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$META just signed its biggest power deal yet—a 20-year agreement to buy 1.1 GW of nuclear energy from Constellation’s $CEG Clinton plant in Illinois starting 2027.
Without this, the plant was at risk of shutting down as subsidies expire. This deal not only keeps it running but could also lead to a new reactor at the site.
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$META just signed its biggest power deal yet—a 20-year agreement to buy 1.1 GW of nuclear energy from Constellation’s $CEG Clinton plant in Illinois starting 2027.
Without this, the plant was at risk of shutting down as subsidies expire. This deal not only keeps it running but could also lead to a new reactor at the site.
$META TO BUY NUCLEAR POWER FROM CONSTELLATION $CEG FOR DATA CENTERS tweet
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$UUUU HITS NEW URANIUM OUTPUT RECORD IN MAY
Energy Fuels produced nearly 259K lbs of U3O8 from its Pinyon Plain mine in May, up 71% from April. Year-to-date, output is around 480K lbs. Ore grades and volumes are topping expectations, boosting confidence in the mine’s potential.
The company also filed a new technical report for its Bullfrog project, raising indicated resources 15% and inferred 70%. Plans show 15 years of output at ~750K lbs/year. Permitting is progressing at Roca Honda and EZ Complex as part of a wider ramp-up under Trump’s nuclear push.
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$UUUU HITS NEW URANIUM OUTPUT RECORD IN MAY
Energy Fuels produced nearly 259K lbs of U3O8 from its Pinyon Plain mine in May, up 71% from April. Year-to-date, output is around 480K lbs. Ore grades and volumes are topping expectations, boosting confidence in the mine’s potential.
The company also filed a new technical report for its Bullfrog project, raising indicated resources 15% and inferred 70%. Plans show 15 years of output at ~750K lbs/year. Permitting is progressing at Roca Honda and EZ Complex as part of a wider ramp-up under Trump’s nuclear push.
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$GNRC | FEMA SCRAPS NEW HURRICANE PLAN, REVERTS TO LAST YEAR’S AMID CUTS, CONFUSION
Just days into hurricane season, FEMA's new chief David Richardson scrapped this year’s updated response plan—opting to reuse last year’s guidance, despite staff cuts and program rollbacks. He also told employees he’d only recently learned hurricanes had a season, raising alarms inside the agency.
Internal messages and staff departures point to growing frustration, with FEMA months behind on prep and unsure how to fill key gaps in storm response.
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$GNRC | FEMA SCRAPS NEW HURRICANE PLAN, REVERTS TO LAST YEAR’S AMID CUTS, CONFUSION
Just days into hurricane season, FEMA's new chief David Richardson scrapped this year’s updated response plan—opting to reuse last year’s guidance, despite staff cuts and program rollbacks. He also told employees he’d only recently learned hurricanes had a season, raising alarms inside the agency.
Internal messages and staff departures point to growing frustration, with FEMA months behind on prep and unsure how to fill key gaps in storm response.
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$DG | Dollar General Q1 Earnings Highlights
🔹 Revenue: $10.44B (Est. $10.28B) 🟢
🔹 Adj. EPS: $1.78 (Est. $1.47) 🟢
🔹 Same-Store Sales: +2.4%
FY25 Guidance (Raised):
🔹 Revenue Growth: +3.7% to +4.7% (Prev: +3.4% to +4.4%) 🟢
🔹 Comp Sales: +1.5% to +2.5% (Prev: +1.2% to +2.2%) 🟢
🔹 EPS: $5.20 to $5.80 (Prev: $5.10 to $5.80) 🟢
🔹 Capex: $1.3B–$1.4B (unchanged)
🔹 Real Estate Projects: ~4,885
▪️ ~575 new U.S. stores, 15 in Mexico
▪️ ~2,000 Renovate, ~2,250 Elevate, ~45 relocations
Other Key Q1 Metrics:
🔹 Net Income: $391.9M (+7.9% YoY)
🔹 Operating Profit: $576.1M (+5.5% YoY)
🔹 Gross Margin: 31.0% (+78 bps YoY)
🔹 SG&A as % of Sales: 25.4% (+77 bps YoY)
🔹 Cash Flow from Ops: $847.2M (+27.6% YoY)
Inventory & Capex:
🔹 Merchandise Inventory: $6.6B (–7% YoY per store)
🔹 Capex: $291M
▪️ New Stores Opened: 156
▪️ Remodels: 668 (Elevate), 559 (Renovate)
▪️ Relocations: 23
Dividend:
🔹 Quarterly Dividend: $0.59/share (Payable July 22, 2025)
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$DG | Dollar General Q1 Earnings Highlights
🔹 Revenue: $10.44B (Est. $10.28B) 🟢
🔹 Adj. EPS: $1.78 (Est. $1.47) 🟢
🔹 Same-Store Sales: +2.4%
FY25 Guidance (Raised):
🔹 Revenue Growth: +3.7% to +4.7% (Prev: +3.4% to +4.4%) 🟢
🔹 Comp Sales: +1.5% to +2.5% (Prev: +1.2% to +2.2%) 🟢
🔹 EPS: $5.20 to $5.80 (Prev: $5.10 to $5.80) 🟢
🔹 Capex: $1.3B–$1.4B (unchanged)
🔹 Real Estate Projects: ~4,885
▪️ ~575 new U.S. stores, 15 in Mexico
▪️ ~2,000 Renovate, ~2,250 Elevate, ~45 relocations
Other Key Q1 Metrics:
🔹 Net Income: $391.9M (+7.9% YoY)
🔹 Operating Profit: $576.1M (+5.5% YoY)
🔹 Gross Margin: 31.0% (+78 bps YoY)
🔹 SG&A as % of Sales: 25.4% (+77 bps YoY)
🔹 Cash Flow from Ops: $847.2M (+27.6% YoY)
Inventory & Capex:
🔹 Merchandise Inventory: $6.6B (–7% YoY per store)
🔹 Capex: $291M
▪️ New Stores Opened: 156
▪️ Remodels: 668 (Elevate), 559 (Renovate)
▪️ Relocations: 23
Dividend:
🔹 Quarterly Dividend: $0.59/share (Payable July 22, 2025)
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$HIMS TO ACQUIRE EUROPE’S ZAVA IN ALL-CASH DEAL
Hims & Hers is buying digital health platform ZAVA to expand into the UK, Germany, France, and Ireland. ZAVA served 1.3M+ active customers and delivered 2.3M consultations in 2024. The move marks HIMS’ official push into Europe, with a branded rollout expected soon. Deal is 100% cash-funded, closes in H2 2025, and expected to be accretive by 2026.
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$HIMS TO ACQUIRE EUROPE’S ZAVA IN ALL-CASH DEAL
Hims & Hers is buying digital health platform ZAVA to expand into the UK, Germany, France, and Ireland. ZAVA served 1.3M+ active customers and delivered 2.3M consultations in 2024. The move marks HIMS’ official push into Europe, with a branded rollout expected soon. Deal is 100% cash-funded, closes in H2 2025, and expected to be accretive by 2026.
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$RKLB LAUNCHES 10TH BLACKSKY MISSION, HITS 65 TOTAL ELECTRON FLIGHTS
Rocket Lab just completed its 65th Electron launch, deploying a Gen-3 BlackSky $BKSY satellite into 470 km orbit. This marks their 10th mission for BlackSky since 2019 and second this year alone. The back-to-back launches, just 16 days apart, show Electron’s growing reliability as a go-to for smallsat constellations. So far, Rocket Lab has now delivered 226 satellites to orbit.
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$RKLB LAUNCHES 10TH BLACKSKY MISSION, HITS 65 TOTAL ELECTRON FLIGHTS
Rocket Lab just completed its 65th Electron launch, deploying a Gen-3 BlackSky $BKSY satellite into 470 km orbit. This marks their 10th mission for BlackSky since 2019 and second this year alone. The back-to-back launches, just 16 days apart, show Electron’s growing reliability as a go-to for smallsat constellations. So far, Rocket Lab has now delivered 226 satellites to orbit.
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$OLLI TOPS Q1, RAISES CONFIDENCE IN FY25 OUTLOOK
Ollie’s Bargain Outlet beat Q1 estimates with EPS of $0.75 vs $0.71 expected and revenue of $576.8M vs $566M. For FY25, it sees EPS of $3.65–$3.75 (consensus $3.73) and reaffirms revenue growth of 1.4%–2.2% YoY. Management says strong store growth and demand for value put OLLI in a solid spot as others face pressure.
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$OLLI TOPS Q1, RAISES CONFIDENCE IN FY25 OUTLOOK
Ollie’s Bargain Outlet beat Q1 estimates with EPS of $0.75 vs $0.71 expected and revenue of $576.8M vs $566M. For FY25, it sees EPS of $3.65–$3.75 (consensus $3.73) and reaffirms revenue growth of 1.4%–2.2% YoY. Management says strong store growth and demand for value put OLLI in a solid spot as others face pressure.
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JACOBS LANDS $4B U.S. SPACE FORCE CONTRACT
Jacobs Technology $J secured a $4B IDIQ contract with the U.S. Air Force for Space Force range operations, engineering, and sustainment. Work covers both Patrick and Vandenberg Space Force Bases, supporting national security and commercial space missions through 2035.
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JACOBS LANDS $4B U.S. SPACE FORCE CONTRACT
Jacobs Technology $J secured a $4B IDIQ contract with the U.S. Air Force for Space Force range operations, engineering, and sustainment. Work covers both Patrick and Vandenberg Space Force Bases, supporting national security and commercial space missions through 2035.
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KLARNA PILOTS FLEXIBLE DEBIT CARD IN U.S., EUROPE LAUNCH LATER THIS YEAR
Klarna is testing a new debit card in the U.S. that lets users pay now or split purchases over time, online or in-store, thanks to Visa’s Flexible Credential tech. The card, issued by WebBank, runs on debit rails but can switch to BNPL at checkout. With over 5M on the waitlist, a broader rollout in the U.S. and Europe is planned for later this year. Klarna paused its U.S. IPO plans in April amid market uncertainty tied to Trump’s tariff moves.
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KLARNA PILOTS FLEXIBLE DEBIT CARD IN U.S., EUROPE LAUNCH LATER THIS YEAR
Klarna is testing a new debit card in the U.S. that lets users pay now or split purchases over time, online or in-store, thanks to Visa’s Flexible Credential tech. The card, issued by WebBank, runs on debit rails but can switch to BNPL at checkout. With over 5M on the waitlist, a broader rollout in the U.S. and Europe is planned for later this year. Klarna paused its U.S. IPO plans in April amid market uncertainty tied to Trump’s tariff moves.
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$CME Group posted a record May with 28.9M average daily contracts traded, up 11% from last year. Interest rate products led with 16.2M contracts, while crypto volume surged 145% to a record 197K ADV. Micro contracts made up over 45% of equity index volume. International ADV rose 15%, with Asia up 24%.
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$CME Group posted a record May with 28.9M average daily contracts traded, up 11% from last year. Interest rate products led with 16.2M contracts, while crypto volume surged 145% to a record 197K ADV. Micro contracts made up over 45% of equity index volume. International ADV rose 15%, with Asia up 24%.
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$KTOS & $GE TEAM UP ON NEXT-GEN PROPULSION FOR UNMANNED AIRCRAFT
Kratos and GE Aerospace have signed a formal teaming agreement to co-develop and produce small, low-cost jet engines, starting with the GEK800 and new GEK1500. These engines will power future unmanned aerial systems and collaborative combat aircraft. The deal builds on last year’s MOU and aims to deliver scalable, affordable propulsion tech for U.S. defense needs.
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$KTOS & $GE TEAM UP ON NEXT-GEN PROPULSION FOR UNMANNED AIRCRAFT
Kratos and GE Aerospace have signed a formal teaming agreement to co-develop and produce small, low-cost jet engines, starting with the GEK800 and new GEK1500. These engines will power future unmanned aerial systems and collaborative combat aircraft. The deal builds on last year’s MOU and aims to deliver scalable, affordable propulsion tech for U.S. defense needs.
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$JOBY SIGNS MOU TO ENTER SAUDI MARKET WITH UP TO $1B IN POTENTIAL AIRCRAFT SALES
Joby Aviation is partnering with Abdul Latif Jameel to explore launching electric air taxi services in Saudi Arabia. The MOU outlines potential delivery of up to 200 aircraft, valued around $1B. The deal supports Saudi Arabia’s Vision 2030 and may include local MRO services and pilot training. First passenger flights in the region are planned for 2026.
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$JOBY SIGNS MOU TO ENTER SAUDI MARKET WITH UP TO $1B IN POTENTIAL AIRCRAFT SALES
Joby Aviation is partnering with Abdul Latif Jameel to explore launching electric air taxi services in Saudi Arabia. The MOU outlines potential delivery of up to 200 aircraft, valued around $1B. The deal supports Saudi Arabia’s Vision 2030 and may include local MRO services and pilot training. First passenger flights in the region are planned for 2026.
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$MRNA'S NEW COVID VACCINE mNEXSPIKE APPROVED IN U.S.
Moderna has received U.S. approval for mNEXSPIKE, its next-gen COVID-19 vaccine. It’s cleared for adults 65+ and at-risk individuals aged 12–64. This is Moderna’s third approved product, designed with a more targeted, lower-dose approach than earlier versions. COVID-19 caused over 47,000 U.S. deaths in 2024, and mNEXSPIKE aims to cut that burden with improved protection.
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$MRNA'S NEW COVID VACCINE mNEXSPIKE APPROVED IN U.S.
Moderna has received U.S. approval for mNEXSPIKE, its next-gen COVID-19 vaccine. It’s cleared for adults 65+ and at-risk individuals aged 12–64. This is Moderna’s third approved product, designed with a more targeted, lower-dose approach than earlier versions. COVID-19 caused over 47,000 U.S. deaths in 2024, and mNEXSPIKE aims to cut that burden with improved protection.
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$VSCO POSTPONES Q1 EARNINGS AFTER CYBER INCIDENT
Victoria’s Secret is delaying its Q1 earnings release after a May 24 security breach forced a shutdown of corporate systems and its e-commerce site, which came back online May 29. While Q1 results were near or above guidance, the ongoing system recovery has held up financial reporting. The company warns of potential costs impacting Q2 results as it continues to assess the situation.
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$VSCO POSTPONES Q1 EARNINGS AFTER CYBER INCIDENT
Victoria’s Secret is delaying its Q1 earnings release after a May 24 security breach forced a shutdown of corporate systems and its e-commerce site, which came back online May 29. While Q1 results were near or above guidance, the ongoing system recovery has held up financial reporting. The company warns of potential costs impacting Q2 results as it continues to assess the situation.
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$DLO NEARS $150M DEAL FOR AFRICA’S AZA FINANCE
DLocal is close to acquiring African payments firm AZA Finance for around $150M, in what would be its largest deal since 2021 and first outside Latin America. The move expands DLocal’s reach beyond its core LATAM markets, as it looks to deploy strong cash flow following better-than-expected Q1 results. AZA, founded in Nairobi, enables cross-border transactions in African currencies.
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$DLO NEARS $150M DEAL FOR AFRICA’S AZA FINANCE
DLocal is close to acquiring African payments firm AZA Finance for around $150M, in what would be its largest deal since 2021 and first outside Latin America. The move expands DLocal’s reach beyond its core LATAM markets, as it looks to deploy strong cash flow following better-than-expected Q1 results. AZA, founded in Nairobi, enables cross-border transactions in African currencies.
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