Patience Pays Off: How to Play ETFs With Long-Term Goals — Neutral

IVE  IVV  IWD  JQUA  QUAL  SPHQ  SPY  VOO  VTV   Zacks Investment Research — June 02, 2025

Fed flags long-term inflation risks as tariff chaos and debt woes fuel investor unease; value and quality ETFs emerge as safer long-term plays.

image for news Patience Pays Off: How to Play ETFs With Long-Term Goals

Walt Disney Co. to Lay Off Hundreds — Negative

DIS   WSJ — June 02, 2025

Walt Disney is laying off several hundred people globally across multiple divisions, including marketing for film and television, TV publicity, casting and development, and corporate financial operations.

image for news Walt Disney Co. to Lay Off Hundreds

HOUSTON, TX / ACCESS Newswire / June 2, 2025 / MultiSensor AI Holdings, Inc. ("MultiSensor AI," "MSAI" or "Company") (Nasdaq:MSAI), a pioneer in condition-based monitoring and predictive maintenance enabling Industry 4.0, today announced the appointment of its new Chief Executive Officer and President to lead the Company's strategic growth objectives. Mr. Akram is expected to start with MSAI on June 23, 2025.

image for news MultiSensor AI Announces Asim Akram as CEO to Expand Market Penetration and Accelerate Adoption of Innovative Solutions

Multi-Asset ETF (AOA) Hits New 52-Week High — Positive

AOA   Zacks Investment Research — June 02, 2025

For investors seeking momentum, iShares Core 80/20 Aggressive Allocation ETF AOA is probably on the radar. The fund just hit a 52-week high and is up 17.65% from its 52-week low price of $68.45/share.

image for news Multi-Asset ETF (AOA) Hits New 52-Week High

"New all-time highs for tech are on the horizon," says Wedbush's Dan Ives. He believes the next leg of A.I.

image for news Ives: "Biggest Value to Tesla is Ahead," NVDA to $250, "Steps Back" from Tariffs

Banking giant updates Nvidia stock price target — Positive

NVDA   Finbold — June 02, 2025

Bank of America (BofA) has raised its price target for Nvidia (NASDAQ: NVDA) to $180 from $160, reaffirming the semiconductor giant as its top pick.

image for news Banking giant updates Nvidia stock price target

New Solar Site Generating Energy in Berkeley County, West Virginia — Neutral

FE   PRNewsWire — June 02, 2025

Mon Power and Potomac Edison complete 36-acre solar project in Marlowe FAIRMONT, W.Va. , June 2, 2025 /PRNewswire/ -- Mon Power and Potomac Edison, subsidiaries of FirstEnergy Corp. (NYSE: FE), have completed their third utility-scale solar site in West Virginia to help meet the state's electricity needs.

image for news New Solar Site Generating Energy in Berkeley County, West Virginia

Cryptocurrency exchange Coinbase knew as far back as January about a customer data leak at an outsourcing company connected to a larger breach estimated to cost up to $400 million, six people familiar with the matter told Reuters.

image for news Coinbase breach linked to customer data leak in India, sources say

Brown & Brown: An Insurance Broker To Buy Despite Continued Bullishness — Positive

BRO   Seeking Alpha — June 02, 2025

Brown & Brown gets a buy rating as my first insurance broker being covered. Growth is driven by acquisitions, organic customer gains, and specialty insurance niches, though competition from larger peers is present. Consistent profitability, an attractive debt/equity, and a positive dividend growth trend support a cautiously bullish outlook.

image for news Brown & Brown: An Insurance Broker To Buy Despite Continued Bullishness

Kymera: Positive Phase 1 KT-621 Study Leads To Q4 2025 AD Treatment Data — Positive

KYMR   Seeking Alpha — June 02, 2025

Kymera Therapeutics' KT-621 demonstrated strong proof-of-concept as an oral STAT6 degrader, showing biologic-like efficacy in phase 1 healthy volunteer data. Results from phase 1b BroADen study, using KT-621 to target patients with moderate-to-severe atopic dermatitis, expected Q4 of 2025. Robust pipeline in place, including a Sanofi partnership on KT-474 and a new IRF5 degrader, diversifies its immunology targeting market opportunity.

image for news Kymera: Positive Phase 1 KT-621 Study Leads To Q4 2025 AD Treatment Data

10-Year Treasury Yield Long-Term Perspective: May 2025 — Neutral

VBIL  VGIT  VGLT   ETF Trends — June 02, 2025

This article looks at the 10-year Treasury yield's historical trends since 1962, exploring its relationship with key economic indicators like the Fed Funds Rate (FFR), inflation, and the S&P 500. The 10-year Treasury yield has experienced dramatic fluctuations, ranging from a peak of 15.

image for news 10-Year Treasury Yield Long-Term Perspective: May 2025

Summit Therapeutics: Market Overreaction Creates Opportunity — Positive

SMMT   Seeking Alpha — June 02, 2025

Summit's ivonescimab showed a 48% reduction in disease progression risk in EGFR-mutant lung cancer — a best-in-class result in a tough-to-treat population. Overall survival data is trending positive but has not yet reached statistical significance; further follow-up may tip the balance. The recent stock sell-off reflects regulatory uncertainty rather than drug failure, creating a potential buying opportunity for long-term investors.

image for news Summit Therapeutics: Market Overreaction Creates Opportunity

Zscaler Will Hit $360 Soon: Here's the How and Why — Positive

ZS   MarketBeat — June 02, 2025

Zscaler's NASDAQ: ZS share price is expected to reach $360 due to technical price action, favorable analyst sentiment, and the results driving it. The latest price action has this market breaking out to new highs, confirming not only the near-term uptrend but also breaking the market out of a long-term trading range.

image for news Zscaler Will Hit $360 Soon: Here's the How and Why

Jared Holz, Mizuho health care equity strategist, joins 'The Exchange' to discuss the impact of tariffs on pharmaceuticals and how to trade in the sector.

image for news Pharma may face more fundamentally negative headlines ahead, says Mizuho's Jared Holz

CHICAGO , June 2, 2025 /PRNewswire/ -- Edward and Ludmila Smolyansky, beneficial owners of approximately 27% of Lifeway Foods (NASDAQ: LWAY), today issued a statement expressing serious concerns about the company's Q1 2025 performance and what they describe as the Board's ongoing pattern of poor governance and misaligned priorities. Although Lifeway reported a 44% year-over-year increase in GAAP earnings per share, Mr.

image for news Edward Smolyansky Announces Campaign Updates, Files Revised Preliminary Consent Statement to Remove and Replace Lifeway Foods' Directors

JPMorgan Chase CEO Jamie Dimon said his retirement is “several years away.” Asked about his plans by Marie Bartiromo during an appearance on Fox Business' Mornings With Maria that aired Monday (June 2), Dimon also said he may remain at the bank for a couple of years as chairman, executive chairman or a similar role.

image for news JPMorgan Chase CEO Jamie Dimon Says Retirement ‘Several Years Away'

Phase 2a trial of RAP-219 in refractory focal epilepsy fully enrolled and on track for topline results in September 2025 Phase 2a trial of RAP-219 in refractory focal epilepsy fully enrolled and on track for topline results in September 2025

image for news Rapport Therapeutics Hosts Investor and Analyst Day; Provides Corporate Updates

Carvana: So Trendy, So Expensive — Positive

CVNA   Seeking Alpha — June 02, 2025

Carvana has executed an impressive operational turnaround, delivering record growth, improved margins, and efficient scaling in recent quarters. Despite strong business performance, the stock is extremely overvalued by all traditional metrics, trading at a significant premium to the sector. Investor enthusiasm and belief drive Carvana's price far ahead of fundamentals, making it a highly speculative, sentiment-driven play.

image for news Carvana: So Trendy, So Expensive

Boeing stock upgraded on turnaround confidence — Positive

BA   Proactive Investors — June 02, 2025

Boeing Co (NYSE:BA, ETR:BCO) has earned an upgrade from Bank of America “Buy” from “Neutral,” with analysts citing growing confidence in the aerospace giant's turnaround under CEO Kelly Ortberg and its emerging role as a favored asset in U.S. trade negotiations. “Under Kelly's leadership, we are more confident BA can break the ‘doom loop,'” BofA analysts wrote in a note titled Sisyphus on the path to breaking the 'doom loop'.

image for news Boeing stock upgraded on turnaround confidence

Is the Options Market Predicting a Spike in Vertiv (VRT) Stock? — Neutral

VRT   Zacks Investment Research — June 02, 2025

Investors need to pay close attention to Vertiv (VRT) stock based on the movements in the options market lately.

image for news Is the Options Market Predicting a Spike in Vertiv (VRT) Stock?