Wells Fargo's CEO Shows Confidence Over $1.95T Asset Cap Potential End — Positive
WFC Zacks Investment Research — May 29, 2025WFC's CEO expresses confidence in nearing the resolution of regulatory issues as the bank works to lift the Fed's $1.95T asset cap and expand deposit growth.

AGNC Investment Thrives on Portfolio Management Amid Market Volatility — Negative
AGNC Zacks Investment Research — May 29, 2025AGNC thrives on active portfolio management and strong Agency MBS exposure, offsetting market volatility while maintaining solid liquidity.

Best Buy Stock Tumbles as Retailer Lowers Outlook on Tariffs Hit — Negative
BBY Investopedia — May 29, 2025Best Buy (BBY) shares tumbled more than 8% to lead S&P 500 decliners Thursday after the electronics retailer lowered its full-year outlook because of tariffs.

Synopsys pulls full-year guidance, citing new China export restrictions — Negative
SNPS CNBC — May 29, 2025Synopsys, which makes chip design software, has now received a letter from the U.S. Commerce Department imposing new restrictions on sales to China. The company yanked guidance for the full fiscal year.

Southwest Airlines Co. (LUV) CEO Bob Jordan Hosts Bernstein 41st Annual Strategic Decisions Conference (Transcript) — Neutral
LUV Seeking Alpha — May 29, 2025Southwest Airlines Co. (NYSE:LUV ) Bernstein 41st Annual Strategic Decisions Conference May 29, 2025 11:00 AM ET Company Participants Bob Jordan - President & CEO Conference Call Participants David Vernon - Bernstein David Vernon We're going to get started here. Thank you, everyone, and welcome to Day 2 of Bernstein's 41st Annual Strategic Decisions Conference.

CEO pay at S&P 500 firms jumps 10% in 2024, widening worker pay gap — Negative
GAP IVV SPLG SPXL SPY SSO UPRO VOO Proactive Investors — May 29, 2025Median compensation for S&P 500 chief executives rose nearly 10% to $17.1 million in 2024, fueled by surging corporate profits and a booming stock market, according to an annual survey by the Associated Press and Equilar. The gains far outpaced the 1.7% median pay increase for employees, whose typical compensation reached $85,419.

Ford's domestic production and supply chain localization provide a significant cost advantage under Trump-era tariffs, minimizing exposure compared to Toyota, and Volkswagen. Strategic investments in U.S. manufacturing, vertical integration, and compliance with USMCA requirements ensure tariff resilience and secure Ford's competitive edge. A DCF model supports a fair value of $14.63 per share, implying a 41.2% upside, driven by high-margin vehicles and operational efficiencies.

Roivant Sciences Ltd. (ROIV) Q4 2024 Earnings Call Transcript — Neutral
ROIV Seeking Alpha — May 29, 2025Roivant Sciences Ltd. (NASDAQ:ROIV ) Q4 2024 Earnings Conference Call May 29, 2025 8:00 AM ET Company Participants Stephanie Lee - Investor Relations Matt Gline - Chief Executive Officer Richard Pulik - Chief Financial Officer Conference Call Participants Brian Cheng - JPMorgan Chase & Co. David Risinger - Leerink Partners Dennis Ding - Jefferies Yaron Werber - TD Cowen Samuel Slutsky - LifeSci Capital Yatin Suneja - Guggenheim Securities Douglas Tsao - H.C.

Gold's ‘big long': Trust in Fiat money is evaporating, ‘In Gold We Trust' author warns — Neutral
AAAU BAR DBP DGL GLD GLDM IAU OUNZ SGOL UGL Kitco — May 29, 2025Jeremy Szafron joins Kitco News as an anchor and producer from Kitco's Vancouver bureau. Jeremy is a seasoned journalist with a diverse background covering entertainment, current affairs and finance.

ZBIO INVESTOR ALERT: Robbins Geller Rudman & Dowd LLP Announces that Zenas BioPharma, Inc. Investors with Substantial Losses Have Opportunity to Lead Securities Class Action Lawsuit — Neutral
ZBIO GlobeNewsWire — May 29, 2025SAN DIEGO, May 29, 2025 (GLOBE NEWSWIRE) -- Robbins Geller Rudman & Dowd LLP announces that purchasers or acquirers of Zenas BioPharma, Inc. (NASDAQ: ZBIO) securities pursuant and/or traceable to Zenas BioPharma's registration statement issued in connection with Zenas BioPharma's initial public offering (“IPO”) held on or around September 13, 2024, and were damaged thereby, have until June 16, 2025 to seek appointment as lead plaintiff of the Zenas BioPharma class action lawsuit. Captioned Buathongsri v. Zenas BioPharma, Inc., No. 25-cv-10988 (D. Mass.), the Zenas BioPharma class action lawsuit charges Zenas BioPharma as well as certain of Zenas BioPharma's top …

We had previously switched to a hold rating from a buy, as the valuation was less than compelling. The REIT has declined about 12% since then. We go over three reasons why we decided to go long.

Broadcom Q2 Earnings Preview: The AI And Cloud Boom That's Far From Over — Positive
AVGO Seeking Alpha — May 29, 2025I reiterate my Buy rating on Broadcom Inc. with a $265 price target, driven by robust hyperscaler capital spending and strong XPU partnerships. Hyperscalers like Meta, Microsoft, Amazon, and Alphabet either confirmed or increased their capital outlays in Q1 2025, signaling sustained demand for compute and networking solutions. While AVGO trades at a premium, I see further upside as hyperscaler investments support growth, though investors should be mindful of potential volatility around earnings.

Berkshire Moves Above 200-Day SMA: How to Play the Stock — Neutral
BRK-A BRK-B Zacks Investment Research — May 29, 2025BRK.B trades above its 200-day SMA with a 7.6% upside potential, but its premium valuation and mixed outlook suggest a cautious approach.

Why Cybersecurity ETFs Deserve a Spot in Your Portfolio — Positive
CIBR Zacks Investment Research — May 29, 2025Cybersecurity ETFs like CIBR and HACK gain appeal as AI adoption surges, cyberattacks rise and global defense strategies shift to digital warfare.

Burlington Stores, Inc. (BURL) Q1 2025 Earnings Call Transcript — Neutral
BURL Seeking Alpha — May 29, 2025Burlington Stores, Inc. (NYSE:BURL ) Q1 2025 Earnings Conference Call May 29, 2025 8:30 AM ET Company Participants David Glick - Group Senior Vice President, Investor Relations and Treasurer Michael O'Sullivan - Chief Executive Officer Kristin Wolfe - EVP and Chief Financial Officer Conference Call Participants Matthew Boss - JP Morgan Ike Boruchow - Wells Fargo Lorraine Hutchinson - Bank of America John Kernan - TD Cowen Alex Straton - Morgan Stanley Brooke Roach - Goldman Sachs Dana Telsey - Telsey Advisory Group Operator Hello, everyone, and, welcome to Burlington Stores Inc. First Quarter 2025 Earnings Call. Please note that …

These Analysts Revise Their Forecasts On Dick's Sporting Goods After Q1 Results — Negative
DKS Benzinga — May 29, 2025Dick's Sporting Goods Inc DKS reported weaker-than-expected first-quarter 2025 results on Wednesday.

Ventas Issues Business Update, Raises 2025 Normalized FFO Guidance — Positive
VTR Zacks Investment Research — May 29, 2025VTR provides a business update that highlights delivering profitable growth in senior housing. It also increased the 2025 normalized FFO per share guidance.

Illumina unveils PromoterAI, a groundbreaking algorithm to accelerate insights for rare disease diagnosis — Neutral
ILMN PRNewsWire — May 29, 2025New AI algorithm accurately deciphers pathogenic regulatory genetic variants in the noncoding regions of the human genome at scale for the first time SAN DIEGO , May 29, 2025 /PRNewswire/ -- Illumina Inc. (NASDAQ: ILMN) today unveiled PromoterAI, a new AI algorithm that accurately deciphers pathogenic regulatory genetic variants in the noncoding regions of the human genome. A study published today in Science illustrates how this deep learning technology discovered regulatory variants in noncoding "promoter" segments that contribute up to 6% of the genetic causes of rare diseases.

L3Harris Technologies, Inc. (LHX) Bernstein 41st Annual Strategic Decisions Conference (Transcript) — Neutral
LHX Seeking Alpha — May 29, 2025L3Harris Technologies, Inc. (NYSE:LHX ) Bernstein 41st Annual Strategic Decisions Conference May 29, 2025 9:00 AM ET Company Participants Chris Kubasik - Chair and Chief Executive Officer Ken Bedingfield - Senior Vice President and Chief Financial Officer Conference Call Participants Douglas Harned - Bernstein Douglas Harned Okay. Good morning.

Theratechnologies Reports on its Annual Meeting of Shareholders — Neutral
THTX GlobeNewsWire — May 29, 2025MONTREAL, May 29, 2025 (GLOBE NEWSWIRE) -- Theratechnologies Inc. (“Theratechnologies” or the “Company”) (TSX: TH) (NASDAQ: THTX), a commercial-stage biopharmaceutical company, reported the voting results from its annual meeting of shareholders held today in a virtual-only setting.
