GSST: This Goldman Fund Passed The April Meltdown Test — Neutral

GSST   Seeking Alpha — May 11, 2025

GSST, a short-term bond fund, has demonstrated robust performance with minimal drawdowns, outperforming peers during the April 2025 market volatility. The fund's portfolio, comprising Treasuries, ABS, and investment-grade corporates, maintains an ultra-low duration of 0.5 years and a 4.5% SEC yield. Despite offering only a 20 bps excess yield over T-bills, GSST's strong risk management and stability make it a compelling buy.

image for news GSST: This Goldman Fund Passed The April Meltdown Test

Tradeweb Markets is well-positioned to benefit from market volatility, with multiple growth levers including rates, new verticals, and mix shift impacts. TW delivered record 1Q25 revenue of $509.7 million, driven by strong growth in rates, credit, money markets, and market data segments. The ICD acquisition opens new revenue streams in corporate treasuries, enhancing cross-sell opportunities and expanding TW's client base.

image for news Tradeweb Markets: Visible Growth Engines And Tailwinds With A Sticky Customer Base

Target And Walmart - Where To Spend Your Money — Negative

WMT   Seeking Alpha — May 11, 2025

You can buy a share in Walmart or Target today for $96. Target is great value today. Walmart's stability and growth are reflected in its higher P/E, but its valuation seems stretched, given similar earnings growth to Target. Both companies face risks from tariffs and potential recession, but Target's higher dividend yield and lower forward P/E make it more attractive.

image for news Target And Walmart - Where To Spend Your Money

DVND: Active High Fee Dividend ETF Faces An Uphill Battle — Neutral

DVND   Seeking Alpha — May 11, 2025

DVND selects 40-55 large-cap U.S. dividend-paying companies with competitive advantages and reasonable valuations. Its expense ratio is 0.50% and the ETF has $33 million in assets under management. The high ER reduces DVND's dividend yield to just 2.14%, putting it in the ballpark of other low-yielding funds like VIG. Others, including FDVV and SCHD, offer significantly higher yields. Investors will appreciate DVND's high-quality features, though its growth statistics are mixed. Despite allocating 25% to Technology, current selections have seen their earnings decline in the last three years.

image for news DVND: Active High Fee Dividend ETF Faces An Uphill Battle

Autohome's Q1-25 results show persistent weakness in key segments due to industry disintermediation and structural issues, with no meaningful recovery expected soon. Despite innovative efforts in the EV marketplace, the growth is insufficient to offset declines in media services and lead generation. The stock is upgraded to HOLD due to limited downside, supported by a 9% yield from dividends and share buybacks.

image for news Autohome: Dividend Yield Is The Only Road Left As Core Business Stalls

SLR Investment: Cracks Starting To Show — Neutral

SLRC   Seeking Alpha — May 11, 2025

I maintain a hold rating on SLRC due to weaker earnings, barely sustainable dividend coverage, and lack of meaningful NAV growth. SLRC's portfolio is heavily weighted towards Asset-Based Loans and Equipment Financings, with 96.4% structured as first lien senior secured loans for added security. Despite a generous 10.5% dividend yield, the lower focus on floating rate investments limits SLRC's ability to capitalize on the current high interest rate environment.

image for news SLR Investment: Cracks Starting To Show

NEW YORK, NY / ACCESS Newswire / May 11, 2025 / If you suffered a loss on your NET Power, Inc. (NYSE:NPWR) 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/net-power-inc-lawsuit-submission-form?prid=147985&wire=1 or contact Joseph E. Levi, Esq.

image for news Investors who lost money on NET Power, Inc.(NPWR) should contact Levi & Korsinsky about pending Class Action - NPWR

Bumble's 1Q25 revenue was in line with low expectations, but 2Q25 guidance missed consensus; shares rose 20% due to cost-cutting initiatives indicating margin stability. We remain cautious on BMBL due to macro challenges like declining user engagement and micro challenges such as competition from alternative apps. Despite Whitney Wolfe Herd's return as CEO, we are skeptical about a near-term turnaround given revenue decline and competition from larger players.

image for news Bumble: A Deeper Struggle Amid Dating App Fatigue And Rising Competition

NEW YORK, NY / ACCESS Newswire / May 11, 2025 / If you suffered a loss on your Treace Medical Concepts, Inc. (NASDAQ:TMCI) 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/treace-medical-concepts-inc-lawsuit-submission-form-2?prid=147983&wire=1 or contact Joseph E. Levi, Esq.

image for news Shareholders that lost money on Treace Medical Concepts, Inc.(TMCI) Urged to Join Class Action - Contact Levi & Korsinsky to Learn More

NEW YORK, NY / ACCESS Newswire / May 11, 2025 / If you suffered a loss on your Avis Budget Group, Inc. (NASDAQ:CAR) 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/avis-budget-lawsuit-submission-form?prid=147984&wire=1 or contact Joseph E. Levi, Esq.

image for news Levi & Korsinsky Reminds Avis Budget Group, Inc. Investors of the Pending Class Action Lawsuit with a Lead Plaintiff Deadline of June 24, 2025 - CAR

NEW YORK, NY / ACCESS Newswire / May 11, 2025 / If you suffered a loss on your SoundHound AI, Inc. (NASDAQ:SOUN) 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/soundhound-ai-inc-lawsuit-submission-form?prid=147982&wire=1 or contact Joseph E. Levi, Esq.

image for news May 27, 2025 Deadline: Contact Levi & Korsinsky to Join Class Action Suit Against SOUN

Pan American Silver Announces Agreement to Acquire MAG Silver Corp. — Neutral

MAG  PAAS   Business Wire — May 11, 2025

VANCOUVER, British Columbia--(BUSINESS WIRE)--Pan American Silver Corp. (NYSE: PAAS) (TSX: PAAS) ("Pan American") and MAG Silver Corp. (NYSEAM:MAG) (TSX:MAG) ("MAG") are pleased to announce that they have entered into a definitive agreement whereby Pan American will acquire all of the issued and outstanding common shares of MAG pursuant to a plan of arrangement (the "Transaction"). MAG is a tier-one primary silver mining company through its 44% joint venture interest in the large-scale, high-gr.

image for news Pan American Silver Announces Agreement to Acquire MAG Silver Corp.

U.S. Bancorp's Series A preferred shares are downgraded to a hold, due to interest rate uncertainty and potential dividend reductions if rates fall. The bank's net interest income fell by over $50 million in Q1, despite a slight benefit from reduced interest rates. U.S. Bancorp saw loan growth for the second consecutive quarter but faced declining deposits, increasing reliance on external borrowing.

image for news U.S. Bancorp Preferred Shares Downgrade On Interest Rate Risk (Downgrade To Hold)

Nuvation Bio Inc. (NUVB) Q1 2025 Earnings Call Transcript — Neutral

NUVB   Seeking Alpha — May 11, 2025

Nuvation Bio Inc. (NYSE:NUVB ) Q1 2025 Earnings Call May 7, 2025 4:30 PM ET Company Participants J.R. DeVita - Investor Relations David Hung - Founder, President and Chief Executive Officer Colleen Sjogren - Chief Commercial Officer Philippe Sauvage - Chief Financial Officer Conference Call Participants Gregory Renza - RBC Capital Markets Kaveri Pohlman - Clear Street Soumit Roy - Jones Research Michael Yee - Jefferies Yaron Werber - TD Cowen Operator Good afternoon and welcome to the Nuvation Bio First Quarter 2025 Financial Results and Business Update Conference Call.

image for news Nuvation Bio Inc. (NUVB) Q1 2025 Earnings Call Transcript

Why Uber's Growth Runway Is Only Just Getting Started — Positive

UBER   Seeking Alpha — May 11, 2025

Uber's scale and dual-platform interoperability enhance user experience and driver efficiency, offering a competitive edge over standalone players like Lyft and DoorDash. Significant cost advantages, including insurance savings and operational efficiencies, are driving Uber's profitability and gross profit margin expansion. Uber One subscription service increases user loyalty, reduces churn, and boosts transaction frequency, further solidifying Uber's market position.

image for news Why Uber's Growth Runway Is Only Just Getting Started

NEW YORK CITY, NY / ACCESS Newswire / May 11, 2025 / WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Treace Medical Concepts, Inc. (NASDAQ:TMCI) between May 8, 2023 and May 7, 2024, both dates inclusive (the "Class Period"), of the important June 10, 2025 lead plaintiff deadline. SO WHAT: If you purchased Treace Medical securities during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.

image for news ROSEN, A LEADING FIRM, Encourages Treace Medical Concepts, Inc. Investors to Secure Counsel Before Important Deadline in Securities Class Action - TMCI

Analysts expect economic uncertainty to loom large over a softer television ad-buying season.

image for news Tariffs Are Crashing TV's Annual ‘Upfront' Ad-Sales Party

NEW YORK, NY / ACCESS Newswire / May 11, 2025 / If you suffered a loss on your Ultra Clean Holdings, Inc. (NASDAQ:UCTT) 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/ultra-clean-holdings-inc-lawsuit-submission-form?prid=147981&wire=1 or contact Joseph E. Levi, Esq.

image for news UCTT LAWSUIT ALERT: Levi & Korsinsky Notifies Ultra Clean Holdings, Inc. Investors of a Class Action Lawsuit and Upcoming Deadline

S&P 500 To 5900 And Ending With A FOMO Rally. What's Next? — Positive

IVV  SPLG  SPXL  SPY  SSO  UPRO  VOO   Seeking Alpha — May 11, 2025

The S&P 500 could reach 5900, driven by a FOMO rally as professional money managers re-enter the market. Positive newsflow, better-than-expected earnings, and stable inflation could sustain the rally, tempting traders and professionals to join in.

image for news S&P 500 To 5900 And Ending With A FOMO Rally. What's Next?

NEW YORK, NY / ACCESS Newswire / May 11, 2025 / If you suffered a loss on your Actinium Pharmaceuticals, Inc. (NYSE:ATNM) 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/actinium-lawsuit-submission-form?prid=147980&wire=1 or contact Joseph E. Levi, Esq.

image for news Levi & Korsinsky Reminds Shareholders of a Lead Plaintiff Deadline of May 27, 2025 in Actinium Lawsuit - ATNM