AAON, Inc.: Strong Data Center Demand Masking Some Concerns — Neutral
AAON Seeking Alpha — May 12, 2025AAON, Inc. has experienced a significant recent stock run due to strong Q1 results, driven by surging data center demand. However, that demand is masking some other concerns such as falling margins, insider selling, and quite stretched valuations in the stock. An analysis around AAON, Inc. stock follows in the paragraphs below.

WEYS Stock Up 6% Despite Q1 Earnings Down Y/Y on Soft Retail Results — Negative
WEYS Zacks Investment Research — May 12, 2025Weyco's Q1 earnings fall year over year on weak retail sales, but strategic inventory moves and pricing plans help offset looming tariff pressures.

EML Q1 Earnings Dip Y/Y Amid Truck Market Headwinds, Stock Up 9% — Negative
EML Zacks Investment Research — May 12, 2025Eastern's Q1 earnings decline year over year amid heavy-duty truck market slowdown, trims SG&A, boosts efficiency and eyes growth through strategic changes.

Look at ETFs with exposure to Disney as the media giant reports second-quarter fiscal 2025 earnings beating estimates.

Pan American Silver to acquire MAG Silver in $2.1B deal — Neutral
MAG PAAS Proactive Investors — May 12, 2025Pan American Silver Corp. (TSX:PAA, NASDAQ:PAAS) shares slumped more than 16% after it announced it will be acquiring MAG Silver Corp (TSX:MAG) in a deal valued of US$2.1 billion. Per the terms of the deal, MAG shareholders can choose to receive US$20.54 per share in cash, 0.755 common shares of Pan American per MAG share, or a mix of both, with the total cash portion capped at US$500 million.

Atlanta Braves Holdings, Inc. (BATRA) Q1 2025 Earnings Call Transcript — Neutral
BATRA BATRK Seeking Alpha — May 12, 2025Atlanta Braves Holdings, Inc. (NASDAQ:BATRA ) Q1 2025 Earnings Conference Call May 12, 2025 10:00 AM ET Company Participants Cameron Rudd - Vice President of Investor Relations Terence McGuirk - Chairman, President and Chief Executive Officer Derek Schiller - President and Chief Executive Officer of Atlanta National League Baseball Club Mike Plant - President and Chief Executive Officer of Braves Development Company Jill Robinson - Chief Financial Officer Conference Call Participants Barton Crockett - Rosenblatt Securities Benjamin Swinburne - Morgan Stanley Operator Greetings. Welcome to the Atlanta Braves Holdings First Quarter 2025 Earnings Call.

Why ODP Corp. (ODP) Might be Well Poised for a Surge — Positive
ODP Zacks Investment Research — May 12, 2025ODP Corp. (ODP) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

Surging Earnings Estimates Signal Upside for Root (ROOT) Stock — Positive
ROOT Zacks Investment Research — May 12, 2025Root (ROOT) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

Surging Earnings Estimates Signal Upside for Sezzle Inc. (SEZL) Stock — Positive
SEZL Zacks Investment Research — May 12, 2025Sezzle Inc. (SEZL) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

Earnings Estimates Rising for StoneCo (STNE): Will It Gain? — Positive
STNE Zacks Investment Research — May 12, 2025StoneCo (STNE) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

Earnings Estimates Rising for GRINDR INC (GRND): Will It Gain? — Positive
GRND Zacks Investment Research — May 12, 2025GRINDR INC (GRND) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

FFND: ETF With High Fees, High Risk, And Recent Reshuffling — Negative
FFND Seeking Alpha — May 12, 2025One Global ETF is a thematic ETF with 89 global stocks, focusing on secular trends like green energy, online shopping, and cybersecurity. FFND changed its name and strategy in April 2025, shifting from U.S. equities to global equities. The fund has underperformed the S&P 500 benchmark and competitors, exhibiting high volatility, deep drawdowns and weak performance.

Why Liberty Media Corporation - Liberty Formula One Series C (FWONK) Might be Well Poised for a Surge — Positive
FWONK Zacks Investment Research — May 12, 2025Liberty Media Corporation - Liberty Formula One Series C (FWONK) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

FCPT Acquires Three Express Oil Change & Tire Engineers Properties — Positive
FCPT Zacks Investment Research — May 12, 2025Four Corners Property Trust announces the acquisition of three Express Oil Change & Tire Engineers properties for $9.5 million.

Buy, Sell or Hold Cisco Systems Stock? Key Tips Ahead of Q3 Earnings — Positive
CSCO Zacks Investment Research — May 12, 2025CSCO's third-quarter fiscal 2025 performance is likely to reflect improving demand in the networking domain and strong growth in the Security business.

Gogo's 5G Rollout, Faster Synergies, Strong Free Cash Flow Outlook Prompt Analyst Optimism — Positive
GOGO Benzinga — May 12, 2025JPMorgan analyst Sebastiano C Petti maintained a Neutral rating on Gogo Inc GOGO with a price target of $11 on Friday.

Final Trades: Citigroup, Truist Financial and Amazon — Neutral
AMZN C TFC CNBC Television — May 12, 2025The Investment Committee give you their top stocks to watch for in the second half.

Nike and 3 More Top Stocks for the U.S.-China Tariffs Pause — Positive
NKE FIVE SN YETI Barrons — May 12, 2025Nike, Yeti, SharkNinja, and Five Below are Buys right now. So are chip, auto, and manufacturing names, experts said.

Trade Tracker: Stephanie Link sells Eli Lilly and buys more Intuitive Surgical — Neutral
ISRG LLY CNBC Television — May 12, 2025Stephanie Link, CIO at Hightower, joins CNBC's "Halftime Report" to detail her latest portfolio moves.

Resurgent Realty Trust Issues Open Letter to Generation Income Properties, Inc. (“GIPR”) — Neutral
GIPR GlobeNewsWire — May 12, 2025Calls Out Urgent Governance Crisis and Looming Default Risk; Reiterates Prior Offer and Calls on Board of Directors to Engage in Good Faith Discussions Calls Out Urgent Governance Crisis and Looming Default Risk; Reiterates Prior Offer and Calls on Board of Directors to Engage in Good Faith Discussions
