Group 1 - Meta Platforms is in discussions to invest over $10 billion in Scale AI, an artificial intelligence startup [1] - The deal terms are not finalized and may change [1] - Scale AI is valued at approximately $14 billion and is supported by major companies including Nvidia and Amazon [3] Group 2 - Scale AI, founded in 2016, specializes in data labeling and provides a platform for AI-related information exchange [3] - The company has contributors from more than 9,000 cities and towns [3]

Company Overview - AGNC Investment operates as a mortgage real estate investment trust (REIT), purchasing pooled mortgages that are converted into bond-like securities, which is a more complex model compared to traditional property-owning REITs [2][4] Dividend and Stock Performance - AGNC Investment boasts a high dividend yield of over 15%, but the company has experienced a steady downtrend in its dividend over the past decade, which has also affected its stock price [5][14] - The tangible net book value per share of AGNC Investment was reported at $8.25 at the end of Q1 2025, down from $13.12 at the end of Q1 2022, indicating significant fluctuations in its portfolio value [8] - The stock price often trades above the tangible net book value per share, with a 52-week high of $10.85, despite the tangible net book value not exceeding $8.84 in the last four quarters [9][10] Investment Strategy - Investors should be cautious about paying more than the tangible net book value per share unless they anticipate a significant increase in that value; buying below this figure may present a better investment opportunity [12] - The focus of AGNC Investment is on total return rather than just income, with dividends being a component of total return that assumes reinvestment [14][15]

Group 1: Immigration Enforcement Impact - The United States is increasing immigration enforcement, creating potential benefits for private prison stocks [1] - Los Angeles is a focal point for recent Immigration and Customs Enforcement (ICE) raids, resulting in over 100 arrests and heightened political tensions [1] Group 2: CoreCivic (CXW) - CoreCivic, a leading private prison operator, is experiencing unprecedented demand due to increased ICE detention efforts [2] - The company reported Q1 earnings of $0.23 per share, nearly double expectations, with revenue reaching $488 million and facility capacity at 77% [3] - CoreCivic plans to open new detention centers, including a 2,560-bed facility in California and a 1,033-bed complex in Kansas, while expanding capacity in multiple states [3][4] Group 3: GEO Group (GEO) - GEO Group operates nearly 20 detention centers and has seen its stock rise over 80% post-2024 election due to expectations of increased immigration enforcement [6][7] - The company's stock is currently trading at $26.95, reflecting strong market performance [7] - GEO is expanding its electronic monitoring operations, currently tracking about 186,000 immigrants with plans to scale up to 450,000 using advanced technology [9] - In early 2025, GEO secured a contract with ICE to reopen the 1,000-bed Delaney Hall Facility in Newark, New Jersey [9]

Economic Indicators - The May headline Consumer Price Index (CPI) is expected to rise by 0.2% month-over-month, with the annual rate increasing to 2.5%. The core CPI is forecasted to rise by 0.3%, leading to an annual rate of 2.9% [3] - Wells Fargo economists suggest that the May CPI report will indicate whether April's signs of tariffs were early indicators of inflation or typical monthly fluctuations. They anticipate inflation to increase in the second half of the year due to higher tariff rates [3] - T.S. Lombard notes that the Federal Reserve is facing a conflict as employment and inflation are moving in opposite directions, complicating policy decisions [4] Apple Inc. - Apple is set to host its annual Worldwide Developers Conference, with expectations for a focus on design improvements and AI integration rather than major announcements [5][6] - Analysts predict that the next version of iOS will include features like public Wi-Fi access syncing and AI-powered battery optimization, but the overall event is expected to be low-key with minor updates [7] GameStop Corp. - GameStop is expected to report an earnings per share (EPS) of $0.04, a significant improvement from a $0.12 loss in the same quarter last year, attributed to aggressive cost-cutting rather than revenue growth [8] - The company has purchased 4,710 bitcoins, valued at approximately $513 million, which constitutes about 10% of its $4.7 billion cash reserve [8] - Analysts express caution regarding GameStop's strategic direction, noting declining sales and ongoing store closures, while maintaining a Hold rating [9] Meta Platforms Inc. - Meta is in advanced discussions to invest over $10 billion into artificial intelligence startup Scale AI, which could rank among the largest private funding rounds in history [10][11] - Scale AI, valued at approximately $14 billion in its most recent funding round, provides data-labeling services essential for training machine learning systems [11][12] Microsoft Corp. - Microsoft plans to introduce a ranking system for AI models based on safety performance, which will be available to its cloud customers [12][13]

In 2017, home improvement retail chain Floor & Decor Holdings (FND -1.45%) went public. It only had about 70 locations and was still virtually unknown. And investors could have bought it at any time during the past eight years. But now it's time to buy Floor & Decor stock like there's no tomorrow.Of course, that's just an expression -- there will be a tomorrow for Floor & Decor, and I believe it will be great for shareholders. That's why I believe it's worth the investment today. But when it comes to buying ...

Core Viewpoint - GreenPower Motor Company Inc. has successfully closed the third tranche of a secured term loan offering amounting to U.S. $300 million, aimed at supporting its production and operational costs [1][2]. Group 1: Loan Details - The loans are secured by a general security agreement on the company's assets, subordinated to all senior debt, and will incur an interest rate of 12% per annum for a term of two years [3]. - The net proceeds from the loans will be allocated towards production costs, supplier payments, payroll, and working capital [2]. Group 2: Related Party Transactions - The loans involve agreements with companies controlled by the CEO and a Director, qualifying as related party transactions under Multilateral Instrument 61-101, but are exempt from formal valuation and minority approval requirements [5]. - As part of the loan agreement, the company issued 340,909 non-transferable share purchase warrants and 68,181 shares to one of the lenders [4]. Group 3: Company Overview - GreenPower designs, builds, and distributes a range of all-electric medium and heavy-duty vehicles, including transit buses, school buses, and cargo vans, focusing on zero-emission solutions [7]. - The company was founded in Vancouver, Canada, and has operational facilities in southern California, with a NASDAQ listing since August 2020 [7].

Federal Realty (FRT 2.06%) is not the largest real estate investment trust (REIT) you can buy. It isn't even the largest REIT in its strip mall niche. It actually has a fairly small collection of properties in its portfolio. And yet it stands head and shoulders above every other REIT when it comes to its dividend. Here's why now is a good time to consider adding Federal Realty and its industry-leading business to your portfolio.What does Federal Realty do?Federal Realty owns strip malls and mixed-use proper ...

Nebius Group is playing a crucial role on the infrastructure side of artificial intelligence (AI).When it comes to investing in artificial intelligence (AI) stocks, some of the most common opportunities reside in software platforms and semiconductors. But one pocket of the AI realm that is steadily starting to gain some traction is infrastructure.Think of it this way: When cloud hyperscalers such as Amazon, Microsoft, or Alphabet each say they are spending tens of billions of dollars on AI capital expenditu ...

Core Points - ASUS Republic of Gamers (ROG) has announced a new series of handheld gaming devices, the ROG Xbox Ally and ROG Xbox Ally X, developed in partnership with Xbox, focusing on ergonomics and user experience [3][4] - The devices feature advanced processors, with the ROG Xbox Ally using the AMD Ryzen™ Z2 A Processor and the ROG Xbox Ally X utilizing the AMD Ryzen™ AI Z2 Extreme Processor, aimed at delivering high performance for gaming [4][9] - Both handhelds will launch in holiday 2025 across select markets, with plans for broader availability [4][13] Design and Comfort - The ROG Xbox Ally series boasts a completely redesigned chassis for improved comfort, inspired by Xbox controllers, ensuring a better grip and gaming experience [5][7] - The ROG Xbox Ally X includes impulse triggers for enhanced haptic feedback, providing a more immersive gaming experience [6][7] Software Experience - The new Xbox software integrated into the handhelds aims to create a seamless gaming experience, combining Xbox and Windows PC gaming capabilities [8] - Players will have immediate access to a full-screen Xbox experience upon powering on the device, with optimized software for easy navigation and access to settings [8] Performance and Efficiency - The ROG Xbox Ally X is designed for next-gen gaming performance, leveraging the AMD Ryzen AI Z2 Extreme Processor and software optimizations for AAA games [9][10] - Both devices feature improved battery life due to their efficient designs, with the ROG Xbox Ally having a 60Wh battery and the ROG Xbox Ally X featuring an 80Wh battery [10][17] Specifications - ROG Xbox Ally X specifications include a 7" FHD display, 24GB LPDDR5X memory, and 1TB SSD storage [15][16] - ROG Xbox Ally specifications include a 7" FHD display, 16GB LPDDR5X memory, and 512GB SSD storage [17]

Core Viewpoint - Civitas Resources, Inc. is facing a class action lawsuit due to allegedly misleading statements regarding its oil production and financial condition during the specified class period from February 27, 2024, to February 24, 2025 [1][3]. Group 1: Class Action Details - The Rosen Law Firm is reminding investors who purchased Civitas securities during the class period of the July 1, 2025, deadline to become a lead plaintiff in the class action [1][2]. - The lawsuit claims that Civitas made materially false statements and failed to disclose significant risks related to its oil production and financial health, which led to investor damages when the truth was revealed [3]. Group 2: Allegations Against Civitas - Civitas is alleged to have been likely to significantly reduce its oil production in 2025 due to declines following a production peak in Q4 2024 and low TIL count at the end of 2024 [3]. - The company would need to acquire additional acreage and development locations to increase oil production, which would incur significant debt and require asset sales [3]. - The financial condition of Civitas necessitated disruptive cost-reduction measures, including a significant workforce reduction, which overstated its business and financial prospects [3].