Argan: Fundamental Momentum Continues, But Is It Sustainable? — Positive

AGX   Seeking Alpha — June 05, 2025

Argan is enjoying strong fundamental momentum, with record order book growth and robust results driven by power sector tailwinds. AGX's valuation is stretched, with a forward PE ratio far above sector and historical averages, leaving little margin for error. The company's lack of a true economic moat makes its extraordinary growth unsustainable, as rising competition will likely erode margins and returns over time.

image for news Argan: Fundamental Momentum Continues, But Is It Sustainable?

NEW YORK, NY / ACCESS Newswire / June 5, 2025 / If you suffered a loss on your Napco Security Technologies, Inc. (NASDAQ:NSSC) 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/napco-security-technologies-inc-lawsuit-submission-form-2?prid=151863&wire=1&utm_campaign=31 or contact Joseph E. Levi, Esq.

image for news Join Class Action to Recover Losses from Napco Security Technologies, Inc. (NSSC) - Contact Levi & Korsinsky Before June 24, 2025

NEWTON, Mass. & PETACH TIKVA, Israel--(BUSINESS WIRE)--CyberArk Software Ltd. (Nasdaq: CYBR) (“CyberArk”), the global leader in identity security, today announced the pricing of $1.1 billion aggregate principal amount of 0.00% Convertible Senior Notes due 2030 (the “Notes”) in a private offering (the “Offering”) to qualified institutional buyers pursuant to Rule 144A under the Securities Act of 1933, as amended (the “Securities Act”). The offering size was increased from the previously announce.

image for news CyberArk Software Ltd. Announces Pricing of Upsized Private Offering of $1.1 billion of 0.00% Convertible Senior Notes due 2030

NEW YORK, June 05, 2025 (GLOBE NEWSWIRE) -- WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Bitfarms Ltd. (NASDAQ: BITF) between March 21, 2023 and December 9, 2024, both dates inclusive (the “Class Period”), of the important July 8, 2025 lead plaintiff deadline.

image for news ROSEN, NATIONAL TRIAL LAWYERS, Encourages Bitfarms Ltd. Investors to Secure Counsel Before Important Deadline in Securities Class Action – BITF

After Q1 2026, My Planet Labs Thesis Is Still Intact — Positive

PL   Seeking Alpha — June 05, 2025

Planet Labs is capitalizing on expanding satellite imaging demand, securing major contracts in defense, agriculture, and climate, with strong recurring revenue and growing backlog. Despite robust gross margins and positive free cash flow, the company remains unprofitable, with high capital expenditures and negative EBITDA, EBIT, and net income margins. Valuation is steep, trading at significant premiums to sector averages, justified by growth potential but undermined by cash flow losses and capital intensity.

image for news After Q1 2026, My Planet Labs Thesis Is Still Intact

NEW YORK, June 05, 2025 (GLOBE NEWSWIRE) -- WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Civitas Resources, Inc. (NYSE: CIVI) between February 27, 2024 and February 24, 2025, both dates inclusive (the “Class Period”), of the important July 1, 2025 lead plaintiff deadline.

image for news ROSEN, A TOP-RANKED FIRM, Encourages Civitas Resources, Inc. Investors to Secure Counsel Before Important Deadline in Securities Class Action - CIVI

Sprinklr: Good Developments, Not Good Enough — Neutral

CXM   Seeking Alpha — June 05, 2025

I maintain a hold rating on Sprinklr as revenue growth and net retention remain weak despite early signs of operational improvement. Transformation initiatives like Project Bearhug and Tiger Shark are gaining traction, with expanded use cases and a healthier product pipeline focused on core strengths. AI-native platform and large enterprise wins show promise, but CXM's net dollar retention continues to erode and growth is far from peer levels.

image for news Sprinklr: Good Developments, Not Good Enough

Amazon to invest over $5 billion in new AWS region in Taiwan — Positive

AMZN   Reuters — June 05, 2025

Amazon announced the launch of the Amazon Web Services (AWS) Asia Pacific (Taipei) Region on Thursday, along with plans to invest more than $5 billion to support the construction, connection, operation, and maintenance of its data centers in Taiwan.

image for news Amazon to invest over $5 billion in new AWS region in Taiwan

NEW YORK, NY / ACCESS Newswire / June 5, 2025 / Levi & Korsinsky notifies investors that it has commenced an investigation of Abacus Global Management, Inc. ("Abacus Global Management, Inc.") (NASDAQ:ABL) concerning possible violations of federal securities laws. On June 4, 2025, Morpheus Research published a report alleging the company is generating fake revenue through aggressive "mark-to-model" accounting tied to its life settlements portfolio.

image for news ABL ALERT: Levi & Korsinsky Investigates Abacus Global Management, Inc. on Behalf of Shareholders Who Lost Money

Why Viasat Stock Floated Higher Today — Positive

VSAT   The Motley Fool — June 05, 2025

Satellite stocks were in vogue in late trading on Thursday, thanks to a rapidly escalating spat between two of the most high-profile individuals in the world. A beneficiary of this was Viasat (VSAT 2.59%), which ended up booking a 2.6% gain in its share price on the day.

image for news Why Viasat Stock Floated Higher Today

Netflix continues to add more live content for viewers hungry for real-time entertainment, including the Tyson vs. Paul boxing match, National Football League games and, most recently, the "Tudum" live fan event that showcased upcoming TV shows.

image for news Netflix 'Tudum' fan event reflects studio investment global streaming

Gray Media: Deep Value With Headcount Growth, And Debt Repurchases — Positive

GTN   Seeking Alpha — June 05, 2025

Gray Media's headcount and asset growth signal strong future revenue and free cash flow expansion, supporting my bullish outlook. The company is undervalued, trading at just 1.45x 2026 EPS, with significant upside potential based on my financial model. GTN stands to benefit from potential U.S. tax cuts, while tariffs are unlikely to impact its business meaningfully.

image for news Gray Media: Deep Value With Headcount Growth, And Debt Repurchases

Tesla Stock Falls Amid Musk Vs Trump Feud — Negative

TSLA   Zacks Investment Research — June 05, 2025

Tesla (TSLA) shares had their worst day since March, falling 14% on Thursday as the feud between Elon Musk and President Trump continues to heat up.

image for news Tesla Stock Falls Amid Musk Vs Trump Feud

Amazon Launches Infrastructure Region in Taiwan — Neutral

AMZN   Business Wire — June 05, 2025

SEATTLE--(BUSINESS WIRE)--Amazon (NASDAQ: AMZN) today announced the launch of the AWS Asia Pacific (Taipei) Region. The new AWS Region will give developers, startups, entrepreneurs, and enterprises, as well as education, entertainment, financial services, healthcare, manufacturing, and nonprofit organizations, greater choice for running their applications and serving end users from AWS data centers located in Taiwan, ensuring that customers who want to keep their content onshore can do so. As p.

image for news Amazon Launches Infrastructure Region in Taiwan

Dow Is Positioned For A Powerful Rebound — Positive

DOW   Seeking Alpha — June 05, 2025

Dow offers a nearly 10% dividend yield, supported by aggressive cash preservation and asset sales, despite being at the bottom of a cyclical downturn. Management is proactively cutting costs, delaying projects, and focusing on core strengths, positioning Dow to weather industry headwinds and maintain its dividend. Valuation is attractive: the market is pricing in excessive pessimism, but Dow's cash flow actions and balance sheet provide a strong buffer for the dividend.

image for news Dow Is Positioned For A Powerful Rebound

Amazon cuts more jobs, this time in books division — Negative

AMZN   Reuters — June 05, 2025

Amazon has cut jobs in its books division, including at its Goodreads review site and Kindle units, the company said on Thursday.

image for news Amazon cuts more jobs, this time in books division

Lumen Technologies CEO and president Kate Johnson discusses how AI learns with data on 'The Claman Countdown.' #ai #economy #foxbusiness #markets #investing

image for news Lumen Technologies is building the 'backbone for the AI economy,' CEO says

NEW YORK, June 05, 2025 (GLOBE NEWSWIRE) -- Bragar Eagel & Squire, P.C., a nationally recognized stockholder rights law firm, is investigating potential claims against Abacus Global Management, Inc. (“Abacus” or the “Company”) (NASDAQ:ABL) on behalf of Abacus stockholders. Our investigation concerns whether Abacus has violated the federal securities laws and/or engaged in other unlawful business practices.

image for news ABACUS ALERT: Bragar Eagel & Squire, P.C. is Investigating Abacus Global Management, Inc. on Behalf of Abacus Stockholders and Encourages Investors to Contact the Firm

NEW YORK, NY / ACCESS Newswire / June 5, 2025 / If you suffered a loss on your Red Cat Holdings, Inc. (NASDAQ:RCAT) 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/red-cat-holdings-inc-lawsuit-submission-form?prid=151860&wire=1&utm_campaign=7 or contact Joseph E. Levi, Esq.

image for news RCAT LAWSUIT ALERT: Levi & Korsinsky Notifies Red Cat Holdings, Inc. Investors – Lead Plaintiff Deadline July 22, 2025

NEW YORK, NY / ACCESS Newswire / June 5, 2025 / If you suffered a loss on your Fortrea Holdings Inc. (NASDAQ:FTRE) 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/fortrea-holdings-inc-lawsuit-submission-form?prid=151861&wire=1&utm_campaign=29 or contact Joseph E. Levi, Esq.

image for news Class Action Filed Against Fortrea Holdings Inc. (FTRE) Over Securities Violations – Contact Levi & Korsinsky Today