TNS Expands European Presence with Equinix ZH4 Colocation in Zurich — Neutral
EQIX Business Wire — March 25, 2025RESTON, Va.--(BUSINESS WIRE)-- #colocation--TNS has expanded its European exchange footprint by launching services in the Equinix ZH4 colocation data center in Zurich.

ACI Worldwide and Co-op Extend Strategic Technology Partnership — Neutral
ACIW Business Wire — March 25, 2025OMAHA, Neb. & LONDON--(BUSINESS WIRE)--ACI Worldwide (NASDAQ:ACIW), an original innovator in global payments technology, and leading U.K. convenience retailer Co-op have announced an extension of their strategic technology partnership. The agreement will see Co-op continue to use the full range of solutions offered by ACI's Payments Orchestration Platform, including in-store, online and mobile payment processing as well as end-to-end payments and fraud management. Co-op operates around 2400 sto.

DIVERSIFIED ENERGY COMPANY PLC ("Diversified", or the "Company") Transaction in Own Shares Diversified Energy Company PLC (LSE: DEC) (NYSE: DEC) announces that, in accordance with the terms of its share buyback program announced on 20 March 2025, the Company has purchased 37,142 Ordinary Shares of 20 pence each in the capital of the Company (the "Shares") in the market at a volume weighted average price of 1,008.37 pence per Share through Peel Hunt LLP ("Peel Hunt"). The Shares acquired will, in due course, be cancelled.

VICI Properties: Investors Are Misunderstanding The Earnings Report — Positive
VICI Seeking Alpha — March 25, 2025VICI Properties offers strong and stable cash flow due to its 100% triple net leases, high-quality tenants, and long average lease terms (41 years), with 100% rent collection in 2020. VICI's leases provide inflation protection with CPI-linked rent escalations set to reach 90% by 2035. The recent earnings miss was due to an accounting adjustment, not a cash flow issue.

HSBC CEO to Double Down in Asia, Middle East After Exits | Insight with Haslinda Amin 3/25/2025 — Positive
HSBC Bloomberg Markets and Finance — March 25, 2025Insight with Haslinda Amin, a daily news program featuring in-depth, high-profile interviews and analysis to give viewers the complete picture on the stories that matter. The show features prominent leaders spanning the worlds of business, finance, politics and culture.

CROSSJECT updates on its collaboration with ETON PHARMACEUTICALS, Inc. and the ZENEO® adrenal insufficiency program — Neutral
ETON GlobeNewsWire — March 25, 2025Press Release CROSSJECT updates on its collaboration with ETON PHARMACEUTICALS, Inc. and the ZENEO® adrenal insufficiency program CROSSJECT enhanced its collaboration with Eton Pharmaceuticals, Inc. (“Eton”) by providing its proprietary innovative hydrocortisone formulation (the “CROSSJECT Formulation”) to enter the hospital adrenal insufficiency market. CROSSJECT will earn a high-single digit royalty on ETON's net sales.

Alumis and Kaken Pharmaceutical Announce Collaboration and Licensing Agreement for ESK-001 in Dermatology in Japan — Neutral
ALMS GlobeNewsWire — March 25, 2025- Alumis to receive $40 million in upfront and near-term co-development payments, with potential for approximately $140 million in additional milestone and field option payments, plus tiered royalties on future sales -Deal underscores the commercial potential of Alumis' ESK-001 and leverages Kaken's regional capabilities and expertise in novel dermatology treatments -Kaken has the option to license ESK-001 for further clinical development and commercialization in rheumatological and gastrointestinal diseases SOUTH SAN FRANCISCO, Calif. and BUNKYO-KU, Tokyo, March 25, 2025 (GLOBE NEWSWIRE) -- Alumis Inc. (Nasdaq: ALMS), a clinical-stage biopharmaceutical company developing oral therapies using a precision approach to optimize clinical outcomes …

Upgrading TSMC to 'Strong Buy' with a fair value of USD$246 per share due to its leading 2nm technology and market recovery potential. TSMC's 2nm production yields reached 60%, with Apple likely to be the first customer, maintaining a first-move advantage over Intel. TSMC's AI business is expected to grow by 100% year-over-year, contributing significantly to its revenue growth in FY25.

Dow Jumps Nearly 600 Points As Recession Fears Ease, Tesla Rallies 12%: Greed Index Moves To 'Fear' Zone — Positive
TSLA Benzinga — March 25, 2025The CNN Money Fear and Greed index showed further improvement in the overall market sentiment, while the index moved to the “Fear” zone on Monday.

Novartis to present new data at AAN, including seven-year disability outcomes and safety analysis of Kesimpta® in people with relapsing multiple sclerosis — Neutral
NVS GlobeNewsWire — March 25, 2025Novartis to present new data at AAN, including seven-year disability outcomes and safety analysis of Kesimpta® in people with relapsing multiple sclerosis

KKR Enters into MoU with Founding Family of FUJI SOFT; to Acquire 100% of FUJI SOFT — Neutral
KKR Business Wire — March 25, 2025TOKYO--(BUSINESS WIRE)--KKR Enters into MoU with Founding Family of FUJI SOFT; to Acquire 100% of FUJI SOFT.

Expert reveals how to protect your genetic data after 23andMe's bankruptcy — Negative
ME Fox Business — March 25, 2025'CyberGuy' Kurt Knutsson discusses 23andMe filing for bankruptcy protection and DNA privacy concerns on 'The Bottom Line.' #foxbusiness #thebottomline #dna #bankruptcy

Valneva Announces Filing of 2024 Universal Registration Document and US Form 20-F — Neutral
VALN GlobeNewsWire — March 25, 2025Saint-Herblain (France), March 25, 2025 – Valneva SE (Nasdaq: VALN; Euronext Paris: VLA), a specialty vaccine company, announced today the filing, on March 24, 2025, of its 2024 Universal Registration Document (URD) with the French Financial Markets Authority (AMF) under the filing number D.25-0140 and its Form 20-F with the U.S. Securities and Exchange Commission (SEC).

Innate Pharma announces its participation in the Life Sciences Van Lanschot Kempen Conference — Neutral
IPHA Business Wire — March 25, 2025MARSEILLE, France--(BUSINESS WIRE)--Innate Pharma announces its participation in the Life Sciences Van Lanschot Kempen Conference.

Press Release: Tolebrutinib regulatory submission accepted for priority review in the US for patients with multiple sclerosis — Neutral
SNY GlobeNewsWire — March 25, 2025Tolebrutinib regulatory submission accepted for priority review in the US for patients with multiple sclerosis If approved, tolebrutinib would be the first and only brain-penetrant BTK inhibitor to both treat non-relapsing secondary progressive multiple sclerosis (MS) and slow disability accumulation independent of relapse activity Tolebrutinib has the potential to be the first therapy to target smoldering neuroinflammation, a key driver of disability accumulation in MS Tolebrutinib was granted breakthrough therapy designation by the FDA based on positive results from the HERCULES phase 3 study in adults with non-relapsing secondary progressive MS Paris, March 25, 2025. The US Food and Drug …

ITB: Buy The Dip As The Housing Market Is On Verge Of Recovery — Positive
ITB Seeking Alpha — March 25, 2025The iShares U.S. Home Construction ETF presents a strong buying opportunity, as the housing market shows signs of recovery with improving supply and declining mortgage rates. Homebuilding companies have outperformed expectations, indicating robust growth potential for ITB, especially with anticipated rate cuts and economic recovery in the second half of the year. While ITB carries macroeconomic risks and higher volatility, it offers diversified exposure to the home construction industry, making it a compelling investment for those seeking growth.

International Game Technology: Lottery King Back To Basics — Positive
IGT Seeking Alpha — March 25, 2025International Game Technology's strategic shift to focus on its core lottery business, divesting digital operations, significantly reduces debt and enhances shareholder value. The company's lottery management model guarantees long-term contracts, providing stability and consistent cash flow, positioning it as a market leader. Despite a slight decline in overall sales, lottery revenues remain strong, with growth in iLottery and international markets, particularly Italy.

PAR Technology Corporation's transition to a subscription-based model and strategic acquisitions drive significant growth, with annual recurring revenue up 102% year-over-year. Key acquisitions like Delaget and TASK Group enhance PAR's capabilities in customer engagement, data analytics, and international expansion, broadening its market reach. Despite margin pressures and customer concentration risks, PAR's strong revenue growth and expanding partnerships, like with Burger King, support a positive long-term outlook.

UWM Holdings: Record 2024 Performance Sets Stage For Future Gains — Positive
UWMC Seeking Alpha — March 25, 2025In 2024's worst home sales since 1995, UWM smashed records with $96B in purchase loans while doubling its refinance market share to 12%. With a $3.5B profit precedent at 6%, UWM is primed for a $260B refinance origination surge if rates drop, capitalizing on future macroeconomic shifts. Despite a 92% Ishbia family-owned float fueling volatility and short-seller noise, UWM's $2.5B cash pile and committed dividend policy offers investors a great buying opportunity.

McKesson: Immune To Weak Economy And Tariffs; Top Idea In 2025 — Neutral
MCK Seeking Alpha — March 25, 2025I maintain a 'Strong Buy' rating on McKesson with a fair value of $723 per share due to its robust oncology network and strong growth prospects. McKesson's minimal exposure to US-Mexico-Canada tariffs and geopolitical tensions ensures stability, making it a reliable investment amid economic uncertainties. The company's GLP-1 and oncology franchises are key growth drivers, with GLP-1 revenue growing 45% year-over-year and oncology patient visits increasing steadily.
