Lam Research Gains 18% in a Month: Should You Buy the Stock Now? — Positive
LRCX Zacks Investment Research — May 28, 2025AI boom and trade truce spark an 18% surge in LRCX shares in the past month. Strong margins, solid earnings and reasonable valuation make the stock worth buying.

Photronics Inc. (NASDAQ:PLAB ) Q2 2025 Earnings Conference Call May 28, 2025 8:30 AM ET Company Participants Ted Moreau - Vice President of Investor Relations Frank Lee - Chief Executive Officer George Macricostas - Chairman and Chief Executive Officer Eric Rivera - Chief Financial Officer Christopher Progler - Executive Vice President, Chief Technology Officer, Strategic Planning Conference Call Participants Thomas Diffely - D.A. Davidson & Co. Gowshi Sriharan - Singular Research Operator Good day and thank you for standing by.

KE Holdings: Fundamental Improvements Should Not Be Ignored — Positive
BEKE Seeking Alpha — May 28, 2025BEKE is outperforming China's property market, gaining share and scaling efficiently, with strong revenue and GTV growth despite macro headwinds. AI integration and new initiatives like home renovation and rental are driving productivity, higher margins, and diversified revenue streams. Short-term risks include policy delays, US-China trade tensions, and a dip in user engagement, but underlying demand remains resilient.

Elevance Looks Cheap Now: But is it Time to Buy or Dodge? — Positive
ELV Zacks Investment Research — May 28, 2025Strong capital efficiency and commercial growth make ELV appealing, but regulatory and cost headwinds keep investors cautious.

WTW Rises 24.7% in a Year but Lags Industry: How to Play the Stock — Neutral
WTW Zacks Investment Research — May 28, 2025Willis Towers stock rallies on the back of a strong new business, strategic acquisitions, solid customer retention levels and financial flexibility.

Here's Why You Should Add Inogen Stock to Your Portfolio Now — Positive
INGN Zacks Investment Research — May 28, 2025Expanding product portfolio and high prospects for POC raise optimism for INGN stock.

Applied Digital Rises 69% in a Month: Buy, Sell or Hold the Stock? — Negative
APLD Zacks Investment Research — May 28, 2025Applied Digital Corporation's APLD shares have surged 69.4% over the past month after declining till mid-April. The decline in its share price was not due to micro-factors but industry-specific headwinds, as certain hyperscalers were cancelling their leases during the first quarter of 2025.

U.S. Theater Stocks Gain on Memorial Day Records and Industry Revival — Positive
AMC CNK MCS Zacks Investment Research — May 28, 2025Shares of AMC, CNK and MCS jump as Memorial Day records fuel theater industry revival and highlight surging demand for premium moviegoing experiences.

Eagle Point (ECC) came out with quarterly earnings of $0.28 per share, beating the Zacks Consensus Estimate of $0.26 per share. This compares to earnings of $0.29 per share a year ago.

Countdown to Campbell (CPB) Q3 Earnings: Wall Street Forecasts for Key Metrics — Neutral
CPB Zacks Investment Research — May 28, 2025Evaluate the expected performance of Campbell (CPB) for the quarter ended April 2025, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.

Copa Holdings, S.A. (CPA) Soars to 52-Week High, Time to Cash Out? — Positive
CPA Zacks Investment Research — May 28, 2025Copa Holdings (CPA) is at a 52-week high, but can investors hope for more gains in the future? We take a look at the company's fundamentals for clues.

Mesa Labs (MLAB) Q4 Earnings and Revenues Lag Estimates — Negative
MLAB Zacks Investment Research — May 28, 2025Mesa Labs (MLAB) came out with quarterly earnings of $2.23 per share, missing the Zacks Consensus Estimate of $2.75 per share. This compares to earnings of $2.77 per share a year ago.

Urban Outfitters, Inc. (URBN) Hits Fresh High: Is There Still Room to Run? — Positive
URBN Zacks Investment Research — May 28, 2025Urban Outfitters (URBN) is at a 52-week high, but can investors hope for more gains in the future? We take a look at the company's fundamentals for clues.

Perdoceo Education Corporation (PRDO) Hit a 52 Week High, Can the Run Continue? — Positive
PRDO Zacks Investment Research — May 28, 2025Perdoceo Education (PRDO) is at a 52-week high, but can investors hope for more gains in the future? We take a look at the company's fundamentals for clues.

Honeywell Strikes Deal With Activist Investor Elliott, Adds Partner to Board — Positive
HON Investopedia — May 28, 2025Honeywell (HON) on Wednesday announced an agreement with activist investor Elliott Investment Management that will see Honeywell add one of Elliott's partners to its board.

Aegis Capital Corp. Announces the Hiring of a New Managing Director — Neutral
RY Accesswire — May 28, 2025NEW YORK, NY / ACCESS Newswire / May 28, 2025 / Aegis Capital Corp. ( www.aegiscapcorp.com )a full-service wealth management, financial services and investment banking firm is pleased to announce William "Randy" Moening has joined the firm as a Managing Director It is with great enthusiasm that Aegis Capital Corp announces the hiring of Randy Moening, CFP®, CLU® as a Managing Director to their Wealth Management division. Randy has spent 33 years serving Private Clients and specializes in investment management, estate & trust planning, insurance & risk management, and tailored financing.

Lost Money on Biohaven Ltd. (BHVN)? Contact Levi & Korsinsky About Investigation — Neutral
BHVN Accesswire — May 28, 2025NEW YORK, NY / ACCESS Newswire / May 28, 2025 / Levi & Korsinsky notifies investors that it has commenced an investigation of Biohaven Ltd. ("Biohaven Ltd.

Elastic Signs Five-Year Strategic Collaboration Agreement with AWS to Accelerate AI Innovation at Scale — Neutral
ESTC Business Wire — May 28, 2025SAN FRANCISCO--(BUSINESS WIRE)--Elastic (NYSE: ESTC), the Search AI company, announced a new five-year strategic collaboration agreement (SCA) with Amazon Web Services (AWS). The agreement reflects a shared commitment to help accelerate organizations' transition into AI-native enterprises through joint product integrations and go-to-market (GTM) initiatives that help customers build generative AI-based applications faster while reducing complexity. Building on a foundation of strong collaborati.

I maintain a positive, long-term view on Nebius shares, with fair value per share now at $55.5, up 27% from my prior estimate. Nebius AI's strong revenue growth, expanding data center capacity, and improving EBITDA loss drive my bullish thesis, despite high CapEx. Significant revaluation of ClickHouse boosted my Nebius's overall business value.

EVERHOME SUITES CONTINUES TO GROW ITS NATIONAL FOOTPRINT WITH NINE NEW OPENINGS AND GROUNDBREAKINGS ACROSS TEXAS, ARIZONA, OREGON, AND OHIO — Neutral
CHH PRNewsWire — May 28, 2025Choice Hotels International's new construction, midscale extended stay brand has opened 13 hotels in the last 14 months and has an additional 19 currently under construction NORTH BETHESDA, Md. , May 28, 2025 /PRNewswire/ -- Everhome Suites, the midscale extended stay brand from Choice Hotels International, Inc. (NYSE: CHH), continues to grow its nationwide footprint with the opening of six new properties, and three ground breakings in Texas, Oregon, and Ohio.
