Nvidia is set to reclaim a milestone as AI-chip demand shows no signs of slowing — Positive
NVDA Market Watch — June 03, 2025The tech giant could finish as the largest U.S. company by market cap for the first time in months.

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.

Stifel Closes Buyout of Bryan Garnier, Expands Global Advisory Business — Positive
SF Zacks Investment Research — June 03, 2025SF completes Bryan Garnier buyout, building a transatlantic advisory platform focused on tech and healthcare deals.

IOVA ALERT: Levi & Korsinsky Files Securities Fraud Class Action Against Iovance Biotherapeutics, Inc. - July 14, 2025 Deadline — Neutral
IOVA Accesswire — June 03, 2025NEW 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.

Class Action Lawsuit Filed Against UroGen Pharma Ltd. (URGN) - Recover Losses - Contact Levi & Korsinsky Before July 28, 2025 — Neutral
URGN Accesswire — June 03, 2025NEW 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.

Securities Lawsuit Alert: Compass Group Diversified Holdings, LLC (CODI) - Contact Levi & Korsinsky Before July 8, 2025 — Neutral
CODI Accesswire — June 03, 2025NEW 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.

7.5% Yield, AI Growth, And Dirt-Cheap Valuation: I'm Loading Up On Energy Transfer — Positive
ET Seeking Alpha — June 03, 2025Energy 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.

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, 2025Share 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.

2 ETFs to Hedge Core Equity Portfolios & Earn Income — Positive
QQQH SPYH ETF Trends — June 03, 2025Ongoing 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.

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.

Rio Tinto downgraded as Jefferies flags CEO transition, capex pressures — Negative
RIO Proactive Investors — June 03, 2025Jefferies 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.

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.
