StoneCo: Still Undervalued And Poised For More — Positive

STNE   Seeking Alpha — May 29, 2025

StoneCo is riding the wave of global capital rotation into emerging markets, better local macro conditions, and strong growth in digital payment adoption across Brazil. 1Q25 results beat expectations, with strong EPS and gross profit growth, plus continued momentum in the MSMB segment and solid PIX-driven deposit gains. Despite rising competition and signs of sector saturation, StoneCo's guidance still looks strong, with solid long-term growth potential and improving operational efficiency.

image for news StoneCo: Still Undervalued And Poised For More

Brazil's state-run oil firm Petrobras will commission 52 vessels by 2026, investing 29 billion reais ($5.12 billion), said Chief Executive Magda Chambriard during an event on Thursday alongside President Luiz Inacio Lula da Silva.

image for news Brazil's Petrobras to commission 52 vessels by 2026-end in $5.1 billion investment

The Home Depot Names Angie Brown EVP and Chief Information Officer — Neutral

HD   PRNewsWire — May 29, 2025

ATLANTA , May 29, 2025 /PRNewswire/ -- The Home Depot ® , the world's largest home improvement retailer, today announced that Angie Brown has been named executive vice president (EVP) and chief information officer (CIO). As CIO, Brown will be responsible for all aspects of the company's technology strategy, infrastructure, cybersecurity and software development for The Home Depot's 2,350 retail stores and more than 790 branches, its supply chain facilities, store support centers and online systems.

image for news The Home Depot Names Angie Brown EVP and Chief Information Officer

BXP to Present at Nareit's 2025 REITweek Investor Conference — Neutral

BXP   Business Wire — May 29, 2025

BOSTON--(BUSINESS WIRE)--BXP (NYSE: BXP), the largest publicly traded developer, owner, and manager of premier workplaces in the United States, announced today that Owen Thomas – Chairman & CEO; Douglas Linde – President; and Michael LaBelle – Chief Financial Officer, will participate in and present at Nareit's 2025 REITweek Investor Conference, which will take place June 3-5, 2025 at the New York Hilton Midtown in New York City, New York. BXP's presentation is expected to begin at approxim.

image for news BXP to Present at Nareit's 2025 REITweek Investor Conference

Port Arthur LNG Phase 2 Receives Non-FTA Export Authorization — Neutral

SRE   PRNewsWire — May 29, 2025

HOUSTON , May 29, 2025 /PRNewswire/ -- Sempra Infrastructure, a subsidiary of Sempra (NYSE: SRE), today announced that the U.S. Department of Energy (DOE) issued a permit to the Port Arthur LNG Phase 2 development project to allow the export of up to approximately 13.5 million tonnes per annum (Mtpa) of U.S.-produced liquefied natural gas (LNG) to countries that do not have a free-trade agreement (FTA) with the U.S. The non-FTA permit, which is the first issued since the completion of the DOE's most recent public interest study, is a major regulatory milestone for the proposed Port Arthur LNG Phase …

image for news Port Arthur LNG Phase 2 Receives Non-FTA Export Authorization

Major U.S. equities indexes ticked higher after a federal court blocked the "reciprocal" tariffs imposed by President Donald Trump—though that hold was ultimately itself put on ice.

image for news S&P 500 Gains and Losses Today: HP, Best Buy Stocks Drop as Tariffs Weigh On Outlook

First Trust Adds New Income Generating ETF — Positive

FIXD  FTHI  FTQI  TDVI   ETF Trends — May 29, 2025

First Trust today announced the launch of the actively managed First Trust Balanced Income ETF (FTBI) on the NYSE Arca. FTBI aims to deliver a steady stream of income that closely matches the performance of the Bloomberg Moderate Allocation Income Focus Index.

image for news First Trust Adds New Income Generating ETF

Traders have been overly optimistic about Nvidia's post-earnings moves. The S&P 500's potential is much clearer.

image for news The market got an expected boost from Nvidia — though traders mispriced the stock's options again

CHICAGO , May 29, 2025 /PRNewswire/ -- CME Group, the world's leading derivatives marketplace, is awarding 25 City Colleges of Chicago graduates with $5,000 scholarships as they move on to earn Bachelor of Arts or Bachelor of Science degrees. Since 2017, CME Group has partnered with the Mayor's office to support the Star Scholars program, contributing over $1 million to help graduates who have earned an associates degree at a Chicago City College achieve their higher education goals at four-year institutions.

image for news CME Group Awards $125,000 to 25 Star Scholars Graduating from City Colleges of Chicago to Pursue Four-Year Degrees

Apple: Developers Paid No Commission on 90% of 2024 Sales — Neutral

AAPL   PYMNTS — May 29, 2025

Apple's App Store in the United States facilitated $406 billion in developer billings and sales last year. The findings are the results of a study by Professor Andrey Fradkin from Boston University Questrom School of Business and economist Dr. Jessica Burley from Analysis Group, according to a Thursday (May 29) press release.

image for news Apple: Developers Paid No Commission on 90% of 2024 Sales

The meat and snack company says its products seen as offering more value will drive an uptick in business in the second half of the year.

image for news Turkey, nuts and Spam are appealing to ‘strained' consumers, Hormel says

RISR: This High Yield ETF Thrives In Rising Rates — Positive

RISR   Seeking Alpha — May 29, 2025

FolioBeyond Alternative Income and Interest Rate Hedge ETF (RISR) has a 5.6% yield from interest-only MBS and an astonishing feat: negative duration. RISR has delivered stellar returns since inception, outperforming the Nasdaq 100 due to the recent rate hike cycle. RISR is still untested in falling rates, so it is best used as a hedge or a trading instrument, not as a standalone long-term holding.

image for news RISR: This High Yield ETF Thrives In Rising Rates

FedEx Corp (NYSE:FDX, ETR:FDX) is expected to report fiscal fourth quarter 2025 earnings below market expectations, according to analysts at UBS, as softer international demand and macro volatility weigh on results. They project earnings per share of $5.80, down from their earlier forecast of $6.22 and below the consensus of $6.01.

image for news FedEx expected to miss earnings estimates amid weaker international demand, UBS says

Nvidia Shrugs Off China Worries — Positive

NVDA   Bloomberg Technology — May 29, 2025

JoAnne Feeney of Advisors Capital Management says Nvidia's earnings show solid demand for the company's chips, despite export restrictions costing $8 billion in Chinese revenue. Feeney joins Caroline Hyde and Ed Ludlow on "Bloomberg Technology.

image for news Nvidia Shrugs Off China Worries

Uber Stock Falls As Tesla Readies Robotaxi Competitor — Negative

UBER   Investors Business Daily — May 29, 2025

Uber stock fell more than 5% Thursday, following a report that Tesla will launch its robotaxi service in early June.

image for news Uber Stock Falls As Tesla Readies Robotaxi Competitor

Meta and Anduril join forces on battlefield tech — Positive

META   TechXplore — May 29, 2025

Meta and defense tech startup Anduril Industries on Thursday announced a partnership to build mixed reality gear for "warfighters"—soldiers—to control autonomous systems on battlefields.

image for news Meta and Anduril join forces on battlefield tech

Century Complete Announces New Homes Now Selling in Dublin, GA — Neutral

CCS   PRNewsWire — May 29, 2025

Modern new homes selling at Pinehurst from the low $200s DUBLIN, Ga. , May 29, 2025 /PRNewswire/ -- Century Communities, Inc. (NYSE: CCS)—a top national homebuilder, industry leader in online home sales, and featured among America's Most Trustworthy Companies and World's Most Trustworthy Companies by Newsweek—is excited to announce that Pinehurst, a new community from the Company's Century Complete brand, is now selling in Dublin, GA, boasting Southern hospitality in a prime location conveniently located between Macon, GA and historic downtown Savannah.

image for news Century Complete Announces New Homes Now Selling in Dublin, GA

Allogene Therapeutics: Buying Around A Potential ASCO Lazarus Moment — Positive

ALLO   Seeking Alpha — May 29, 2025

Allogene's off-the-shelf CAR-T therapies offer scalable, rapid solutions with a diversified pipeline targeting hematologic malignancies, solid tumors, and autoimmune diseases. Upcoming ASCO data, especially for ALLO-316 in solid tumors, could be a major catalyst and validate Allogene's platform for broader indications. Despite immense upside potential, significant risks remain: safety, execution, regulatory uncertainty, and likely dilution due to future fundraising needs.

image for news Allogene Therapeutics: Buying Around A Potential ASCO Lazarus Moment

Burlington CEO Michael O'Sullivan briefed investors on the state of the consumer and industry during the retailer's first-quarter conference call Thursday, noting that the off-price retailer's comparable sales have slowed since the final quarter of 2024, coming in about even with results a year ago.

image for news Burlington CEO Sees 'Challenges and Opportunities' Ahead for Off-Price Retail

Banco Santander SA is reportedly considering offering a stablecoin and providing its digital bank's retail clients with access to cryptocurrencies. The Spanish bank's online banking unit, Openbank, has applied for licenses to offer these services under the European Union's Markets in Crypto-Assets (MiCA) regulation, Bloomberg reported Thursday (May 29), citing unnamed sources.

image for news Report: Santander's Openbank Applies for Licenses to Offer Crypto Services