This de-escalation in the burgeoning trade war has opened the floodgates to stock buyers this morning.

Rarely I see high-growth, value plays in the market. I think Hims & Hers Health is such a rare case: a world-class, high-growth company still being valued as a risky startup. A DCF model based on 2030 guidance suggests a $64 fair value per share, with potential to far exceed that price due to management's conservative guidance. I think HIMS stock's fair value is above $84 per share, with potential to upwards of $300 per share in a bullish case scenario (2030 DCF model).

Stocks are soaring today , after the U.S. and China agreed to cut "reciprocal" tariffs by 115% for 90 days, with plans for further negotiations in the coming weeks.

NEW YORK CITY, NY / ACCESS Newswire / May 12, 2025 / WHY: New York, N.Y., May 12, 2025.

NEW YORK, NY / ACCESS Newswire / May 12, 2025 / If you suffered a loss on your Sana Biotechnology, Inc. (NASDAQ:SANA) 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/sana-biotechnology-inc-lawsuit-submission-form?prid=148095&wire=1 or contact Joseph E. Levi, Esq.

NEW YORK CITY, NY / ACCESS Newswire / May 12, 2025 / WHY: New York, N.Y., May 12, 2025.

NEW YORK, May 12, 2025 (GLOBE NEWSWIRE) -- Bernstein Liebhard LLP announces that a shareholder has filed a securities class action lawsuit on behalf of investors (the “Class”) who purchased or acquired the securities of Compass Group Diversified Holdings, LLC, and Compass Diversified Holdings (“Compass” or the “Company”) (NYSE: CODI) between May 1, 2024 and May 7, 2025, inclusive. For more information, submit a form at Compass Diversified Holdings Shareholder Class Action Lawsuit, email Investor Relations Manager Peter Allocco at [email protected], or call us at (212) 951-2030.

NEW YORK, May 12, 2025 (GLOBE NEWSWIRE) -- Bernstein Liebhard LLP announces that a shareholder has filed a securities class action lawsuit on behalf of investors (the “Class”) who purchased or acquired the securities of Digimarc Corporation (“Digimarc” or the “Company”) (NASDAQ: DMRC) between May 3, 2024 and February 26, 2025, inclusive. For more information, submit a form at Digimarc Corporation Shareholder Class Action Lawsuit, email Investor Relations Manager Peter Allocco at [email protected], or call us at (212) 951-2030.

NEW YORK, May 12, 2025 (GLOBE NEWSWIRE) -- Bernstein Liebhard LLP announces that a shareholder has filed a securities class action lawsuit on behalf of investors (the “Class”) who purchased or acquired the securities of UnitedHealth Group Incorporated (“UnitedHealth” or the “Company”) (NYSE: UNH) between December 3, 2024 and April 16, 2025, inclusive. For more information, submit a form at UnitedHealth Group Incorporated Shareholder Class Action Lawsuit, email Investor Relations Manager Peter Allocco at [email protected], or call us at (212) 951-2030.

AMD reported strong Q1 results, with YoY gross profit up 46%, despite sequential revenue decline due to seasonality. AI demand, new product launches, and easing China tariffs position AMD for potential outperformance. AMD's valuation at 18x 2026 earnings suggests room for growth, with a potential rally if it clears the $115 resistance.

Apple (AAPL) is reportedly considering raising prices on its next generation of iPhones expected to be released this fall—but without pinning higher costs on tariffs.

Eric Trump-backed bitcoin miner American Bitcoin announced that it would become a publicly-traded company through a merger with another Bitcoin miner, Gryphon Digital Mining (GRYP). Shares of Gryphon skyrocketed 285% to $2.00 on the news.

MU shines in AI memory, but AVGO's diversified dominance and superior margins make it the smarter semiconductor bet today.

The Zacks Industry Rank for the Transportation-Truck industry paints a dull picture, mainly owing to the slowdown in freight demand. We believe stocks like MRTN and PAMT are better positioned to escape industry challenges.

OBDC ends the first quarter with investments in 236 portfolio companies.

Kinsale Capital's stock presents a 31% upside potential with a fair price of $595 per share. Premium growth rates slowed down in Q1, but Kinsale performed better than its competitors, and the expense ratio improved. Despite lower growth expectations, Kinsale's competitive advantage lies in its proprietary technology and efficient cost structure, enabling rapid response and better pricing.

General Motors has hired Sterling Anderson, co-founder of self-driving trucking company Aurora, as its executive vice president of global product, the company said Monday.

A temporary de-escalation in the US-China trade war sparked a rally in major tech stocks on Monday, with Amazon and Tesla leading the charge. The announcement of a truce between the two global powers boosted investor sentiment, driving up shares of Big Tech companies.

LONDON, May 12, 2025 (GLOBE NEWSWIRE) -- StoneX Group Inc. (NASDAQ: SNEX); today announced that its wholly owned subsidiary, StoneX Financial Europe GmbH, has entered into a definitive agreement to acquire Plantureux et Associés (“Plantureux”), a Paris-based brokerage firm specializing in agricultural commodities across both the physical and derivatives markets. The acquisition will provide StoneX with a strategic foothold in the French agricultural commodities market – Europe's leading grain producing region.

STAMFORD, 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 a leading independent proxy advisory firm, Institutional Shareholder Services Inc. (“ISS”), has joined Glass, Lewis & Co., LLC (“Glass Lewis”) in recommending that stockholders vote “FOR” the election of Land & Buildings' independen.