The tech giant could finish as the largest U.S. company by market cap for the first time in months.

image for news Nvidia is set to reclaim a milestone as AI-chip demand shows no signs of slowing

Qualcomm: A Technical Deep-Dive Confirms the Worst — Negative

QCOM   MarketBeat — June 03, 2025

Shares of tech giant Qualcomm Inc NASDAQ: QCOM have climbed nearly 20% off their April lows, but it still feels like a stock struggling to wake up. They closed just over $146 on Monday, as they continue to drift lower since peaking at $156 in early May.

image for news Qualcomm: A Technical Deep-Dive Confirms the Worst

Stifel Closes Buyout of Bryan Garnier, Expands Global Advisory Business — Positive

SF   Zacks Investment Research — June 03, 2025

SF completes Bryan Garnier buyout, building a transatlantic advisory platform focused on tech and healthcare deals.

image for news Stifel Closes Buyout of Bryan Garnier, Expands Global Advisory Business

NEW YORK CITY, NY / ACCESS Newswire / June 3, 2025 / NEW YORK, NY / ACCESS Newswire / June 3, 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=151493&wire=1&utm_campaign=26 or contact Joseph E. Levi, Esq.

image for news IOVA ALERT: Levi & Korsinsky Files Securities Fraud Class Action Against Iovance Biotherapeutics, Inc. - July 14, 2025 Deadline

NEW YORK, NY / ACCESS Newswire / June 3, 2025 / If you suffered a loss on your UroGen Pharma Ltd. (NASDAQ:URGN) 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/urogen-pharma-ltd-lawsuit-submission-form?prid=151492&wire=1&utm_campaign=9 or contact Joseph E.

image for news Class Action Lawsuit Filed Against UroGen Pharma Ltd. (URGN) - Recover Losses - Contact Levi & Korsinsky Before July 28, 2025

NEW YORK, NY / ACCESS Newswire / June 3, 2025 / If you suffered a loss on your Compass Group Diversified Holdings, LLC (NYSE:CODI) 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/compass-diversified-lawsuit-submission-form?prid=151491&wire=1&utm_campaign=3 or contact Joseph E. Levi, Esq.

image for news Securities Lawsuit Alert: Compass Group Diversified Holdings, LLC (CODI) - Contact Levi & Korsinsky Before July 8, 2025

Energy Transfer LP offers a compelling 7.5% yield, strong cash flow, and fee-based revenue, making it a resilient, low-drama SWAN for balanced portfolios. AI-driven energy demand and major new projects provide significant growth catalysts, with expansionary CapEx expected to quickly convert into cash flow. Despite strong execution and bullish sector trends, ET remains undervalued by key metrics, presenting a 48% upside based on conservative DCF analysis.

image for news 7.5% Yield, AI Growth, And Dirt-Cheap Valuation: I'm Loading Up On Energy Transfer

S&P 500 Update: 6100-6200 Is Next — Negative

IVV  SPLG  SPXL  SPY  SSO  UPRO  VOO   FXEmpire — June 03, 2025

The rally from the April lows continues to unfold in five waves up and three waves down, which means the next target zone is 6150-6200 before a larger correction can start.

image for news S&P 500 Update: 6100-6200 Is Next

U.S. REIT Share Repurchase Activity Doubles In Q1 2025 — Positive

APLE  ARE  BHM  BNL  BRT  DOC  GNL  HST  IIPR  JBGS  LAMR  O  PINE  PK  PLYM  PSTL  REXR  RLJ  SAFE  UMH  VRE  WY  XHR   Seeking Alpha — June 03, 2025

Share buyback activity by US equity real estate investment trusts more than doubled in the first quarter, according to an analysis by S&P Global Market Intelligence. The US REIT sector bought back around $993.2 million in common stock in the period, more than twice as much as the $456.2 million in the fourth quarter of 2024 and up 15.5% year over year. More than a dozen REITs announced new share repurchase programs during the first quarter.

image for news U.S. REIT Share Repurchase Activity Doubles In Q1 2025

2 ETFs to Hedge Core Equity Portfolios & Earn Income — Positive

QQQH  SPYH   ETF Trends — June 03, 2025

Ongoing trade war and geopolitical tensions kicked off the final month of the first half as market volatility rose once more. In this year's environment of uncertainty and heightened risks, investors would do well to consider hedged strategies for their equity portfolios.

image for news 2 ETFs to Hedge Core Equity Portfolios & Earn Income

Navigate China Market Exposure With Active ETFs — Neutral

AVEM  AVXC   ETF Trends — June 03, 2025

It doesn't seem like tariff tensions between the U.S. and China will ease any time soon. Less than a month ago, the U.S. and China reached a tariff truce in Geneva, easing the trade aggression between the two countries for a time.

image for news Navigate China Market Exposure With Active ETFs

Rio Tinto downgraded as Jefferies flags CEO transition, capex pressures — Negative

RIO   Proactive Investors — June 03, 2025

Jefferies has downgraded Rio Tinto Ltd (LSE:RIO, ASX:RIO, OTC:RTNTF) to 'Hold' from 'Buy', citing emerging headwinds including CEO succession uncertainty, increasing geopolitical risks, and concerns over rising capital intensity in the company's lithium investments. “Of the major diversified miners in our coverage, we prefer Glencore, Anglo American and Vale over Rio and BHP,” Jefferies wrote in a note.

image for news Rio Tinto downgraded as Jefferies flags CEO transition, capex pressures

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