The bank, which kept its Equal Weight rating on global stocks in place, raised its call on U.S. assets to Overweight from Neutral.

image for news Morgan Stanley Sees More Gains for S&P 500. Investors Will Need Patience.

Lowe's beat first quarter earnings expectations, but the stock is under pressure as housing worries linger. Scott Mushkin, R5 Capital founder and CEO, joins Catalysts to explain why higher rates and tariff fears could weigh on Lowe's future demand.

image for news Lowe's earnings: Why this Wall Street expert says the business is 'kind of stuck in neutral'

GCOW: Almost 3x The S&P 500 Yield With Major 2025 Alpha (Rating Upgrade) — Positive

IVV  SPLG  SPXL  SPY  SSO  UPRO  VOO   Seeking Alpha — May 21, 2025

I am upgrading GCOW to a buy due to improved momentum, attractive valuation, and strong alpha since my last review. GCOW offers high dividend yield and free cash flow exposure, appealing to value and income investors, with moderate risk and reasonable expenses. Energy sector overweight is a risk, but defensive allocations and large-cap value focus help cushion volatility; tech exposure is minimal.

image for news GCOW: Almost 3x The S&P 500 Yield With Major 2025 Alpha (Rating Upgrade)

Gil Luria, D.A. Davidson analyst, joins CNBC's 'Squawk on the Street' to discuss why a "big bang breakup" could unlock value for Google, outlooks on the company's search and AI business, and more.

image for news D.A. Davidson's Gil Luria: This one thing could unlock value for Google in major way

Brazilian Enterprises Eye SAP Cloud Migration Challenges — Neutral

III   Business Wire — May 21, 2025

SÃO PAULO--(BUSINESS WIRE)---- $III #Brazil--Enterprises in Brazil are migrating to SAP S/4HANA and SAP's SuccessFactors platform as they integrate new technologies, ISG says.

image for news Brazilian Enterprises Eye SAP Cloud Migration Challenges

AECOM to Support King Fahd Stadium Transformation for Vision 2030 — Positive

ACM   Zacks Investment Research — May 21, 2025

ACM to supervise King Fahd Stadium improvements, aligning with Saudi Arabia's Vision 2030 and preparing for major international events.

image for news AECOM to Support King Fahd Stadium Transformation for Vision 2030

iQIYI, Inc. (IQ) Q1 2025 Earnings Call Transcript — Neutral

IQ   Seeking Alpha — May 21, 2025

iQIYI, Inc. (NASDAQ:IQ ) Q1 2025 Results Conference Call May 21, 2025 7:00 AM ET Company Participants Chang You - Investor Relations Yu Gong - Founder, Director, and Chief Executive Officer Jun Wang - Chief Financial Officer Xianghua Yang - Senior Vice President, Movies & Overseas Business Conference Call Participants Xueqing Zhang - CICC Vicky Wei - Citi Maggie Ye - CLSA Operator Thank you for standing by, and welcome to the iQIYI's First Quarter 2025 Earnings Conference Call. All participants are in a listen-only mode.

image for news iQIYI, Inc. (IQ) Q1 2025 Earnings Call Transcript

Palo Alto Networks Q3 Earnings and Revenues Surpass Estimates — Positive

PANW   Zacks Investment Research — May 21, 2025

PANW's Q3 results reflect strength across its Subscription & Support revenues, alongside a solid gain in Product revenues.

image for news Palo Alto Networks Q3 Earnings and Revenues Surpass Estimates

With 13-F filing season now in the rear-view mirror, many retail investors now have a chance to see what the smart money (think billionaire hedge fund managers) have been up to in the first quarter.

image for news David Tepper Bets 30 % of His Fund on a Single ‘Fossil‑Free' S&P Put—A $2.5 B Hedge You Can't Ignore

Options Bulls Blast 2 China Stock After Revenue Beats — Positive

BIDU  XPEV   Schaeffers Research — May 21, 2025

U.S.-listed shares of Baidu Inc (NASDAQ: BIDU) and Xpeng Inc - ADR (NYSE:XPEV) are in focus this morning, after the China-based companies beat revenue expectations for the first quarter.

image for news Options Bulls Blast 2 China Stock After Revenue Beats

Wedbush analyst Dan Ives is a well-known name in the investing industry. He has been a tech analyst for over two decades and made tech sector calls that have generated significant returns in the past.

image for news Legendary Wall Street Pro Dan Ives Says AI Stocks Will Hit New Highs in 2025—Which Ones to Buy?

McCormick Announces Kasey Jenkins' Plan to Retire — Neutral

MKC   PRNewsWire — May 21, 2025

HUNT VALLEY, Md. , May 21, 2025 /PRNewswire/ -- McCormick & Company, Incorporated (NYSE: MKC), a global leader in flavor, today announced that Kasey Jenkins, Chief Growth Officer, will retire in early 2026.

image for news McCormick Announces Kasey Jenkins' Plan to Retire

Lowe's Stock Uptrend Can Continue for These 2 Reasons — Positive

LOW   MarketBeat — May 21, 2025

Lowe's NYSE: LOW uptrend can continue because the company reaffirmed its 2025 and capital return outlooks. The first includes tepid results but steady business, with strengths in the professional and online businesses offsetting spotty weakness in the consumer.

image for news Lowe's Stock Uptrend Can Continue for These 2 Reasons

Neils Christensen has a diploma in journalism from Lethbridge College and has more than a decade of reporting experience working for news organizations throughout Canada. His experiences include covering territorial and federal politics in Nunavut, Canada.

image for news U.S. debt concerns following Moody's downgrade push gold prices above $3,300

XPeng quarterly deliveries hit record as cost controls narrow losses — Positive

XPEV   Proactive Investors — May 21, 2025

Chinese electric vehicle maker Xpeng Inc (NYSE:XPEV) posted record quarterly deliveries and narrowed its net loss in the first quarter of 2025, sending its US-listed shares up nearly 12% in early trading on Tuesday. The Guangzhou-based company delivered 94,008 vehicles in the quarter ended March 31, marking a 331% jump from a year earlier and setting a new quarterly record.

image for news XPeng quarterly deliveries hit record as cost controls narrow losses

KBRA Assigns Ratings for Peoples Financial Services Corp. — Neutral

PFIS   Business Wire — May 21, 2025

NEW YORK--(BUSINESS WIRE)-- #creditratingagency--KBRA assigns a senior unsecured debt rating of BBB, a subordinated debt rating of BBB-, and a short-term debt rating of K3 to Peoples Financial Services Corp. (NASDAQ: PFIS)("Peoples" or “the company”). Additionally, KBRA assigns deposit and senior unsecured debt ratings of BBB+, a subordinated debt rating of BBB, and short-term deposit and debt ratings of K2 to its subsidiary, Peoples Security Bank and Trust Company. The Outlook for all long-term ratings is Stable. P.

image for news KBRA Assigns Ratings for Peoples Financial Services Corp.

Rising Treasury yields, Moody's downgrade, and U.S. budget worries weigh on S&P 500 and tech stocks, pressuring US indices early in Wednesday's session.

image for news S&P 500: Rising Treasury Yields, Moody's Downgrade and Budget Fears Hit US Stocks

Exxon Mobil: Sell Before It's Too Late — Negative

XOM   Seeking Alpha — May 21, 2025

The rising oil production across the globe might lead to an oversupply of oil on the market and push oil prices to even lower levels. This could hurt Exxon Mobil's performance in the upcoming years, since its business is exposed to the fluctuations of the oil price. That is one of the reasons why Exxon Mobil remains a Sell for us.

image for news Exxon Mobil: Sell Before It's Too Late

U.S. Crude Oil Stockpiles Rise for Second Straight Week — Neutral

BNO  DBO  GUSH  IEO  OIH  OIL  PXJ  UCO  USO  XOP   WSJ — May 21, 2025

U.S. crude oil inventories rose by 1.3 million barrels last week, while stocks of gasoline and diesel increased amid higher refinery capacity use, according to data released by the EIA.

image for news U.S. Crude Oil Stockpiles Rise for Second Straight Week

Nvidia CEO Jensen Huang said overnight that U.S. chip export controls are a "failure." At Computex, an artificial intelligence exhibition in Taiwan, Huang said the policies have cut the AI chip leader's China market share from 95% to 50%.

image for news Jensen Huang says U.S. chip restrictions have cut Nvidia's China market share nearly in half