The Buckle, Inc. Reports Quarterly Dividend — Neutral

BKE   Business Wire — June 03, 2025

KEARNEY, Neb.--(BUSINESS WIRE)--THE BUCKLE, INC. REPORTS QUARTERLY DIVIDEND.

image for news The Buckle, Inc. Reports Quarterly Dividend

PagerDuty: Near-Term Growth Issues Are Not Resolved — Positive

PD   Seeking Alpha — June 03, 2025

I maintain a 'Hold' rating on PagerDuty due to persistent near-term growth challenges and unresolved go-to-market execution issues. While profitability metrics are strong and enterprise traction is improving, revenue growth remains stuck in single digits, with no signs of acceleration. AI investments and deepening partnerships support a more optimistic long-term outlook, but customer retention and sales execution remain headwinds.

image for news PagerDuty: Near-Term Growth Issues Are Not Resolved

Citi Trends Announces First Quarter Fiscal 2025 Results — Neutral

CTRN   Business Wire — June 03, 2025

SAVANNAH, Ga.--(BUSINESS WIRE)--Citi Trends, Inc. (NASDAQ: CTRN), a leading off-price value retailer of apparel, accessories and home trends primarily for African American families in the United States, today reported results for the first quarter ended May 3, 2025. For purposes of comparison, unless otherwise stated, metrics in this release are compared to the 13-week first quarter ended May 4, 2024. Chief Executive Officer Comments Ken Seipel, Chief Executive Officer said, “I am pleased to re.

image for news Citi Trends Announces First Quarter Fiscal 2025 Results

Ferguson Reports Third Quarter Results — Neutral

FERG   Business Wire — June 03, 2025

NEWPORT NEWS, Va.--(BUSINESS WIRE)--Ferguson Enterprises Inc. (NYSE: FERG; LSE: FERG). Kevin Murphy, Ferguson CEO, commented, “Our associates continued to take care of our customers, outperform the market and drive solid growth in the third quarter. The combination of strong volume growth, gross margin actions, moderating deflation and the early benefits of streamlining our business drove adjusted operating profit growth and adjusted operating margin expansion. “While we are in a dynamic and un.

image for news Ferguson Reports Third Quarter Results

DALLAS , June 3, 2025 /PRNewswire/ -- Southwest Airlines Co. (NYSE: LUV) has been invited to speak at the TD Cowen Future of the Consumer Conference. TD Cowen will be webcasting the audio presentation live, and a link to the webcast will be made available via the Investor Relations homepage on the Southwest Airlines website.

image for news Southwest Airlines to Present at the TD Cowen Future of the Consumer Conference

Pure Storage: Reiterate Buy Rating As Demand Remains Strong — Positive

PSTG   Seeking Alpha — June 03, 2025

I reiterate my buy rating on Pure Storage due to strong demand, robust execution, and attractive valuation. 1Q26 results validate my bullish stance, with accelerating revenue growth, standout subscription momentum, and healthy margins without relying on price cuts. Key catalysts include hyperscaler traction (Meta win), AI-driven demand, new platform launches, and disciplined pricing strategy to win market share.

image for news Pure Storage: Reiterate Buy Rating As Demand Remains Strong

Viper Energy to acquire Sitio in $4.1 billion deal — Positive

VNOM   Reuters — June 03, 2025

Oil and gas firm Diamondback Energy's unit Viper Energy will acquire Sitio Royalties in an all-equity transaction valued at about $4.1 billion including debt, the companies said on Tuesday.

image for news Viper Energy to acquire Sitio in $4.1 billion deal

Meta signs power agreement with Constellation nuclear plant — Positive

META   Reuters — June 03, 2025

Meta Platforms on Tuesday said it has struck an agreement with Constellation Energy to keep one of the utility's reactors in Illinois operating for 20 years, in the Big Tech company's first such deal with a nuclear power plant.

image for news Meta signs power agreement with Constellation nuclear plant

New Contracts To Drive Palantir Stock? — Positive

PLTR   Forbes — June 03, 2025

Palantir Technologies (NASDAQ:PLTR) shares increased by approximately 7% during Friday's trading session after The New York Times revealed that the U.S. government is broadening its adoption of Palantir's main foundry tool throughout federal agencies. The company has witnessed more than $113 million in federal government expenditures since the new Trump administration took office, stemming from both existing contracts and new agreements with the Department of Homeland Security and the Pentagon.

image for news New Contracts To Drive Palantir Stock?

Meta signs nuclear power deal with Constellation Energy — Positive

CEG  META   CNBC — June 03, 2025

Meta has signed a 20-year agreement to buy nuclear power from Constellation Energy. Beginning in 2027, the tech giant will purchase about 1.1 gigawatts of power from Constellation's Clinton Clean Energy Center in Illinois.

image for news Meta signs nuclear power deal with Constellation Energy

Burlington Stores: Near-Term Uncertainty Puts Risk To FY2025 Guidance — Negative

BURL   Seeking Alpha — June 03, 2025

I rate Burlington Stores as hold due to near-term execution risks, macro headwinds, and lack of clear catalysts for multiple expansion. While Burlington 2.0 initiatives and margin improvements are positives, flat same-store sales and potential share loss to TJX and ROST are concerning. Tariffs, inflation, and volatile freight costs pose significant risks to FY25 guidance, making management's assumptions appear optimistic.

image for news Burlington Stores: Near-Term Uncertainty Puts Risk To FY2025 Guidance

CHANTILLY, Va., June 03, 2025 (GLOBE NEWSWIRE) -- Parsons Corporation (NYSE: PSN) announced today that the company was one of seven lead consultants selected by the City of Austin to provide program management services in support of the Rolling Capital Improvement Program and the once-in-a-generation Journey With AUS, the expansion and development program for the Austin-Bergstrom International Airport (AUS).

image for news Parsons Selected for the Austin-Bergstrom International Airport Program Management Contract

MIDLAND, Texas, June 03, 2025 (GLOBE NEWSWIRE) -- Viper Energy, Inc. (NASDAQ:VNOM) (“Viper” or the “Company”), a subsidiary of Diamondback Energy, Inc. (NASDAQ:FANG) (“Diamondback”), and Sitio Royalties Corp. (NYSE:STR) (“Sitio”) today announced that they have entered into a definitive agreement under which Viper will acquire Sitio in an all-equity transaction valued at approximately $4.1 billion, including Sitio's net debt of approximately $1.1 billion as of March 31, 2025. The consideration will consist of 0.4855 shares of Class A common stock of a new holding company (“pro forma Viper”) for each share of Sitio Class A common stock, and 0.4855 units …

image for news Viper Energy, Inc., a Subsidiary of Diamondback Energy, Inc., to Acquire Sitio Royalties Corp. in All-Equity Transaction; Increases Base Dividend

Meta Signs Nuclear Power Deal to Fuel Its AI Ambitions — Positive

META   WSJ — June 03, 2025

The tech giant will buy the power generation of an Illinois nuclear plant under a deal with Constellation Energy.

image for news Meta Signs Nuclear Power Deal to Fuel Its AI Ambitions

BRISBANE, Calif., June 03, 2025 (GLOBE NEWSWIRE) -- Vera Therapeutics, Inc. (“Vera”), a late clinical-stage biotechnology company focused on developing and commercializing transformative treatments for patients with serious immunological diseases, today announced that it has entered into a new credit facility providing for up to $500 million of term loans with its current partner Oxford Finance LLC (“Oxford”). The new credit facility will replace Vera's existing $50 million credit facility. The initial funding of the new credit facility will be in a principal amount of $75 million and is expected to occur on June 4, 2025.

image for news Vera Therapeutics Announces Refinancing of Existing Oxford Debt Facility, Providing up to $500 Million of Term Loans

SUNNYVALE, Calif., June 03, 2025 (GLOBE NEWSWIRE) -- eGain (NASDAQ: EGAN), the leader in AI knowledge platform for service, today announced the findings of a first-of-its-kind survey on the state of AI in 2025.

image for news Why AI Projects Fail: Groundbreaking Survey Uncovers Crisis of Trust in Underlying Content

LAS VEGAS, June 03, 2025 (GLOBE NEWSWIRE) -- Hyperscale Data, Inc. (NYSE American: GPUS), a diversified holding company (“Hyperscale Data” or the “Company”), today announced that its wholly owned subsidiary Sentinum, Inc. (“Sentinum”) received approximately 17.4 Bitcoin in the month of May 2025 and approximately 90 Bitcoin year to date from the mining pool to which Sentinum provides hash calculation services. Revenue is calculated daily based upon the number of Bitcoin earned that day at the value of Bitcoin on such date.

image for news Hyperscale Data Reports Approximately $8.7 Million In Bitcoin Mining Revenue Year to Date, Including Approximately $1.9 Million for May 2025

xAI's $113bn valuation will test appetite for Musk's AI-social media gamble — Neutral

MS   Proactive Investors — June 03, 2025

Elon Musk's artificial intelligence startup, xAI, is now seeking a valuation of $113 billion in a secondary share sale, just three months after being valued at $80 billion following its merger with social media platform X. That near-30% increase in value, without any public details on revenue, commercial partnerships or a product roadmap, reveals strong appetite from early backers, but whether broader investors will share that enthusiasm is far from certain.

image for news xAI's $113bn valuation will test appetite for Musk's AI-social media gamble

PARIS, June 03, 2025 (GLOBE NEWSWIRE) -- WeRide, a global leader in autonomous driving technology, is partnering with Renault Group, a premium partner of Roland-Garros, for the second consecutive year, to provide a Level-4 autonomous minibus shuttle service during the 2025 Grand Slam tournament on the iconic clay courts. (Passengers waiting to board WeRide's Robobus at Roland-Garros) The return of the Robobus service to Roland-Garros — one of the world's most prestigious sporting events — highlights the successful ongoing partnership between WeRide and Renault.

image for news WeRide Teams Up with Renault to Bring Autonomous Shuttle to Roland-Garros Again

B2Gold: Let The Goose Times Roll — Positive

BTG   Seeking Alpha — June 03, 2025

B2Gold remains undervalued despite its recent rally, trading at a steep discount to peers on a P/NAV basis despite an imminent upgrade in its jurisdictional profile. Aside from a jurisdictional upgrade (Canada vs. Africa and the Philippines), Goose is a transformational asset, set to generate over $400 million in annual mine-site free cash flow. Further, recent reserve reductions at Goose may be ugly on the surface but are a temporary setback, and I expect a significantly improved LOMP in the coming years.

image for news B2Gold: Let The Goose Times Roll