Positive Despite US-China Tensions: Stocks to Watch — Neutral
APP SE Zacks Investment Research — June 03, 2025Declining volatility surrounding tariffs and a tame inflation trend suggest more gains are on the horizon.

Truist's Youssef Squali's bullish call on Waymo: It'll generate over $10 billion in revenue midterm — Positive
GOOG GOOGL CNBC Television — June 03, 2025Youssef Squali, Truist head of internet and media, joins 'The Exchange' to discuss Alphabet's AI strength and tech's push into nuclear power.

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.

SelectQuote (SLQT) Shares Slide Further on Disappointing Earnings Amidst DOJ Scrutiny– Hagens Berman — Neutral
SLQT GlobeNewsWire — June 03, 2025SAN 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.

Federal judge cancels Boeing trial over 737 crashes after agreement with DOJ — Neutral
BA Fox Business — June 03, 2025A 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.

Ball Corp Partners With Acai Motion to Launch ASI-Certified Cans — Positive
BALL Zacks Investment Research — June 03, 2025BALL teams up with Acai Motion to debut ASI-certified cans, blending innovation with ESG-led sustainability.

McKesson (MCK) is an Incredible Growth Stock: 3 Reasons Why — Positive
MCK Zacks Investment Research — June 03, 2025McKesson (MCK) is well positioned to outperform the market, as it exhibits above-average growth in financials.

3 Reasons Growth Investors Will Love Arcosa (ACA) — Positive
ACA Zacks Investment Research — June 03, 2025Arcosa (ACA) is well positioned to outperform the market, as it exhibits above-average growth in financials.
