Carvana (NYSE: CVNA) shares are under pressure again, shedding 11.76% over the past five days, closing at $293.55 after a sharp -$39.13 decline.

Archer Aviation is making substantial progress in the evolving electric vertical take-off and landing (eVTOL) sector, reflected in its stock's over 200% surge in the past year. This upward trend is fueled by rising demand for its Midnight air taxi and strategic advancements in its commercialization efforts.

HG Re Ltd. Selects Clearwater Analytics for Performance Attribution and Risk Management — Neutral
CWAN Business Wire — June 18, 2025BOISE, Idaho & CHICAGO & NEW YORK & LONDON--(BUSINESS WIRE)--Clearwater Analytics (NYSE: CWAN), the most comprehensive technology platform for investment management, today announced that HG Re Ltd. has selected Clearwater to enhance its investment performance measurement and risk analytics capabilities. This implementation will provide HG Re with advanced tools to support data-driven investment decisions and improve portfolio oversight. By adopting Clearwater, HG Re is streamlining its operatio.

Porch Group Announces a Renewed Partnership with Goosehead Insurance — Neutral
PRCH Business Wire — June 18, 2025SEATTLE--(BUSINESS WIRE)--In its ongoing efforts to profitably scale insurance premiums, Porch renews its strategic partnership with Goosehead Insurance.

Credo's Connectivity Flywheel Spins Up AI Profit Potential — Positive
CRDO Seeking Alpha — June 17, 2025Credo Technology Group Holding Ltd's energy-efficient SerDes and HiWire AEC cables are becoming the de facto connective layer of expanding AI data centers, offering hyperscalers faster upgrades and lower power draw. Merchant neutrality lets Credo attach to every major switch, DPU and accelerator roadmap, turning each new Ethernet speed bump—from 800 G to 1.6 T—into an automatic growth lever. Strong gross margins, embedded diagnostics software and a cash-rich balance sheet position Credo to fund next-gen 200 G/lane silicon while compounding earnings.

EMQQ's portfolio does not consistently align with its stated focus on emerging markets internet and e-commerce companies, diluting its investment thesis. A significant portion of EMQQ's holdings are from developed markets or sectors outside internet and e-commerce, undermining its thematic purity. The ETF charges high fees (0.86%) and has underperformed its lower-fee peer KEMQ across multiple timeframes, making it less attractive.

BKLN remains a Hold as I anticipate imminent Fed rate cuts, which will likely reduce future income from floating-rate loans. Distributions have declined in line with expectations, reflecting the impact of 2024's rate cuts and portfolio turnover, though recent payments have rebounded slightly. The portfolio's credit quality is stable, but maturities have shifted longer, and most holdings yield in the mid-to-upper single digits.

Shell's aggressive buybacks keep the stock price inflated, making it hard to find a compelling entry point, which is why I rate it a Hold, for now. Financially, Shell is strong, with impressive free cash flow, efficient margins, and a much lower valuation than Exxon, but commodity risks remain. The company's focus on LNG and hydrogen is a smart long-term strategy, but oil price volatility and buyback cuts could trigger downside.

The sentiment surrounding PayPal is historically bad. Even when considering zero revenue growth for the next eight years, the company is currently trading at the fair value range. When anticipating more realistic growth rates, PayPal is currently undervalued by up to 58%.

The U.S. dollar index has declined over 11% in 2025, driven by de-dollarization, U.S. debt concerns, and global shifts away from the dollar. Technical and fundamental factors both point to continued downside, with next major support for the dollar index below the 90 level. The Invesco DB U.S. Dollar Index Bearish ETF (UDN) effectively tracks and benefits from the dollar's decline, rallying 13.6% year-to-date.

Potomac Edison Employee Volunteers Plant 2,000+ Donated Trees in Maryland and West Virginia — Neutral
FE PRNewsWire — June 17, 2025Total helps put FirstEnergy on pace to exceed 2025 tree donation goal WILLIAMSPORT, Md. , June 17, 2025 /PRNewswire/ -- Employee volunteers from Potomac Edison, a subsidiary of FirstEnergy Corp. (NYSE: FE), have planted more than 2,000 company-donated trees across the company's Maryland and West Virginia service territory in 2025 as part of its commitment to the environment and sustainability.

Corbus Pharmaceuticals: Is Its Pipeline Really Worthless After Novo's Negative Data? — Neutral
CRBP Seeking Alpha — June 17, 2025CRBP's pipeline shows promise, especially CRB-701 with early signals of benefit and tolerability, but all programs remain in early clinical stages. The company's financial position is stable for now, with about two years of cash runway, but rising R&D costs could accelerate the need for funding. Market sentiment has become overly negative, valuing the pipeline at essentially zero after a steep drop unrelated to CRBP's own data.

The stock of The Estée Lauder Companies Inc. EL is consolidating Tuesday. This comes after the shares gained more than 10% on Monday.

Evaluating the sentiment in any underlying stock is as simple as checking who is buying (and how much) and who is selling. However, seeing unusual buying or selling activity is only half the equation; the other half is up to investors to figure out whether these buyers or sellers are right in their decisions to position themselves.

SAGE to be Acquired by Supernus Pharmaceuticals in $795 Million Deal — Positive
SAGE Zacks Investment Research — June 17, 2025SUPN inks deal to acquire Sage Therapeutics for up to $795 million, securing rights to depression drug Zurzuvae.

Slowing Gardasil Sales Hurt MRK's Top Line: Is Recovery in the Cards? — Negative
MRK Zacks Investment Research — June 17, 2025Merck's Gardasil sales decline due to weak demand trends in China, with new launches expected to offset the downside.

JetBlue CEO: More Cuts Ahead As Airline Faces Prolonged Losses — Negative
JBLU Benzinga — June 17, 2025JetBlue Airways Corp. JBLU CEO Joanna Geraghty told employees on Tuesday that the company is rolling out additional cost-saving measures due to weaker travel demand, making it unlikely the airline will reach break-even margins this year.

Johnson & Johnson CEO: “We're in the Golden Era of Medical Innovation” — Positive
JNJ Bloomberg Markets and Finance — June 17, 2025Johnson & Johnson Chairman and CEO Joaquin Duato believes that we are now in a “golden era” of innovation, particularly in the United States. Venture capital plays a vital early-stage role, but big pharma provides the infrastructure and market access.

Meta is reportedly building AI smart glasses with Prada, too — Positive
META PRDSY TechCrunch — June 17, 2025Meta is working on a pair of AI smart glasses with the Italian high fashion brand, Prada, according to a report from CNBC on Tuesday. It's unclear at this time when Meta's Prada smart glasses will be publicly announced.

Earnings season is mostly over, but next week one report will capture investor attention.
