BNY Reportedly Pitched Merger to Northern Trust — Neutral

BK  NTRS   PYMNTS — June 22, 2025

Bank of New York Mellon (BNY) has reportedly approached Northern Trust about a merger. [contact-form-7] The deal would mark a milestone for financial services, The Wall Street Journal (WSJ) reported Sunday (June 20), combining two of the biggest asset-servicing businesses and establishing an investment-management goliath overseeing upwards of $3 trillion.

image for news BNY Reportedly Pitched Merger to Northern Trust

Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX ) American Diabetes Association (ADA) 85th Scientific Sessions Conference June 20, 2025 8:15 PM ET Company Participants James Markmann - Corporate Participant Michael Rickels - Corporate Participant Felicia Pagliuca - Corporate Participant Susie Lisa - Senior Vice President of Investor Relations Conference Call Participants Adam Ferrari - JPMorgan Chase & Co, Research Division Bryan Russell Dollinger - Leerink Partners LLC, Research Division Dina Elmonshed - Jefferies LLC, Research Division Jarwei Fang - Unidentified Company Liisa Ann Bayko - Evercore ISI Institutional Equities, Research Division Malcolm Hoffman - BMO Capital Markets Equity Research Mohit Bansal - Wells …

image for news Vertex Pharmaceuticals Incorporated (VRTX) Presents at American Diabetes Association (ADA) 85th Scientific Sessions Conference Transcript

Oil hits five-month high after US hits key Iranian nuclear sites — Positive

BNO  DBO  GUSH  IEO  OIH  OIL  PXJ  UCO  USO  XOP   Reuters — June 22, 2025

Oil prices jumped on Monday to their highest since January as Washington's weekend move to join Israel in attacking Iran's nuclear facilities stoked supply worries.

image for news Oil hits five-month high after US hits key Iranian nuclear sites

2025 Travelers Championship Generates More Than $4 Million for Charity — Neutral

TRV   Business Wire — June 22, 2025

HARTFORD, Conn.--(BUSINESS WIRE)--The Travelers Companies, Inc. (NYSE: TRV) today announced that the 2025 Travelers Championship – a PGA TOUR Signature Event – generated more than $4 million for over 215 nonprofits, both record highs. Travelers also set a record this year as the longest-running title sponsor in the tournament's history. In the 19 years the company has been title sponsor, the Travelers Championship has generated tens of millions of dollars for charity. Alan Schnitzer, Chairman a.

image for news 2025 Travelers Championship Generates More Than $4 Million for Charity

CoreWeave: Ride Higher Until Lock-Up Expiration — Positive

CRWV   Seeking Alpha — June 22, 2025

CoreWeave rebounded sharply post-IPO, alleviating initial fears about debt and customer concentration with strong Q1 results and surging AI demand. The AI hyperscaler has robust adjusted EBITDA supporting the company's ability to handle large debt loads, but capital needs remain high. A looming lock-up expiration, limited public float, and significant stock options/warrants could trigger heavy selling pressure in late September.

image for news CoreWeave: Ride Higher Until Lock-Up Expiration

MONTRÉAL, QUEBEC / ACCESS Newswire / June 22, 2025 / Loop Industries, Inc. (Nasdaq:LOOP) (the "Company," "Loop," "we," "us," or "our"), a clean technology company whose mission is to accelerate a circular economy for polyester by manufacturing 100% recycled polyethylene terephthalate ("PET") plastic and polyester fiber, today announced it has executed a $1.5 million engineering services agreement with Ester Loop Infinite Technologies Private Ltd. ("ELITe"), its India JV with Ester Industries Ltd.

image for news Loop Industries Announces $1.5 Million Engineering Services Agreement for Infinite Loop India Project

REVG has returned to topline growth after four quarters of declines, driven by strength in its specialty vehicle segment and a $4.3B backlog. Despite ongoing weakness in the RV segment, robust demand for the company's specialty vehicles and production acceleration should sustain topline growth in the quarters ahead. Margin expansion is expected to be supported by higher pricing, operational improvements, and a favorable sales mix in FY25.

image for news REV Group: Margin Strength Outshines Modest Sales Growth, Reiterating Buy

News Corp extends CEO Robert Thomson's contract through 2030 — Neutral

NWSA   New York Post — June 22, 2025

Thomson has delivered News Corp's four most profitable years from fiscal 2021 to 2024, with continued strong performance in fiscal 2025 despite a challenging media landscape, the company said.

image for news News Corp extends CEO Robert Thomson's contract through 2030

Oil prices jump more than 2% after U.S. strikes on Iran raise fears of supply disruption — Positive

BNO  DBO  GUSH  IEO  OIH  OIL  PXJ  UCO  USO  XOP   CNBC Television — June 22, 2025

Helima Croft, RBC Capital Markets global head of commodity strategy, joins CNBC's 'Special Report' to discuss the latest moves in the oil and energy markets following Washington's surprise attack against Iranian nuclear sites.

image for news Oil prices jump more than 2% after U.S. strikes on Iran raise fears of supply disruption

Iran Has Options to 'Play the Oil Card,' McNally Says — Negative

BNO  DBO  GUSH  IEO  OIH  OIL  PXJ  UCO  USO  XOP   Bloomberg Markets and Finance — June 22, 2025

Bob McNally, Rapidan Energy Group founder and president, says it would be "suicidal" for Iran to completely close the Strait of Hormuz, but he says the country can disrupt the flow of oil in other ways. He is on "Balance of Power.

image for news Iran Has Options to 'Play the Oil Card,' McNally Says

NEW YORK, June 22, 2025 (GLOBE NEWSWIRE) -- Wolf Haldenstein Adler Freeman & Herz LLP announces that securities class action lawsuit has been filed in the United States District Court for the District of Delaware on behalf of all persons or entities who purchased or otherwise acquired 3D Systems Corporation (3D Systems or the Company) (NYSE: DDD) securities between August 13, 2024 and May 12, 2025, inclusive (the Class Period).

image for news Shareholders who own 3D Systems (NYSE: DDD) Should Contact Wolf Haldenstein

Home Depot: Margin Reacceleration Through Pro Credit Boost — Positive

HD   Seeking Alpha — June 22, 2025

We rate Home Depot a Hold with a $343 price target, as shares are fairly valued and near-term upside is limited by macro headwinds and housing market risks. EPS growth is poised to reaccelerate in FY26, driven by Pro credit adoption, margin leverage, and the return of share buybacks—catalysts underappreciated by consensus. The SRS Distribution acquisition and Pro integration are long-term moats, but execution risk and housing affordability constraints warrant patience over aggressive buying.

image for news Home Depot: Margin Reacceleration Through Pro Credit Boost

DURHAM, N.C.--(BUSINESS WIRE)--Wolfspeed, Inc. (NYSE: WOLF) (“Wolfspeed” or the “Company”) today announced that, as part of its efforts to proactively strengthen its capital structure, it entered into a Restructuring Support Agreement (the “RSA”) with key lenders, including (i) holders of more than 97% of its senior secured notes, (ii) Renesas Electronics Corporation's wholly owned U.S. subsidiary and (iii) convertible debtholders holding more than 67% of the outstanding convertible notes. The.

image for news Wolfspeed Takes Proactive Step to Strengthen Financial Foundation Anticipating Scalable, Profitable Growth

FBY: Far From Being An Optimal Strategy For Holding META — Negative

META   Seeking Alpha — June 22, 2025

FBY employs a series of options strategies on META, generating high distributions for investors, but caps upside potential while exposing investors to full downside risk. Despite the substantial monthly distribution yield (50.57%), FBY underperformed META shares by a significant margin on a total return basis due to the strategy's design. Given the risks, value decay, and lack of diversification, I recommend a SELL rating for FBY, favoring direct META investment for better total returns.

image for news FBY: Far From Being An Optimal Strategy For Holding META

Walmart Settles FTC Wire Transfer Case for $10 Million — Negative

WMT   PYMNTS — June 22, 2025

Walmart has agreed to settle a government claim that it ignores scammers within its money-transfer system. [contact-form-7] The retail giant will pay $10 million to settle the charges by the Federal Trade Commission (FTC), the regulator announced Friday (June 20).

image for news Walmart Settles FTC Wire Transfer Case for $10 Million

The Best Stocks to Invest $50,000 in Right Now — Positive

AXON  META   The Motley Fool — June 22, 2025

If you have $50,000 to invest, you're in a good position. That's enough to make a significant difference for your retirement or whatever else you're investing for.

image for news The Best Stocks to Invest $50,000 in Right Now

Which AI Stocks Are Set to Soar in the Second Half? — Neutral

AAPL  AMZN  NVDA   The Motley Fool — June 22, 2025

Artificial intelligence (AI) stocks skyrocketed in 2024 amid excitement about this technology that could revolutionize businesses, saving time and money and leading to important discoveries. These players faced a few difficult months recently due to concerns about a potential economic slowdown.

image for news Which AI Stocks Are Set to Soar in the Second Half?

Oil markets are reacting after Washington's surprise attack against Iranian nuclear sites further escalated the Iran-Israel conflict, raising questions over the crude supply outlook. Iran produced roughly 3.3 million barrels per day in May, according to an OPEC report citing independent estimates.

image for news Oil prices jump 4% after U.S. strikes on Iran raise fears of supply disruption

Stablecoin Disruption: Time to Sell Your Visa Stock? — Neutral

V   The Motley Fool — June 22, 2025

This week, stablecoin legislation was approved by the United States Senate. The bill -- called the GENIUS Act -- still needs to go through the other side of Congress and on to the President's desk, but it is one step closer to bringing stablecoins into the financial system.

image for news Stablecoin Disruption: Time to Sell Your Visa Stock?

Tigo Energy and BayWa r.e. Empower High-Wattage C&I Solar in Thailand — Neutral

TYGO   Business Wire — June 22, 2025

CAMPBELL, Calif.--(BUSINESS WIRE)--Tigo Energy, Inc. (NASDAQ: TYGO) (“Tigo” or “Company”), a leading provider of intelligent solar and energy software solutions, today announced that the Company will share a trade show booth with BayWa r.e. at the annual ASEAN Sustainable Energy Week 2025, from July 2-4, at the QSNCC in Bangkok, Thailand. At the show, Tigo will focus on supporting Commercial and Industrial (C&I) solar installers and engineering, procurement, and construction specialists (EP.

image for news Tigo Energy and BayWa r.e. Empower High-Wattage C&I Solar in Thailand