Occidental Vs. Chevron: Buffett Bought Both, But Which Is Better For You? — Neutral

CVX  OXY   Seeking Alpha — June 03, 2025

Occidental and Chevron are two excellent but very different oil companies. Chevron is an excellent dividend/total return stock, while OXY should provide capital gains as well. OXY is somewhat misdescribed as an integrated oil company; it's actually an odd but highly efficient exploration and production company with no downstream business but a midstream chemical unit. OXY is best understood by studying its long-term debt levels and pulling from cash flow numbers the exact times of acquiring and repaying debt.

image for news Occidental Vs. Chevron: Buffett Bought Both, But Which Is Better For You?

NEW YORK , June 3, 2025 /PRNewswire/ -- Why: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Digimarc Corporation (NASDAQ: DMRC) between May 3, 2024 and February 26, 2025, both dates inclusive (the "Class Period"), of the important July 8, 2025 lead plaintiff deadline. So what: If you purchased Digimarc securities 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.

image for news DMRC Investors Have Opportunity to Lead Digimarc Corporation Securities Fraud Lawsuit

NEW YORK , June 3, 2025 /PRNewswire/ -- Why: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Civitas Resources, Inc. (NYSE: CIVI) between February 27, 2024 and February 24, 2025, both dates inclusive (the "Class Period"), of the important July 1, 2025 lead plaintiff deadline. So What: If you purchased Civitas Resources securities you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.

image for news CIVI Investors Have Opportunity to Lead Civitas Resources, Inc. Securities Fraud Lawsuit

SAMT: Highly Sophisticated Active Strategy With Unconvincing Returns — Neutral

SAMT   Seeking Alpha — June 03, 2025

Incepted in January 2022, SAMT is an actively managed vehicle with a strategy revolving around macro themes like AI, de-globalization, etc. It is benchmarked against the S&P 500. At this juncture, it has 36 holdings, including a massive cash position. Most companies have excellent growth characteristics, yet are expensive and have a few quality issues. 2022 was a success, and so were 2024 and 2025 to date. Yet, owing to feeble 2023, SAMT's annualized return is 1.4% below that of IVV.

image for news SAMT: Highly Sophisticated Active Strategy With Unconvincing Returns

Equinor ASA: Share buy-back – second tranche for 2025 — Neutral

EQNR   GlobeNewsWire — June 03, 2025

Please see below information about transactions made under the second tranche of the 2025 share buy-back programme for Equinor ASA (OSE:EQNR, NYSE:EQNR, CEUX:EQNRO, TQEX:EQNRO).

image for news Equinor ASA: Share buy-back – second tranche for 2025

Harvia Plc (CEO: Matias Järnefelt; hereafter “Harvia”) and Toyota Motor Corporation (Operating Officer, President: Koji Sato; hereafter “Toyota”) teamed up to produce a concept model for what is believed to be the world's first hydrogen-powered sauna (as of this writing, according to the investigations of Harvia and Toyota). The collaboration represents a step toward a more sustainable future for saunas by combining Harvia's sauna expertise with Toyota's hydrogen combustion technology.

image for news Harvia and Toyota Co-Develop Concept Model for Hydrogen Sauna Utilizing Hydrogen Combustion Technology - Demonstration in Finland to Explore New Potential Applications for Hydrogen and Carbon Neutrality-

TSMC Sees Limited Tariff Impact on AI Strength — Positive

TSM   WSJ — June 03, 2025

The chip maker's chief executive reiterated confidence in the strength of AI-driven semiconductor demand.

image for news TSMC Sees Limited Tariff Impact on AI Strength

Life360 Announces Pricing of Upsized Convertible Senior Notes Offering — Neutral

LIF   GlobeNewsWire — June 03, 2025

SAN FRANCISCO, June 03, 2025 (GLOBE NEWSWIRE) -- Life360, Inc. (“Life360” or the “Company”) (NASDAQ: LIF, ASX: 360), today announced the pricing of its offering of $275.0 million aggregate principal amount of 0.00% convertible senior notes due 2030 (the “notes”) in a private offering to persons reasonably believed to be qualified institutional buyers pursuant to Rule 144A under the Securities Act of 1933, as amended (the “Securities Act”). The offering size was increased from the previously announced offering size of $250 million aggregate principal amount of notes.

image for news Life360 Announces Pricing of Upsized Convertible Senior Notes Offering

Piedmont Office Realty Trust is deeply undervalued, with a forward P/FFO of 4.8x and a 21% FFO yield, presenting a compelling opportunity. The company is rapidly leasing vacant spaces, raising full-year guidance by 29%, and locking in positive cash rent increases, signaling strong asset desirability. Dividend elimination was a strategic move to fund growth at a rapid pace, setting up for potential dividend reinstatement in 2026 at an attractive yield + 11% yield.

image for news Piedmont Office Realty Trust: Improved 2025 Leasing Guidance Reinforces My Strong Buy

New data shows homeowners are becoming more aware of risk prevention options WORCESTER, Mass. , June 3, 2025 /PRNewswire/ -- According to the 2025 Hanover Home Report: Loss Prevention released today by The Hanover Insurance Group, Inc. (NYSE: THG), many homeowners1 still can take steps to protect their homes from significant and costly damage.

image for news 2025 Hanover Home Report Finds Homeowners Have Ample Opportunities to Increase Home Safety

Colgate-Palmolive: Pet Nutrition Is Hidden Gem; Initiate 'Strong Buy' — Positive

CL   Seeking Alpha — June 03, 2025

I rate Colgate-Palmolive a 'Strong Buy' with a fair value of $117, driven by strong brands and global market leadership. The Hill's Pet Nutrition segment is a key growth driver, benefiting from rising pet ownership and millennial demand. Despite a slow growth year in FY25, due to weak consumption and tariff uncertainty, I expect normalization and margin expansion from FY26 onward.

image for news Colgate-Palmolive: Pet Nutrition Is Hidden Gem; Initiate 'Strong Buy'

Addex Convenes Annual General Meeting 2025 — Neutral

ADXN   GlobeNewsWire — June 03, 2025

Geneva, Switzerland, June 3, 2025 - Addex Therapeutics (SIX: ADXN and Nasdaq: ADXN), a clinical-stage biopharmaceutical company focused on developing a portfolio of novel small molecule allosteric modulators for neurological disorders, announced today that its 2025 Annual General Meeting will take place on Tuesday June 24, 2025, at 11:00 am CEST at the Campus Biotech, Chemin des Mines 9, 1202 Geneva (doors open at 10:30 am).

image for news Addex Convenes Annual General Meeting 2025

June 3, 2025 Amsterdam, the Netherlands – argenx (Euronext & Nasdaq: ARGX), a global immunology company committed to improving the lives of people suffering from severe autoimmune diseases, today announced that Karl Gubitz, Chief Financial Officer, will participate in a fireside chat at the Goldman Sachs 46th Annual Global Healthcare Conference on Tuesday, June 10, 2025 at 8:40 AM ET in Miami, FL.

image for news argenx to Present at Goldman Sachs 46th Annual Global Healthcare Conference

TSMC denies Middle East fab plans — Neutral

TSM   CNBC International TV — June 03, 2025

TSMC has denied reports that the company is considering setting up a semiconductor fabrication plant in the Middle East. CNBC's Emily Tan reports.

image for news TSMC denies Middle East fab plans

TBT For A Bond Market 'Crack' — Negative

TBT   Seeking Alpha — June 03, 2025

The U.S. 30-year Treasury bond market remains in a bearish trend, with critical support at the October 2023 low and risks of a further breakdown. Jamie Dimon and bond market vigilantes warn of a potential 'crack' in the bond market, driven by high U.S. debt, policy uncertainty, and rising rates. Moody's recent downgrade and persistent fiscal concerns reinforce the bearish case, but surprises or shocks could trigger a bond market rally.

image for news TBT For A Bond Market 'Crack'

PagerDuty: Revenues Need To Improve — Positive

PD   Seeking Alpha — June 03, 2025

PagerDuty continues to work towards achieving GAAP profitability. Customer metrics were soft, with net retention and large customer counts declining, but total paid customers increased sequentially. Guidance disappointed, with the revenue outlook trimmed for the full year, though margin and non-GAAP EPS targets were modestly raised.

image for news PagerDuty: Revenues Need To Improve

China's PMI falls below 50, stoking economic fears amid renewed US trade frictions.

image for news China Manufacturing PMI Slumps as Trade War Threatens Recovery, Job Market Weakens

CURE: A Useful Speculative Tool But Not An Investing Hold — Neutral

CURE   Seeking Alpha — June 03, 2025

CURE is designed for daily 3x leveraged exposure to the healthcare sector, making it suitable for short-term speculation or hedging, not long-term investment. Daily resets and derivatives costs cause value decay over time, so holding CURE for months or years leads to underperformance versus the underlying index. CURE is effective for tactical trades or hedges on short-term healthcare sector moves, but not for buy-and-hold strategies.

image for news CURE: A Useful Speculative Tool But Not An Investing Hold

NEW YORK, NY / ACCESS Newswire / June 3, 2025 / If you suffered a loss on your Compass Group Diversified Holdings, LLC (NYSE:CODI) 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/compass-diversified-lawsuit-submission-form?prid=151380&wire=1&utm_campaign=8 or contact Joseph E. Levi, Esq.

image for news Class Action Lawsuit Filed: Compass Group Diversified Holdings, LLC (CODI) - Join by July 8, 2025 - Contact Levi & Korsinsky

AUSTIN, Texas and TAMPERE, Finland , June 3, 2025 /PRNewswire/ -- Silicon Labs (NASDAQ: SLAB), the leading innovator in low-power wireless solutions, and Wirepas, a global leader in decentralized IoT connectivity, today announced they have shipped 10 million wireless SoCs running Wirepas' RF mesh connectivity software, primarily in the Indian market with the Silicon Labs sub-GHz FG23 SoC. These chips power some of the world's largest and most demanding industrial mesh networks across sectors including smart electricity metering, emergency lighting, industrial monitoring and building automation.

image for news Silicon Labs and Wirepas Surpass 10 Million Chipsets, Powering Industrial IoT at Scale