GM's Q1 2025 earnings showed strong U.S. sales growth and robust EV production. But the company could be vulnerable to the ongoing tariff risks given its overseas exposure. At confusing times, I like to check out insider transactions and see what they are doing/thinking.

Portman Ridge Finance: Q1 Earnings Reveal More Downside Risks — Negative
PTMN Seeking Alpha — June 03, 2025I maintain my sell rating on PTMN due to weak earnings, ongoing NAV decline, and deteriorating dividend coverage, despite a large discount to NAV. PTMN's portfolio quality is slipping, with non-accruals rising to 2.6% and limited new investment activity, signaling ongoing downside risk. The current 16.1% dividend yield is barely covered by earnings, leaving little margin for error and raising concerns about future payout sustainability.

DV Investors Have Opportunity to Lead DoubleVerify Holdings, Inc. Securities Fraud Lawsuit — Neutral
DV PRNewsWire — June 03, 2025NEW YORK , June 3, 2025 /PRNewswire/ -- Why: Rosen Law Firm, a global investor rights law firm, reminds purchasers of common stock of DoubleVerify Holdings, Inc. (NYSE: DV) between November 10, 2023 and February 27, 2025, both dates inclusive (the "Class Period"), of the important July 21, 2025 lead plaintiff deadline. So What: If you purchased DoubleVerify common stock during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.

Kopin has survived AR/VR industry challenges by pivoting to defense, securing strong DoD relationships, and multi-year platform wins. Under new leadership, operational focus and cost control are driving revenue growth, margin recovery, and a path to breakeven in 2025. The SBMC/IVAS defense programs offer transformative revenue potential, with KOPN uniquely positioned as the only US-based MicroLED supplier.

Akamai Addresses DNS Security and Compliance Challenges with Industry-First DNS Posture Management — Neutral
AKAM PRNewsWire — June 03, 2025New solution provides unified, multicloud visibility and real-time monitoring to prevent DNS-based attacks CAMBRIDGE, Mass. , June 3, 2025 /PRNewswire/ -- Akamai Technologies Inc. (NASDAQ: AKAM), the cybersecurity and cloud computing company that powers and protects business online, today introduced Akamai DNS Posture Management, an industry-first solution that offers unified, multicloud visibility over all DNS assets.

Clarivate Partners with CRKN to Further Canada's Research Goals — Neutral
CLVT PRNewsWire — June 03, 2025Web of Science Provides Expanded Access to Essential Research Tools and Data for Canadian Libraries and Research Institutions LONDON , June 3, 2025 /PRNewswire/ -- Clarivate Plc (NYSE:CLVT), a leading global provider of transformative intelligence, today announced a multi-year partnership with the Canadian Research Knowledge Network (CRKN), a consortium of libraries and research institutions in Canada. The agreement provides 55 Canadian universities with expanded access to the Web of Science and is designed to enhance inter-member research collaborations, improving accessibility to Web of Science content for all members.

Manhattan Associates Transforms Enterprise Selling with Enterprise Promise & Fulfill™ — Neutral
MANH Business Wire — June 03, 2025LONDON--(BUSINESS WIRE)--Manhattan Associates Inc. (NASDAQ: MANH), the global leader in supply chain commerce solutions, today announced the launch of Enterprise Promise & Fulfill™, a breakthrough cloud-native solution that transforms traditional order management by augmenting existing ERP systems with advanced capabilities to maximise inventory visibility, intelligent order promising, and fulfilment optimisation. Focusing on enhancing a customer's existing ERP landscape, this solution is p.

Harmonic Transforms Broadband Connectivity Experience Through Collaboration with CUJO AI — Neutral
HLIT PRNewsWire — June 03, 2025Advanced Integration Enables Exceptional Broadband Experiences for Latency-Sensitive Interactive Applications SAN JOSE, Calif. , June 3, 2025 /PRNewswire/ -- Harmonic (NASDAQ: HLIT) today announced a collaboration to integrate CUJO AI® network intelligence software with Harmonic's market-leading cOS™ virtualized broadband platform.

Barco Launches ClickShare Hub: the First Modular Wireless Conferencing Room System Built on the Microsoft Device Ecosystem Platform — Neutral
MSFT Business Wire — June 03, 2025KORTRIJK, Belgium--(BUSINESS WIRE)--Barco, a global leader in meeting room technology, introduces ClickShare Hub, a modular wireless video conferencing room system for effortless hybrid meetings. ClickShare Hub is a Microsoft Teams Rooms device, enabling AI-assisted meeting experiences and adding intelligent productivity to the meeting room. ClickShare Hub is the first modular Microsoft Teams Room device built on the Microsoft Device Ecosystem Platform (MDEP), Microsoft's Android-based operatin.

Vertical Aerospace Appoints Former MI5 Director General Lord Andrew Parker to Board — Neutral
EVTL Business Wire — June 03, 2025LONDON & NEW YORK--(BUSINESS WIRE)--Vertical Aerospace (Vertical) [NYSE: EVTL], a global aerospace and technology company that is pioneering electric aviation, today announced the appointment of Lord Andrew Parker to its Board of Directors, strengthening the company's leadership in defence, national security, and government affairs. The appointment is effective as of 2 June 2025. Lord Parker brings deep experience in national security and intelligence from his distinguished career serving the U.

Top Wall Street Forecasters Revamp Dollar General Expectations Ahead Of Q1 Earnings — Neutral
DG Benzinga — June 03, 2025Dollar General Corporation DG will release its first-quarter financial results before the opening bell on Tuesday, June 3.

Keysight to divest Spirent units to VIAVI as part of US consent agreement — Neutral
KEYS SPMYY SPNUF VIAV Reuters — June 03, 2025Electronic equipment maker Keysight Technologies on Tuesday said it will divest Spirent Communications' high-speed ethernet and other business lines to VIAVI Solutions as part of a consent agreement with the U.S. Department of Justice.

British American Tobacco Raises Outlook on Better-Than-Expected Revenue — Positive
BTI WSJ — June 03, 2025The FTSE 100 company expects the U.S. to return to revenue and profit growth, driven by strengthening delivery in the combustibles category and the performance of its Velo Plus product.

Alibaba: Strong Cloud And AI Progress Despite Poor Sentiment — Neutral
BABA Seeking Alpha — June 03, 2025Alibaba's recent earnings have dampened sentiment on Wall Street as the company missed both EPS and revenue estimates. However, there are several bright spots in the recent earnings numbers that can significantly improve the earnings trajectory of the company. The cloud business is showing a higher revenue growth trend with 18% YoY growth and 69% YoY improvement in EBITA.

Investor Alert: Deadline Approaching to Join Civitas Resources, Inc. (CIVI) Class Action - Contact Levi & Korsinsky — Neutral
CIVI Accesswire — June 03, 2025NEW YORK, NY / ACCESS Newswire / June 3, 2025 / If you suffered a loss on your Civitas Resources, Inc. (NYSE:CIVI) 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/civitas-resources-lawsuit-submission-form?prid=151381&wire=1&utm_campaign=25 or contact Joseph E. Levi, Esq.

July 7, 2025 Deadline Approaching: Join Class Action Against Digimarc Corporation (DMRC) - Contact Levi & Korsinsky — Neutral
DMRC Accesswire — June 03, 2025NEW YORK, NY / ACCESS Newswire / June 3, 2025 / If you suffered a loss on your Digimarc Corporation (NASDAQ:DMRC) 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/digimarc-corporation-lawsuit-submission-form-2?prid=151382&wire=1&utm_campaign=30 or contact Joseph E. Levi, Esq.

Cactus: A Growing And Solid Performer In A Tough Neighborhood — Positive
WHD Seeking Alpha — June 03, 2025Cactus remains a resilient, capex-light onshore equipment provider with strong margins and a robust balance sheet despite recent oil price pressures. The Flexsteel acquisition and new Baker Hughes JV expand Cactus's product portfolio and international exposure, enhancing diversification at attractive EBITDA multiples. Shares have pulled back significantly, now trading at just 12x last year's earnings, presenting a more attractive entry point for long-term investors.

Deutsche Bank lifts S&P 500 year-end target amid Wall Street upgrade wave — Positive
DB IVV SPLG SPXL SPY SSO UPRO VOO Reuters — June 03, 2025Deutsche Bank has raised its year-end target for the S&P 500 to 6,550 from 6,150, citing lower tariff-related earnings drag and a resilient economy, in a move that comes amid a broader wave of target upgrades by major Wall Street brokerages.

IPO activity remains low in early 2025 despite recent high-profile debuts and filings. May 2025 saw the lowest number of IPO filings in six months, continuing a slow trend. Optimism for a stronger IPO market in the second half of the year hinges on market stability and potential interest rate cuts.

Meta's lawyers go up against the European Commission on Tuesday to challenge having part of the company's social-networking business included in the bloc's Big Tech market crackdown.
