Node AI ($GPU) Launches Phase 01 of GPU Aggregator with AWS, Azure, Vast AI & More — Alongside GPU DAO & Staking 2.0 — Neutral
AMZN GlobeNewsWire — June 04, 2025San Jose, CA, June 04, 2025 (GLOBE NEWSWIRE) -- Node AI, the decentralized AI compute protocol powered by the $GPU token, has officially announced Phase 01 of its groundbreaking GPU Aggregator — a one-click deployment solution integrating GPUs from AWS, Azure, Vast AI, GCP, RunPod, and 50+ global providers.

BREAKING: Abacus Global Management Shares Down Over 25%; Securities Fraud Investigation by Block & Leviton Could Allow Investors to Recover Losses — Neutral
ABL Accesswire — June 04, 2025BOSTON, MA / ACCESS Newswire / June 4, 2025 / Block & Leviton is investigating Abacus Global Management, Inc. (NASDAQ:ABL) for potential securities law violations. Investors who have lost money in their Abacus Global Management, Inc. investment should contact the firm to learn more about how they might recover those losses.

Golub Capital BDC's NAV, Valuation, And Dividend Versus 11 BDC Peers - Part 1 (Includes Recommendations As Of 5/30/2025) — Neutral
GBDC Seeking Alpha — June 04, 2025Part 1 of this article compares Golub Capital BDC's recent quarterly change in NAV, quarterly and trailing 12-month economic return, NII, and current valuation to 11 BDC peers. Part 1 also performs a comparative analysis of each company's investment portfolio as of 12/31/2024 and 3/31/2025. This includes an updated percentage of investments on non-accrual status. I also provide a list of the other BDC stocks I currently believe are undervalued (a buy recommendation), overvalued (a sell recommendation), and appropriately valued (a hold recommendation).

Call Traders Blast Applied Digital Stock Amid 3-Year Highs — Positive
APLD Schaeffers Research — June 04, 2025Digital infrastructure stock Applied Digital Corp (NASDAQ:APLD) was last seen up 29.2% at $13.24, extending this week's rally after the company announced a 15-year, $7 billion deal with cloud service name CoreWeave (CRWV) to help build artificial intelligence (AI) data centers.

Wells Fargo reaches ‘pivotal milestone' as the Fed lifts an unprecedented restriction — Positive
WFC Fast Company — June 04, 2025Wells Fargo was released from a punitive, seven-year-long $1.95 trillion cap on its assets on Tuesday after the U.S. Federal Reserve lifted the regulatory measure, allowing the bank to pursue unimpeded growth.

The ALPS Electrification Infrastructure ETF (ELFY) delivered strong performance in May, returning 8.91%. The newest addition to the SS&C ALPS Advisors lineup offers targeted exposure to companies benefiting from the rising demand of electricity.

Magnificent seven stocks have driven the broader market higher over the past two months. Investors can take heart in knowing that artificial intelligence (AI) adoption is alive and well.

Bronstein, Gewirtz & Grossman, LLC Encourages New Fortress Energy, Inc. (NFE) Investors to Inquire about Securities Investigation — Neutral
NFE Accesswire — June 04, 2025NEW YORK CITY, NY / ACCESS Newswire / June 4, 2025 / Bronstein, Gewirtz & Grossman, LLC is investigating potential claims on behalf of purchasers of New Fortress Energy, Inc. ("New Fortress" or "the Company") (NASDAQ:NFE). Investors who purchased New Fortress securities are encouraged to obtain additional information and assist the investigation by visiting the firm's site: bgandg.com/NFE.

Citi downgrades CEG stock despite Constellation Energy's big deal with Meta — Negative
CEG Invezz — June 04, 2025Constellation Energy Corp (NASDAQ: CEG) fell 3% on Wednesday after analysts estimated it won't receive a high premium for its electricity from its deal with Meta Platforms Inc (NASDAQ: META). Meta has agreed to buy about 1.1 gigawatt of energy from CEG's nuclear power plant in Illinois.

Gilead Sciences, Inc. (GILD) Jefferies Global Healthcare Conference (Transcript) — Neutral
GILD Seeking Alpha — June 04, 2025Gilead Sciences, Inc. (NASDAQ:GILD ) Jefferies Global Healthcare Conference June 4, 2025 11:05 PM ET Company Participants Cindy Perettie - Executive Vice President of Kite Dietmar P. Berger - Chief Medical Officer Conference Call Participants Michael Jonathan Yee - Jefferies LLC, Research Division Michael Jonathan Yee Good morning, everyone.

Peloton Interactive, Inc. (PTON) Presents at Bank of America Global Technology Conference Transcript — Neutral
PTON Seeking Alpha — June 04, 2025Peloton Interactive, Inc. (NASDAQ:PTON ) Bank of America Global Technology Conference Call June 4, 2025 1:00 PM ET Company Participants Peter C. Stern - CEO, President & Director Conference Call Participants Curtis Smyser Nagle - BofA Securities, Research Division Curtis Smyser Nagle Peloton.

Class Action Lawsuit Filed Against Red Cat Holdings, Inc. (RCAT) - Recover Losses - Contact Levi & Korsinsky Before July 22, 2025 — Neutral
RCAT Accesswire — June 04, 2025NEW YORK, NY / ACCESS Newswire / June 4, 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=151664&wire=1&utm_campaign=9 or contact Joseph E. Levi, Esq.

BlackRock Is Off Texas' Blacklist. Where the ESG Battle Stands Now. — Positive
BLK WSJ — June 04, 2025The world's largest asset manager can now do business with Texas. Here's where it stands in other states.

Meta Platforms, Inc.'s nuclear deal locks in stable, clean power—ensuring predictable costs as AI energy needs surge. It's smart risk management with long-term margin benefits. While peers wait on future tech, Meta secures 1,121 MW of baseload energy now—gaining a rare reliability edge for scaling AI and data centers. This is more than ESG—it's operational foresight. Fixed pricing limits downside, bolsters free cash flow, and sets the tone for energy-smart Big Tech leadership.

Bears fixate on valuation multiples, ignoring that Palantir monetizes more like infrastructure than traditional seat-based SaaS. Bears misapply SaaS multiples to Palantir, ignoring its infrastructure-like margins, lock-in, and protocol economics. Slow onboarding isn't a weakness, it's a strategic moat that compounds data, automation, and monetization over time.

Google and Chile sign agreement to deploy trans-Pacific submarine cable — Positive
GOOG GOOGL Reuters — June 04, 2025Alphabet's Google signed an agreement with the Chilean government during a meeting on Wednesday to deploy a 14,800-kilometer (9,196-mile) submarine data cable across the Pacific Ocean to connect with Australia and Asia, set to be operational by 2027.

Ciena Set To Beat Q2 Estimates But AI Ambitions Face Margin Math And Marvell-ous Rivals — Neutral
CIEN MRVL Benzinga — June 04, 2025Rosenblatt analyst Mike Genovese is questioning how successful Ciena CIEN will be over the next one to five years, taking on companies like Marvell Technology MRVL and Broadcom Inc AVGO.

Wells Fargo CEO Charles Scharf said Wednesday that he agrees with estimates that the Fed asset cap likely cost the bank about $400 billion in deposits.

RCAT INVESTOR DEADLINE: Red Cat Holdings, Inc. Investors with Substantial Losses Have Opportunity to Lead Class Action Lawsuit — Neutral
RCAT PRNewsWire — June 04, 2025SAN DIEGO , June 4, 2025 /PRNewswire/ --The law firm of Robbins Geller Rudman & Dowd LLP announces that purchasers or acquirers of Red Cat Holdings, Inc. (NASDAQ: RCAT) securities between March 18, 2022 and January 15, 2025, inclusive (the "Class Period"), have until July 22, 2025 to seek appointment as lead plaintiff of the Red Cat class action lawsuit. Captioned Olsen v.

Lost Money on Organon & Co. (OGN)? Join Class Action Before July 22, 2025 - Contact Levi & Korsinsky — Neutral
OGN Accesswire — June 04, 2025NEW YORK, NY / ACCESS Newswire / June 4, 2025 / If you suffered a loss on your Organon & Co. (NYSE:OGN) 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/organon-co-lawsuit-submission-form?prid=151663&wire=1&utm_campaign=23 or contact Joseph E. Levi, Esq.
