Virgin Galactic Holdings: Revenue Not Here But On The Horizon — Neutral
SPCE Seeking Alpha — May 19, 2025Virgin Galactic's Q1 2025 results excited the market, but revenue predictability remains a concern. Management forecasts reduced cash burn and expects commercial flights to begin in early 2026, extending operational runway with current cash reserves. Long-term projections suggest strong revenue and EBITDA potential, but actual customer demand for high-priced space experiences is unproven.

Medtronic (NYSE:MDT) is scheduled to announce its earnings on Wednesday, May 21, 2025. Over the last five years, Medtronic's stock has shown a favorable one-day return following its earnings announcements in 53% of instances.

I upgrade MSCI to 'Buy' as global asset allocation shifts amid trade uncertainty create a tailwind for its international index business. MSCI's valuation has become more reasonable after years of underperformance, now trading at 34x forward earnings, slightly below Moody's. Despite lagging peers in some segments and deteriorating business mix, MSCI's growth prospects and exposure to non-US assets are attractive.

Qualcomm CEO Cristiano Amon on tariffs and China — Neutral
QCOM CNBC International TV — May 19, 2025Cristiano Amon, CEO of Qualcomm, discusses tariffs and the China market for his business.

Toyota Industries to accept Toyota group's planned tender offer, Kyodo says — Positive
TM Reuters — May 19, 2025Toyota Industries Corp plans to accept a tender offer by Toyota Motor Corp , its chairman Akio Toyoda and others, and is making arrangements to announce its intention as early in May, Kyodo news agency reported on Monday.

ELV INVESTOR ALERT: Robbins Geller Rudman & Dowd LLP Announces that Elevance Health, Inc. Investors with Substantial Losses Have Opportunity to Lead Investor Class Action Lawsuit — Neutral
ELV GlobeNewsWire — May 19, 2025SAN DIEGO, May 19, 2025 (GLOBE NEWSWIRE) -- The law firm of Robbins Geller Rudman & Dowd LLP announces that the Elevance Health class action lawsuit – captioned Miller v. Elevance Health, Inc., No. 25-cv-00923 (S.D. Ind.) – seeks to represent purchasers of Elevance Health, Inc. (NYSE: ELV) common stock and charges Elevance Health as well as certain of Elevance Health's executives with violations of the Securities Exchange Act of 1934.

Qualcomm to launch data center CPUs that link to Nvidia chips — Positive
NVDA QCOM CNBC International TV — May 19, 2025Cristiano Amon, CEO of Qualcomm, talks to CNBC's Arjun Kharpal about the company's move into data center processors as part of a broader diversifcation push.

Global X Blockchain ETF BKCH is probably on the radar for investors seeking momentum. The fund just hit a 52-week high and moved up 174.1 % from its 52-week low price of $28.22/share.

CEO Jensen Huang said Monday that the company will be opening its AI server platform to rival chip makers including Qualcomm and Marvell Technology.

Enova's stock has soared over 600% in five years, reflecting exceptional top and bottom-line financial performance. I set aside ethical concerns to evaluate Enova purely on investment merits, acknowledging regulatory risks, but prioritizing financial results. Management's significant ownership and strong execution, along with growing software investments, suggest a developing competitive moat.

Class Action Lawsuit Alert: Levi & Korsinsky Reminds West Pharmaceutical Services, Inc. (WST) Investors of July 7, 2025 Deadline — Neutral
WST Accesswire — May 19, 2025NEW YORK, NY / ACCESS Newswire / May 19, 2025 / If you suffered a loss on your West Pharmaceutical Services, Inc. (NYSE:WST) investment and want to learn about a potential recovery under the federal securities laws, follow the link below for more information: https://zlk.com/pslra-1/west-pharmaceutical-services-inc-lawsuit-submission-form?prid=149117&wire=1&utm_campaign=16 or contact Joseph E. Levi, Esq.

MiTAC Computing Unveils Full Server Lineup for Data Centers and Enterprises Powered by Intel Xeon 6 Processors at COMPUTEX 2025 — Neutral
INTC PRNewsWire — May 19, 2025TAIPEI , May 19, 2025 /PRNewswire/ -- MiTAC Computing Technology Corporation, a leading server platform designer, manufacturer, and a subsidiary of MiTAC Holdings Corporation (TSE:3706), has launched its full suite of next-generation servers for data centers and enterprises at COMPUTEX 2025 (Booth M1110). Powered by Intel Xeon 6 processors, including those with Performance-cores (P-cores), MiTAC's new platforms are purpose-built for AI, HPC, cloud, and enterprise applications.

EHang to Report First Quarter 2025 Unaudited Financial Results on Monday, May 26, 2025 — Neutral
EH GlobeNewsWire — May 19, 2025GUANGZHOU, China, May 19, 2025 (GLOBE NEWSWIRE) -- EHang Holdings Limited (Nasdaq: EH) (“EHang” or the “Company”), the world's leading Urban Air Mobility (“UAM”) technology platform company, today announced that it will release its unaudited financial results for the first quarter ended March 31, 2025 on Monday, May 26, 2025, before the U.S. market opens. EHang's management team will host an earnings conference call at 8:00 AM on Monday, May 26, 2025, U.S. Eastern Time (8:00 PM on Monday, May 26, 2025, Beijing/Hong Kong Time).

An Update On Coinbase's Q1 2025 Earnings (Rating Upgrade) — Positive
COIN Seeking Alpha — May 19, 2025Coinbase's S&P 500 inclusion is a massive liquidity event, driving momentum and attracting institutional investors, making it a unique, premium crypto investment. Regulatory progress like the STABLE Act and USDC growth, plus the Deribit acquisition, position Coinbase for long-term success as crypto adoption accelerates. Despite cybersecurity incidents, Coinbase's proactive response and industry-leading transparency reinforce its resilience and investor confidence.

Aurora Mobile Expects to Outperform Previous Revenue Guidance for First Quarter 2025 — Neutral
JG GlobeNewsWire — May 19, 2025SHENZHEN, China, May 19, 2025 (GLOBE NEWSWIRE) -- Aurora Mobile Limited (NASDAQ: JG) (“Aurora Mobile” or the “Company”), a leading provider of customer engagement and marketing technology services in China, today announced that its total revenues for the first quarter of 2025 is estimated to be in the range of approximately RMB87.0 million to RMB90.0 million, representing a year-over-year growth of approximately 35% to 40%. Previous revenue guidance was in the range of RMB74.0 million to RMB77.5 million.

Refresh The Game: Pepsi® Unites Football Legends Across Generations in Latest Global Campaign — Neutral
PEP PRNewsWire — May 19, 2025Pepsi's global ambassadors Alexia Putellas, Lauren James, Leah Williamson, Caroline Graham Hansen and Farah Jefry star in latest film, Refresh the Game. Wome n's football superstars take fans on a journey through time as they refresh some of Pepsi's most iconic footballing moments.

ManpowerGroup Announces Investment in New Paris-Based AI HR Hub at Choose France Summit — Neutral
MAN PRNewsWire — May 19, 2025PARIS , May 19, 2025 /PRNewswire/ -- ManpowerGroup (NYSE: MAN), global leader in innovative workforce solutions, announces the launch of its new AI HR Hub in Paris, located at its French headquarters in La Défense. Attending the Choose France Summit, ManpowerGroup underscored its commitment to delivering human-first, AI-powered solutions for both clients and candidates – and aligns with its ongoing investment in France as a key hub for innovation, digital leadership, and talent.

Ambarella: CV5 And CV7 Families To Increase Revenues Significantly — Positive
AMBA Seeking Alpha — May 19, 2025Ambarella is poised for strong growth in the next 12–24 months, driven by its edge AI semiconductor leadership. The company achieved record AI-driven revenue in 2025, highlighting robust demand for its solutions. Management emphasized AMBA's strategic position and momentum during the 4Q 2024 earnings call.
