The Big 3: BAC, COST, PDD — Negative

PDD   Schwab Network — June 11, 2025

@Theotrade's Don Kaufman says he's "all beared up" on today's U.S. and China tariff developments and the latest CPI print. His bearish perspective isn't shifting on today's Big 3.

image for news The Big 3: BAC, COST, PDD

Virco's Financials Are Starting To Reflect Its Competitive Reality — Negative

VIRC   Seeking Alpha — June 11, 2025

Virco Mfg. Corporation's Q1 2026 results confirm my earlier warnings: Revenues and backlogs continue to decline 20–30% YoY, indicating a weaker peak season ahead. FY 2026 is likely to be a breakeven year, with profits reverting to pre-supply chain crisis norms rather than the recent outlier years of strong earnings. Potential tariff and supply chain disruptions could help Virco, but these factors are not yet material tailwinds and may not significantly boost competitiveness.

image for news Virco's Financials Are Starting To Reflect Its Competitive Reality

Apple has said it delayed its personalized AI-powered Siri to ensure it meets customer expectations. The feature was showcased at the 2024 Worldwide Developers Conference but faced quality issues.

image for news Apple gives its most detailed explanation yet for its bungled new-and-improved Siri delay

Will Device Subscriptions Drive the Next Growth Wave at Unisys? — Positive

UIS   Zacks Investment Research — June 11, 2025

UIS bets big on Device Subscriptions, landing major deals and alliances to boost Digital Workplace growth.

image for news Will Device Subscriptions Drive the Next Growth Wave at Unisys?

NEW YORK, June 11, 2025 (GLOBE NEWSWIRE) -- Scott+Scott Attorneys at Law LLP (“Scott+Scott”), a shareholder and consumer rights litigation firm, is investigating whether Compass Diversified Holdings (“Compass” or the “Company”) (NYSE: CODI) or certain of its officers and directors issued misleading and false statements and/or failed to disclose information material to investors in violation of federal securities laws.

image for news Scott+Scott Attorneys at Law LLP Alerts Investors That It Has Begun An Investigation Into Compass Diversified Holdings (NYSE: CODI)

Rare earth breakthrough paves way for US-China tech reset — Positive

AAPL   Proactive Investors — June 11, 2025

The latest US-China trade framework, confirmed by President Trump, has shifted the global tech conversation by securing upfront Chinese rare earth supplies for American industries. The agreement, outlined in a Truth Social post and analysed by Wedbush, brings relief to sectors highly dependent on these critical materials, particularly automotive, chip manufacturing, and smartphones.

image for news Rare earth breakthrough paves way for US-China tech reset

Reliance Stock Rises 13% in 3 Months: What's Driving the Rally? — Positive

RS   Zacks Investment Research — June 11, 2025

RS gains on strong shipments, margin growth and stable demand across key end markets like non-residential construction.

image for news Reliance Stock Rises 13% in 3 Months: What's Driving the Rally?

Victoria's Secret Cuts Outlook on Expected Tariff Impact — Negative

VSCO   Investopedia — June 11, 2025

Shares of Victoria's Secret (VSCO) fell Wednesday as the maker of lingerie and other women's apparel lowered its full-year outlook when it released its delayed first-quarter financial report.

image for news Victoria's Secret Cuts Outlook on Expected Tariff Impact

Jefferies sees winners and losers as the legislation reshapes the industry.

image for news Trump Tax Bill Splits Solar Market. Residential Power Is on ‘Chopping Block.

PARIS--(BUSINESS WIRE)--Arrcus, the hyperscale networking software company and a leader in core-to-edge AI networking solutions, today announced the enablement of AI-scale networking on NVIDIA BlueField-3 DPUs to empower enterprise datacenters with superior scalability, security, and resource efficiency—all while reducing power consumption. By integrating its cutting-edge ArcOS® network operating system with NVIDIA BlueField-3, Arrcus is accelerating software-defined datacenter networking, free.

image for news Arrcus Powered by NVIDIA BlueField DPUs Enables Scalable and Efficient Networking for Enterprise AI

More investor interest in Europe and Germany in particular: Goldman Sachs — Positive

BBEU  DAX  DBEF  DBEU  DFE  EDEN  EPOL  EWD  EWG  EWI  EWL  EWN  EWP  EWQ  EWU  EZU  FDD  FEP  FEZ  FLGB  HEDJ  HEZU  IEUR  IEV  SPEU  VGK   CNBC International TV — June 11, 2025

Goldman Sachs Bank Europe CEO Wolfgang Fink discusses the German economy and investor sentiment on the sidelines of the Goldman Sachs European Financials Conference in Berlin.

image for news More investor interest in Europe and Germany in particular: Goldman Sachs

Google is offering a fresh round of buyouts to some employees and cracking down on remote workers as part of its ongoing efficiency drive, the company confirmed on Tuesday.

image for news Google expands voluntary buyout offers, orders some remote workers to return to office amid AI race

Victoria's Secret is cutting back on some discounts and gifts as it faces higher costs from tariffs. The lingerie chain expects a $50 million operating income hit from the duties in 2025.

image for news Victoria's Secret is cutting back on deals and discounts as tariffs hit its business

ALAB Stock Shines as AI Infrastructure Ties With NVIDIA Deepen — Positive

ALAB   Zacks Investment Research — June 11, 2025

Astera Labs surges on 144% revenue growth and deeper NVIDIA ties, cementing its role in AI infrastructure buildout.

image for news ALAB Stock Shines as AI Infrastructure Ties With NVIDIA Deepen

SAN DIEGO , June 11, 2025 /PRNewswire/ -- Robbins Geller Rudman & Dowd LLP announces that purchasers or acquirers of UroGen Pharma Ltd. (NASDAQ: URGN) securities between July 27, 2023 and May 15, 2025, inclusive (the "Class Period"), have until Monday, July 28, 2025 to seek appointment as lead plaintiff of the UroGen class action lawsuit.

image for news URGN INVESTOR NOTICE: UroGen Pharma Ltd. Investors with Substantial Losses Have Opportunity to Lead Investor Class Action Lawsuit

J.Jill, Inc. (JILL) Q1 2025 Earnings Call Transcript — Neutral

JILL   Seeking Alpha — June 11, 2025

J.Jill, Inc. (NYSE:JILL ) Q1 2025 Earnings Conference Call June 11, 2025 8:00 AM ET Company Participants Mark W. Webb - Executive VP and Chief Financial & Operating Officer Mary Ellen Coyne - CEO, President & Director Conference Call Participants Corey Tarlowe - Jefferies LLC, Research Division Dana Lauren Telsey - Telsey Advisory Group LLC Janine Marie Hoffman Stichter - BTIG, LLC, Research Division Jungwon Kim - TD Cowen, Research Division Marni Shapiro - Unidentified Company The Retail Tracker - Unidentified Company Operator Ladies and gentlemen, thank you for standing by.

image for news J.Jill, Inc. (JILL) Q1 2025 Earnings Call Transcript

STAMFORD, Conn. , June 11, 2025 /PRNewswire/ -- Synchrony (NYSE: SYF), a premier consumer financial services company headquartered in Stamford, this week joined students and community leaders to celebrate the opening of the new Future 5 hub.

image for news Making Dreams a Reality: Synchrony Teams Up with Future 5 to Empower Students in Stamford

Good News on Trade Deal, CPI Numbers — Positive

CPI  DIA  QQQ  SPY   Zacks Investment Research — June 11, 2025

Further confirmation and details on the trade deal with China will be sought throughout the rest of this trading day.

image for news Good News on Trade Deal, CPI Numbers

Spotify Stock Soars 124% in a Year: Time to Buy, Hold or Fold? — Neutral

SPOT   Zacks Investment Research — June 11, 2025

SPOT's premium subscribers and MAUs rise, but lagging liquidity and lofty valuation raise red flags.

image for news Spotify Stock Soars 124% in a Year: Time to Buy, Hold or Fold?

CRISPR Therapeutics Gains 14% in a Month: How to Play the Stock? — Positive

CRSP   Zacks Investment Research — June 11, 2025

CRSP surges 14% on encouraging CTX310 data and growing Casgevy sales, despite early-stage pipeline risks.

image for news CRISPR Therapeutics Gains 14% in a Month: How to Play the Stock?