DIS vs. PARA: Which Streaming Player Has Better Potential in 2H25? — Positive

DIS  PARA   Zacks Investment Research — June 24, 2025

Disney outperforms Paramount Global with streaming profits and diverse revenue streams. Hold DIS, sell PARA for superior 2H25 upside potential.

image for news DIS vs. PARA: Which Streaming Player Has Better Potential in 2H25?

Feds question Ford in hands-free driving investigation — Negative

F   TechCrunch — June 24, 2025

The top federal vehicle safety regulator has sent Ford an exhaustive list of questions about its hands-free driver assistance system, known as BlueCruise. It's the latest development in an investigation that started more than one year ago following two fatal crashes involving the software.

image for news Feds question Ford in hands-free driving investigation

SAN FRANCISCO, June 24, 2025 (GLOBE NEWSWIRE) -- Did you suffer substantial losses on your Napco Security Technologies (NASDAQ: NSSC) investments? Hagens Berman reminds investors of a critical deadline: June 24, 2025. This is your deadline for seeking appointment as lead plaintiff in a federal securities class action lawsuit against Napco.

image for news NSSC DEADLINE ALERT: Napco (NSSC) Investors Alerted to Today's Lead Plaintiff Deadline in Securities Class Action – Hagens Berman

Has Sprouts Farmers Market's Gross Margin Expansion Peaked? — Positive

SFM   Zacks Investment Research — June 24, 2025

SFM's 39.6% gross margin in Q1 signals strength, but management flags slowing comps and margin normalization ahead.

image for news Has Sprouts Farmers Market's Gross Margin Expansion Peaked?

Merger Approved, Getty Images Looks Well-Positioned For The Future — Positive

GETY   Seeking Alpha — June 24, 2025

Getty's Q1 earnings miss was driven by one-off factors, but stable revenue and strong subscriber retention signal underlying business strength. Generative AI adoption is steady but slow; bundling AI with Getty's content could accelerate growth, though competition remains fierce. The Shutterstock-Getty merger offers a significant arbitrage opportunity, with regulatory resistance unlikely to derail the deal.

image for news Merger Approved, Getty Images Looks Well-Positioned For The Future

LAS VEGAS--(BUSINESS WIRE)--HPE Discover 2025 -- HPE (NYSE: HPE) and Veeam® Software, the #1 global leader by market share in data resilience, today announced that the two companies are furthering their long-term, strategic relationship with a new collaboration to offer customers comprehensive data backup and resilience solutions. Veeam Data Platform will integrate with HPE Morpheus VM Essentials Software to give customers a simplified and unified way to protect modern applications and data. “D.

image for news HPE and Veeam Deepen Strategic Partnership to Deliver Superior Data Resiliency and Recovery

HPE Reimagines Hybrid IT Operations With GreenLake Intelligence — Neutral

HPE   Business Wire — June 24, 2025

LAS VEGAS--(BUSINESS WIRE)--HPE (NYSE: HPE) today announced a transformational vision for hybrid IT operations with ultimate simplicity through GreenLake Intelligence, a new agentic AI framework for hybrid operations. Through a unified infusion of agentic AIOps across almost every infrastructure layer, HPE is transforming GreenLake cloud into an agentic-AI-powered hybrid cloud. The enterprise is entering a new AI-native era. Every organization wants to innovate faster—but most are constrained b.

image for news HPE Reimagines Hybrid IT Operations With GreenLake Intelligence

LAS VEGAS--(BUSINESS WIRE)--HPE Discover 2025-- HPE (NYSE: HPE) today announced new solutions to supercharge the creation, adoption and management of AI factories across the entire AI lifecycle and for every type of organization. HPE is expanding its NVIDIA AI Computing by HPE portfolio of AI factory solutions with NVIDIA Blackwell GPUs, including new composable solutions optimized for service providers, model builders and sovereign entities, as well as the next generation of HPE Private Cloud.

image for news HPE Unveils New AI Factory Solutions Built With NVIDIA to Accelerate AI Adoption at Global Scale

STAMFORD, Conn. , June 24, 2025 /PRNewswire/ -- Charter Communications, Inc. (NASDAQ: CHTR) (the "Company" or "Charter") will host a webcast on Friday, July 25, 2025 at 8:30 a.m.

image for news Charter to Hold Webcast to Discuss Second Quarter 2025 Financial and Operating Results

LAS VEGAS--(BUSINESS WIRE)--HPE Discover 2025 – HPE (NYSE: HPE) and Commvault (NASDAQ: CVLT), a leader in cyber resilience and data protection solutions for the hybrid cloud, today announced an expanded strategic partnership to combat the increasing challenges of cyber threats and data loss. Building on a longstanding collaboration across GreenLake cloud and the Commvault Cloud platform, the enhanced partnership deepens technology integration and joint go-to-market to deliver advanced cyber res.

image for news HPE and Commvault Strengthen Strategic Partnership to Deliver Industry-Leading Cyber Resilience Solutions

LAS VEGAS & MIAMI--(BUSINESS WIRE)--HPE Discover – HPE (NYSE: HPE), Miami Freedom Park, and Inter Miami CF have signed a partnership for HPE to be the first founding partner and an official technology partner for Miami Freedom Park, the new 131-acre mixed-use development, and the exclusive Network Infrastructure, Solutions, and Hybrid Cloud partner of Major League Soccer club Inter Miami CF. Leveraging HPE's leading technology portfolio including HPE Aruba Networking, HPE Alletra Storage, HPE M.

image for news HPE to Power Miami Freedom Park, Provide Ultimate Fan Experience for Inter Miami CF

Nvidia CEO Jensen Huang sold 100,000 shares of the chipmaker's stock on Friday and Monday, according to an SEC filing. That's worth nearly $15 million at Tuesday's price.

image for news Nvidia CEO Huang sells $15 million worth of stock, first sale of $873 million plan

Gogo: New M&A Persuaded Me To Take Another Look — Positive

GOGO   Seeking Alpha — June 24, 2025

Gogo's 5G milestone and Satcom Direct acquisition boost growth prospects, with new tech, sales force, and cost synergies driving optimism. DCF models suggest fair value between $12 and $19 per share, depending on acquisition success, competition, and regulatory risks. Despite strong fundamentals and growth potential, I closed my position due to a reduced margin of safety at current stock prices.

image for news Gogo: New M&A Persuaded Me To Take Another Look

Transaction in Own Shares — Neutral

SHEL   GlobeNewsWire — June 24, 2025

Transaction in Own Shares 24 June, 2025 • • • • • • • • • • • • • • • • Shell plc (the ‘Company') announces that on 24 June, 2025 it purchased the following number of Shares for cancellation. Aggregated information on Shares purchased according to trading venue: Date of purchase Number of Shares purchased Highest price paid Lowest price paid Volume weighted average price paid per share Venue Currency 24/06/2025 1,333,977 £26.1600 £25.5450 £25.9394 LSE GBP 24/06/2025 186,834 £26.1600 £25.6550 £25.9442 BATS (BXE) GBP 24/06/2025 184,189 £26.1600 £25.6400 £25.9586 Chi-X (CXE) GBP 24/06/2025 1,208,195 €30.8050 €30.0450 …

image for news Transaction in Own Shares

The S&P 500 Is Near a Record. Nervousness Lurks Beneath the Surface. — Neutral

IVV  SPLG  SPXL  SPY  SSO  UPRO  VOO   Barrons — June 24, 2025

Stocks in general are surging, but some sectors, retail in particular, remain in the red for the year to date.

image for news The S&P 500 Is Near a Record. Nervousness Lurks Beneath the Surface.

Palantir: AI Revolution, 10 Top Stocks Compared — Neutral

PLTR   Seeking Alpha — June 24, 2025

While Wall Street has been bashing Palantir hard, the longs (including Wedbush Securities' Dan Ives) have been right all along as the AI megatrend continues. After reviewing Palantir in detail, this report compares it to the other top 10 holdings in the popular new "Ives AI Revolution" ETF. This report concludes with a strong opinion on investing and an important takeaway regarding the ongoing AI megatrend.

image for news Palantir: AI Revolution, 10 Top Stocks Compared

Can Novo Nordisk Regain Ground After Cutting Ties With Hims & Hers? — Positive

NVO   Zacks Investment Research — June 24, 2025

NVO ends its deal with HIMS over safety concerns tied to compounded Wegovy, hitting patient access and market share plans.

image for news Can Novo Nordisk Regain Ground After Cutting Ties With Hims & Hers?

Mastercard to integrate Fiserv's FIUSD stablecoin across global payments network — Positive

FI  GPN  MA   Proactive Investors — June 24, 2025

Mastercard Inc (NYSE:MA) has announced an expansion of its partnership with financial technology company Fiserv Inc (NYSE:FI) to accelerate the adoption and use of stablecoins, focusing on the integration of Fiserv's new programmable FIUSD token into Mastercard's products and services. This move aims to enable consumers and businesses to make payments using FIUSD at more than 150 million merchants worldwide through Mastercard's extensive payments network, the company said on Tuesday.

image for news Mastercard to integrate Fiserv's FIUSD stablecoin across global payments network

Top Stock Movers Now: Carnival, Uber, Mastercard, and More — Neutral

CCL  MA  UBER   Investopedia — June 24, 2025

U.S. equities were higher at midday as Middle East tensions eased and oil futures continued to slide. The Nasdaq jumped 1.4%, and the Dow Jones Industrial Average and S&P 500 were up about 1%.

image for news Top Stock Movers Now: Carnival, Uber, Mastercard, and More

ASML Monopoly Meets Agentic AI And RL — Neutral

ASML   Seeking Alpha — June 24, 2025

ASML is the critical bottleneck in the AI supply chain, uniquely enabling next-gen chip production with its advanced EUV lithography systems. Its technological moat is reinforced by unmatched vertical integration, exclusive partnerships, and a high-margin, recurring installed base business. High-NA EUV tools drive pricing power, margin expansion, and customer lock-in, supporting robust long-term revenue and free cash flow growth.

image for news ASML Monopoly Meets Agentic AI And RL