BNY Mellon's strengths include significant income on sweep balances, a broader service mix, and recent efficiency gains through automation. State Street is seeing margin expansion from the scaling of its Alpha platform and improved inflows into its ETF products. While BK's premium valuation is justified by stronger margins, high ROTCE, and aggressive capital return, near-term upside appears limited.

[12/05/2025] Not for distribution, directly or indirectly, in or into the United States or any jurisdiction in which such distribution would be unlawful. [Ball Corporation] Pre-stabilisation Period Announcement BNP Paribas (contact: Stanford Hartman telephone: 0207 595 8222 hereby gives notice, as Stabilisation Coordinator, that the Stabilisation Manager(s) named below may stabilise the offer of the following securities in accordance with Commission Delegated Regulation EU/2016/1052 under the Market Abuse Regulation (EU/596/2014).

We may be well into earnings season, but we haven't heard from every noteworthy name just yet. Mega-retailer Walmart (WMT -0.58%) is slated to report its fiscal first-quarter numbers on Thursday morning, offering a glimpse into consumers' current psyches and buying power.

The next important macro publication in focus would be the US inflation report on Tuesday, May 13th.

AMD stock price has bounced back in the past few days as investors cheered the company's upbeat financial results. It has also jumped as the market predicts that it will be the next big player in the artificial intelligence (AI) industry.

Blue chip dividend stocks are usually considered stable long-term investments, but they lost their luster over the past few years as interest rates spiked. Rising rates made risk-free CDs and Treasury bills more appealing, while making it tougher for many companies to support their dividends with consistent profits.

Saudi Aramco reported first-quarter profits of $26 billion, a 4.6% drop from the same period last year, as weaker oil prices weighed on earnings. The state-owned energy giant generated $108.1 billion in revenue, slightly higher than the $107.2 billion recorded in the first quarter of 2024.

monday.com Ltd. MNDY will release earnings results for the first quarter, before the opening bell on Monday, May 12.

OpenAI is in advanced talks with Microsoft Corp (NASDAQ:MSFT) to revise the terms of their multibillion-dollar partnership as it prepares for a possible stock market listing, the Financial Times reports. The discussions centre on how much equity Microsoft will hold in OpenAI's restructured business, following more than $13 billion in investment.

FRANKFURT, Germany--(BUSINESS WIRE)---- $III #AI--Accelerated cloud adoption is reshaping the SAP ecosystem in Germany as enterprises shift to SAP's cloud solutions despite ongoing concerns, ISG says.

Vimeo is struggling against YouTube, with disappointing Q1 results and a stock in free fall, despite aggressive buybacks. The consumer business faces fierce competition, and recent price hikes may lead to increased churn, threatening future growth. Enterprise segment growth is slowing, and rising operating expenses are decimating profitability, with no significant cost-cutting measures in place.

The Amplify High Income ETF offers a high yield of 12.8%. The YYY ETF employs a "fund-of-funds" strategy, investing in 60 closed-end funds, with a 60/40 allocation in stocks & bonds, and significant exposure to issuers abrdn and BlackRock. Despite its attractive yield, the YYY ETF's long-term total returns are mediocre, significantly under-performing broader market indexes and other high-yield alternatives.

Energy Transfer is undervalued relative to peers, offering a discounted valuation and a 7%+ distribution yield. The company is positioned for long-term growth, driven by secular trends such as rising U.S. energy demand, growth in U.S. pipeline and storage needs, and sustained natural gas momentum. Expansion opportunities lie ahead, with ET well-positioned to take full advantage. Current short-term headwinds may provide an attractive entry point as long-term tailwinds remain firmly in place.

Gold, Bitcoin, and ex-US developed markets are leading in 2025, with gold mining equities outperforming significantly. Newmont Mining has shown a strong performance, with Q1 earnings beating expectations and a 20% rise in shares. I raise my intrinsic value target for NEM to $77 due to robust earnings and operational efficiency.

Caledonia Mining Corporation PLC (AIM:CMCL, NYSE-A:CMCL) delivered what chief executive Mark Learmonth described as an 'exceptional' first quarter, with higher production and surging gold prices lifting profits and cash flow. The Zimbabwe-focused gold producer reported revenue of $56.2 million for the three months to 31 March, a 46% jump on the same period last year.

Swiss drugmaker Novartis will keep making medicines for malaria and leprosy, even if it does not get orders as normal amid the global health funding crunch, its president of global health told Reuters in an interview.

WESTMINSTER, Colo. , May 12, 2025 /PRNewswire/ -- Ball Corporation ("Ball") (NYSE: BALL) announced today that it has commenced an underwritten public offering of €750 million aggregate principal amount of Senior Notes due 2032 (the "Notes").

Oriole Resources PLC (AIM:ORR) has highlighted positive drilling results from its Mbe gold project, in Cameroon, where it has returned 125 gold-bearing intersections from its first eight drill holes. Oriole chief executive Martin Rosser told investors the indications to date “bode very well” for what is the explorer's maiden drill programme at Mbe and for its plans to deliver the project's first gold resource estimates.

Montrose Environmental Group shows strong revenue growth but struggles with profitability, with net losses increasing despite higher revenues and adjusted EBITDA. Q1 2025 revenue rose 14.5% to $177.8M, but net loss widened to $19.4M; adjusted EBITDA guidance for 2025 increased by $2M. The Company's valuation multiples are lower than sector medians, but it may not be a bargain due to continued net losses and high forward P/E.

Spanish telecoms company Telefonica has hired Citi as an adviser to sell its Chilean business, news website El Confidencial reported on Monday, citing unidentified market sources.