Cadence Bank: Shares Get Cheaper Amid Mounting Economic Uncertainty — Neutral
CADE Seeking Alpha — June 05, 2025Shares of Cadence Bank have been roughly flat since my opening piece last September. As expected, Cadence has seen above-average net interest margin expansion in that time, but pre-provision income has been flat. Cadence's credit quality metrics have been relatively stable. While that could change, Cadence's net interest margin and pre-provision profitability are above average, affording it greater scope to absorb credit charges.

Positioning has plenty of room to go up, says Deutsche Bank's Bankim Chadha — Positive
DB CNBC Television — June 05, 2025Bankim Chadha, Deutsche Bank chief global strategist, joins 'Money Movers' to discuss the markets, earnings and how investors are digesting it all.

Bell Media Implementing LiveRamp's Authenticated Traffic Solution — Neutral
BCE GlobeNewsWire — June 05, 2025Bell Media bringing more authenticated identity and addressability to the Canadian linear and digital ecosystem through EA's exclusive LiveRamp partnership

Procter & Gamble slashing 7K jobs, exiting brands as tariffs roil consumer goods giant — Negative
PG New York Post — June 05, 2025The job cuts amount to about 6% of its workforce, which P&G characterized as part of its ongoing strategy.

Alphabet: Doubling Down On This Big Tech Juggernaut — Positive
GOOG GOOGL Seeking Alpha — June 05, 2025I just boosted my stake in Google, making it my portfolio's third biggest investment holding, behind Nvidia and Amazon. The company effortlessly beat analysts' expectations for revenue and diluted EPS in Q1 2025. Google maintains one of the strongest corporate balance sheets on the planet, which is evidenced by its AA+ credit rating from S&P on a stable outlook.

L.B. Foster Company to Present at Three Part Advisors' East Coast IDEAS Investor Conference on June 12, 2025, in New York, NY — Neutral
FSTR GlobeNewsWire — June 05, 2025PITTSBURGH, June 05, 2025 (GLOBE NEWSWIRE) -- L.B. Foster Company (Nasdaq: FSTR, the “Company”), announced today that John Kasel, President and Chief Executive Officer, and Bill Thalman, Executive Vice President and Chief Financial Officer, will present at the Three-Part Advisors' East Coast IDEAS Investor Conference on June 12, 2025, beginning at 2:45 PM ET at The Westin Times Square in New York, NY. Presentation materials for the conference will be posted on the Company's Investor Relations website under “Presentations” the morning of the conference.

Brown-Forman Stock Plunges as Jack Daniel's Maker Warns of Economic Challenges — Negative
BF-B Investopedia — June 05, 2025Brown-Forman (BF.B) was the worst-performing stock in the S&P 500 Thursday after the maker of Jack Daniel's whiskey warned about a "challenging" economic outlook this year.

Rebuilt And Re-Rated: Woodward Belongs In The Quality Growth Bucket — Positive
WWD Seeking Alpha — June 05, 2025I believe the company's robust revenue growth and expanding margins position it well for continued outperformance. Strong free cash flow generation and a healthy balance sheet reduce downside risk and enable strategic flexibility. Given attractive valuation multiples relative to peers, I see meaningful upside potential over the next 12 months.

Visa Inc. (V) Presents at William Blair 45th Annual Growth Stock Conference Transcript — Neutral
V Seeking Alpha — June 05, 2025Visa Inc. (NYSE:V ) William Blair 45th Annual Growth Stock Conference Call June 5, 2025 9:00 AM ET Company Participants Christopher T. Newkirk - President of New Flows—Commercial & Money Movement Solutions Conference Call Participants Andrew William Jeffrey - William Blair & Company L.L.C.

Rimini Street Announces the Extension of Support for All SAP ECC 6.0 and S/4HANA Releases Through 2040 — Neutral
RMNI Business Wire — June 05, 2025LAS VEGAS--(BUSINESS WIRE)--Rimini Street, Inc. (Nasdaq: RMNI), a global provider of end-to-end enterprise software support, management and innovation solutions, and the leading third-party support provider for Oracle, SAP and VMware software, today announced it has extended full support coverage for all SAP ECC 6.0 and S/4HANA releases through 2040, without any need to complete a migration to S/4HANA on RISE as required by SAP for clients who want to remain on SAP's Annual Support and receive.

ACWI offers unmatched global equity diversification, covering 85% of global market cap across 23 developed and 26 emerging markets at a low 0.32% fee. This ETF is ideal for investors seeking broad, hassle-free exposure to global equities, serving as a strong portfolio core or anchor. While ACWI guarantees average market returns, it removes the need to time regions or sectors, providing peace of mind and simplicity.

Is Costco's BNPL Push a Catalyst for Big-Ticket E-Commerce? — Positive
COST Zacks Investment Research — June 05, 2025Costco teams up with Affirm to launch BNPL, targeting big-ticket e-commerce. Early signs show promise as flexible payments boost shopper access.

QINT offers diversified exposure to international equities, excluding US stocks, with strong representation from innovative and market-leading companies like Novartis, Hermes, and Sony. Top holdings are attractive for their innovation and market leadership, but rising P/E ratios driven by declining earnings raise valuation concerns. Despite QINT's diversification, many top holdings appear overvalued, making the ETF less attractive from a valuation perspective at current levels.

Affirm's rapid growth in Gross Merchandise Volume and Affirm Card adoption underpins my 'buy' rating, with nearly 2 million active card users and strong sales momentum. Profitability is accelerating: adjusted operating profit up 120% YoY and margins expanding, with Affirm on the verge of GAAP profitability. Affirm stands out among fintech peers for its exceptional projected profit growth and exposure to the expanding buy now, pay later, and eCommerce markets.

The LGL Group, Inc. Adds Over-Subscription Privilege to Outstanding Warrants, Files Post-Effective Amendment to the Related Registration Statement — Neutral
LGL Newsfile Corp — June 05, 2025Orlando, Florida--(Newsfile Corp. - June 5, 2025) - The LGL Group, Inc. (NYSE American: LGL) (NYSE American: LGL WS) ("LGL Group" or the "Company") today announced that is has added an Over-Subscription Privilege to its outstanding warrants to purchase common stock which were originally issued as a dividend to LGL Group stockholders on November 16, 2020 (the "Warrants"). The Company will file with the Securities and Exchange Commission (the "SEC") a post-effective amendment to its related registration statement on Form S-1 that, once declared effective, will permit holders to exercise the Warrants up and until to their expiration at the …

Will Strong Customer Traffic Sustain TJX's Comp Sales Momentum? — Positive
TJX Zacks Investment Research — June 05, 2025TJX sees strong traffic-driven comp sales growth across all segments, as its off-price model keeps value-hunters coming back.

5 Financial Transaction Stocks to Watch Amid a Booming Digital Era — Positive
FI FIS GPN MA V Zacks Investment Research — June 05, 2025The Financial Transaction Services industry is aided by the widespread adoption of contactless payments, strong cross-border volumes and pursuit of M&A activities. Companies like V, MA, FI, FIS and GPN are well-positioned to thrive on the back of these favorable trends.

Lost Money on Red Cat Holdings, Inc. (RCAT)? Urged to Join Class Action Before July 22, 2025 - Contact Levi & Korsinsky — Neutral
RCAT Accesswire — June 05, 2025NEW 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=151788&wire=1&utm_campaign=22 or contact Joseph E. Levi, Esq.

INVESTOR NOTICE: Robbins Geller Rudman & Dowd LLP Files Class Action Lawsuit Against Broadmark Realty Capital Inc., Ready Capital Corporation, Others and Announces Opportunity for Investors with Substantial Losses to Lead Class Action Lawsuit – BRMK; RC — Neutral
BRMK RC GlobeNewsWire — June 05, 2025SAN DIEGO, June 05, 2025 (GLOBE NEWSWIRE) -- The law firm of Robbins Geller Rudman & Dowd LLP announces that holders of Broadmark Realty Capital Inc. (NYSE: BRMK) common stock as of the record date of the May 2023 merger between Broadmark and Ready Capital Corporation (NYSE: RC) (“Merger”), have until July 28, 2025 to seek appointment as lead plaintiff of the Broadmark class action lawsuit. Captioned Grant v. Broadmark Realty Capital, No. 25-cv-01013 (W.D. Wash.), the Broadmark class action lawsuit charges Broadmark, Ready Capital, certain of Broadmark's and Ready Capital's top executives and directors, as well as Ready Capital's …

Investigation Alert: Levi & Korsinsky Investigates Securities Fraud Claims Against Laser Photonics Corporation (LASE) — Neutral
LASE Accesswire — June 05, 2025NEW YORK, NY / ACCESS Newswire / June 5, 2025 / Levi & Korsinsky notifies investors that it has commenced an investigation of Laser Photonics Corporation ("Laser Photonics Corporation") (NASDAQ:LASE) concerning possible violations of federal securities laws. Laser Photonics disclosed in a filing with the U.S. Securities and Exchange Commission on May 29, 2025, that it had "received a notice from Nasdaq Listing Qualifications department of the Nasdaq Stock Market LLC (‘Nasdaq') stating that since it had not received the Company's Form 10-Q for the period ended March 31, 2025, and because the Company remains delinquent in filing its Form …
