In an era dominated by the rush toward renewable energy, coal might seem like some relic of the past. Yet, for people willing to look beyond the headlines, the coal industry holds hidden gems. Peabody Energy BTU, the largest coal producer in the United States, stands out as a compelling opportunity. Trading at a steep discount to its intrinsic value, with robust financials and a global footprint, Peabody offers a rare blend of stability and growth potential. This coal titan is a standout choice, poised to r ...

Google reportedly faces a fresh Justice Department probe over whether it violated antitrust law through its partnership with artificial intelligence chatbot firm Character.AI.DOJ officials informed Google that they are investigating whether it purposely structured a deal with Character.AI last year to avoid regulatory scrutiny. The Big Tech giant hired key members of Character.AI engineering team – including its co-founders – and secured a non-exclusive license to use its chatbot technology.“We’re always ha ...

Core Viewpoint - The article discusses the investment potential of Taiwan Semiconductor Manufacturing (TSM), particularly in light of Cathie Wood's recent significant stake acquisition, and the broader market dynamics affecting the semiconductor industry. Group 1: Company Overview - Taiwan Semiconductor Manufacturing (TSM) is currently trading at $195.62, with a 52-week range of $133.57 to $226.40 and a P/E ratio of 27.77 [2][10] - The company plays a critical role in the chip supply chain, being essential for many technology firms, including NVIDIA [6][7] Group 2: Market Dynamics - Recent trade tariff agreements between the U.S. and China may alleviate some pressures on the semiconductor market, potentially increasing demand for chips [5][9] - Institutional investors, including Cathie Wood's fund, are showing confidence in TSM, which may indicate a bullish outlook for the stock [3][12] Group 3: Investment Sentiment - TSM's stock forecast suggests a potential upside of 9.15%, with a target price of $212.00 based on analyst ratings [10] - There has been a notable decline in short interest, with up to 15.5% of short positions decreasing over the past month, indicating a shift in investor sentiment towards a more bullish outlook [11][12] Group 4: Institutional Activity - AllianceBernstein has increased its stake in TSM by 31.5%, amounting to $1.5 billion, reflecting growing institutional confidence in the company [13] - The article notes that while TSM has a Moderate Buy rating, other stocks are being recommended by top analysts, suggesting a competitive investment landscape [15][16]

NEW YORK, May 22, 2025 (GLOBE NEWSWIRE) -- WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Compass Diversified Holdings (NYSE: CODI) between May 1, 2024, and May 7, 2025, both dates inclusive (the “Class Period”), of the important July 8, 2025 lead plaintiff deadline in the securities class action first filed by the Firm. SO WHAT: If you purchased Compass securities you may be entitled to compensation without payment of any out of pocket fees or costs through a c ...

L3Harris Technologies, Inc. (NYSE:LHX) Hosts Annual Global Transportation & Industrials Conference May 22, 2025 12:50 PM ET Company Participants Ken Bedingfield - Chief Financial Officer and President-Aerojet Rocketdyne Conference Call Participants Myles Walton - Wolfe Research Myles Walton All right. I think we're good. Thanks so much for joining us. I'm excited to have with us LHX, the CFO, Ken Bedingfield. Thanks for coming, Ken. I really appreciate it. Ken Bedingfield Thanks for having us, Myles. It's g ...

Core Insights - Canada Goose Holdings Inc. reported higher earnings and revenues for the fourth quarter of fiscal 2025, driven by strong direct-to-consumer (DTC) growth and successful retail execution [1][3]. Financial Performance - Adjusted quarterly earnings per share reached C$1.12, an increase from C$0.99 in the same quarter last year [3]. - Total revenues increased by 7.4% year-over-year to C$384.6 million, with DTC revenues rising 15.7% to C$314.1 million [3][4]. - Gross profit rose 17.8% to C$274.4 million, resulting in a gross margin of 71.3%, up 620 basis points [5]. Revenue Breakdown - DTC comparable sales increased by 6.8%, while wholesale revenues fell 23.2% to C$31.8 million due to reduced order books in EMEA [4]. - Other revenues decreased by 14.2% to C$38.7 million, primarily due to lower employee sales and Friends & Family events [4]. Expenses and Profitability - Selling, general and administrative (SG&A) expenses increased by 4.5% to C$219.3 million, attributed to strategic investments and higher marketing spend [6]. - Operating profit was C$55.1 million, significantly higher than C$23.1 million from the previous year [6]. Financial Position - As of March 30, 2025, Canada Goose had C$334.4 million in cash, C$408.8 million in net debt, and C$541.2 million in equity [7]. - Inventory decreased by 14% year-over-year to C$384 million, reflecting optimized production levels [7]. Future Outlook - The company did not provide financial guidance for fiscal 2026 due to macroeconomic volatility but remains optimistic about brand strength and financial position [8]. - Canada Goose plans to enhance brand visibility through marketing investments and expand its business through strategic channel development [8].

Core Viewpoint - Civitas Resources, Inc. is facing a class action lawsuit due to alleged 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 of the July 1, 2025 deadline to become a lead plaintiff in the class action against Civitas Resources [1][2]. - Investors who purchased Civitas securities during the class period may be entitled to compensation without any out-of-pocket fees through a contingency fee arrangement [1][2]. Group 2: Allegations Against Civitas - The lawsuit claims that Civitas made materially false and misleading statements, failing to disclose significant reductions in oil production expected in 2025 due to declines in the DJ Basin and low TIL count [3]. - It is alleged that increasing oil production would require Civitas to incur significant debt and sell corporate assets, which would disrupt its financial condition and lead to workforce reductions [3]. - The lawsuit asserts that Civitas' public statements regarding its business and financial prospects were overstated, resulting in investor damages when the true details became known [3]. Group 3: Rosen Law Firm's Credentials - The Rosen Law Firm has a strong track record in securities class actions, having achieved significant settlements and being recognized for its success in the field [4]. - The firm has recovered hundreds of millions of dollars for investors, including over $438 million in 2019 alone [4].

Core Viewpoint - Semtech Corp (NASDAQ:SMTC) is anticipated to report first-quarter earnings soon, with bearish sentiment surrounding the stock, which has a history of significant post-earnings price movements [1]. Group 1: Earnings Expectations - Semtech is set to report earnings after the market closes on May 27, with the options market indicating a larger-than-usual post-earnings swing of 14.3% [2]. - The stock has previously experienced notable post-earnings moves, including a 21.5% increase after the March report and an 18.1% rise following the November earnings report [2]. Group 2: Stock Performance - The current trading price of Semtech is $38.05, having rebounded from a 12-month low of $24.05 recorded on April 21 [3]. - Year-to-date, the shares have declined by 38.4%, and the 80-day moving average is identified as a critical pivot point for future performance [3]. Group 3: Short Interest and Volatility - Short interest in Semtech has decreased by 10% in the last two reporting periods, yet 6.63 million shares sold short still represent 7.7% of the total available float [5]. - The Schaeffer's Volatility Scorecard (SVS) for Semtech is at 89 out of 100, indicating that the stock has surpassed option traders' volatility expectations over the past year [5].

Core Viewpoint - V.F. Corporation (VFC) reported a narrower-than-expected loss per share in the fourth quarter of fiscal 2025, despite a sales miss, with revenues declining year over year but improvements in earnings and margins [1][2][3] Financial Performance - Adjusted loss per share was 13 cents, better than the Zacks Consensus Estimate of a loss of 15 cents, and improved from a loss of 30 cents per share in the same quarter last year [2] - Net revenues were $2.14 billion, down 5% year over year, and below the consensus estimate of $2.18 billion [2] - Adjusted gross margin expanded by 560 basis points to 53.4% due to lower material costs and improved inventory quality [3] Revenue Breakdown - Revenues in the Americas fell 6% year over year, while EMEA revenues decreased by 4% and APAC revenues were flat [5] - Wholesale revenues declined by 4%, and direct-to-consumer revenues were down 5% year over year [6] - The Outdoor segment saw a revenue increase of 5% to $1.28 billion, while the Active segment declined by 18% to $645.3 million [7] Future Outlook - Management projects a revenue decline of 3-5% on a constant dollar basis for the first half of fiscal 2026, with Q1 expected to be the smallest quarter of the fiscal year [11] - An operating loss of $110-$125 million is anticipated for Q1, with gross margins expected to rise year over year [12] - Adjusted operating income is forecasted to expand year over year in fiscal 2026, with higher free cash flow expected compared to fiscal 2025 [13] Cost-Saving Initiatives - The company has achieved its initial target of $300 million in gross cost savings by the end of fiscal 2025 and aims for $500-$600 million in net operating income expansion through the next phase of its Reinvent program [10]

Core Insights - Arcutis Biotherapeutics has received FDA approval for ZORYVE (roflumilast) topical foam 0.3% for treating plaque psoriasis in patients aged 12 and older, marking a significant advancement in immuno-dermatology [1][5] - ZORYVE foam is a once-daily, steroid-free treatment that is now widely available, addressing the needs of nearly 9 million people in the U.S. living with plaque psoriasis, particularly those with scalp involvement [2][5] Product Details - ZORYVE foam demonstrated significant improvements in clinical trials, achieving Scalp-Investigator Global Assessment (S-IGA) Success in 66.4% of patients compared to 27.8% for the vehicle foam at Week 8 [8] - The foam also provided rapid itch relief, with 65.3% of patients experiencing a clinically significant reduction in scalp itch compared to 30.3% for the vehicle [10] - ZORYVE is indicated for both plaque psoriasis and seborrheic dermatitis, with a focus on hard-to-treat areas such as the scalp and body [14][15] Clinical Trial Results - The approval was supported by positive results from Phase 2 and pivotal Phase 3 trials, enrolling 736 adults and adolescents with mild to severe plaque psoriasis [7] - In the ARRECTOR study, 45.5% of individuals treated with ZORYVE foam achieved Body-IGA Success compared to 20.1% for the vehicle foam at Week 8 [8] - The treatment was well tolerated, with low incidence of adverse events, primarily mild to moderate in severity [12] Market Context - The approval of ZORYVE foam is the fifth for the product in less than three years, highlighting Arcutis' commitment to addressing urgent needs in dermatology [3][5] - The company aims to provide predictable access to ZORYVE through programs that assist patients with adherence and reduce out-of-pocket costs [4][21] Future Engagement - Arcutis will host a virtual Key Opinion Leader Event on June 2, 2025, to discuss the treatment landscape for plaque psoriasis, featuring insights from a leading expert [4][5]