Articles written by Lekha Gupta - Benzinga

Loeb's Third Point Boosts Apollo Stake 275%, Soho House 121% In Q1 Bet

|Activist investor Dan Loeb's Third Point LLC has increased its stake in Apollo and Soho House in Q1 of 2025, representing a 275% and 121% increase, respectively.

Goldman Sachs Bets On JPMorgan, Praises Market Share Gains, Efficiency

|Goldman Sachs analyst raises price forecast for JPMorgan Chase & Co., citing potential growth in lending and investment banking despite market risks.

Uranium Supply-Demand Dynamics Tighten, Goldman Sachs Expects Cameco To Benefit

|Cameco is expected to benefit from structural tailwinds, driven by tightening supply-demand dynamics in the uranium market.

Amer Sports Crushes Q1 Estimates, Thanks To Arc'teryx And Salomon, Expects Tariff Impact To Be Negligible

| Amer Sports, Inc. (NYSE:AS) shares rise premarket after reporting record first-quarter FY25 results with a 23% revenue increase and raised guidance for EPS and sales for FY25. CEO James Zheng states confidence in managing potential tariff outcomes. CFO Andrew Page expects minimal impact from current tariffs on 2025 financials.

Elbit Systems' Q1 Revenue Jumps 22%, Backlog Swells To $23.1 Billion

|Elbit Systems Ltd. (NASDAQ: ESLT) reported better-than-expected Q1 2025 results, with revenue of $1.90B and adjusted EPS of $2.57. IMOD demand may lead to additional orders.

Nokia Trials Advanced 5G Defense Solutions In Norwegian Military Exercise

|Nokia (NOK) tested 5G technology in Norway's military exercise, providing advanced defense applications for field personnel and improved situational awareness.

TotalEnergies Bets On Ksi Lisims LNG, Acquires Developer Stake And Supply

|TotalEnergies (NYSE: TTE) signed an agreement to buy 2Mtpa of LNG for 20 years from Ksi Lisims LNG. It also acquired a 5% stake in Western LNG.

JPMorgan Stays Bearish On DXC Technology, Cites CEO Disruption, Legacy Drag

|JPMorgan analyst maintains Underweight rating and $22 price forecast for DXC Technology.

RBC Bearings Can Defy Macro Headwinds, Says Analyst, On Aerospace Strength, Tariff Resilience

|Truist Securities analyst revised price forecast on RBC Bearings to $405, keeping Buy rating. Q4 EPS beat, sales missed. Q1 sales expected to be $424M-$434M.

CAVA's Traffic-Driven Growth, Price Discipline Is Better Than Broader Market: Analyst

|B Of A Securities analyst increased CAVA Group's price forecast from $112 to $121, while reiterating a Buy rating. CAVA's Q1 revenue and EPS beat analyst estimates. CAVA expects 6-8% SSS growth and plans to open 1,000 restaurants by 2032. BofA projects FY25 SSS growth at 7.4% with RLM of 25.3%.

Hewlett Packard, Nvidia Deepen Collaboration On AI Factory Solutions

|Hewlett Packard Enterprise enhances NVIDIA AI Computing solutions for full AI lifecycle, with new compute and software offerings and simplified hybrid IT.

Gilat Q1 Revenue Climbs 21%, But Falls Short of Expectations

|Gilat is supported by "macro-geopolitical factors" and "increased investment in secure, mission-critical communications," CEO says.

AMD Sells Off A $5 Billion Powerhouse: What's The Catch In This $3 Billion Deal?

|AMD selling ZT Systems' data center manufacturing business to Sanmina for $3 billion in cash & stock. Sanmina to become preferred NPI partner for AMD's AI solutions.

This International Cargo Shipping Company Sees Macro Uncertainty But Is Making More Money Per Cargo

|ZIM reports strong Q1 results with 28% increase in sales and 82% increase in adjusted EBITDA. Confident in resilient business and long-term growth.

Why Is TXNM Energy Stock Soaring On Monday?

|TXNM Energy, Inc. (NYSE: TXNM) will be acquired by Blackstone Infrastructure for $61.25 per share in cash, representing a 23.0% premium. Total enterprise value is $11.5 billion, with no new debt expected. Transaction to close in second half of 2026.

Vertiv Develops Power Solutions In Sync With NVIDIA's AI Roadmap

|Vertiv Holdings (VRT) announces strategic agreement with NVIDIA's AI roadmap, introducing 800 VDC power solutions in 2026 for efficient AI data centers.

Rocket Lab Launches Third Mission For Japan's iQPS

|Rocket Lab successfully launched 3rd mission for Japanese customer iQPS, delivering SAR satellite to orbit. Multiple missions planned for 2025-2026.

CoreWeave, Super Micro Computer And Coinbase Are Among Top 11 Large-Cap Gainers Last Week (May 12-May 16): Are The Others In Your Portfolio?

|Large-cap stocks surged in the last week. CoreWeave, Super Micro, Coinbase, NRG Energy, Astera Labs, First Solar, Exelixis, Rocket Lab, Hims & Hers, On Holding and Gap were the top performers.

Gold Mining Stocks Were Among Top 10 Large-Cap Losers Last Week (May 12-May 16): Are These In Your Portfolio?

|Gold and silver prices dropped as US and China reduced tariffs, leading to rotation out of safe-haven assets. Top gold mining stocks declined.

Foot Locker And Archer Aviation Are Among Top 8 Mid-Cap Gainers Last Week (May 12-May 16): Are The Others In Your Portfolio?

|Top mid-cap stock performers last week: Foot Locker, Inc. (FL), Archer Aviation Inc. (ACHR), DigitalBridge Group, Inc. (DBRG), NuScale Power Corporation (SMR), Diginex Limited (DGNX), ImmunityBio, Inc. (IBRX), Oklo Inc. (OKLO), Intuitive Machines, Inc. (LUNR).