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.

Pennsylvania American Water Completes Acquisition of Audubon Water Company — Neutral
AWK Business Wire — May 29, 2025MECHANICSBURG, Pa.--(BUSINESS WIRE)---- $AWK #WeKeepLifeFlowing--Pennsylvania American Water announced today it has completed its acquisition of Audubon Water Company (Audubon). The newly acquired water system serves approximately 2,900 customer connections in Lower Providence Township in Montgomery County. The system is located directly between Pennsylvania American Water's existing Royersford and Norristown water systems. “Pennsylvania American Water couldn't be more pleased to welcome our new water customers in Lower P.

Elon Musk Leaves DOGE & Robotaxi's Launch Date: Bear v. Bull Case — Neutral
TSLA Schwab Network — May 29, 2025Musk closes the door on his role at DOGE. The Tesla (TSLA) CEO announced he will leave the Trump administration, a bull signal for many Tesla investors.

Oshkosh Corporation: Buy This Undervalued Tactical Vehicle Leader — Positive
OSK Seeking Alpha — May 29, 2025Oshkosh's diverse portfolio, especially its defense segment and USPS delivery vehicle ramp-up, underpins my Buy rating and long-term value thesis. Despite Q1 sales and margin declines, strong vocational segment performance and aftermarket opportunities support future growth. Tariffs pose a $1 EPS headwind, but cost reductions and resilient demand help offset this risk, keeping guidance at $10.50 EPS.

Atlassian Corporation (TEAM) Bernstein 41st Annual Strategic Decisions Conference (Transcript) — Neutral
TEAM Seeking Alpha — May 29, 2025Atlassian Corporation (NASDAQ:TEAM ) Bernstein 41st Annual Strategic Decisions Conference May 29, 2025 9:00 AM ET Company Participants Anutthara Bharadwaj - President, COO Unidentified Company Representative Welcome, everybody. Super excited to have you here, Anu from Atlassian has been so kind to join us.

Hormel Stock Near Lows, But Tariff Relief Could Boost Outlook — Neutral
HRL MarketBeat — May 29, 2025Despite its status as a dividend king, many investors weren't expecting much from Hormel Foods Corp. NYSE: HRL in its second-quarter earnings report for the 2025 fiscal year. The company didn't disappoint, but mixed results sent the stock down 2.8% immediately following the report.

DKS Q1 Earnings Meet Estimates, Comparable Sales Jump 4.5% — Positive
DKS Zacks Investment Research — May 29, 2025DICK'S Sporting reports strong first-quarter fiscal 2025 results, with consolidated comps up 4.5% year over year.

Apollo Global Management Partners With Banks to Trade Private Credit — Positive
APO PYMNTS — May 29, 2025Apollo Global Management is reportedly working with five banks, including JPMorgan Chase & Co. and Goldman Sachs Group, to trade private credit. The collaboration will enable Apollo and its partners to syndicate investment grade debt on a larger scale, with the banks acting as broker-dealers, Bloomberg reported Thursday (May 29).

Levi & Korsinsky Notifies Zenas BioPharma, Inc. (ZBIO) Shareholders of Class Action Lawsuit and June 16, 2025 Deadline — Neutral
ZBIO Accesswire — May 29, 2025NEW YORK, NY / ACCESS Newswire / May 29, 2025 / If you suffered a loss on your Zenas BioPharma, Inc. (NASDAQ:ZBIO) investment and want to learn about a potential recovery under the federal securities laws, follow the link below for more information: https://zlk.com/pslra-1/zenas-biopharma-inc-lawsuit-submission-form?prid=150762&wire=1&utm_campaign=15 or contact Joseph E. Levi, Esq.

SAN FRANCISCO--(BUSINESS WIRE)--Wells Fargo & Company (NYSE: WFC) today confirmed that the Office of the Comptroller of the Currency's 2015 agreements relating to the company's previously held financial subsidiaries have terminated. This is the thirteenth consent order closed by Wells Fargo's regulators since 2019 and the seventh since the beginning of the year. The company's one remaining consent order is the 2018 consent order with the Federal Reserve Board. About Wells Fargo Wells Fargo.

U-Haul Holding Company (UHAL) Q4 2025 Earnings Call Transcript — Neutral
UHAL Seeking Alpha — May 29, 2025U-Haul Holding Company (NYSE:UHAL ) Q4 2025 Earnings Conference Call May 29, 2025 11:00 AM ET Company Participants Sebastien Reyes - Director of Investor Relations Joe Shoen - Chairman, President and Chief Executive Officer Jason Berg - Chief Financial Officer Conference Call Participants Steven Ralston - Zacks Investments Steven Ramsey - Thompson Research Group Andy Liu - Wolfe Research James Wilen - Wilen Management Stephen Farrell - Oppenheimer Operator Good morning, ladies and gentlemen, and welcome to the U-Haul Holding Company's Fourth Quarter Fiscal Year End 2025 Investor Conference Call. At this time, all lines are in listen-only mode.

Devon Energy shares have fallen near $30, tracking the decline in oil prices. The energy company has plans for a $1 billion optimization, boosting already strong free cash flows. Energy price volatility presents both risks and potential upside for patient investors at these levels with the stock offering a net payout yield of nearly 10% and future dividend upside.

AI could be a tailwind for Nvidia's growth rate for years, says Deepwater's Gene Munster — Positive
NVDA CNBC Television — May 29, 2025Gene Munster, Deepwater Asset Management, joins 'The Exchange' to discuss Nvidia earnings and what's next for the stock.
