Reservoir Media, Inc. (RSVR) Q4 2025 Earnings Conference Call Transcript — Neutral
RSVR Seeking Alpha — May 28, 2025Reservoir Media, Inc. (NASDAQ:RSVR ) Q4 2025 Earnings Conference Call May 28, 2025 10:00 AM ET Company Participants Jackie Marcus - Investor Relations, Alpha IR Group Golnar Khosrowshahi - Founder and Chief Executive Officer Jim Heindlmeyer - Chief Financial Officer Conference Call Participants Richard Baldry - ROTH Capital Partners Griffin Boss - B. Riley Securities Operator Greetings and welcome to Reservoir Media's Fourth Quarter Fiscal Year 2025 Earnings Conference Call.

East Hanover Welcomes DXL: Because Offering Big + Tall Men's Clothes That Fit Shouldn't Be Remarkable, But It Is — Neutral
DXLG PRNewsWire — May 28, 2025EAST HANOVER, N.J. , May 28, 2025 /PRNewswire/ -- Destination XL Group, Inc. (Nasdaq: DXLG), the leading integrated-commerce retailer specializing in Big + Tall men's clothing and shoes, announces the grand opening of its latest store in East Hanover, NJ, located in Hanover Commons at 200 NJ-10.

Malcolm Ethridge, Managing Partner at Capital Area Planning Group, joins CNBC's Halftime Report to explain why he's selling Palo Alto.

Visa Inc. (V) Bernstein's 41st Annual Strategic Decisions Conference (Transcript) — Neutral
V Seeking Alpha — May 28, 2025Visa Inc. (NYSE:V ) Bernstein's 41st Annual Strategic Decisions Conference May 28, 2025 10:00 AM ET Company Participants Chris Suh - Chief Financial Officer Conference Call Participants Harshita Rawat - Bernstein Harshita Rawat Good morning again, everyone. I am Harshita Rawat, Bernstein's Senior Analyst covering payments, processors and IT services.

Northrop Grumman Corporation (NOC) Bernstein's 41st Annual Strategic Decisions Conference (Transcript) — Neutral
NOC Seeking Alpha — May 28, 2025Northrop Grumman Corporation (NYSE:NOC ) Bernstein's 41st Annual Strategic Decisions Conference May 28, 2025 10:00 AM ET Company Participants Kathy Warden - Chairman and CEO Conference Call Participants Doug Harned - Bernstein Doug Harned Okay. Let's get started.

PayPal Holdings, Inc. (PYPL) Bernstein 41st Annual Strategic Decisions Conference (Transcript) — Neutral
PYPL Seeking Alpha — May 28, 2025PayPal Holdings, Inc. (NASDAQ:PYPL ) Bernstein 41st Annual Strategic Decisions Conference May 28, 2025 9:00 AM ET Company Participants Alex Chriss - President and CEO Conference Call Participants Harshita Rawat - Bernstein Harshita Rawat I am Harshita Rawat, Bernstein's senior analyst covering payments, processors, and IT services. And I'm delighted to be joined today by Alex Chriss, PayPal's, President and CEO at Bernstein's 41st Annual Strategic Decisions Conference.

ROSEN, A RANKED AND LEADING LAW FIRM, Encourages Civitas Resources, Inc. Investors to Secure Counsel Before Important Deadline in Securities Class Action - CIVI — Neutral
CIVI GlobeNewsWire — May 28, 2025NEW YORK, May 28, 2025 (GLOBE NEWSWIRE) -- 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.

ECC: Still Delivers High-Yield Income Despite Declining NAV — Positive
ECC Seeking Alpha — May 28, 2025Eagle Point Credit Co LLC remains attractive for long-term, patient income investors seeking high yield, but recent price volatility and NAV decline warrant caution. The Series D preferred shares, ECC.PR.D, offer a safer, nearly 9% yield with lower risk, making them ideal for conservative income investors. ECC's recurring cash flows continue to cover distributions, and the fund's CLO resets provide additional flexibility and portfolio safety.

VB: Small Caps Snap Back, Remain Bullish Despite An Early-Year Bear Market — Positive
VB Seeking Alpha — May 28, 2025I reiterate my buy rating on VB despite recent underperformance, as its valuation remains attractive and technicals have stabilized after a difficult period. VB continues to outperform peer small-cap ETFs, maintains strong earnings growth prospects for 2025, and offers a low expense ratio with solid diversification. The ETF's depressed valuation, strong seasonality from May through July, and sector exposure to Industrials and Tech support my positive outlook.

Levi & Korsinsky Investigating Whether Reddit, Inc. (RDDT) Misled Investors - Securities Law Violations Possible — Neutral
RDDT Accesswire — May 28, 2025NEW YORK, NY / ACCESS Newswire / May 28, 2025 / Levi & Korsinsky notifies investors that it has commenced an investigation of Reddit, Inc. ("Reddit, Inc.") (NYSE:RDDT) concerning possible violations of federal securities laws. On May 21, 2024, before market open, Baird lowered its price target for Reddit to $120 from $140, citing concerns about artificial intelligence (AI) capabilities being utilized by tech powerhouses like Alphabet.

ATTENTION RDDT Shareholders: Lost Money on Reddit, Inc.? Contact Levi & Korsinsky About Investigation — Neutral
RDDT Accesswire — May 28, 2025NEW YORK, NY / ACCESS Newswire / May 28, 2025 / Levi & Korsinsky notifies investors that it has commenced an investigation of Reddit, Inc. ("Reddit, Inc.") (NYSE:RDDT) concerning possible violations of federal securities laws. On May 21, 2024, before market open, Baird lowered its price target for Reddit to $120 from $140, citing concerns about artificial intelligence (AI) capabilities being utilized by tech powerhouses like Alphabet.

Meta wants to grow its retail footprint, Business Insider reported on Wednesday.

Apple: Much, Much Cheaper Than It Looks (Rating Upgrade) — Positive
AAPL Seeking Alpha — May 28, 2025With more than $100 billion in annual sales and gross margins around the 75% mark, Apple's services segment is being categorically undercounted by the market. If this segment can produce ~5% revenue growth in each of the next three years, then estimates appear too low. This makes the stock appear much cheaper than previously thought. Trading at roughly 19x 2028 earnings, we think shares of AAPL appear highly attractive, and deserve an upgrade to 'Buy'.

Capri Holdings Q4 Earnings Fall Short of Estimates, Revenues Dip Y/Y — Negative
CPRI Zacks Investment Research — May 28, 2025CPRI posts a wider-than-expected Q4 loss and a Y/Y revenue decline of 15%. Versace sale to Prada aims to streamline focus and boost long-term turnaround efforts.

TVTX Investor Notice: Levi & Korsinsky Investigates Travere Therapeutics, Inc. for Securities Law Violations — Neutral
TVTX Accesswire — May 28, 2025NEW YORK, NY / ACCESS Newswire / May 28, 2025 / Levi & Korsinsky notifies investors that it has commenced an investigation of Travere Therapeutics, Inc. ("Travere Therapeutics, Inc.") (NASDAQ:TVTX) concerning possible violations of federal securities laws. Travere issued a press release on May 15, 2025, disclosing that the U.S. Food and Drug Administration ("FDA") "has indicated that it is currently planning to hold an advisory committee meeting to discuss" the Company's "supplemental New Drug Application (sNDA) for traditional approval of FILSPARI (sparsentan) for the treatment of focal segmental glomerulosclerosis (FSGS).

AMD buys silicon photonics startup Enosemi to fuel its AI ambitions — Positive
AMD TechCrunch — May 28, 2025AMD has acquired Enosemi, a startup designing custom materials to support silicon photonics product development. The terms of the deal, announced Wednesday, weren't disclosed.

Hims & Hers Stock Falls Despite the Latest Wegovy Availability Offer — Neutral
HIMS Zacks Investment Research — May 28, 2025HIMS launches six-month Wegovy access at $549/month, aiming to expand affordable obesity care with holistic weight loss solutions.

Surging Earnings Estimates Signal Upside for Tetra (TTEK) Stock — Positive
TTEK Zacks Investment Research — May 28, 2025Tetra (TTEK) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

Earnings Estimates Moving Higher for Runway Growth Finance Corp. (RWAY): Time to Buy? — Positive
RWAY Zacks Investment Research — May 28, 2025Runway Growth Finance Corp. (RWAY) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

FedEx is a global logistics leader with a mature business model, stable cash flows, and a focus on operational efficiency and technology investments. Revenue growth has stagnated, but low debt, strong margins, and reduced capital expenditures position FedEx for increased free cash flow and shareholder returns. My DCF and multiples-based valuation yields a fair value of $259 per share, implying a 20% upside from current levels—supporting a Buy recommendation.
