LivaNova Announces CORE-VNS 24-Month Data Show Adjunctive VNS Therapy is Associated with Substantial Reductions in Generalized Tonic-Clonic Seizures in People with Drug-Resistant Epilepsy — Neutral
LIVN Business Wire — June 05, 2025LONDON--(BUSINESS WIRE)-- #epilepsy--LivaNova PLC announced CORE-VNS 24-month data show adjunctive VNS Therapy associated with substantial reduction in generalized tonic-clonic seizures.

Why Some ETF Investors May Like Closed-End Funds — Neutral
GDX GDXJ PRIV XOVR ETF Trends — June 05, 2025Exchange-traded funds (ETFs) and closed-end funds (CEFs) are wrappers that share basic similarities. While ETFs are much newer, they have become the preferred vehicle for many investors due to their tax efficiency, transparency, and simplicity.

Markets may be fretting over Federal Reserve policy and economic soft landings, but a handful of momentum ETFs have quietly been stealing the show. Across the array of factor funds, momentum has performed best this year.

Sabesp: The Brazilian Utilities Stock Your Portfolio Desperately Needs — Positive
SBS Seeking Alpha — June 05, 2025SABESP operates in a rapidly developing market that offers substantial long-term growth opportunities. Its expanding customer base and increasing water demand support steady revenue expansion. The ongoing privatization process is unlocking significant value by improving operational efficiency and attracting strategic investments. This transition enhances both governance and growth prospects. SABESP's disciplined capital expenditure strategy is building a strong and sustainable competitive moat. Focused investments in infrastructure improve service quality and create high barriers to entry.

Koppers Announces Participation in Upcoming Investor Conferences — Neutral
KOP PRNewsWire — June 05, 2025PITTSBURGH , June 5, 2025 /PRNewswire/ -- Koppers Holdings Inc. (NYSE: KOP), an integrated global provider of treated wood products, wood treatment chemicals and carbon compounds, today announced that the company will host meetings with the investment community as part of its participation in upcoming investor conferences as follows: Sidoti Small Cap Conference, which will be held virtually, on June 12, 2025. Singular Research Summer Solstice Conference, which will be held in New York City, on June 18, 2025.

Why OpenAI's latest moves could signal more trouble ahead for Apple's stock — Negative
AAPL MSFT Market Watch — June 05, 2025Apple hasn't spent enough on AI infrastructure and risks falling behind as rivals get more creative with their devices.

RESEARCH TRIANGLE PARK, N.C.--(BUSINESS WIRE)--Simulations Plus, Inc. (Nasdaq: SLP) (“Simulations Plus”), a leading provider of cheminformatics, biosimulation, simulation-enabled performance and intelligence solutions, and medical communications to the biopharma industry, today announced the release of ADMET Predictor® 13, its flagship machine learning (ML) modeling platform for the design, optimization, and selection of new molecules during various stages of drug discovery. ADMET Predictor 13.

Spire Could Be A Good Diversifier, And Missouri Could See Data Center Development — Positive
SR Seeking Alpha — June 05, 2025Spire is a regulated natural gas utility with stable operations, primarily serving Missouri, Alabama, and Mississippi, and a small midstream segment. The company has outperformed both the S&P 500 and utility sector YTD, benefiting from its defensive profile and limited foreign investor exposure. Growth drivers include infrastructure investment, modest customer base expansion, and potential upside from data center demand for onsite natural gas generation.

Netflix's AI-driven platform creates a defensible flywheel, boosting engagement, ad precision, and production efficiency, outpacing traditional broadcasters and Big Tech rivals. The proprietary ad stack is accelerating revenue growth and margins, with ad-supported tiers now driving over half of new sign-ups in available markets. Disciplined content spending and tech-enabled efficiencies are expanding margins, while gaming and live events offer new engagement and monetization avenues.

I maintain a hold rating on CrowdStrike due to its ultra-high valuation, lackluster earnings, and just-okay forward guidance. CrowdStrike's current valuation—about 30x sales and a forward P/E near 100—is difficult to justify given recent revenue misses and modest guidance. While CrowdStrike remains the top cybersecurity stock, competition is intensifying and growth must accelerate to support its premium price.

Waste Management (NYSE: WM) Stock Price Prediction and Forecast 2025-2030 (June 2025) — Positive
WM 24/7 Wall Street — June 05, 2025Waste Management Inc. (NYSE: WM) has a large competitive moat, new market expansion opportunities, and a growing renewable energy business.

Elanco Releases New Report Highlighting the Significance of America's Itchy Dogs and the Need for Itch Relief — Neutral
ELAN PRNewsWire — June 05, 2025The first-of-its-kind report includes results from multiple surveys revealing just how badly dogs around the country are itching for relief. Data reveals that nearly 9 in 10 dogs in the U.S. are "itchy dogs" according to their pet owners, having experienced symptoms of itchiness at some point in the year.1 Allergy season makes itch worse, with 83% of pet owners saying that increased pollen levels affect their dog's itch.1 Veterinarians are the most trusted ally in solving dogs' itch, and the majority of veterinarians say that itchiness is the most frustrating issue they deal with.1 Leading veterinarians and canine dermatologists, …

Supports national security and defense infrastructure Provides sustainable facilities, infrastructure and environmental solutions DALLAS , June 5, 2025 /PRNewswire/ -- Jacobs (NYSE: J) was selected to deliver design, engineering and environmental services for Boeing's multi-billion expansion at its St. Louis, Missouri, campus. Designed to nearly double Boeing's regional manufacturing footprint, the 1.1-million-square-foot expansion will support advanced assembly facilities and the associated post assembly operations center for future generations of advanced aircraft.

Build-A-Bear: Latest Earnings Rally Could Be Just The Beginning — Positive
BBW Seeking Alpha — June 05, 2025Build-A-Bear's Q1 delivered record profitability and double-digit growth, driven by strategic expansion and strong execution despite a challenging economic backdrop. The company boasts a debt-free balance sheet, robust cash reserves, and continues aggressive international expansion, particularly in high-traffic tourist destinations. Shareholder returns remain a priority, with ongoing buybacks and dividend increases expected to drive further share price appreciation.

Bank of America (BofA) has reiterated both its Buy rating for Nvidia (NASDAQ: NVDA) and its stock price target of $180 for the next 12 months, roughly a 27% increase.

The networking-equipment company misses earnings expectations for its fiscal second quarter.

United States Antimony: A Speculative Play On Alaska Antimony Production (Rating Upgrade) — Positive
UAMY Seeking Alpha — June 05, 2025UAMY posted a strong Q1 turnaround, driven by surging antimony prices and increased sales, with management raising full-year revenue guidance. The company is ramping production at its recently restarted Mexican smelter, expanding its Montana facility, and aiming for 500 ton/month total capacity by 2025. A key catalyst is its Alaska ore shipments that will be bound for its Montana processing facilities, the company says those are still due to begin in August or September.

Cybersecurity firm Okta (NASDAQ: OKTA), a frontrunner in identity and access management, has experienced a stock decrease of around 10% in the last month, even after reporting robust first-quarter earnings that surpassed analyst forecasts. This decline is primarily linked to ongoing economic uncertainties arising from tariffs.

Massive yields can be a massive warning sign or a massive income opportunity. We dive into the latest earnings to evaluate the situation. We are long-term buy-and-hold investors, not frequent traders.

TE Connectivity: Benefiting From Industrial Automation And Robotics - Initiate With Buy — Positive
TEL Seeking Alpha — June 05, 2025Initiating TE Connectivity with a 'Buy' rating and a fair value of $191, driven by strong positioning in industrial automation and robotics. TEL's growth is supported by consistent M&A activity, expanding its product portfolio and market reach, especially with the recent Schaffner and Richards acquisitions. I expect organic revenue growth of 4.5%, with additional upside from M&A, and see margin expansion from operational efficiencies and cost management.
