McDonald's remains a resilient, cash-generating compounder with a strong moat, despite recent sales dips and consumer spending concerns. The new McValue platform and menu innovation are strategic moves to win back value-conscious customers and drive future growth. Robust cash flow, high margins, and a secure, growing dividend make McDonald's attractive for patient, long-term investors.

Teva Announces Early Tender Results of its Debt Tender Offer, Increase to Tender Pool Caps and Total Maximum Amount and Election of Early Settlement — Neutral
TEVA GlobeNewsWire — June 03, 2025TEL AVIV, Israel, June 03, 2025 (GLOBE NEWSWIRE) -- Teva Pharmaceutical Industries Ltd. (NYSE and TASE: TEVA) (“Teva”) announced today the early tender results in connection with its previously announced tender offers (the “Offers”) as specified below for the following series of notes issued by finance subsidiaries of Teva and guaranteed by Teva:

Draganfly Announces Delivery of Flex FPV Systems to Major U.S. Prime Defense Contractor — Neutral
DPRO GlobeNewsWire — June 03, 2025Tampa, Florida, June 03, 2025 (GLOBE NEWSWIRE) -- Draganfly Inc. (NASDAQ: DPRO) (CSE: DPRO) (FSE: 3U8), an award-winning, industry-leading drone solutions and systems developer, is pleased to announce the first deliveries of its revolutionary Flex FPV (First Person View) systems under an order from a major U.S. military prime contractor supporting land systems operations for allied forces.

Aramark Expands Collegiate Hospitality Business with New Contracts — Neutral
ARMK Business Wire — June 03, 2025PHILADELPHIA--(BUSINESS WIRE)--Aramark (NYSE:ARMK), a leading global provider of food and facilities services, was awarded new dining service contracts including Adams State University (CO), Alvernia University (PA), Azusa Pacific University (CA), Delaware Valley University (PA), East Central University (OK), and University of North Carolina, Pembroke, it was announced today. “We are honored to be chosen as a trusted hospitality partner by such a wide range of schools,” said Jack Donovan, Presi.

Chewy Stock Gets a New $7.1 Billion Investor and Analyst Upgrade — Positive
CHWY MarketBeat — June 03, 2025Investors typically benefit from understanding their current position in the stock market cycle, as identifying the right mindset and sentiment can lead them to the winning stocks in the market for the upcoming months and quarters. There are generally two main cycles when markets are boiled down to their essence, and it appears that today's cycle is very clearly at one of these extremes.

Taiwan Semiconductor Manufacturing reported $25.53B in Q1 2025 revenue, up 35.3% YoY, driven by 3nm and 5nm nodes contributing 58% of wafer sales. Q2 2025 revenue is guided at $28.4B–29.2B, while gross margin remained high at 58.8% and CapEx exceeds $30B for 2025. Q2 2025 revenue is guided at $28.4B–29.2B, while gross margin remained high at 58.8% and CapEx exceeds $30B for 2025.

Activist firm Jana finds support among Lamb Weston shareholders wanting board change — Negative
LW Reuters — June 03, 2025Activist investor Jana Partners is lining up support for a possible boardroom battle at Lamb Weston after a survey showed roughly half of the french-fry maker's top 50 shareholders want the entire board thrown out, according to a letter seen by Reuters.

Dollar General (NYSE:DG) is set to announce its fiscal first-quarter earnings on Tuesday, June 3, 2025, with analysts forecasting earnings of $1.49 per share and revenue of $10.29 billion. This would indicate a 10% decline in earnings year-over-year and a 4% increase in sales compared to last year's figures of $1.65 per share and $9.91 billion in revenue.

Gilat Signs a $40 Million Contract for Virtualized SkyEdge IV Platform — Neutral
GILT GlobeNewsWire — June 03, 2025Cloud architecture and 5G-NTN future readiness included in this platform define the next phase of Gilat's ground segment innovation Cloud architecture and 5G-NTN future readiness included in this platform define the next phase of Gilat's ground segment innovation

Cartesian Therapeutics Announces New Employment Inducement Grants — Neutral
RNAC GlobeNewsWire — June 03, 2025FREDERICK, Md., June 03, 2025 (GLOBE NEWSWIRE) -- Cartesian Therapeutics, Inc. (NASDAQ: RNAC) (the “Company”), a clinical-stage biotechnology company pioneering cell therapy for autoimmune diseases, today announced the granting of inducement awards to three new employees. On June 2, 2025, the Company issued to these employees options to purchase an aggregate of 26,350 shares of the Company's common stock with an exercise price of $9.98, the closing trading price of the Company's common stock on the Nasdaq Global Market on the date of grant. The options were granted pursuant to the Company's Amended and Restated 2018 Employment Inducement Incentive Award …

Rare Buying Opportunities: 2 Top Picks Set To Soar — Positive
AMCR PAX Seeking Alpha — June 03, 2025Investors looking for quality businesses with strong balance sheets typically have to choose between growth and yield. However, on rare occasions, Mr. Market offers quality opportunities that provide both yield and growth. We share 2 of some of our top picks of the moment that combine these traits and appear set to soar.

NNN REIT: Tenant Headwinds Linger, But Price And Dividend Profile Remain Attractive — Neutral
NNN Seeking Alpha — June 03, 2025NNN REIT remains a buy for long-term income investors, thanks to strong fundamentals and a conservative dividend profile despite recent tenant headwinds. Tenant issues with Badcock Furniture and Frisch's Big Boy have weighed on occupancy and share price, but management expects resolution by year-end. NNN's low AFFO payout ratio and ample free cash flow provide flexibility and support for continued dividend growth, even in uncertain economic conditions.

New Iridium Chat App Enables Unlimited Global Messaging via Iridium GO! exec — Neutral
IRDM PRNewsWire — June 03, 2025Iridium Chat app debuts alongside new Iridium GO! exec unlimited plan built for data intensive applications from the field MCLEAN, Va.

Hims & Hers to acquire European telehealth platform in global expansion — Positive
HIMS CNBC — June 03, 2025Hims & Hers Health announced Tuesday it will acquire European telehealth platform Zava. The deal will expand Hims' services to Ireland, France and Germany and will grow its active customer base by roughly 50%.

ZBIO SHAREHOLDER ALERT: Bronstein, Gewirtz and Grossman, LLC Announces that Zenas BioPharma, Inc. Investors Have Opportunity to Lead Class Action Lawsuit! — Neutral
ZBIO Accesswire — June 03, 2025NEW YORK, NY / ACCESS Newswire / June 3, 2025 / Bronstein, Gewirtz & Grossman, LLC, a nationally recognized law firm, notifies investors that a class action lawsuit has been filed against Zenas BioPharma, Inc. ("Zenas BioPharma" or "the Company") (NASDAQ:ZBIO) and certain of its officers. Class Definition This lawsuit seeks to recover damages against Defendants for alleged violations of the federal securities laws on behalf of all persons and entities that purchased or otherwise acquired Zenas BioPharma securities pursuant to the registration statement and prospectus issued in connection with the Company's September 13, 2024 initial public offering ("IPO").

Blackbaud Names Bill Fort Senior Vice President of North America Sales — Neutral
BLKB PRNewsWire — June 03, 2025Salesforce Veteran to Bring Sharp Focus on Delivering Customer Value CHARLESTON, S.C. , June 3, 2025 /PRNewswire/ -- Blackbaud (NASDAQ: BLKB), the leading provider of software for powering social impact, today announced it has appointed Bill Fort as senior vice president, North America sales.

AT&T to Webcast Fireside Chat with Pascal Desroches at the 2025 Mizuho Technology Conference on June 10 — Neutral
T PRNewsWire — June 03, 2025DALLAS , June 3, 2025 /PRNewswire/ -- Tune in for a fireside chat with Pascal Desroches at the 2025 Mizuho Technology Conference scheduled to begin at 8:15 a.m. ET. Webcast available live and for replay.

Core Gaming to Participate in the "2025 Virtual Tech Conference: Discover the Innovations Reshaping Tomorrow" Virtual Conference Presented by Maxim Group LLC on Wednesday, June 4th at 10:00 a.m. EDT — Neutral
SYTA PRNewsWire — June 03, 2025VANCOUVER, BC , June 3, 2025 /PRNewswire/ -- Siyata Mobile Inc. (Nasdaq: SYTA) (Nasdaq: SYTAW) ("Siyata" or the "Company"), a global developer and vendor of mission-critical Push-to-Talk over Cellular (PoC) handsets and accessories, today announced that Core Gaming, Inc.'s ("Core Gaming") CEO Aitan Zacharin has been invited to present at the "2025 Virtual Tech Conference: Discover the Innovations Reshaping Tomorrow", presented by Maxim Group LLC, on Tuesday, June 3 rd – Thursday, June 5 th. Mr. Zacharin's presentation is on Wednesday, June 4 th at 10:00 a.m.

e-STORAGE's SolBank 3.0 Successfully Passes Large-Scale Fire Testing (LSFT) — Neutral
CSIQ PRNewsWire — June 03, 2025KITCHENER, ON , June 3, 2025 /PRNewswire/ -- Canadian Solar Inc. (the "Company" or "Canadian Solar") (NASDAQ: CSIQ) today announced that e-STORAGE, which is part of the Company's majority-owned subsidiary CSI Solar Co., Ltd. ("CSI Solar"), has successfully completed Large-Scale Fire Testing (LSFT) for its SolBank 3.0 energy storage system.

FINAL REMINDER CGC DEADLINE: Bronstein, Gewirtz & Grossman LLC Alerts Canopy Growth Corporation Investors to Participate in the Class Action Lawsuit — Neutral
CGC Accesswire — June 03, 2025NEW YORK CITY, NY / ACCESS Newswire / June 3, 2025 / Bronstein, Gewirtz & Grossman, LLC, a nationally recognized law firm, notifies investors that a class action lawsuit has been filed against Canopy Growth Corporation ("Canopy" or "the Company") (NASDAQ:CGC) and certain of its officers. Class Definition This lawsuit seeks to recover damages against Defendants for alleged violations of the federal securities laws on behalf of all persons and entities that purchased or otherwise acquired Canopy securities between May 30, 2024 and February 6, 2025, both dates inclusive (the "Class Period").
