Autodesk, Inc. (ADSK) Presents at Baird Global Consumer, Technology & Services Conference Transcript — Neutral
ADSK Seeking Alpha — June 04, 2025Autodesk, Inc. (NASDAQ:ADSK ) Baird Global Consumer, Technology & Services Conference Call June 4, 2025 12:15 PM ET Company Participants Simon Mays-Smith - Vice President of Investor Relations Steven M. Blum - Executive VP & COO Conference Call Participants Joseph D.

David Zaslav is under fire as his Warner Bros. Discovery experiment falters — Negative
WBD Business Insider — June 04, 2025Warner Bros. Discovery shareholders don't think CEO David Zaslav has earned a raise.

NVIDIA Corporation (NVDA) Presents at Bank of America Global Technology Conference Transcript — Neutral
NVDA Seeking Alpha — June 04, 2025NVIDIA Corporation (NASDAQ:NVDA ) Bank of America Global Technology Conference Call June 4, 2025 10:50 AM ET Company Participants Ian Buck - Vice President of Accelerated Computing Business Unit Conference Call Participants Vivek Arya - BofA Securities, Research Division Vivek Arya Good morning, everyone. Thank you so much for joining us on day 2 of the BofA Securities Global Technology Conference.

Reddit uses AI startup Anthropic for breach of contract, 'unfair competition' — Negative
RDDT CNBC Television — June 04, 2025Reddit is suing AI startup Anthropic for what it's calling a breach of contract and for engaging in “unlawful and unfair business acts” by using the social media company's platform and data without authority. The lawsuit, filed in San Francisco on Wednesday, claims that Anthropic has been training its models on the personal data of Reddit users without obtaining their consent.

Holding Nvidia as early days of AI infrastructure buildout continue: Pence Capital's Dryden Pence — Positive
NVDA CNBC Television — June 04, 2025Dryden Pence, Pence Capital Management CIO, joins 'Power Lunch' to discuss why Nvidia is still a best idea for Pence Capital, if investors can thematically invest in semiconductors and much more.

Two weeks have passed, and Navitas Semiconductor Corporation stock is still holding up after the Nvidia collaboration was announced. NVTS is a debt free company, working with all of the top 10 smartphone OEMs around the globe, pulling 8 digits in revenue per quarter and double digit gross margins. My Bull case rests on three pillars: hype, a pivot towards higher margin power chips, and ok(ish) fundamentals to get the company through 2026.

Analyst Upgrades Agenus As Zydus Deal Alleviates Cash Overhang — Positive
AGEN Benzinga — June 04, 2025On Tuesday, Zydus Lifesciences Ltd. announced its entry into the global biologics contract development and manufacturing organization (CDMO) business through its plan to acquire Agenus Inc.'s AGEN U.S.-based biologics CMC facilities.

INVESTOR REMINDER: Berger Montague Notifies Organon & Co. (NYSE: OGN) Investors of a Class Action Lawsuit and Deadline — Neutral
OGN PRNewsWire — June 04, 2025PHILADELPHIA , June 4, 2025 /PRNewswire/ -- Berger Montague PC advises investors that a securities class action lawsuit has been filed against Organon & Co. ("Organon" or the "Company") (NYSE: OGN) on behalf of purchasers of Organon securities between October 31, 2024 through April 30, 2025, inclusive (the "Class Period"). Investor Deadline: Investors who purchased or acquired Organon securities during the Class Period may, no later than JULY 22, 2025 , seek to be appointed as a lead plaintiff representative of the class.

ON Semiconductor Stock Rises. The Chip Maker's Worst Days Are Behind It, CEO Says. — Positive
ON Barrons — June 04, 2025After struggling with demand, the company's chief executive sees a recovery on the horizon.

Reddit sues Anthropic for allegedly not paying for training data — Negative
RDDT TechCrunch — June 04, 2025Reddit is suing Anthropic for allegedly using the site's data to train AI models without a proper licensing agreement, according to a complaint filed in a Northern California court on Wednesday. Reddit claims in the complaint that Anthropic's unauthorized use of the site's data for commercial purposes was unlawful, and alleges the AI startup violated Reddit's user agreement.

Reddit Sues Anthropic, Accusing It of Illegally Using Data From Its Site — Negative
RDDT NYTimes — June 04, 2025In its lawsuit, Reddit said Anthropic also declined to enter into a licensing agreement for data and had unjustly enriched itself at Reddit's expense.

Unlocking the Secrets to Peak Performance and Longevity: GeeVida Health and Life Time to Host Special Event at UC Irvine on June 14 — Neutral
LTH PRNewsWire — June 04, 2025Attendees will learn how to live and perform better from industry leaders, including GeeVida Health co-founder Dr. Kambiz Farbakhsh, and Life Time Founder, chairman and CEO Bahram Akradi CHANHASSEN, Minn. , June 4, 2025 /PRNewswire/ -- As interest in longevity science continues to explode among consumers, GeeVida Health, in collaboration with Life Time (NYSE: LTH), is hosting a holistic health event Saturday, June 14, 2025 at the UC Irvine Beall Applied Innovation Center.

Dollar Tree releases Q2 forecast showing impacts from changing tariffs — Negative
DLTR Fast Company — June 04, 2025Discount store operator Dollar Tree forecast its second-quarter adjusted profit to be down as much as 50% from a year ago, accounting for volatility caused due to changing tariffs.

CrowdStrike Stock Dips on Guidance Miss: It May Rebound Fast — Neutral
CRWD MarketBeat — June 04, 2025CrowdStrike Holdings Inc. NASDAQ: CRWD is down more than 6% after delivering its first quarter earnings report after the market closed on June 3. The company beat on the bottom line.

Havertys Announces Participation in 5th Annual Evercore Consumer and Retail Conference — Neutral
HVT Accesswire — June 04, 2025ATLANTA, GA / ACCESS Newswire / June 4, 2025 / HAVERTY FURNITURE COMPANIES, INC. (NYSE:HVT)(NYSE:HVT.A) announced today that the company will participate in the 5th Annual Evercore Consumer and Retail Conference on June 10th, 2025.

Unusual Machines Signs Lease for 17,000 sq ft Orlando Drone Motor Factory — Neutral
UMAC Accesswire — June 04, 2025New facility for dedicated large volume U.S. motor production ORLANDO, FLORIDA / ACCESS Newswire / June 4, 2025 / Unusual Machines, Inc. (NYSE American:UMAC), a U.S.-based manufacturer of drones and NDAA-compliant components, today announced it has signed a lease for a 17,000-square-foot drone motor production facility in Orlando, Florida. The factory will significantly expand the company's domestic manufacturing capabilities.

Crisis Hits U.S. Automotive Manufacturing Because of Chinese Restrictions on Heavy Rare Earth Exports — Neutral
NB Accesswire — June 04, 2025NioCorp's Elk Creek Project in Nebraska Could be the Fastest to Market With Made-in-America Heavy Rare Earth Products CENTENNIAL, CO / ACCESS Newswire / June 4, 2025 / NioCorp Developments Ltd. ("NioCorp" or the "Company") (NASDAQ:NB) today released the following statement in response to news reports in the Wall Street Journal, New York Post, New York Times and other media outlets that U.S.-based automotive and other manufacturers may be forced to halt production because of shortages of high-performance rare earth magnets caused by China's decision to slow or stop exports of these magnets and the heavy rare earths they contain.

Wells Fargo CEO goes from fixer to builder as regulators lift punishments — Positive
WFC Reuters — June 04, 2025Wells Fargo CEO Charlie Scharf knows he has a reputation for sternness, but he said that when the bank was finally freed of a $1.95 trillion asset cap by regulators on Tuesday, he became emotional.

Dollar Tree's Q1 Earnings & Sales Beat Estimates, Comps Rise 5.4% — Positive
DLTR Zacks Investment Research — June 04, 2025DLTR delivers strong Q1 FY25 results, fueled by momentum from its ongoing strategic initiatives and execution.
