Sound Point Meridian Capital Inc (SPMC) Q4 2025 Earnings Call Transcript — Neutral
SPMA SPMC Seeking Alpha — May 29, 2025Sound Point Meridian Capital Inc (NYSE:SPMC ) Q4 2025 Earnings Conference Call May 29, 2025 11:00 AM ET Company Participants Julie Smith - IR Ujjaval Desai - CEO Kevin Gerlitz - CFO Conference Call Participants Erik Zwick - Lucid Capital Markets Tim D'Agostino - B. Riley Operator Good morning, ladies and gentlemen, and welcome to the Sound Point Meridian Capital Inc Fourth Fiscal Quarter Ended March 31, 2025 Earnings Conference Call.

Nutanix: Beat-And-Raise Doesn't Justify Outlandish Valuations — Positive
NTNX Seeking Alpha — May 29, 2025Nutanix delivered a strong Q3 earnings report, with revenue growth accelerating to 22% y/y while continuing to add ARR. The company also delivered healthy pro forma operating margin gains. Despite strong results, the stock didn't meaningfully rally on the print. Nutanix's current growth is likely a temporary pull-forward from AI-driven capex, which may rob revenue of future quarters if companies are merely fulfilling their capex requirements early.

E.l.f. Beauty's stock is on pace for record rally, as analysts debate whether uncertainty is a ‘blessing in disguise' — Positive
ELF Market Watch — May 29, 2025E.l.f. said in an Instagram post this month that it would raise its prices by $1 starting in August as it tries to manage inflation and tariffs.

Understanding the Tailwinds for Fidelity's International ETFs — Positive
FENI FIDI FIVA ETF Trends — May 29, 2025As investors seek out attractive opportunities in the current market, international ETFs are gaining favor among many. Europe and other developed-market equities were the top-performing regions during the first quarter, with each benefiting from a weaker dollar.

Battle of the bonds and gold's role in portfolios - Sohn Conference Montreal — Neutral
AAAU BAR DBP DGL GLD GLDM IAU OUNZ SGOL UGL Kitco — May 29, 2025Neils Christensen has a diploma in journalism from Lethbridge College and has more than a decade of reporting experience working for news organizations throughout Canada. His experiences include covering territorial and federal politics in Nunavut, Canada.

B.O.S. Better Online Solutions Ltd. (BOSC) Q1 2025 Earnings Call Transcript — Neutral
BOSC Seeking Alpha — May 29, 2025B.O.S. Better Online Solutions Ltd. (NASDAQ:BOSC ) Q1 2025 Results Conference Call May 29, 2025 8:30 AM ET Company Participants Eyal Cohen - Chief Executive Officer Operator Ladies and gentlemen, thank you for standing by.

British American Tobacco Outshines Philip Morris As A Dividend Buy — Positive
BTI PM Seeking Alpha — May 29, 2025Ongoing trade and macroeconomic uncertainties could create earnings headwinds for British American Tobacco and Philip Morris. The more uncertain the times are, the more I learned to emphasize return drivers that are lest subject to ambiguity. Dividend payouts are a much more accurate metric for PM and BTI's true economic earnings.

The Goldman Sachs Group, Inc. (GS) Bernstein's 41th Annual Strategic Decisions Conference (Transcript) — Neutral
GS Seeking Alpha — May 29, 2025The Goldman Sachs Group, Inc. (NYSE:GS ) Bernstein's 41th Annual Strategic Decisions Conference May 29, 2025 9:00 AM ET Company Participants John Waldron - COO and President Unidentified Company Representative All right. I think we'll get started here.

In a victory for Palmer Luckey, Meta and Anduril work on mixed reality headsets for the military — Positive
META TechCrunch — May 29, 2025On Thursday, Anduril and Meta announced news that feels like a fairy tale ending for Anduril co-founder, Palmer Luckey. The two companies are working together to build extended reality (XR) devices for the U.S. military, Anduril announced in a blog post.

SelectQuote (SLQT) Shares Slide Further on Disappointing Earnings Amidst DOJ Scrutiny- Hagens Berman — Neutral
SLQT PRNewsWire — May 29, 2025SLQT Investors with Losses Encouraged to Contact the Firm SAN FRANCISCO , May 29, 2025 /PRNewswire/ -- SelectQuote Inc. (NYSE: SLQT) faced renewed investor pressure on Monday, May 12, 2025, as its shares tumbled another 12% following the release of quarterly results that fell short of earnings and revenue expectations. This decline compounds the over 19% drop experienced on May 1st after the U.S. Department of Justice (DOJ) announced a lawsuit alleging violations of the False Claims Act against the insurance brokerage and several major health insurers.

Oshkosh Corporation: Balancing Near Term Headwind With Long-Term Potential — Neutral
OSK Seeking Alpha — May 29, 2025Oshkosh holds steady near 15-year revenue highs despite a tough Q1. Innovation in EVs and autonomy positions Oshkosh for long-term growth. Oshkosh stock looks undervalued, with room for a strong rebound.

Best Buy Beats Q1 Earnings Estimates, Cuts FY26 Guidance on Tariffs — Positive
BBY Zacks Investment Research — May 29, 2025BBY tops Q1 earnings estimates but trims FY26 outlook on tariffs. Focus shifts to Marketplace, Ads & boosting operational efficiency.

Is Kontoor (KTB) a Solid Growth Stock? 3 Reasons to Think "Yes" — Positive
KTB Zacks Investment Research — May 29, 2025Kontoor (KTB) possesses solid growth attributes, which could help it handily outperform the market.

3 Reasons Growth Investors Will Love HNI (HNI) — Positive
HNI Zacks Investment Research — May 29, 2025HNI (HNI) possesses solid growth attributes, which could help it handily outperform the market.

Looking for a Growth Stock? 3 Reasons Why Qifu Technology, Inc. (QFIN) is a Solid Choice — Positive
QFIN Zacks Investment Research — May 29, 2025Qifu Technology, Inc. (QFIN) possesses solid growth attributes, which could help it handily outperform the market.

Burke & Herbert: Merger Has Made It More Balanced And Now It Is Undervalued — Positive
BHRB Seeking Alpha — May 29, 2025BHRB's merger with Summit Financial Group created a more balanced, resilient bank with reduced unrealized losses and improved loan portfolio diversification. Despite a solid deposit base and strong net interest margin, post-merger deposit costs and uninsured deposits have risen, slightly weakening the bank's liability profile. The stock trades at a 20% discount to its historical price-to-tangible book value, making it undervalued given its improved fundamentals and sustainable 3.89% dividend yield.

Securities Class Action Lawsuit Filed Against Ibotta, Inc. (IBTA) - Levi & Korsinsky Represents Shareholders — Neutral
IBTA Accesswire — May 29, 2025NEW YORK, NY / ACCESS Newswire / May 29, 2025 / If you suffered a loss on your Ibotta, Inc. (NYSE:IBTA) 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/ibotta-lawsuit-submission-form?prid=150759&wire=1&utm_campaign=13 or contact Joseph E. Levi, Esq.

Contact Levi & Korsinsky by July 7, 2025 to Join Class Action Against UnitedHealth Group Incorporated (UNH) — Neutral
UNH Accesswire — May 29, 2025NEW YORK, NY / ACCESS Newswire / May 29, 2025 / If you suffered a loss on your UnitedHealth Group Incorporated (NYSE:UNH) 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/unitedhealth-group-incorporated-lawsuit-submission-form?prid=150758&wire=1&utm_campaign=10 or contact Joseph E. Levi, Esq.

UroGen Pharma Ltd. (URGN) Shares Crash Again Amid FDA's ODAC Vote Against UGN-102, Company Facing Investor Scrutiny - Hagens Berman — Neutral
URGN PRNewsWire — May 29, 2025URGN Investors with Losses Encouraged to Contact Hagens Berman SAN FRANCISCO , May 29, 2025 /PRNewswire/ -- On May 21, 2025, investors in UroGen Pharma Ltd. (NASDAQ: URGN) saw the price of their shares crash 44% after the company announced that the FDA's Oncologic Drugs Advisory Committee ("ODAC") voted against the risk/benefit profile of UroGen's UGN-102, a therapy intended to treat patients with low-grade, intermediate-risk non-muscle invasive bladder cancer ("LG-IR-NMIBC") for which no drugs are currently FDA-approved.

The chip design software firm says it has received notice from the U.S. Commerce Department restricting its sales in China.
