Viper Energy: Recent Transactions Increase Its Oil Production By Over 60% — Positive
VNOM Seeking Alpha — May 22, 2025Viper closed on the dropdown transaction with Diamondback and expects 48,000 barrels per day in oil production going forward. This is over 60% higher than its Q4 2024 oil production. Viper's share count went up by a bit over 50% since late 2024 as it essentially paid for the deals with shares (directly and through an equity offering).

Initiating Ross Stores with a 'Buy' rating and $160 fair value, despite flat Q1 SSS and weak near-term guidance. Tariffs and weak consumer confidence are near-term headwinds, but Ross's off-price model and store expansion support long-term growth. Ross's generous capital allocation—strong free cash flow, dividends, and buybacks—reinforces shareholder value.

CPI Card Group: Still Attractive After Q1 Profitability Lag — Positive
PMTS Seeking Alpha — May 22, 2025CPI Card Group's Q1 results were quite weak. Good sales growth was offset by a significant decline in the gross margin. The 2025 guidance should be taken with some caution. The recent Arroweye acquisition is fair. While coming at an EV/EBITDA higher than CPI Card Group's own, sales and cost synergies should offset the fact. After the stock's crash, PMTS stock is very attractively priced. I estimate a 65% upside to $33.00.

Class Action Lawsuit Filed: SoundHound AI, Inc. (SOUN) – Join by May 27, 2025 - Contact Levi & Korsinsky — Neutral
SOUN Accesswire — May 22, 2025NEW YORK, NY / ACCESS Newswire / May 22, 2025 / If you suffered a loss on your SoundHound AI, Inc. (NASDAQ:SOUN) 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/soundhound-ai-inc-lawsuit-submission-form?prid=149864&wire=1&utm_campaign=8 or contact Joseph E. Levi, Esq.

ULTY offers an option-writing strategy on a unique, diversified basket of high-growth, high-volatility stocks, balancing income generation with risk mitigation. While the Fund underperforms broad and innovation ETFs in bull markets, it provides significant downside protection and smoother returns in adverse or flat markets. Aggressive payouts (~63% of invested capital in 14 months) come with notable NAV erosion, highlighting the classic trade-off in income-focused option ETFs.

Agree Realty Preferred - Its Yield Is Starting To Make Sense — Positive
ADC Seeking Alpha — May 22, 2025Agree Realty Corporation 4.250% DEP PFD A possesses a current yield of 6%+, a 200 basis point premium to Agree Realty's common shares. The REIT's growth outlook remains strong given the myriad of macro and credit-level challenges faced. Moreover, Agree Realty's leverage is relatively low and higher gearing remains a possibility. ADC.PR.A might not share in its fundamental growth factors, but its discount likely presents upside in itself, while fundamentals contribute to lower counterparty risk.

QTEC is a passively managed tech ETF that has underperformed similar peers along with charging higher fees. The equally weighted ETF has also had a higher beta, leading to larger movements without the appropriate return to justify the ETF. If investors are looking for tech equity ETFs, look to IYW or QQQ.

GREK: Book Profits On This European Stalwart (Rating Downgrade) — Neutral
GREK Seeking Alpha — May 22, 2025Downgrading GREK to 'Hold' after a 60% rally, as technicals signal overbought conditions and resistance near the mid-$50s. Valuation remains attractive with a P/E just above 8x and a 6.2% yield, but upside is now more limited. Portfolio risk is elevated due to high concentration in SMID caps and financials, plus weak summer seasonality ahead.

Dillard's Sues Wells Fargo, Alleging Breach of Co-Branded Credit Card Relationship — Negative
DDS WFC PYMNTS — May 22, 2025Department store chain Dillard's sued Wells Fargo on Thursday (May 22), alleging that the bank breached a co-branded credit card relationship that has since ended. Dillard's alleges that this breach cost it tens of millions of dollars, Reuters reported Thursday, citing a “heavily redacted complaint” filed in Manhattan federal court.

Some US banks explore venturing into crypto with joint stablecoin, WSJ reports — Positive
BAC C JPM WFC Reuters — May 22, 2025Some of the biggest U.S. banks are exploring whether to team up to issue a joint stablecoin, The Wall Street Journal reported on Thursday.

JetBlue Expands Transatlantic Service from Boston with New Flights to Madrid and Edinburgh Taking Off Today — Neutral
JBLU Business Wire — May 22, 2025BOSTON--(BUSINESS WIRE)--JetBlue (NASDAQ: JBLU), New England's leading leisure airline, today expands its transatlantic network with the launch of two new nonstop routes from Boston to Madrid, Spain (MAD) and Edinburgh, Scotland (EDI). These daily seasonal flights, operating through October 25, 2025, mark JetBlue's latest step in expanding its European reach from Boston Logan International Airport and strengthening its commitment to Boston as a key international gateway. In addition to these ne.

FCLD: Not A Hugely Compelling Proxy For The Burgeoning Cloud Computing Wave — Positive
FCLD Seeking Alpha — May 22, 2025Cloud computing remains a highly promising opportunity, with only 30% of workloads completing cloud migration, even as generative AI raises the market profile even further. FCLD employs an NLP-oriented methodology to select cloud computing stocks across differing market caps. We highlight how FCLD is positioned against the largest ETF in this space—SKYY.

Report: Apple to Introduce AI-Enhanced Smart Glasses in Late 2026 — Positive
AAPL PYMNTS — May 22, 2025Apple reportedly plans to introduce artificial intelligence (AI)-enhanced smart glasses that would compete with Meta's Ray-Bans. The company aims to produce a large quantity of prototypes by the end of the year and then release the smart glasses at the end of 2026, Bloomberg reported Thursday (May 22), citing unnamed sources.

STAG Industrial: A Solid Pick In The Industrial Market Awaiting Turnaround — Positive
STAG Seeking Alpha — May 22, 2025STAG Industrial remains a 'Buy' in my portfolio due to improving market conditions and solid Q1 2025 results. The industrial real estate sector faced challenges from oversupply and rising vacancies post-COVID, pressuring valuations and rent growth. STAG has historically outperformed market rent growth, but current conditions suggest less dynamic rent increases ahead.

Silvercorp (SVM) Misses Q4 Earnings Estimates — Negative
SVM Zacks Investment Research — May 22, 2025Silvercorp (SVM) came out with quarterly earnings of $0.07 per share, missing the Zacks Consensus Estimate of $0.09 per share. This compares to earnings of $0.02 per share a year ago.

Gold Edges Higher, Supported by Lingering Worries Over U.S. Deficits — Positive
AAAU BAR DBP DGL GLD GLDM IAU OUNZ SGOL UGL WSJ — May 22, 2025Gold edged higher in the early Asian session, supported by lingering worries over ballooning U.S. deficits, which typically bolster the safe-haven appeal of the precious metal.

United Airlines: Premium Ambitions Through Economic Turbulence — Neutral
UAL Seeking Alpha — May 22, 2025United Airlines is capitalizing on strong international demand and a shift to premium offerings, driving record earnings and solid financial performance. The 'United Next' initiative focuses on expanding premium cabin capacity, enhancing customer experience, and leveraging technology partnerships like Starlink Wi-Fi. Financial discipline is evident with rising free cash flow, robust liquidity, and active share buybacks, despite a high debt load.

SEMLER ALERT: Bragar Eagel & Squire, P.C. is Investigating Semler Scientific Inc. on Behalf of Semler Stockholders and Encourages Investors to Contact the Firm — Neutral
SMLR GlobeNewsWire — May 22, 2025NEW YORK, May 22, 2025 (GLOBE NEWSWIRE) -- Bragar Eagel & Squire, P.C., a nationally recognized stockholder rights law firm, is investigating potential claims against Semler Scientific Inc. (“Semler” or the “Company”) (NASDAQ:SMLR) on behalf of Semler stockholders. Our investigation concerns whether Semler has violated the federal securities laws and/or engaged in other unlawful business practices.

INTELLIA ALERT: Bragar Eagel & Squire, P.C. is Investigating Intellia Therapeutics, Inc. on Behalf of Long-Term Stockholders and Encourages Investors to Contact the Firm — Neutral
NTLA GlobeNewsWire — May 22, 2025NEW YORK, May 22, 2025 (GLOBE NEWSWIRE) -- Bragar Eagel & Squire, P.C., a nationally recognized shareholder rights law firm, is investigating potential claims against Intellia Therapeutics, Inc. (NASDAQ:NTLA) on behalf of long-term stockholders following a class action complaint that was filed against Intellia on February 11, 2025 with a Class Period from July 30, 2024 to January 8, 2025. Our investigation concerns whether the board of directors of Intellia have breached their fiduciary duties to the company.
