Valaris emerges from bankruptcy with a cleaner balance sheet, high-tech rigs, and rising asset utilization, making it a top pick among offshore drillers. Strong Q1 2025 results: increased contract activity, higher day rates, robust free cash flow, and a growing $4.2B backlog signal operational momentum and future profitability. Valaris offers the best mix of growth and fair valuation in its sector, with improving earnings, justified multiples, and clear upside potential as offshore drilling rebounds.

Toll Brothers Announces Last Chance to Build a New Luxury Home at Laurel Pointe in Orlando, Florida — Neutral
TOL GlobeNewsWire — May 22, 2025Exclusive luxury community includes access to expansive amenities in sought-after Lake Nona Exclusive luxury community includes access to expansive amenities in sought-after Lake Nona

Is it Prudent to Hold Regency Centers Stock in Your Portfolio Now? — Positive
REG Zacks Investment Research — May 22, 2025REG to gain from premium portfolio of grocery-anchored shopping centers, strategic buyouts and a solid balance sheet. Growing e-commerce adoption is a concern.

Snowflake Breaks Out! Can It Drift Higher in 2025 and Beyond? — Neutral
SNOW MarketBeat — May 22, 2025Snowflake's NYSE: SNOW FQ1 2025 results and guidance update have laid to rest concerns raised by the sudden CEO change last year. The results reveal a game-changing shift, affirming the outlook for sustained 20%+ top-line growth over the long term, growth that will be coupled with widening margins.

Apple's Biggest Risk Isn't Competition--It's The Consumer — Negative
AAPL Seeking Alpha — May 22, 2025Apple Inc.'s core business model is vulnerable in a high-rate, low-confidence macro environment as its products are discretionary and heavily reliant on consumer financing. Despite record earnings and strong cash flow, cracks are emerging for AAPL: falling product margins, slowing hardware growth, and increased reliance on services and financial engineering. Rising interest rates, deteriorating consumer sentiment, and tariff risks threaten both demand and Apple's supply chain, especially with China's exposure and shifting global trade policies.

Transaction in Own Shares 22 May, 2025 • • • • • • • • • • • • • • • • Shell plc (the ‘Company') announces that on 22 May, 2025 it purchased the following number of Shares for cancellation. Aggregated information on Shares purchased according to trading venue: Date of purchase Number of Shares purchased Highest price paid Lowest price paid Volume weighted average price paid per share Venue Currency 22/05/2025 813,565 £24.6400 £24.2800 £24.4578 LSE GBP 22/05/2025 300,720 £24.6350 £24.2800 £24.4781 Chi-X (CXE) GBP 22/05/2025 145,715 £24.6400 £24.2950 £24.5239 BATS (BXE) GBP 22/05/2025 679,135 €29.3700 €29.0000 …

Apple will ultimately get AI right, says Maxim Group's Tom Forte — Positive
AAPL CNBC Television — May 22, 2025Tom Forte, Maxim Group senior consumer internet analyst, joins 'Money Movers' to discuss Apple following the news of OpenAi investing in former iPhone designers company.

Disney vs. Warner Bros. Discovery: Which Media Titan is a Stronger Pick? — Positive
DIS WBD Zacks Investment Research — May 22, 2025DIS beats WBD with 20% earnings growth, stronger streaming performance, and diversified revenue streams. Superior fundamentals favor DIS over debt-heavy WBD.

MRNA Stock Down on Withdrawal of FDA Filing for COVID-Flu Combo Shot — Neutral
MRNA Zacks Investment Research — May 22, 2025Moderna's voluntary withdrawal of the filing stems from the FDA's request for vaccine efficacy data from a phase III study on the experimental flu shot.

Zoom Q1 Earnings Surpass Expectations, Revenues Increase Y/Y — Positive
ZM Zacks Investment Research — May 22, 2025ZM's fiscal first-quarter earnings surpass expectations, benefiting from enterprise growth and investments in AI innovation.

The First Trust Small Cap Core AlphaDEX Fund has a strategy mixing growth and value styles in small caps. FYX is well-diversified in 525 stocks, with moderate value characteristics, low yield and impressive dividend growth. Despite outperforming a small-cap benchmark recently, FYX has lagged behind it since inception.

Tri-Continental Corporation Declares Second Quarter Distribution — Neutral
TY Business Wire — May 22, 2025BOSTON--(BUSINESS WIRE)--Tri-Continental Corporation (the “Corporation”) (NYSE: TY) today declared a second quarter ordinary income distribution of $0.2900 per share of Common Stock and $0.6250 per share of Preferred Stock. In addition, the Corporation declared a total capital gain distribution of $0.7620 per share of Common Stock. This capital gain distribution consists of short-term capital gains of $0.1983 and long-term capital gains of $0.5637. Distributions on Common Stock will be paid on.

XPEV Q1 Loss Narrows, Revenues Rise Y/Y on Higher Vehicle Delivery — Neutral
XPEV Zacks Investment Research — May 22, 2025XPEV's first-quarter 2025 loss narrows year over year while revenues rise on strong deliveries.

Analog Devices Q2 Earnings Beat Estimates, Revenues Rise Y/Y — Positive
ADI Zacks Investment Research — May 22, 2025ADI's Q2 performance reflects strength across its consumer, industrial, communications and automotive end markets.

Is it Prudent to Hold Equity Residential Stock in Your Portfolio Now? — Positive
EQR Zacks Investment Research — May 22, 2025EQR to gain from healthy demand for rental units, portfolio diversification and technology initiatives. Elevated unit supply and high interest expenses ail.

GOOGL Moves on A.I. and WDAY Trade Ahead of Earnings — Positive
GOOG GOOGL WDAY Schwab Network — May 22, 2025The Daily Trader features two example options trades in two tech names on the move. First, Kevin Hincks discusses Alphabet (GOOGL) after recent investor day headlines have the stock on the run higher.

Fresenius Medical Care Annual General Meeting: Strong Performance Against Its Strategic Plan Results in Highest Dividend per Share in Its History — Neutral
FMS PRNewsWire — May 22, 2025Shareholders approved the proposed dividend of 1.44 Euro per share, representing a 21 percent increase year-over-year and marking the highest dividend in the company's history Excellent progress in the company's transformation and turnaround plans continues to strengthen the foundation for sustainable, profitable growth In 2024, organic revenue growth1 was 4 percent, and operating income increased by 18 percent on an outlook base2, coming in at the upper end of the company's outlook The company is well positioned for double digit earnings growth in 2025, translating to an 11-12 percent margin BAD HOMBURG, Germany , May 22, 2025 /PRNewswire/ -- Fresenius …

May 27, 2025 Deadline: Join Class Action Lawsuit Against Solaris Energy Infrastructure, Inc. (SEI) - Contact Levi & Korsinsky — Neutral
SEI Accesswire — May 22, 2025NEW YORK, NY / ACCESS Newswire / May 22, 2025 / If you suffered a loss on your Solaris Energy Infrastructure, Inc. (NYSE:SEI) 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/solaris-energy-infrastructure-inc-lawsuit-submission-form?prid=149793&wire=1&utm_campaign=6 or contact Joseph E. Levi, Esq.

Securities Fraud Class Action Filed Against Viatris Inc. (VTRS) - Levi & Korsinsky Reminds Investors of June 3, 2025 — Neutral
VTRS Accesswire — May 22, 2025NEW YORK, NY / ACCESS Newswire / May 22, 2025 / If you suffered a loss on your Viatris Inc. (NASDAQ:VTRS) 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/viatris-inc-lawsuit-submission-form-2?prid=149794&wire=1&utm_campaign=27 or contact Joseph E. Levi, Esq.

Investor Alert: Deadline Approaching to Join UnitedHealth Group Incorporated (UNH) Class Action - Contact Levi & Korsinsky — Neutral
UNH Accesswire — May 22, 2025NEW YORK, NY / ACCESS Newswire / May 22, 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=149795&wire=1&utm_campaign=25 or contact Joseph E. Levi, Esq.
