Lingotto Innovation's James Anderson and Morgan Samet favor companies with explosive growth potential and a focus on innovation.

image for news These Investors Search for ‘Extreme Winners.' Why Aurora, BYD, Tempus AI Make the Cut.

Monolithic Power Systems: Holding Steady, With AI Upside Still In Play — Positive

MPWR   Seeking Alpha — May 23, 2025

MPWR's historical valuation multiples are high, but justified by its consistent growth and strong business model. The company's products offer real performance advantages, granting it pricing power in targeted markets. Investing in Monolithic Power Systems can be approached by building a long-term position or buying during rare valuation dips.

image for news Monolithic Power Systems: Holding Steady, With AI Upside Still In Play

International Paper said on Friday it will close five packaging sites in Britain, cutting around 300 jobs, citing tough industry conditions.

image for news International Paper to close 5 sites in UK, putting 300 jobs at risk

Oil bull eyes $100 crude as OPEC plots July hike — Positive

BNO  DBO  GUSH  IEO  OIH  OIL  PXJ  UCO  USO  XOP   CNBC International TV — May 23, 2025

Josh Young at Bison Interest says oil could return to $100 per barrel this year, even as OPEC+ considers another output hike in July.

image for news Oil bull eyes $100 crude as OPEC plots July hike

XPeng: Competing Well, Hold For Now — Positive

XPEV   Seeking Alpha — May 23, 2025

XPeng's 2025 China sales surged to 72% of Tesla's, up from 17% last year, showcasing rapid market share gains. Strong Mona M03 model sales and growing exports signal XPeng's increasing global competitiveness. XPeng's tech edge, including high XNGP adoption and new ADAS insurance, boosts its valuation potential.

image for news XPeng: Competing Well, Hold For Now

Transaction in Own Shares — Neutral

DEC   GlobeNewsWire — May 23, 2025

DIVERSIFIED ENERGY COMPANY PLC ("Diversified", or the "Company") DIVERSIFIED ENERGY COMPANY PLC (LSE:DEC, NYSE:DEC) announces that, in accordance with the terms of its share buyback programme announced on 20 March 2025, the Company has purchased 18,718 Ordinary Shares of 20 Pence each in the capital of the Company (the "Shares") in the market at a volume-weighted average price of $13.6938 per Share through Mizuho Securities USA LLC (MSUSA). The Shares acquired will, in due course, be cancelled.

image for news Transaction in Own Shares

Nu Holdings: A Top Fintech Play For 2025 — Positive

NU   Seeking Alpha — May 23, 2025

Nu Holdings delivered strong Q1 results last week, maintaining rapid customer growth and improving monetization, especially in core markets like Brazil. The fintech added 19M new customers in the last year, reaching 119M total customers by the end of Q1. Deposits in Brazil are surging, and so are the fintechs' overall gross profits.

image for news Nu Holdings: A Top Fintech Play For 2025

Daix (France), New York City (New York, United States), May 23, 2025 – Inventiva (Euronext Paris and Nasdaq: IVA) (the “Company”), a clinical-stage biopharmaceutical company focused on the development of oral therapies for the treatment of metabolic dysfunction-associated steatohepatitis (“MASH”), today announced the results of the votes of its Combined Shareholders' Meeting.

image for news Results of the Votes of the Combined Shareholders' General Meeting of May 22, 2025

Pricing of Senior Secured Notes — Neutral

FLUT   GlobeNewsWire — May 23, 2025

NOT FOR RELEASE, PUBLICATION OR DISTRIBUTION, DIRECTLY OR INDIRECTLY, IN ANY JURISDICTION WHERE IT IS UNLAWFUL TO DO SO

image for news Pricing of Senior Secured Notes

Mastercard: The Long-Term Compounding Train Marches On — Positive

MA   Seeking Alpha — May 23, 2025

Mastercard continues to deliver mid-teens growth and strong margins, defying concerns about competition and market saturation. Both Mastercard and Visa are essential long-term holdings, with underestimated dominance and significant growth potential, especially in value-added services. Visa is closing the growth gap with Mastercard, but both trade at reasonable valuations given their superior quality and growth outlook.

image for news Mastercard: The Long-Term Compounding Train Marches On

Apple is offering additional trade-in discounts for new iPhones in China until June 18, according to its website on Friday.

image for news Apple offers additional trade-in discounts for new iPhones in China

Kayne Anderson BDC: Q1 Earnings Weaken Appeal (Rating Downgrade) — Negative

KBDC   Seeking Alpha — May 23, 2025

Kayne Anderson remains attractively valued in a premium BDC sector, but recent earnings and weaker distribution coverage warrant caution. Net investment income has declined, and dividend coverage is now tight, raising the risk of a potential cut if conditions don't improve. Portfolio fundamentals are strong with diversified, first-lien, floating-rate debt, but rising non-accruals and high rates present headwinds.

image for news Kayne Anderson BDC: Q1 Earnings Weaken Appeal (Rating Downgrade)

NEW YORK, NY / ACCESS Newswire / May 23, 2025 / If you suffered a loss on your Canopy Growth Corporation (NASDAQ:CGC) 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/canopy-growth-corporation-lawsuit-submission-form?prid=149874&wire=1&utm_campaign=15 or contact Joseph E. Levi, Esq.

image for news Levi & Korsinsky Notifies Canopy Growth Corporation (CGC) Shareholders of Class Action Lawsuit and June 3, 2025 Deadline

Regulated Information Nyrstar NV releases notice for the 2024 annual general shareholders' meeting to be held on 24 June 2025 23 May 2025 at 07.00 CEST Nyrstar NV (the “Company”) today issued the notice for the 2024 annual general shareholders' meeting to be held on 24 June 2025 at 11:00 a.m. CEST. The annual general meeting will be held physically with no virtual option available.

image for news Nyrstar NV releases notice for the 2024 annual general shareholders' meeting to be held on 24 June 2025

MARSEILLE, France--(BUSINESS WIRE)-- #immunotherapy--Regulatory News: Innate Pharma SA (Euronext Paris: IPH; Nasdaq: IPHA) (“Innate” or the “Company”) today announced the presentation of long-term follow-up data from the Phase 2 TELLOMAK clinical trial evaluating lacutamab, an anti-KIR3DL2 monoclonal antibody, in patients with Sézary syndrome (SS) and mycosis fungoides (MF), two rare and aggressive forms of cutaneous T-cell lymphoma (CTCL). The results will be presented at the American Society of Clinical Oncol.

image for news Innate Pharma Highlights Durable Responses to Lacutamab in Sezary Syndrome and Mycosis Fungoides

Outcome of Innate Pharma's 2025 Annual General Meeting — Neutral

IPHA   Business Wire — May 23, 2025

MARSEILLE, France--(BUSINESS WIRE)-- #AG--Outcome of Innate Pharma's 2025 Annual General Meeting.

image for news Outcome of Innate Pharma's 2025 Annual General Meeting

Is Brookfield Infrastructure's ~6% Dividend Safe? — Positive

BIP   Seeking Alpha — May 23, 2025

Brookfield Infrastructure offers stable, inflation-protected returns from a diverse portfolio of physical assets, making it attractive in today's volatile market environment. BIP's affiliation with Brookfield enhances deal flow and financing, boosting efficiency and shareholder value. Despite seemingly high payout ratios, the Company's cash flows comfortably cover its nearly 6% dividend, which we view as safe and set to grow.

image for news Is Brookfield Infrastructure's ~6% Dividend Safe?

Oil Prices Slump as OPEC+ Weighs Another Major Supply Hike — Negative

BNO  DBO  GUSH  IEO  OIH  OIL  PXJ  UCO  USO  XOP   Bloomberg Markets and Finance — May 23, 2025

Oil headed for its first weekly decline in three, as OPEC+ members discussed another major production increase. Bloomberg's Nicholas Lua breaks down the situation.

image for news Oil Prices Slump as OPEC+ Weighs Another Major Supply Hike

NEW YORK, NY / ACCESS Newswire / May 23, 2025 / If you suffered a loss on your Bitfarms Ltd. (NASDAQ:BITF) 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/bitfarms-ltd-lawsuit-submission-form?prid=149873&wire=1&utm_campaign=2 or contact Joseph E.

image for news Securities Lawsuit Alert: Bitfarms Ltd. (BITF) Investors - Contact Levi & Korsinsky Before July 8, 2025

NEW YORK, NY / ACCESS Newswire / May 23, 2025 / If you suffered a loss on your Actinium Pharmaceuticals, Inc. (NYSE:ATNM) 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/actinium-lawsuit-submission-form?prid=149872&wire=1&utm_campaign=6 or contact Joseph E. Levi, Esq.

image for news May 27, 2025 Deadline: Join Class Action Lawsuit Against Actinium Pharmaceuticals, Inc. (ATNM) - Contact Levi & Korsinsky