Rigetti Computing Stock Down 37% As Nvidia CEO Sees ‘Inflection Point' — Neutral
RGTI Forbes — June 12, 2025Nvidia CEO says quantum computing is reaching “an inflection point” and Rigetti Computing stock is up slightly — but down 37% in 2025. Should you buy?

Micron to invest $200B to boost US memory chip manufacturing capabilities — Positive
MU Proactive Investors — June 12, 2025Micron Technology Inc (NASDAQ:MU) announced plans to expand its US semiconductor manufacturing and research and development (R&D) capabilities, with investments totalling $200 billion. The company plans to invest $150 billion in domestic memory manufacturing and $50 billion in R&D, Micron announced on Thursday.

Capital Clean Energy Carriers: A New Name, A New Growth Engine, A Compelling Buy — Positive
CCEC Seeking Alpha — June 12, 2025Capital Clean Energy Carriers is transforming into a pure-play LNG carrier, divesting legacy assets and securing long-term contracts for a modern, high-margin fleet. Financial results are strong, with Q1 2025 net income up 486% and a $3.1 billion revenue backlog, supporting steady growth and reliable dividends. CCEC's current valuation is deeply discounted; peer EV/EBITDA and P/E analysis suggest a fair value of $27 per share, implying over 25% upside from the current share price.

Imperial Oil Confirms Diesel Leak in St. Claire, Cleanup Underway — Positive
IMO Zacks Investment Research — June 12, 2025IMO confirms diesel leak at Ontario dock; spill contained, cleanup in progress, no major water impact detected.

Rigetti Sharpens Focus on Modular, High-Fidelity Quantum Pipeline — Positive
RGTI Zacks Investment Research — June 12, 2025RGTI doubles down on modular, high-fidelity quantum builds with Ankaa-3 and a roadmap targeting scalable, low-latency systems.

Applied Industrial Exhibits Strong Prospects Amid Persisting Headwinds — Neutral
AIT Zacks Investment Research — June 12, 2025AIT's growth surges on strength in the Engineered Solutions unit and strategic buyouts, despite rising costs and soft MRO trends.

Will Logic and Memory Growth Help ASML Meet 30-35B Euro Sales Target? — Neutral
ASML Zacks Investment Research — June 12, 2025With EUV ramping and High NA traction building, ASML Holding targets up to 35 billion euros in 2025 sales backed by logic and memory demand.

Betting on Disruption: Is Lemonade the Future of Insurance? — Positive
LMND MarketBeat — June 12, 2025After a long period of intense volatility, Lemonade, Inc. NYSE: LMND is back in the spotlight. The insurance technology company's stock has delivered powerful returns to shareholders, surging approximately 170% in the last 12 months and gaining nearly 40% in the past month alone.

A.I. monetization will be in focus for Adobe's after-hour earnings, according to Sam Vadas. She says the company needs to adapt with the evolving tech as competitors offer similar A.I.

Alphabet: Still A Textbook Buying Opportunity On Dips — Positive
GOOG GOOGL Seeking Alpha — June 12, 2025Google stock has rebounded sharply, but investor caution persists due to AI disruption risks and legal headwinds impacting its core ad business. Despite AI competition and legal setbacks, Google's robust search dominance and ongoing AI investments provide near-term stability and recovery potential. Cloud and Waymo businesses offer additional upside, and even a possible breakup could unlock further value beyond the ad-driven narrative.

FTRE INVESTOR ALERT: Robbins Geller Rudman & Dowd LLP Announces that Fortrea Holdings Inc. Investors with Substantial Losses Have Opportunity to Lead Investor Class Action Lawsuit — Neutral
FTRE Business Wire — June 12, 2025SAN DIEGO--(BUSINESS WIRE)--The suit alleges defendants issued false statements concerning Fortrea business and prospects resulting in its stock trading at inflated prices.

“Commitment to Our Communities:” Exelon Steps in to Provide $50 Million Customer Relief Fund for Customers Struggling with Higher Energy Supply Costs — Neutral
EXC Business Wire — June 12, 2025CHICAGO--(BUSINESS WIRE)--Exelon (Nasdaq: EXC) today announced a $50 million Customer Relief Fund to help low- and middle-income (LMI) customers struggling as energy supply costs escalate this summer. Exelon's local energy companies – Atlantic City Electric, BGE, ComEd, Delmarva Power, PECO and Pepco – will join with trusted local nonprofits to determine customer eligibility and administer relief. Each nonprofit will receive a portion of the $50 million commitment as a one-time charitable contr.

Elon Musk's Tesla sues former Optimus robot engineer for allegedly stealing trade secrets — Negative
TSLA New York Post — June 12, 2025Elon Musk's Tesla is suing one of its former engineers for allegedly stealing trade secrets related to its highly anticipated Optimus humanoid robot.

As jobless claims inch higher week over week, near-term PPI came in cooler than expected.

PFE's New & Acquired Drugs Hold Key to Revenue Growth Amid Headwinds — Neutral
PFE Zacks Investment Research — June 12, 2025PFE's new drug launches and Seagen acquisition are driving revenue gains despite COVID declines and market headwinds.

Nomad Foods Trades at a Bargain: Is it a Good Time to Buy the Stock? — Positive
NOMD Zacks Investment Research — June 12, 2025NOMD's low valuation, rising innovation and strong European category gains hint at a timely value opportunity.

AMAT Expects Advanced DRAM Sales to Grow 40%: Can It Keep its Lead? — Neutral
AMAT Zacks Investment Research — June 12, 2025Applied Materials bets big on DDR5 and HBM, projecting over 40% DRAM revenue growth and strong traction for Sym3 Magnum.

Chubb Stock Trades Above 200-Day SMA: What Should Investors Do? — Positive
CB Zacks Investment Research — June 12, 2025CB fuels growth with global middle-market expansion, strategic M&A, strong premiums, and a solid capital position despite catastrophe risk.

Nebius Expands AI Cloud in Europe With NVIDIA GB200 and Blackwell — Positive
NBIS Zacks Investment Research — June 12, 2025NBIS expands its AI Cloud with NVIDIA GB200 in Europe, deepening ties with NVIDIA and accelerating sovereign AI innovation.

3 GARP Stocks That Investors Can Scoop Up for Maximum Returns — Positive
ANET HWM SFM Zacks Investment Research — June 12, 2025Try the GARP strategy when seeking a profitable portfolio of stocks offering optimum value and growth investing. SFM, HWM and ANET hold promise.
