@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.

Virco's Financials Are Starting To Reflect Its Competitive Reality — Negative
VIRC Seeking Alpha — June 11, 2025Virco 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.

Apple gives its most detailed explanation yet for its bungled new-and-improved Siri delay — Negative
AAPL Business Insider — June 11, 2025Apple 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.

Will Device Subscriptions Drive the Next Growth Wave at Unisys? — Positive
UIS Zacks Investment Research — June 11, 2025UIS bets big on Device Subscriptions, landing major deals and alliances to boost Digital Workplace growth.

Scott+Scott Attorneys at Law LLP Alerts Investors That It Has Begun An Investigation Into Compass Diversified Holdings (NYSE: CODI) — Neutral
CODI GlobeNewsWire — June 11, 2025NEW 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.

Rare earth breakthrough paves way for US-China tech reset — Positive
AAPL Proactive Investors — June 11, 2025The 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.

Reliance Stock Rises 13% in 3 Months: What's Driving the Rally? — Positive
RS Zacks Investment Research — June 11, 2025RS gains on strong shipments, margin growth and stable demand across key end markets like non-residential construction.

Victoria's Secret Cuts Outlook on Expected Tariff Impact — Negative
VSCO Investopedia — June 11, 2025Shares 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.

Trump Tax Bill Splits Solar Market. Residential Power Is on ‘Chopping Block. — Negative
ENPH FSLR RUN SEDG Barrons — June 11, 2025Jefferies sees winners and losers as the legislation reshapes the industry.

Arrcus Powered by NVIDIA BlueField DPUs Enables Scalable and Efficient Networking for Enterprise AI — Neutral
NVDA Business Wire — June 11, 2025PARIS--(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.

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, 2025Goldman 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.

Google expands voluntary buyout offers, orders some remote workers to return to office amid AI race — Positive
GOOG GOOGL New York Post — June 11, 2025Google 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.

Victoria's Secret is cutting back on deals and discounts as tariffs hit its business — Negative
VSCO Business Insider — June 11, 2025Victoria'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.

ALAB Stock Shines as AI Infrastructure Ties With NVIDIA Deepen — Positive
ALAB Zacks Investment Research — June 11, 2025Astera Labs surges on 144% revenue growth and deeper NVIDIA ties, cementing its role in AI infrastructure buildout.

URGN INVESTOR NOTICE: UroGen Pharma Ltd. Investors with Substantial Losses Have Opportunity to Lead Investor Class Action Lawsuit — Neutral
URGN PRNewsWire — June 11, 2025SAN 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.

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.

Making Dreams a Reality: Synchrony Teams Up with Future 5 to Empower Students in Stamford — Neutral
SYF PRNewsWire — June 11, 2025STAMFORD, 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.

Good News on Trade Deal, CPI Numbers — Positive
CPI DIA QQQ SPY Zacks Investment Research — June 11, 2025Further confirmation and details on the trade deal with China will be sought throughout the rest of this trading day.

Spotify Stock Soars 124% in a Year: Time to Buy, Hold or Fold? — Neutral
SPOT Zacks Investment Research — June 11, 2025SPOT's premium subscribers and MAUs rise, but lagging liquidity and lofty valuation raise red flags.

CRISPR Therapeutics Gains 14% in a Month: How to Play the Stock? — Positive
CRSP Zacks Investment Research — June 11, 2025CRSP surges 14% on encouraging CTX310 data and growing Casgevy sales, despite early-stage pipeline risks.
