Elastic: Keys Growth Drivers Are Playing Out As Expected — Positive
ESTC Seeking Alpha — June 03, 2025I maintain my Buy rating on Elastic as valuation remains attractive, and growth drivers are accelerating, especially with GenAI adoption. Recent earnings show strong fundamentals: Elastic Cloud grew 23% y/y, and new strategic partnerships with AWS, NVIDIA, and Google expand market reach. Go-to-market execution has improved, with record-large customer additions and evidence that the GTM reset is now a tailwind for growth.

Albemarle Publishes 2024 Sustainability Report, Updates Efforts to Reduce Carbon Footprint, Manage Freshwater Responsibly and Support Customers' Sustainability Goals — Neutral
ALB PRNewsWire — June 03, 2025CHARLOTTE, N.C., June 3, 2025 /PRNewswire/ -- Albemarle Corporation (NYSE: ALB), a global leader in providing essential elements for mobility, energy, connectivity, and health, today published its 2024 Sustainability Report.

WisdomTree shares have returned 44% since my initial buy, driven by strong earnings growth. I expect continued business strength and margin expansion for WT over the next few years. Despite the stock's rally, WT still trades at an attractive valuation.

Dollar General Corporation Reports First Quarter 2025 Results — Neutral
DG Business Wire — June 03, 2025GOODLETTSVILLE, Tenn.--(BUSINESS WIRE)--Dollar General Corporation (NYSE: DG) today reported financial results for its fiscal year 2025 first quarter (13 weeks) ended May 2, 2025. Net Sales Increased 5.3% to $10.4 Billion Same-Store Sales Increased 2.4% Operating Profit Increased 5.5% to $576.1 Million Diluted Earnings Per Share (“EPS”) Increased 7.9% to $1.78 Cash Flows From Operations Increased 27.6% to $847.2 Million Board of Directors Declares Quarterly Cash Dividend of $0.59 per share “We.

Endeavour Silver Continues to Confirm High-Grade Structures During its 2024/2025 Drill Program at Pitarrilla — Neutral
EXK GlobeNewsWire — June 03, 2025VANCOUVER, British Columbia, June 03, 2025 (GLOBE NEWSWIRE) -- Endeavour Silver Corp. (“Endeavour” or the “Company”) (NYSE: EXK; TSX: EDR) is pleased to report positive drill results from its exploration program at its 100% owned Pitarrilla project in Durango, Mexico. The focus of the drill program is to further define the geometry of multiple, sub-vertical, mineralized feeder structures and the mineralized manto that was initially outlined by historical drilling. Drilling from surface and underground has been successful in intersecting high-grade silver, zinc and lead mineralization and provides additional confidence required to upgrade existing mineral resources.

KEARNEY, Neb.--(BUSINESS WIRE)--THE BUCKLE, INC. REPORTS QUARTERLY DIVIDEND.

Signet Jewelers Reports First Quarter Fiscal 2026 Results — Neutral
SIG Business Wire — June 03, 2025HAMILTON, Bermuda--(BUSINESS WIRE)--Signet Jewelers Limited (“Signet” or the “Company”) (NYSE:SIG), the world's largest retailer of diamond jewelry, today announced its results for the 13 weeks ended May 3, 2025 (“first quarter Fiscal 2026”). “We delivered positive same store sales growth each month of the quarter, and into May, by bolstering our offerings at key price points and continuing the evolution of our assortment. Our three largest brands – Kay, Zales, and Jared – all saw sequential co.

I maintain a 'Hold' rating on PagerDuty due to persistent near-term growth challenges and unresolved go-to-market execution issues. While profitability metrics are strong and enterprise traction is improving, revenue growth remains stuck in single digits, with no signs of acceleration. AI investments and deepening partnerships support a more optimistic long-term outlook, but customer retention and sales execution remain headwinds.

Citi Trends Announces First Quarter Fiscal 2025 Results — Neutral
CTRN Business Wire — June 03, 2025SAVANNAH, Ga.--(BUSINESS WIRE)--Citi Trends, Inc. (NASDAQ: CTRN), a leading off-price value retailer of apparel, accessories and home trends primarily for African American families in the United States, today reported results for the first quarter ended May 3, 2025. For purposes of comparison, unless otherwise stated, metrics in this release are compared to the 13-week first quarter ended May 4, 2024. Chief Executive Officer Comments Ken Seipel, Chief Executive Officer said, “I am pleased to re.

Southwest Airlines to Present at the TD Cowen Future of the Consumer Conference — Neutral
LUV PRNewsWire — June 03, 2025DALLAS , June 3, 2025 /PRNewswire/ -- Southwest Airlines Co. (NYSE: LUV) has been invited to speak at the TD Cowen Future of the Consumer Conference. TD Cowen will be webcasting the audio presentation live, and a link to the webcast will be made available via the Investor Relations homepage on the Southwest Airlines website.

NEWPORT NEWS, Va.--(BUSINESS WIRE)--Ferguson Enterprises Inc. (NYSE: FERG; LSE: FERG). Kevin Murphy, Ferguson CEO, commented, “Our associates continued to take care of our customers, outperform the market and drive solid growth in the third quarter. The combination of strong volume growth, gross margin actions, moderating deflation and the early benefits of streamlining our business drove adjusted operating profit growth and adjusted operating margin expansion. “While we are in a dynamic and un.

Pure Storage: Reiterate Buy Rating As Demand Remains Strong — Positive
PSTG Seeking Alpha — June 03, 2025I reiterate my buy rating on Pure Storage due to strong demand, robust execution, and attractive valuation. 1Q26 results validate my bullish stance, with accelerating revenue growth, standout subscription momentum, and healthy margins without relying on price cuts. Key catalysts include hyperscaler traction (Meta win), AI-driven demand, new platform launches, and disciplined pricing strategy to win market share.

Oil and gas firm Diamondback Energy's unit Viper Energy will acquire Sitio Royalties in an all-equity transaction valued at about $4.1 billion including debt, the companies said on Tuesday.

Meta Platforms on Tuesday said it has struck an agreement with Constellation Energy to keep one of the utility's reactors in Illinois operating for 20 years, in the Big Tech company's first such deal with a nuclear power plant.

Palantir Technologies (NASDAQ:PLTR) shares increased by approximately 7% during Friday's trading session after The New York Times revealed that the U.S. government is broadening its adoption of Palantir's main foundry tool throughout federal agencies. The company has witnessed more than $113 million in federal government expenditures since the new Trump administration took office, stemming from both existing contracts and new agreements with the Department of Homeland Security and the Pentagon.

Meta has signed a 20-year agreement to buy nuclear power from Constellation Energy. Beginning in 2027, the tech giant will purchase about 1.1 gigawatts of power from Constellation's Clinton Clean Energy Center in Illinois.

Burlington Stores: Near-Term Uncertainty Puts Risk To FY2025 Guidance — Negative
BURL Seeking Alpha — June 03, 2025I rate Burlington Stores as hold due to near-term execution risks, macro headwinds, and lack of clear catalysts for multiple expansion. While Burlington 2.0 initiatives and margin improvements are positives, flat same-store sales and potential share loss to TJX and ROST are concerning. Tariffs, inflation, and volatile freight costs pose significant risks to FY25 guidance, making management's assumptions appear optimistic.

Hyperscale Data Reports Approximately $8.7 Million In Bitcoin Mining Revenue Year to Date, Including Approximately $1.9 Million for May 2025 — Neutral
GPUS GlobeNewsWire — June 03, 2025LAS VEGAS, June 03, 2025 (GLOBE NEWSWIRE) -- Hyperscale Data, Inc. (NYSE American: GPUS), a diversified holding company (“Hyperscale Data” or the “Company”), today announced that its wholly owned subsidiary Sentinum, Inc. (“Sentinum”) received approximately 17.4 Bitcoin in the month of May 2025 and approximately 90 Bitcoin year to date from the mining pool to which Sentinum provides hash calculation services. Revenue is calculated daily based upon the number of Bitcoin earned that day at the value of Bitcoin on such date.

The tech giant will buy the power generation of an Illinois nuclear plant under a deal with Constellation Energy.

Vera Therapeutics Announces Refinancing of Existing Oxford Debt Facility, Providing up to $500 Million of Term Loans — Neutral
VERA GlobeNewsWire — June 03, 2025BRISBANE, Calif., June 03, 2025 (GLOBE NEWSWIRE) -- Vera Therapeutics, Inc. (“Vera”), a late clinical-stage biotechnology company focused on developing and commercializing transformative treatments for patients with serious immunological diseases, today announced that it has entered into a new credit facility providing for up to $500 million of term loans with its current partner Oxford Finance LLC (“Oxford”). The new credit facility will replace Vera's existing $50 million credit facility. The initial funding of the new credit facility will be in a principal amount of $75 million and is expected to occur on June 4, 2025.
