UroGen Pharma: ODAC Decision Puts Drug Approval In Limbo, But It's Not Over, Either — Positive
URGN Seeking Alpha — May 21, 2025UroGen Pharma Ltd.'s investment thesis hinges on FDA approval of UGN-102, a minimally invasive bladder cancer treatment with a June 13 decision date. ODAC narrowly voted against approval, citing insufficient comparative data, but a split panel and urologist support leave room for a positive FDA surprise. URGN faces significant financial risk, with only 4-5 quarters of cash and inability to fund another confirmatory trial if required by the FDA.

Intel faces long road to recovery, Deutsche Bank says — Negative
DB INTC Proactive Investors — May 21, 2025Deutsche Bank has resumed coverage of Intel Corp (NASDAQ:INTC, ETR:INL) with a "Hold" rating and a $23 price target on Tuesday, citing confidence in new CEO Lip-Bu Tan's leadership but warning that the company faces a prolonged and difficult turnaround. Analysts said the chipmaker's path to re-accelerated growth under Tan will require “patience,” as execution challenges and ongoing macroeconomic and company-specific headwinds continue to weigh on performance.

Google, Xreal Debut Smart Glasses With Android OS — Positive
GOOG GOOGL Bloomberg Technology — May 21, 2025Chi Xu, founder and CEO of Xreal, discusses the company's new deal with Google for smart glasses that can rival Meta's upcoming eyewear. He joins Ed Ludlow on “Bloomberg Technology.

Check Point Software Technologies Named One of America's Best Cybersecurity Companies by Newsweek and Statista — Neutral
CHKP GlobeNewsWire — May 21, 2025REDWOOD CITY, Calif., May 21, 2025 (GLOBE NEWSWIRE) -- Check Point® Software Technologies Ltd.

LPRO INVESTOR NOTICE: Robbins Geller Rudman & Dowd LLP Announces that Open Lending Corporation Investors with Substantial Losses Have Opportunity to Lead Investor Class Action Lawsuit — Neutral
LPRO GlobeNewsWire — May 21, 2025SAN DIEGO, May 21, 2025 (GLOBE NEWSWIRE) -- The law firm of Robbins Geller Rudman & Dowd LLP announces that purchasers or acquirers of Open Lending Corporation (NASDAQ: LPRO) securities between February 24, 2022 and March 31, 2025, inclusive (the “Class Period”), have until Monday, June 30, 2025 to seek appointment as lead plaintiff of the Open Lending class action lawsuit. Captioned Bradley v. Open Lending Corporation, No. 25-cv-00650 (W.D. Tex.), the Open Lending class action lawsuit charges Open Lending and certain of Open Lending's current and former top executives with violations of the Securities Exchange Act of 1934.

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Visa: Macro Uncertainty Lingers, But Long-Term Growth Remains — Positive
V Seeking Alpha — May 21, 2025Visa posted strong Q2 FY25 results, beating expectations on revenue and EPS, driven by robust growth in processed transactions and cross-border activity. Key growth catalysts include tokenization adoption, contactless payments, Visa Direct expansion, and new international partnerships. Valuation analysis shows Visa trading slightly above intrinsic value, but strong free cash flow and capital returns justify a cautious Buy rating.

Sharps Technology to Present at the Aegis Capital Corp. 2025 Virtual Conference on May 22nd — Neutral
STSS GlobeNewsWire — May 21, 2025NEW YORK, May 21, 2025 (GLOBE NEWSWIRE) -- Sharps Technology, Inc. (NASDAQ: “STSS” and “STSSW”) (“Sharps”), an innovative medical device and pharmaceutical packaging company offering patented, best-in-class smart-safety syringe products to the healthcare industry, today announced that Robert Hayes, CEO, is scheduled to present at the Aegis Capital Corp. 2025 Virtual Conference on May 22, 2025 at 1:00 p.m. ET. Presentation Details: Presenter: Robert Hayes, CEO Date: May 22, 2025 Time: 1:00 p.m.

Shopify has introduced a tool that lets merchants create online stores by entering descriptive keywords. The Canadian eCommerce platform's “AI Store Builder” was announced Wednesday (May 21) along with a series of other new features.

First Trust Nasdaq Oil & Gas ETF has a concentrated portfolio of 41 oil and gas stocks, selected and weighted by momentum and fundamentals. Since inception, the FTXN ETF has outperformed the industry benchmark XOP and strategy-based energy ETFs, but lags the sector benchmark XLE in returns and risk. While not compelling for long-term buy-and-hold, FTXN can be useful for tactical allocation.

Trump's 'Golden Dome' Places 3 Defense Stocks in Focus — Positive
LHX LMT RTX Schaeffers Research — May 21, 2025President Donald Trump today revealed plans to build what he calls a "Golden Dome" around the United States to protect it from missile attacks.

Needham's Laura Martin: Meta is the biggest loser in the AI consumer products race — Negative
META CNBC Television — May 21, 2025Laura Martin, Needham & Co. Senior internet analyst, joins CNBC's 'Power Lunch' to discuss outlooks on the AI competitive landscape, expectations for OpenAI's acquisition of iPhone designer Jony Ive's devices startup, and more.

The Indian financial sector has faced challenges due to poor liquidity, asset quality, and slowing credit demand, impacting HDFC Bank's stock price. HDFC Bank's latest earnings show resilience with strong operating profit, positioning it well to benefit from RBI's liquidity measures. Despite RBI's easing measures, near-term data indicates weak credit growth, with retail unsecured loans and credit to NBFCs significantly down.

Oil prices prices have been volatile today amid a slew of updates, moving higher after reports that Israel is preparing to strike Iran, and back lower following bearish crude data out of the U.S. West Texas Intermediate (WTI) crude was last seen down 0.7% at $61.62, adding to its 14.3% year-to-date deficit amid geopolitical tensions and potential trade disruptions.

uCloudlink Group Inc. (UCL) Q1 2025 Earnings Call Transcript — Neutral
UCL Seeking Alpha — May 21, 2025uCloudlink Group Inc. (NASDAQ:UCL ) Q1 2025 Results Conference Call May 21, 2025 8:30 AM ET Company Participants Daniel Gao - IR Chaohui Chen - Co-Founder, Director and CEO Yimeng Shi - CFO Zhiping Peng - Co-Founder and Chairman Conference Call Participants Theodore O'Neill - Litchfield Hills Research Vivian Zhang - Diamond Equity Research Operator Good day and welcome to the uCloudlink Link Group, Inc. First quarter 2025 Earnings Conference call. All participants will be in listen-only mode.

IOVA Investors Have Opportunity to Lead Iovance Biotherapeutics, Inc. Securities Fraud Lawsuit with the Schall Law Firm — Neutral
IOVA Business Wire — May 21, 2025LOS ANGELES--(BUSINESS WIRE)--IOVA Investors Have Opportunity to Lead Iovance Biotherapeutics, Inc. Securities Fraud Lawsuit with the Schall Law Firm.

Tuya Inc. delivered strong 21% revenue growth and margin expansion, beating estimates, with all segments showing gains and operating expenses declining. Adjusted operating income and net profit surged, highlighting a significant turnaround and improved profitability, with positive cash flow and a healthy balance sheet. The company now pays a dividend, adding to its appeal, and we recommend entering around $2 for a speculative position as the stock pulls back.

TEL AVIV, Israel , May 21, 2025 /PRNewswire/ -- Israel Corporation Ltd. (TASE: ILCO) ("ILCO") announced today its first quarter results for the period ending March 31, 2025.

I maintain my buy rating on HQH for its high 13.6% yield, strong dividend coverage, and efficient healthcare sector diversification. HQH trades at an 8% discount to NAV, offering an attractive entry point compared to peers, despite recent price declines. The fund is well-positioned to benefit from long-term healthcare sector growth, driven by rising spending and health-conscious trends.

Syncfusion® Debuts New Open-Source .NET MAUI Controls at Microsoft Build 2025 — Neutral
MSFT GlobeNewsWire — May 21, 2025Introducing the 4th release of the open-source Syncfusion toolkit for .NET MAUI; presenting new products and an exciting AI release at Microsoft Build.
