Donaldson Reports Third Quarter Fiscal Year 2025 Sales and Earnings — Neutral

DCI   Business Wire — June 03, 2025

MINNEAPOLIS--(BUSINESS WIRE)--Donaldson Company, Inc. (NYSE: DCI) (Donaldson or the Company), a global leader in technology-led filtration products and solutions, today reported third quarter fiscal 2025 generally accepted accounting principles (GAAP) net earnings of $57.8 million, compared with $113.5 million a year ago. Earnings per share (EPS)1 were $0.48 compared with 2024 EPS of $0.92. These results include $65.8 million of pre-tax, non-recurring net charges, including $62.0 million for th.

image for news Donaldson Reports Third Quarter Fiscal Year 2025 Sales and Earnings

Visa Appoints Andrew Torre as President of Value-Added Services — Neutral

V   Business Wire — June 03, 2025

SAN FRANCISCO--(BUSINESS WIRE)--Visa (NYSE:V) announced today that it has appointed Andrew Torre, a 20-year Visa veteran, as President of Value-Added Services (VAS). Mr. Torre will replace Antony Cahill who was recently named Regional President and Chief Executive Officer for Visa's European operations, subject to regulatory approval. Mr. Torre will report to Visa Chief Executive Officer Ryan McInerney and join the Company's global leadership team. He will be based in San Francisco and take on.

image for news Visa Appoints Andrew Torre as President of Value-Added Services

SAN FRANCISCO--(BUSINESS WIRE)--Monte Carlo, the leader in data + AI observability, today announced at Snowflake's annual user conference, Snowflake Summit 2025, a strategic collaboration with Snowflake, the AI Data Cloud company, to support Snowflake Cortex Agents, Snowflake's AI-powered agents that orchestrate across structured and unstructured data to provide more reliable AI-driven decisions, within the Snowflake Cortex AI platform. This collaboration reflects Monte Carlo's continued commit.

image for news Monte Carlo Announces Integration with Snowflake to Bring Data + AI Observability Solution to Snowflake Cortex Agents

DETROIT--(BUSINESS WIRE)--Altimetrik, a pure-play digital business company, has been recognized as a “Major Contender” in Everest Group's inaugural Banking and Financial Services (BFS) IT Services Specialists PEAK Matrix® Assessment 2025. Altimetrik's Digital Business Methodology (DBM) and AI-first solutions have proven to be a valuable approach for financial institutions seeking scalable digital solutions focused on customer outcomes. The Everest Group assessment evaluated 30 specialist IT ser.

image for news Altimetrik Named a Major Contender in Everest Group's Banking and Financial Services IT Services Specialists PEAK Matrix® Assessment

CHICAGO--(BUSINESS WIRE)--Monroe Capital LLC (“Monroe”) announced it acted as joint lead arranger on the funding of a senior credit facility to support the recapitalization and growth of Sweetmore Bakeries (“Sweetmore”) by Shore Capital Partners. Headquartered in Park Ridge, IL, Sweetmore manufactures a diverse array of baked goods through its family of bakeries, offering products that accommodate specific customer needs in frozen dough and batter, fully baked thaw-and-serve, and shelf-stable f.

image for news Monroe Capital Supports Shore Capital Partners' Recapitalization of Sweetmore Bakeries

Genesis Energy, L.P. to Participate in Investor Conferences — Neutral

GEL   Business Wire — June 03, 2025

HOUSTON--(BUSINESS WIRE)--Genesis Energy, L.P. (NYSE: GEL) announced today that it will host investor meetings at the following conferences: 2025 RBC Capital Markets Global Energy, Power & Infrastructure Conference in New York City on June 4, 2025 2025 BofA Securities Energy and Power Credit Conference in New York City on June 5, 2025 The Partnership's latest presentation materials are available and may be downloaded by visiting the Partnership's website at www.genesisenergy.com under “Pres.

image for news Genesis Energy, L.P. to Participate in Investor Conferences

NW Natural Holdings Closes Acquisition of Texas Natural Gas Utility — Neutral

NWN   Business Wire — June 03, 2025

PORTLAND, Ore.--(BUSINESS WIRE)--SiEnergy Operating, LLC (SiEnergy), a wholly owned subsidiary of Northwest Natural Holding Company (NYSE: NWN) (NW Natural Holdings), has completed the acquisition of 100% of the capital stock of Hughes Gas Resources, Inc. (Hughes) from EPCOR USA Inc. for $60 million. Hughes serves approximately 6,900 connections in 12 communities northeast of Houston and is expected to have a rate base of approximately $46 million at the end of 2025. With a similar business mod.

image for news NW Natural Holdings Closes Acquisition of Texas Natural Gas Utility

Markets today face pressure ahead of key U.S. data on job openings and factory orders, with Fed speakers and CrowdStrike earnings in focus.

image for news The Day Ahead: Markets Eye Today's JOLTS, Factory Orders, and CrowdStrike Earnings

Tariff uncertainty and US expansion Taiwan Semiconductor Manufacturing Co (ADR) (NYSE:TSM), the world's largest contract chipmaker and a critical link in the global semiconductor supply chain, continues to face a mix of regulatory and geopolitical challenges. At its latest shareholder meeting, the company confirmed that US trade tariffs were having an indirect impact on operations, particularly as it proceeds with a $165 billion investment in new manufacturing capacity in the United States.

image for news Explained: TSMC treads carefully amid tariffs, currency pressure and geopolitical risk. But AI demand offers clear upside

Microsoft (NASDAQ: MSFT) has been performing solidly as of late, with shares up 5.92% in the last month alone and currently valued at around $460.

image for news Microsoft to pay dividends on June 12; Here's how much 100 MSFT shares will earn

Tesla 's Model 3 and Model Y vehicles entered the list of 124 electric vehicle and hybrid models in a Chinese government-backed campaign to promote sales in rural areas, the industry ministry statement on Tuesday.

image for news Tesla's Model 3, Model Y make list of China's campaign to boost rural EV sales

Upcoming Earnings To Move Micron Technology Stock? — Positive

MU   Forbes — June 03, 2025

Memory and storage solutions leader Micron Technology (NASDAQ:MU) is scheduled to announce its earnings at the end of June. It is anticipated that revenues will increase by approximately 30% year-over-year to $8.83 billion, while earnings are expected to reach $1.59 per share, compared to $0.62 in the same period last year.

image for news Upcoming Earnings To Move Micron Technology Stock?

Lithia & Driveway (LAD) Rises to Number 124 on 2025 Fortune 500 — Neutral

LAD   PRNewsWire — June 03, 2025

MEDFORD, Ore. , June 3, 2025 /PRNewswire/ -- Lithia & Driveway (NYSE: LAD) has announced that the company now ranks #124 on the 2025 Fortune 500 list, rising 16 positions from its 2024 ranking of No.

image for news Lithia & Driveway (LAD) Rises to Number 124 on 2025 Fortune 500

SAN DIEGO , June 3, 2025 /PRNewswire/ -- Robbins LLP informs stockholders that a class action was filed on behalf of investors who purchased or otherwise acquired Fortrea Holdings, Inc. (NASDAQ: FTRE) securities between July 3, 2023 and February 28, 2025. Fortrea is a global contract research organization ("CRO") that provides biopharmaceutical product and medical device development solutions to pharmaceutical, biotechnology, and medical device customers.

image for news FTRE Stockholder Alert: Robbins LLP Informs Investors of the Fortrea Holdings, Inc. Class Action Lawsuit

Trinity Capital: The 14% Yield Looks Sustainable — Positive

TRIN   Seeking Alpha — June 03, 2025

Trinity Capital offers a 14% dividend yield, supported by strong net investment income growth and a consistently covered dividend, making it attractive for passive income. The BDC's portfolio quality is solid, with a low non-accrual ratio (0.9%) and steady loan origination, distinguishing it from peers facing credit issues. Valuation is reasonable with a 12% NAV premium and a Price-to-NII ratio below peers, justifying a 'Buy' rating, despite not being the absolute best in payout metrics.

image for news Trinity Capital: The 14% Yield Looks Sustainable

Royal Caribbean Cruises: Best In Class — Positive

RCL   Seeking Alpha — June 03, 2025

Royal Caribbean Cruises remains best-in-class in cruising, with strong fundamentals, robust growth, and a justified premium valuation, despite sector risks. Recent earnings have beat expectations, with 2025 bookings and EPS guidance raised, highlighting resilient consumer demand. While ROIC-WACC and high debt remain concerns, positive free cash flow, high ROE, and historical outperformance support a bullish long-term outlook.

image for news Royal Caribbean Cruises: Best In Class

MILAN--(BUSINESS WIRE)--Accenture has agreed to acquire the Integrated Product Support (IPS) business of SIPAL in Italy.

image for news Accenture to Strengthen Its Engineering Capabilities for the Aerospace and Defense Industry with Acquisition of SIPAL's Integrated Product Support Business in Italy

STOXX and ICE collaborate on New Suite of Fixed Income Indices — Neutral

ICE   Business Wire — June 03, 2025

NEW YORK & ATLANTA--(BUSINESS WIRE)--STOXX Ltd., part of the ISS STOXX group of companies and leading provider of benchmark and custom index solutions to global institutional investors, today announced its collaboration with Intercontinental Exchange (NYSE: ICE), a leading global provider of technology and data, to support a suite of fixed income climate indices launched on June 2. ICE will provide pricing, reference data, and index calculation services for the new indices. The indices will com.

image for news STOXX and ICE collaborate on New Suite of Fixed Income Indices

The three major benchmarks struggled in the first months of the year as investors worried about the economic situation ahead. President Donald Trump set out a plan to impose tariffs on imports, a move analysts and economists said could weigh on growth.

image for news 3 Artificial Intelligence (AI) Stocks to Buy If You're Bullish on a 2025 Rebound

Hims & Hers: Still Huge Potential Ahead — Neutral

HIMS   Seeking Alpha — June 03, 2025

Hims & Hers Health, Inc is a telehealth platform offering tailored health and wellness services, showing significant stock volatility recently. HIMS experienced a dramatic rise from $24.11 to $68.75 in February but has since settled at $49.47. Financials reveal a 111% YoY revenue increase to $586 million and a 77.5% rise in net income to $49.5 million.

image for news Hims & Hers: Still Huge Potential Ahead