Fortinet Q1 Earnings Surpass Expectations, Sales Increase Y/Y — Positive
FTNT Zacks Investment Research — May 08, 2025FTNT's first-quarter 2025 earnings and revenues beat estimates, benefiting from strong growth in both product and services revenues.

Warren Buffett's successor is 'slightly bullish' for Occidental — Positive
OXY Yahoo Finance — May 08, 2025Oil drillers Occidental Petroleum and ConocoPhillips both beat first quarter estimates, but only one may be better positioned for what's coming next. Hedgeye Risk Management energy analyst Fernando Valle joins Morning Brief to break down why capital discipline sets Conoco apart from its shale-heavy rival.

Tesla cancels $16,000 Cybertruck range extender after delays — Negative
TSLA Business Insider — May 08, 2025Tesla canceled its Cybertruck range extender, which was set for mid-2025 release. The optional battery pack would extend the distance the Cybertruck could drive before needing to recharge.

BDCs, previously top performers due to high yields and rising rates, now face selling pressure amid economic uncertainty and potential interest rate cuts. Hercules Capital and Trinity Capital, despite solid fundamentals, may see tighter dividend coverage and selling pressure if rates decline as expected. Both BDCs have strong balance sheets and spillover income, ensuring near-term dividend safety despite potential economic headwinds.

Since my last writing, Lumen Technologies has embarked on an AI transformation and showed material progress. The company secured $8 billion in AI infrastructure orders, substantially improved its financial stability and flexibility. But it is still facing significant financial challenges, including continued EPS losses, debt burden, and heavy capital expenditure needs.

Jury Orders Johnson & Johnson to Pay $3 Million in Mesothelioma Death of New Orleans Woman — Neutral
JNJ Business Wire — May 08, 2025NEW ORLEANS--(BUSINESS WIRE)--A jury has awarded $3 million to the family of Jeanine Henderson, a 72-year-old mother from New Orleans who died from mesothelioma, a rare and incurable cancer caused by asbestos exposure, after a lifetime of using Johnson & Johnson's Baby Powder. After a two-month trial, attorneys from Dean Omar Branham Shirley successfully proved that Ms. Henderson's daily use of the talc-based powder was directly linked to her illness. The legal team also presented clear evi.

The 3 ETFs to Buy for a Truly Well-Diversified Portfolio — Positive
KWEB VGK VTI 24/7 Wall Street — May 08, 2025Passive investors looking to create meaningful wealth over the long-term do have a plethora of options these days to choose from.

Nvidia's Jensen Huang fears losing the Chinese market. One analyst says that's short-term thinking. — Negative
NVDA Market Watch — May 08, 2025While Nvidia could get shut out of China, it has a big opportunity to grow in other international markets over time.

Independent Proxy Advisory Firm Glass Lewis Recommends National Health Investors Stockholders Vote FOR Both of Land & Buildings' Director Nominees — Neutral
NHI Business Wire — May 08, 2025STAMFORD, Conn.--(BUSINESS WIRE)--Today, Land & Buildings Investment Management, LLC (together with its affiliates, “Land & Buildings”), a significant stockholder of National Health Investors, Inc. (NYSE: NHI) (“NHI” or the “Company”), announced that independent proxy advisory firm Glass, Lewis & Co., LLC (“Glass Lewis”) has recommended that stockholders vote “FOR” the election of Land & Buildings' independent nominees – Jim Hoffmann and Adam Troso – to the Company's Board of Di.

Krispy Kreme stock plunges after doughnut chain pauses McDonald's rollout, pulls outlook — Negative
DNUT MCD CNBC — May 08, 2025Krispy Kreme is pausing its nationwide rollout with McDonald's after sales slowed below its projections. Krispy Kreme shares have shed more than 70% of their value over the last year.

MercadoLibre's Q1 Earnings Beat Estimates, Revenues Rise Y/Y — Positive
MELI Zacks Investment Research — May 08, 2025MELI's first-quarter 2025 results benefit from a surge in commerce and fintech revenues backed by strong growth in Argentina.

Insperity Stock Declines 17% After Reporting Q1 Earnings Miss — Negative
NSP Zacks Investment Research — May 08, 2025NSP witnesses a y/y rise in revenues per WSEE per month in the first quarter of 2025.

Here are 3 Staffing Stocks to Consider Despite Industry Woes — Negative
HQI KELYA KFY Zacks Investment Research — May 08, 2025The Zacks Staffing Firms industry is stalled by the economic downturn in the manufacturing sector. However, KFY, KELYA and HQI are likely to be at the forefront to witness steady service demand, and the increasing adoption of remote work and technology.

Transaction in Own Shares 8 May, 2025 • • • • • • • • • • • • • • • • Shell plc (the ‘Company') announces that on 8 May, 2025 it purchased the following number of Shares for cancellation. Aggregated information on Shares purchased according to trading venue: Date of purchase Number of Shares purchased Highest price paid Lowest price paid Volume weighted average price paid per share Venue Currency 08/05/2025 606,148 £24.4950 £24.2000 £24.3499 LSE GBP 08/05/2025 155,872 £24.4950 £24.2000 £24.3538 Chi-X (CXE) GBP 08/05/2025 112,980 £24.5000 £24.2200 £24.3888 BATS (BXE) GBP 08/05/2025 499,402 €29.0000 €28.7100 …

Lamar Advertising Company (LAMR) Q1 2025 Earnings Call Transcript — Neutral
LAMR Seeking Alpha — May 08, 2025Lamar Advertising Company (NASDAQ:LAMR ) Q1 2025 Earnings Conference Call May 8, 2025 9:00 AM ET Company Participants Sean Reilly - President & Chief Executive Officer Jay Johnson - Executive Vice President & Chief Financial Officer Conference Call Participants Cameron McVeigh - Morgan Stanley Jason Bazinet - Citi David Karnovsky - JPMorgan Daniel Osley - Wells Fargo Jonnathan Navarrete - TD Cowen Operator Excuse me, everyone. We now have Sean Reilly and Jay Johnson in conference.

Catalyst Pharmaceuticals, Inc. (CPRX) Q1 2025 Earnings Call Transcript — Neutral
CPRX Seeking Alpha — May 08, 2025Catalyst Pharmaceuticals, Inc. (NASDAQ:CPRX ) Q1 2025 Earnings Conference Call May 8, 2025 8:30 AM ET Company Participants Michael Kalb - Executive Vice President & Chief Financial Officer Richard Daly - President and Chief Executive Officer Jeff Del Carmen - Executive Vice President, Chief Commercial Officer Steven Miller - Executive Vice President, Chief Operating Officer and Chief Scientific Officer Gary Ingenito - Chief Medical and Regulatory Officer Conference Call Participants Asim Rana - Truist Securities Benjamin Paluch - Citi Investment Research Joel Beatty - Baird Charles Duncan - Cantor Fitzgerald Rohan Matur - Oppenheimer & Co. Inc. Jason Gerberry - …

Shopify president on providing merchants with tools to deal with tariffs — Neutral
SHOP CNBC Television — May 08, 2025Shopify President Harley Finkelstein explains the tools the company provides to help merchants navigate tariffs.

Costco Delivers Decent April Comparable Sales Performance — Positive
COST Zacks Investment Research — May 08, 2025Costco's comparable sales for April increase 4.4%. Its distinctive membership business model and pricing power set it apart from traditional players.

Catalyst Pharmaceuticals Q1 Earnings Beat, Firdapse Revenues Rise Y/Y — Positive
CPRX Zacks Investment Research — May 08, 2025CPRX reports strong first-quarter 2025 results, beating earnings and revenue estimates, primarily driven by Firdapse sales.

How Should an Investor Play OKLO Stock Pre-Q1 Earnings Release? — Negative
OKLO Zacks Investment Research — May 08, 2025Investors interested in Oklo stock may consider letting it go before next Tuesday, considering its premium valuation and unfavorable Zacks rank.
