DIS vs. PARA: Which Streaming Player Has Better Potential in 2H25? — Positive
DIS PARA Zacks Investment Research — June 24, 2025Disney outperforms Paramount Global with streaming profits and diverse revenue streams. Hold DIS, sell PARA for superior 2H25 upside potential.

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.

NSSC DEADLINE ALERT: Napco (NSSC) Investors Alerted to Today's Lead Plaintiff Deadline in Securities Class Action – Hagens Berman — Neutral
NSSC GlobeNewsWire — June 24, 2025SAN 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.

Has Sprouts Farmers Market's Gross Margin Expansion Peaked? — Positive
SFM Zacks Investment Research — June 24, 2025SFM's 39.6% gross margin in Q1 signals strength, but management flags slowing comps and margin normalization ahead.

Merger Approved, Getty Images Looks Well-Positioned For The Future — Positive
GETY Seeking Alpha — June 24, 2025Getty'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.

HPE and Veeam Deepen Strategic Partnership to Deliver Superior Data Resiliency and Recovery — Neutral
HPE Business Wire — June 24, 2025LAS 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.

HPE Reimagines Hybrid IT Operations With GreenLake Intelligence — Neutral
HPE Business Wire — June 24, 2025LAS 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.

HPE Unveils New AI Factory Solutions Built With NVIDIA to Accelerate AI Adoption at Global Scale — Neutral
HPE Business Wire — June 24, 2025LAS 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.

Charter to Hold Webcast to Discuss Second Quarter 2025 Financial and Operating Results — Neutral
CHTR PRNewsWire — June 24, 2025STAMFORD, 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.

HPE and Commvault Strengthen Strategic Partnership to Deliver Industry-Leading Cyber Resilience Solutions — Neutral
CVLT HPE Business Wire — June 24, 2025LAS 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.

HPE to Power Miami Freedom Park, Provide Ultimate Fan Experience for Inter Miami CF — Neutral
HPE Business Wire — June 24, 2025LAS 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.

Nvidia CEO Huang sells $15 million worth of stock, first sale of $873 million plan — Negative
NVDA CNBC — June 24, 2025Nvidia 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.

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.

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 …

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.

Can Novo Nordisk Regain Ground After Cutting Ties With Hims & Hers? — Positive
NVO Zacks Investment Research — June 24, 2025NVO ends its deal with HIMS over safety concerns tied to compounded Wegovy, hitting patient access and market share plans.

Mastercard to integrate Fiserv's FIUSD stablecoin across global payments network — Positive
FI GPN MA Proactive Investors — June 24, 2025Mastercard 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.

Top Stock Movers Now: Carnival, Uber, Mastercard, and More — Neutral
CCL MA UBER Investopedia — June 24, 2025U.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%.

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.
