3 Mining Stocks to Watch Amid Tariff Updates — Neutral
AG NEM RIO Schaeffers Research — May 29, 2025Commodities and safe haven assets are making noise on Wall Street, with tariff turmoil still firmly in focus.

BRP Inc. (NASDAQ:DOOO ) Q1 2026 Earnings Conference Call May 29, 2025 9:00 AM ET Company Participants Philippe Deschenes - Director of Investor Relations Jose Boisjoli - President and Chief Executive Officer Sebastien Martel - Chief Financial Officer Conference Call Participants Sabahat Khan - RBC Capital James Hardiman - Citi Benoit Poirier - Desjardins Capital Markets Craig Kennison - Baird Robin Farley - UBS Xian Siew - BNP Paribas Martin Landry - Stifel Mark Petrie - CIBC Martin Mitela - Raymond James Cameron Doerksen - National Bank Financial Tristan Thomas-Martin - BMO Capital Markets Brian Morrison - TD Cowen Operator …

Ford executive says loss of federal funding could 'imperil' battery factory — Negative
F Reuters — May 29, 2025Ford Executive Chair Bill Ford on Thursday sounded the alarm on the potential for Washington to do away with production tax credits that support the manufacturing of electric vehicle batteries.

28 Nexstar Television Stations Win 52 Regional Edward R. Murrow Awards for Outstanding Journalism and Exceptional Locally Produced News — Neutral
NXST Business Wire — May 29, 2025IRVING, Texas--(BUSINESS WIRE)--Nexstar Media Group's owned and operated television stations have earned a total of 52 regional Edward R. Murrow Awards for outstanding local news.

CNBC's Deirdre Bosa joins 'Money Movers' to discuss AI usage surge fueling Nvidia.

Moderna, Inc. (MRNA) Bernstein 41st Annual Strategic Decisions Conference Call Transcript — Neutral
MRNA Seeking Alpha — May 29, 2025Moderna, Inc. (NASDAQ:MRNA ) Bernstein 41st Annual Strategic Decisions Conference Call May 29, 2025 10:00 AM ET Company Participants Stephane Bancel - CEO & Director Conference Call Participants Courtney Breen - Bernstein Courtney Breen So I am thrilled to be here today with Stephane Bancel from Moderna. My name is Courtney Breen.

Gainey McKenna & Egleston Announces A Class Action Lawsuit Has Been Filed Against DoubleVerify Holdings, Inc. (DV) — Neutral
DV GlobeNewsWire — May 29, 2025NEW YORK, May 29, 2025 (GLOBE NEWSWIRE) -- Gainey McKenna & Egleston announces that a securities class action lawsuit has been filed in the United States District Court for the Southern District of New York on behalf of all persons or entities who purchased or otherwise acquired DoubleVerify Holdings, Inc. (“DoubleVerify” or the “Company”) (NYSE: DV) securities between November 10, 2023 and February 27, 2025, both dates inclusive (the “Class Period”).

Credo Technology: Q4 Could Be Great, But That Doesn't Mean The Stock Is A Buy — Positive
CRDO Seeking Alpha — May 29, 2025Credo Technology is well-positioned for AI infrastructure growth, benefiting from strong demand and Nvidia's positive results, but faces high customer concentration risk. Despite explosive revenue and earnings growth, Credo Technology stock's recent rally has pushed valuation too high relative to current fundamentals and risks. I'm assigning a Hold rating to CRDO shares due to elevated valuation, customer concentration, and weak free cash flow, preferring to wait for improvements or a pullback.

Synopsys says to forget what it said last night. It did get a BIS letter about exports to China. — Negative
SNPS Market Watch — May 29, 2025Shares of Synopsys Inc. took a sharp U-turn into the red on Thursday after the provider of semiconductor-design software withdrew its financial guidance given the uncertainties created by new restrictions on exports to China.

BURL's Q1 Earnings Top Estimates, Comparable Store Sales Flat Y/Y — Positive
BURL Zacks Investment Research — May 29, 2025Burlington Stores reports Q1 FY25 higher revenues and earnings, driven by strong merchandising, efficiency and store growth.

Tempus Fugit, Investors Regret? Short Seller Targets AI Darling, Warns CEO Is 'Cash Out King' (UPDATED) — Negative
TEM Benzinga — May 29, 2025Editor's note: This story has been updated to include a statement from a Tempus AI spokesperson.

Ex-PepsiCo exec who claimed he invented Flamin' Hot Cheetos loses defamation lawsuit against snack giant — Neutral
PEP New York Post — May 29, 2025Montanez, who stated off as as a Frito-Lay janitor, said he sparked what became Flamin' Hot Cheetos around 1989.

Nvidia defies headwinds with strong AI demand and margin recovery — Positive
NVDA Proactive Investors — May 29, 2025Wall Street analysts struck a bullish tone on Nvidia Corp (NASDAQ:NVDA, ETR:NVD) after the chipmaker's latest quarterly results, cheering strong fundamentals, accelerating AI rack-scale deployments, and improving gross margins despite near-term headwinds from US export restrictions to China. Bank of America noted the ramp-up of the new Blackwell architecture, de-risked China sales, and improving gross margins.

Goldman Sachs President John Waldron: Dealmaking Outlook Is Still ‘Quite Good' — Positive
GS PYMNTS — May 29, 2025Goldman Sachs President and Chief Operating Officer John Waldron said he is confident in the bank's dealmaking pipeline despite tariff-related uncertainty. “Our investment banking business is very strong, and I think the outlook remains quite good,” said Waldron, whose comments to investors at a conference Thursday (May 29) were reported by Reuters.

Concerns about a possible recession on the horizon doesn't seem to just be limited to advisors and investors. Recently, FactSet released a report detailing how companies within the S&P 500 have been discussing recessions on their latest earnings calls.

On this month's NEOS Investments' Monthly Income Podcast, ETF industry veteran Tom Lydon dug into the award-winning NEOS Nasdaq 100 High Income ETF (QQQI) with NEOS co-founders and managing partners Troy Cates and Garrett Paolella.

Zoetis Inc. (ZTS) Stifel 2025 Jaws & Paws Conference (Transcript) — Neutral
ZTS Seeking Alpha — May 29, 2025Zoetis Inc. (NYSE:ZTS ) Stifel 2025 Jaws & Paws Conference May 29, 2025 9:10 AM ET Company Participants Wetteny Joseph - Chief Financial Officer Conference Call Participants Jon Block - Stifel Jon Block Great. Thank you.

AVIDXCHANGE BUYOUT INVESTIGATION: Kaskela Law LLC Announces Investigation into AvidXchange Holdings, Inc. (NASDAQ: AVDX) Proposed Stockholder Buyout and Encourages Investors to Contact the Firm - Does $10.00 Per Share Represent Sufficient Value? — Neutral
AVDX Accesswire — May 29, 2025PHILADELPHIA, PA / ACCESS Newswire / May 29, 2025 / The law firm of Kaskela Law LLC announces that it is investigating the fairness of the recently announced proposed buyout of AvidXchange Holdings, Inc. (NASDAQ:AVDX) ("AvidXchange") shareholders to determine if the proposed buyout price provides investors with sufficient consideration for their AVDX shares. Click here for additional information: https://kaskelalaw.com/case/avidxchange/ On May 6, 2025, AvidXchange announced that it had agreed to be acquired by an investment group led by private equity firm TPG at a price of $10.00 per share in cash.

Equinor Best-Positioned Company As Europe Fails To Adequately Build Natural Gas Inventories — Neutral
EQNR Seeking Alpha — May 29, 2025European gas storage remains below historical averages, signaling likely higher prices ahead and a bullish setup for Equinor as Europe's top natural gas supplier. Equinor's financials are resilient, with stable earnings despite lower oil prices, rising revenues, and a strategic shift from renewables to profitable gas power generation. Equinor trades at a low P/E ratio and offers a nearly 9% dividend, making it more attractive than European peers like Shell and BP, given its upside catalysts.

Honeywell International Inc (HON) 3rd Annual Jefferies eVTOL / AAM Summit (Transcript) — Neutral
HON Seeking Alpha — May 29, 2025Honeywell International Inc (NASDAQ:HON ) 3rd Annual Jefferies eVTOL / AAM Summit Conference May 28, 2025 11:20 AM ET Company Participants David Shilliday - VP & General Manager, Unmanned Aerial Systems & Urban Air Mobility Sean Meakim - VP of Investor Relations Conference Call Participants Sheila Kahyaoglu - Jefferies Sheila Kahyaoglu Good morning, everyone. My name is Sheila Kahyaoglu with the Jefferies Aerospace, Defense and Airlines Equity Research team.
