3 Mining Stocks to Watch Amid Tariff Updates — Neutral

AG  NEM  RIO   Schaeffers Research — May 29, 2025

Commodities and safe haven assets are making noise on Wall Street, with tariff turmoil still firmly in focus.

image for news 3 Mining Stocks to Watch Amid Tariff Updates

BRP Inc. (DOOO) Q1 2026 Earnings Call Transcript — Neutral

DOOO   Seeking Alpha — May 29, 2025

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 …

image for news BRP Inc. (DOOO) Q1 2026 Earnings Call Transcript

Ford 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.

image for news Ford executive says loss of federal funding could 'imperil' battery factory

IRVING, 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.

image for news 28 Nexstar Television Stations Win 52 Regional Edward R. Murrow Awards for Outstanding Journalism and Exceptional Locally Produced News

Nvidia's inference growth engine — Positive

NVDA   CNBC Television — May 29, 2025

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

image for news Nvidia's inference growth engine

Moderna, 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.

image for news Moderna, Inc. (MRNA) Bernstein 41st Annual Strategic Decisions Conference Call Transcript

NEW 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”).

image for news Gainey McKenna & Egleston Announces A Class Action Lawsuit Has Been Filed Against DoubleVerify Holdings, Inc. (DV)

Credo 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.

image for news Credo Technology: Q4 Could Be Great, But That Doesn't Mean The Stock Is A Buy

Shares 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.

image for news Synopsys says to forget what it said last night. It did get a BIS letter about exports to China.

BURL's Q1 Earnings Top Estimates, Comparable Store Sales Flat Y/Y — Positive

BURL   Zacks Investment Research — May 29, 2025

Burlington Stores reports Q1 FY25 higher revenues and earnings, driven by strong merchandising, efficiency and store growth.

image for news BURL's Q1 Earnings Top Estimates, Comparable Store Sales Flat Y/Y

Editor's note: This story has been updated to include a statement from a Tempus AI spokesperson.

image for news Tempus Fugit, Investors Regret? Short Seller Targets AI Darling, Warns CEO Is 'Cash Out King' (UPDATED)

Montanez, who stated off as as a Frito-Lay janitor, said he sparked what became Flamin' Hot Cheetos around 1989.

image for news Ex-PepsiCo exec who claimed he invented Flamin' Hot Cheetos loses defamation lawsuit against snack giant

Nvidia defies headwinds with strong AI demand and margin recovery — Positive

NVDA   Proactive Investors — May 29, 2025

Wall 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.

image for news Nvidia defies headwinds with strong AI demand and margin recovery

Goldman 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.

image for news Goldman Sachs President John Waldron: Dealmaking Outlook Is Still ‘Quite Good'

Got Recession Worries? Quality ETF Investing Could Help — Neutral

QGRO   ETF Trends — May 29, 2025

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.

image for news Got Recession Worries? Quality ETF Investing Could Help

NEOS' Monthly Income Podcast – The Award-Winning QQQI — Positive

QQQI   ETF Trends — May 29, 2025

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.

image for news NEOS' Monthly Income Podcast – The Award-Winning QQQI

Zoetis Inc. (ZTS) Stifel 2025 Jaws & Paws Conference (Transcript) — Neutral

ZTS   Seeking Alpha — May 29, 2025

Zoetis 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.

image for news Zoetis Inc. (ZTS) Stifel 2025 Jaws & Paws Conference (Transcript)

PHILADELPHIA, 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.

image for news 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?

European 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.

image for news Equinor Best-Positioned Company As Europe Fails To Adequately Build Natural Gas Inventories

Honeywell 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.

image for news Honeywell International Inc (HON) 3rd Annual Jefferies eVTOL / AAM Summit (Transcript)