Dernières nouvelles pour Ibotta (NYSE:IBTA) Stock

IBOTTA INC-CL A

Ibotta

Ibotta Inc is a performance marketing platform. It allows CPG brands to deliver digital promotions to consumers through a single, convenient network called the Ibotta Performance Network (IPN).

Ibotta Inc

As co-founder of Lobster Boys LLC and a fourth-generation lobsterman, Justin Maderia has seen firsthand how global trade tensions <a href="https://www.benzinga.com/topic/economy">ripple through local economies</a>.
With the U.S. seafood market generating over $31 billion annually—and relying on Canada for more than two-thirds of its imports—tariffs and shifting trade policies are a critical concern.
The erratic nature of the trade situation doesn&#8217;t help, either. In recent weeks, President Donald Trump threatened exorbitant tariffs on China, 145% on April 10, only to slash them to <a href="https://www.benzinga.com/government/regulations/25/05/45347089/wall-street-rips-higher-as-tariff-truce-halts-us-china-economic-escalation">30% a month later</a>. Whatever ends up sticking, Maderia hopes there&#8217;s a chance to build a more resilient, transparent, and self-sufficient seafood industry.
Maderia, who launched Lobster Boys — stylized as Lobsterboys — with his brother, Travis, shares his insights on the evolving U.S.-Canada-China seafood trade, the hidden upsides of tariff pressure, and how their company navigates change while staying true to its roots. The following has been edited for clarity and conciseness.
See Also: <a href="https://www.benzinga.com/general/restaurants/25/04/45021992/us-restaurants-face-growth-hurdles-as-macro-headwinds-mount-says-analyst">US Restaurants Face Growth Hurdles As Macro Headwinds Mount, Says Analyst</a>
<h2 class="wp-block-heading">BZ: What was wrong with the fishing industry before and what are some of the different trade dynamics that have opened up?</h2>
Maderia: The fishing industry has long been a battleground of geopolitics, shrouded in fog—middlemen, opaque pricing, and zero traceability. Recent shifts, like the rollback of U.S.-China tariffs, aren't a return to the old ways; they're a wake-up call. Trade flows are recalibrating, and at Lobsterboys, we see a golden opportunity in the chaos. Disruptions expose the cracks in traditional supply chains—fragile, bloated, and unreliable.
As China's market reopens, big exporters are learning they can't bet everything on one buyer. Lobsterboys is built differently, sourcing directly from fishermen, championing full transparency, and delivering quality. This is our moment to seize domestic partnerships directly with chefs and home cooks and redefine what seafood can be.
<h2 class="wp-block-heading">How has Lobsterboys been affected by the on-again-off-again tariffs?</h2>
Tariffs always grab headlines, but what they really do is expose the deeper problems in our food system. In seafood, we've been relying on bloated, opaque supply chains for decades—layers of brokers, exporters, and overseas buyers that disconnect the people who catch the food from the people who eat it. When something like a tariff hits, that fragile system starts to crack.
For us, the disruption actually highlighted the value of a different approach—one that's more local, more nimble, and more direct. We buy straight from trusted fishermen in both the U.S. and Canada and sell directly to North American consumers. So while others were scrambling to adjust, our model stayed intact.
There's also a seasonal shift happening: Spring marks the beginning of peak lobster season in many key fisheries. That increase in supply typically brings down prices, which softens the blow of any tariff-related cost changes. So yes, tariffs have been a headache—but they've also created space for change. They've forced the industry, and consumers, to rethink where their food comes from.
<h2 class="wp-block-heading">As for the global seafood market, will there be a surplus as trading routes from exporters change?</h2>
In the short term, yes—surpluses can pop up when exporters lose access to major markets like China. The seafood supply chain isn't always quick to adapt, especially when it's designed for volume, not flexibility. But seafood is perishable, so the market corrects fast. 
The deeper issue isn't about excess—it's about misalignment. Supply and demand often don't meet efficiently. That's where direct-to-consumer models shine. They reduce waste, shorten the time between harvest and plate, and eliminate the guesswork of where the product should go. Surplus is a symptom. The real problem is a system that wasn't built to be responsive—and that's exactly what needs to change.
<h2 class="wp-block-heading">Is the seafood industry becoming more sustainable?</h2>
It's starting to, because it has to. Consumers are asking tougher questions. They want to know where their seafood comes from, how it was caught, and whether it supports coastal communities. That's progress.
There's more use of technology now—digital catch tracking, QR codes, and third-party verification—but real sustainability goes beyond that. It's about creating a system that's accountable at every level. That means fair wages for fishermen, environmentally responsible harvests, and eliminating fraud and relabeling.
We believe sustainability and transparency go hand in hand. You can't have one without the other. Our goal is to build a seafood supply chain that actually respects the ocean, the people who work it, and the people who rely on it for food.
<h2 class="wp-block-heading">If you could talk to Trump about trade, what would you say?</h2>
We'd say: President Trump was right to shake up the status quo. For too long, our food system—and especially seafood—has depended on foreign markets and broken supply chains that left American fishermen vulnerable and American consumers disconnected.
Tariffs may have caused short-term disruption, but they've forced the industry to take a hard look at where things weren't working. That disruption created opportunity—specifically, the opportunity to bring more of the seafood supply chain back home. When we strengthen direct relationships between harvesters and consumers, we keep more value in the hands of fishermen and we make the system more resilient.
What we need now is to keep building on that foundation. That means investing in infrastructure that supports coastal economies, rewarding transparency, slashing and implementing proper regulations and ensuring fair pricing for the people who work the water. This is how we secure our food future—by standing behind fishermen and empowering consumers to know their lobster and know their lobstermen.
Now Read:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/government/regulations/25/04/44939726/rfk-jr-will-phase-out-artificial-food-dyes-by-end-of-2026-what-it-means-for-pepsi-coca-cola-general-mills">RFK Jr. Targets Artificial Food Dyes: What It Means For Pepsi, Coca-Cola, General Mills</a></li>
</ul>
Image: Courtesy of Lobster Boys

Topics

Restaurants

Success Stories

Startups

Small Business

Exclusives

Interview

Lobster Life: Sibling Entrepreneurs See Trade Turmoil As A Business Edge

<a href="https://jpmorgan.metameetings.net/events/tmc25/sessions/313136-criteo-sa/webcast?gpu_only=true&amp;kiosk=true">https://jpmorgan.metameetings.net/events/tmc25/sessions/313136-criteo-sa/webcast?gpu_only=true&amp;kiosk=true</a>

News

Trading Ideas

General

CRTO

Watching Criteo S.A.; Shares See Volume To The Upside; Company Presenting At JPM Tech Conference

<ul class="wp-block-list">
<li>President Donald Trump said he'd be "OK" with "tiny" tax hikes on the rich on Friday, but warned that the changes would likely lead to pushback from the Republican party</li>
<li>The Truth Social post follows similar remarks to Time magazine last month</li>
<li>The remarks come just before Republicans are set to present the "one big beautiful bill," a piece of legislation that will cover things like tax cuts and budgetary considerations, among other things</li>
</ul>
President Donald Trump said Friday morning that he'd be "okay" with "tiny" tax hikes for the rich, but warned Republicans they should "probably not do it."
In a post on <a href="https://truthsocial.com/@realDonaldTrump/posts/114477701321152097">Truth Social</a>, Trump wrote, "The problem with even a ‘TINY' tax increase for the RICH, which I and all others would graciously accept in order to help the lower and middle income workers, is that the Radical Left Democrat Lunatics would go around screaming, ‘Read my lips,' the fabled Quote by George Bush the Elder that is said to have cost him the Election… In any event, Republicans should probably not do it, but I'm OK if they do!!!"
Don't Miss:
<ul class="wp-block-list">
<li>Deloitte's fastest-growing software company partners with Amazon, Walmart &amp; Target – <a href="https://www.benzinga.com/money/mode-mobile-2">Many are rushing to grab 4,000 of its pre-IPO shares for just $0.30/share!</a></li>
<li>Hasbro, MGM, and Skechers trust this AI marketing firm — <a href="https://www.benzinga.com/money/rad-intel">Invest before it's too late.</a></li>
</ul>
Republicans have been struggling to come up with $1.5 trillion in budget cuts to help offset the trillions of dollars in tax cuts that have resulted from the Tax Cuts and Jobs Act, which Trump signed into law in 2017.
This is not the first time Trump has indicated that he'd support tax hikes on the rich. In an interview with <a href="https://time.com/7280114/donald-trump-2025-interview-transcript/">Time</a> magazine last month, he said, "I certainly don't mind having a tax increase… I&#8217;d be raising them on wealthy to take care of middle class. And that&#8217;s—I love, that. I actually love the concept, but I don&#8217;t want it to be used against me politically."&nbsp;
House Republicans are split on the idea of tax increases for those who make over $1 million a year. When asked by the <a href="https://www.washingtonpost.com/business/2025/05/08/trump-tax-millionaires-republicans/">Washington Post</a> how many senators would support the plan, Sen. Josh Hawley (R-MO), said, "Zero probably. Maybe one or two." The <a href="https://www.washingtonpost.com/business/2025/04/22/trump-millionaire-tax-rich-gop-vance/">Post</a> also reports that House Speaker Mike Johnson (R-LA), Sen. Dave McCormick (R-PA), and Sen. Ted Cruz (R-TX), are all vehemently opposed to the idea.&nbsp;
Trending: Invest where it hurts — and help millions heal:<a href="https://www.benzinga.com/money/a-cure-for-osteoarthritis-powered-by-everyday-investors-cytonics-is-looking-to-beat-big-pharma-and-disrupt-a-390-billion-market"> Invest in Cytonics and help disrupt a $390B Big Pharma stronghold</a>.
Insiders told <a href="https://www.reuters.com/world/us/trump-urged-speaker-johnson-raise-top-tax-rate-source-says-2025-05-08/">Reuters</a> that Trump is pushing to raise the top tax rate from 37% to 39.6% for individuals earning $2.5 million and higher and joint filers earning $5 million or more. "This will help pay for massive middle and working-class tax cuts, and protect Medicaid," a source told the outlet.
Republicans are rushing to hammer out these details so that they can complete Trump's "one big beautiful bill" by the end of the week. &nbsp;
Some details of the bill were made public on Friday when the House Ways and Means Committee released a <a href="https://subscriber.politicopro.com/f/?id=00000196-b7a4-d69e-add7-bfaf65c00000">28-page section</a> of the proposed legislation. Included were plans for an increased child tax credit and an extended roster of lower income tax rates. A much more detailed amendment, including details of how they plan to make good on Trump's promises to end the taxation of tips and overtime pay, is expected to be revealed sometime before the House Ways and Means Committee's next meeting on Tuesday, according to <a href="https://www.politico.com/live-updates/2025/05/09/congress/ways-and-means-circulates-early-tax-bill-draft-00338251">Politico</a>.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/money/mark-cubans-advice-for-lotto-winners">Many are surprised by Mark Cuban's advice for lotto winners: Cash or annuity?</a></li>
<li>Nancy Pelosi Invested $5 Million In An AI Company Last Year — <a href="https://www.benzinga.com/money/elf-labs-ym?v=123">Here's How You Can Invest In Multiple Pre-IPO AI Startups With Just $1,000.</a></li>
</ul>
Image: Shutterstock

Personal Finance

Trump Says He's OK With 'Tiny' Tax Hikes For The Rich, But Warns Republicans There Will Be Political Backlash

WIIM

LUV stock has given up its prior gain. Southwest shares were trading higher following a report indicating the company filed for a permit for more international routes.

Hampton Roads based TowneBank (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TOWN#NASDAQ">TOWN</a>) announced today that its Board of Directors declared its second-quarter shareholder cash dividend of $0.27 per common share payable on July 11, 2025, to shareholders of record on June 27, 2025. The quarterly common stock cash dividend of $0.27 per common share, or $1.08 per common share on an annual basis, is an 8% increase from the previous dividend rate.
The amount and declaration of future cash dividends are subject to Board of Directors' approval in addition to regulatory restrictions.

Dividends

TOWN

TowneBank Hikes Quarterly Cash Dividend From $0.25 To $0.27 Per Share

JPMorgan analyst Ryan Brinkman reiterated the Underweight rating on Hertz Global Holdings, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HTZ#NASDAQ">HTZ</a>)<a href="https://www.benzinga.com/quote/HTZ/analyst-ratings" target="_blank" rel="noreferrer noopener"> on Wednesday</a>.
Brinkman suggests that while rental car firms like Hertz may have structurally enhanced earnings through better pricing strategies and partnerships with companies such as American Express Global Business Travel, Tripadvisor, Uber and Carvana, previous forecasts likely overestimated the durability of company-specific earnings drivers.
Instead, much of the recent strength appears to have stemmed from temporary cyclical tailwinds — namely unusually low fleet depreciation and elevated pricing — which have now largely faded.
Also Read: <a target="_blank" href="https://www.benzinga.com/content/45006040/whats-behind-bill-ackman-buying-hertz-stock" rel="noreferrer noopener">What&#8217;s Behind Bill Ackman Buying Hertz Stock?</a>
Although the stock may still look undervalued based on normalized earnings, Brinkman doesn&#8217;t foresee Hertz reaching those levels until after 2026.
Additionally, the company is expected to generate negative free cash flow in 2024 and 2025, limiting its ability to repurchase shares at current lower prices.
Hertz also faces high leverage, refinancing risks, and potential legal costs related to its past bankruptcy following a recent unfavorable court ruling, the analyst writes.
On Tuesday, the rental car company posted first-quarter revenue of $1.81 billion, below the $2 billion analyst consensus, <a target="_blank" href="https://www.benzinga.com/news/earnings/25/05/45388163/hertz-global-shares-are-plunging-following-q1-earnings-miss-whats-driving-the-sell-off" rel="noreferrer noopener">representing a 13% year-over-year decline</a>. The company also reported a first-quarter adjusted loss of $1.12 per share, versus an expected loss of 97 cents per share.
Brinkman notes that Hertz&#8217;s first-quarter fiscal 2025 results highlighted continued progress on cost efficiency initiatives, including partnerships with tech firms aimed at improving both customer experience and operational productivity.
These efforts include enhancements to its revenue management system and the deployment of AI tools for vehicle inspection and pricing optimization.
Management also reaffirmed its expectations for the progression of EBITDA through the year, the analyst writes.
HTZ Price Action: Hertz shares are trading lower by 2.88% to $5.60 at publication on Wednesday.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/tech/25/05/45413749/exclusive-apple-stock-could-benefit-from-smartphone-upgrade-cycle" target="_blank" rel="noreferrer noopener">Apple Stock Could Benefit From Smartphone Upgrade Cycle, Poll Ranks Top Reason For Trade In (It&#8217;s Not The Camera)</a></li>
</ul>
Photo: ricochet64 via Shutterstock

Equities

Travel

Markets

Analyst Ratings

Hertz Faces Tough Road Ahead, Analyst Says Earnings Recovery Unlikely Before 2026

<a href="https://www.bloomberg.com/news/articles/2025-05-14/why-is-battery-maker-eos-eose-up-720-over-the-past-year">https://www.bloomberg.com/news/articles/2025-05-14/why-is-battery-maker-eos-eose-up-720-over-the-past-year</a>

EOSE

'Battery Maker With 720% Stock Gain Signs Early Data-Center Deal'- Bloomberg

Nu Holdings Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NU#NYSE">NU</a>) shares are trading higher Wednesday, reversing earlier losses following the release of weaker-than-expected <a href="https://www.benzinga.com/news/earnings/25/05/45393936/buffett-backed-nu-holdings-stock-drops-after-worse-than-expected-q1-results-details">first-quarter financial results</a>.
What To Know: The Warren Buffett-backed digital banking company reported earnings of 12 cents per share, missing the consensus <a href="http://benzinga.com/quote/NU/earnings">estimate</a> of 13 cents. Revenue came in at $3.2 billion, slightly below the $3.23 billion expected by analysts.
Despite the earnings and revenue miss, investors appeared to focus on Nu's strong customer metrics. The company added 4.3 million customers in the quarter, pushing its total customer base to 118.6 million across Brazil, Mexico and Colombia. Monthly average revenue per active customer increased 17% year-over-year, reaching $11.20. At the same time, cost efficiency improved, with average cost to serve per active customer falling to just seven cents.
Net interest income hit a record $1.8 billion, up 34% from a year ago, driven by a 62% expansion in the company's interest-earning portfolio. CEO David Vélez highlighted Nubank's expanding customer activity, noting that the platform saw nearly 99 million monthly active users with an activity rate above 83%.
&#8220;Starting 2025 strong, Nubank reached 118.6 million customers, adding over four million in a single quarter, showcasing its powerful platform scalability across Brazil, Mexico and Colombia,&#8221; Vélez said.
Shares initially dropped over 5% in after-hours trading on Tuesday following the earnings release, but have since recovered as market sentiment improved, potentially influenced by Susquehanna maintaining a Positive rating and raising its price target from $14 to $15.
The stock's recovery on Wednesday suggests continued confidence in Nu Holdings&#8217; ability to scale and sustain engagement across Latin America.
NU Price Action: Nu Holdings shares were up 2.85% at $13.52 at the time of publication, according to <a href="https://pro.benzinga.com/dashboard?new_user=False&amp;backend=google-oauth2">Benzinga Pro.</a>
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/government/regulations/25/05/45414023/magnificent-seven-add-36-trillion-since-april-lows-is-this-rally-just-beginning">Magnificent Seven Add $3.6 Trillion Since April Lows: Is This Rally Just Beginning? </a></li>
</ul>
Image Via Shutterstock.

Earnings

Movers

Nu Holdings Stock Bounces Back From Q1 Earnings Sell-Off: What's Going On?

<figure class="wp-block-image size-large"><img decoding="async" src="https://thearorareport.com/wp-content/uploads/2025/05/2025-05-14_08h33_43.png" alt="" /></figure>
To gain an edge, this is what you need to know today.
<h4 class="wp-block-heading">Market Positioning</h4>
Please <a href="https://thearorareport.com/stock-market-chart-analysis-institutions-chasing-rally-market-positioning-spy-mc-05142025">click here</a> for an enlarged chart of SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>) which represents the benchmark stock market index S&amp;P 500 (SPX).
Note the following:
<ul class="wp-block-list">
<li>The chart shows the stock market has moved above the breakout line.</li>
<li>For stock market bulls, zone 1 (resistance) shown on the chart is the magnet.</li>
<li>Momo gurus are claiming that they know the stock market is going to go above zone 1 to new highs in a matter of days.</li>
<li>Bears are throwing in the towel as they never expected President Trump to give China everything it wanted with very little in return other than talk.  In our analysis, China has a great track record of appeasing American presidents with talk without following through with actions.    </li>
<li>In January and February when our calls were to take partial profits and raise hedges, including hedges to protect individual strategic positions with very large unrealized gains, institutions were aggressively buying. </li>
<li>When the stock market fell in early April, as shown on the chart, many institutions were holding very low cash.&nbsp; Institutions were over invested.</li>
<li>The chart shows when our report was giving buy signals in early April near the lows.   At that time, institutions were selling because they were very over invested.  After the selling, institutions became under invested, which they thought was prudent at the time due to the trade war with China.</li>
<li>As the stock market started moving up from the lows, institutions dismissed the rise.&nbsp; Institutions had good reason to dismiss the rise because they were looking at President Trump's campaign promise of 60% tariffs on China. &nbsp; Based on comments from the Trump administration, institutions were convinced that the biggest concession President Trump would give to China would be to reduce tariffs to 60% &#8211; 80% from 145%.&nbsp; Under this economic scenario, it made no sense to buy stocks at market lows.</li>
<li>Institutions were caught off guard when it was revealed this Monday that tariffs on China would be only 10% after fentanyl tariffs are removed.&nbsp; Institutions did sophisticated analysis of many scenarios but never dreamed the U.S. would give China everything China wanted in exchange for very little.</li>
<li>Normally, after the big rally on Monday, there would have been some give back yesterday.&nbsp; However, instead of giveback, the market rallied further, and institutions were chasing the market since they are under invested.</li>
<li>Most institutions do not behave like the momo crowd.&nbsp; Expect institutions to aggressively buy the dips unless the data changes.</li>
<li>The momo crowd is back to their normal behavior.&nbsp; The momo crowd is extremely aggressively buying speculative stocks and call options on indexes and their favorite stocks.</li>
<li>As the market rises, our tentative plan is to start taking profits by scaling out of tactical positions that were started near the market lows in April.</li>
<li>To consistently beat the market, investors need to look ahead.&nbsp; A vast majority of investors do not look ahead.&nbsp; They suffer from recency bias.&nbsp; A vast majority of investors invest based on what has happened over the last ten days.&nbsp;&nbsp;</li>
<li>In our analysis, as we look ahead, the data shows that peak trade tariff uncertainty is behind us but peak economic uncertainty is not.  We previously shared with you, in our analysis, there is a 60% probability of stagflation.  </li>
<li>Producer Price Index (PPI), retail sales, and initial jobless claims will be released tomorrow at 8:30am ET and may be market moving.</li>
</ul>
<h4 class="wp-block-heading">Magnificent Seven Money Flows</h4>
In the early trade, money flows are positive in Alphabet Inc Class C (GOOG), Meta Platforms Inc (META), NVIDIA Corp (NVDA), and Tesla Inc (TSLA).
In the early trade, money flows are neutral in Amazon.com, Inc. (AMZN).
In the early trade, money flows are negative in Apple Inc (AAPL) and Microsoft Corp (MSFT).
In the early trade, money flows are positive in S&amp;P 500 ETF (SPY) and Invesco QQQ Trust Series 1 (QQQ).
<h4 class="wp-block-heading">Momo Crowd And Smart Money In Stocks</h4>
Investors can gain an edge by knowing money flows in SPY and QQQ.  Investors can get a bigger edge by knowing when smart money is buying stocks, gold, and oil.  The most popular ETF for gold is SPDR Gold Trust (GLD).  The most popular ETF for silver is iShares Silver Trust (SLV).  The most popular ETF for oil is United States Oil ETF (USO).
<h4 class="wp-block-heading">Gold</h4>
Money is flowing out of gold as investors no longer feel the need for protection.  The momo crowd is panicking and selling gold.  Our report gave a signal to take partial profits on gold near the highs.  
<h4 class="wp-block-heading">Oil</h4>
API crude inventories came at a build of 4.287M barrels vs. a consensus of a draw of 2.4M barrels.
<h4 class="wp-block-heading">Bitcoin</h4>
Bitcoin is range bound.
<h4 class="wp-block-heading">Arora Protection Band And What To Do Now</h4>
It is important for investors to look ahead and not in the rearview mirror.  Our proprietary Protection Band puts all of the data, all of the indicators, all of the news, all of the crosscurrents, all of the models, and all of the analysis in an analytical framework that is easily actionable by investors.
Consider continuing to hold good, very long term, existing positions. Based on individual risk preference, consider a protection band consisting of cash or Treasury bills or short-term tactical trades as well as short to medium term hedges and short term hedges. This is a good way to protect yourself and participate in the upside at the same time.
You can determine your protection bands by adding cash to hedges.&nbsp; The high band of the protection is appropriate for those who are older or conservative. The low band of the protection is appropriate for those who are younger or aggressive.&nbsp; If you do not hedge, the total cash level should be more than stated above but significantly less than cash plus hedges.
A protection band of 0% would be very bullish and would indicate full investment with 0% in cash.&nbsp; A protection band of 100% would be very bearish and would indicate a need for aggressive protection with cash and hedges or aggressive short selling.
It is worth reminding that you cannot take advantage of new upcoming opportunities if you are not holding enough cash.&nbsp; When adjusting hedge levels, consider adjusting partial stop quantities for stock positions (non ETF); consider using wider stops on remaining quantities and also allowing more room for high beta stocks.&nbsp; High beta stocks are the ones that move more than the market.
<h4 class="wp-block-heading">Traditional 60/40 Portfolio</h4>
Probability based risk reward adjusted for inflation does not favor long duration strategic bond allocation at this time.
Those who want to stick to traditional 60% allocation to stocks and 40% to bonds may consider focusing on only high quality bonds and bonds of five year duration or less.&nbsp; Those willing to bring sophistication to their investing may consider using bond ETFs as tactical positions and not strategic positions at this time.
The Arora Report is known for its accurate calls. The Arora Report correctly called the big artificial intelligence rally before anyone else, the new bull market of 2023, the bear market of 2022, new stock market highs right after the virus low in 2020, the virus drop in 2020, the DJIA rally to 30,000 when it was trading at 16,000, the start of a mega bull market in 2009, and the financial crash of 2008. Please click here to sign up for a free forever <a href="https://thearorareport.com/generate-wealth-newsletter-benzinga">Generate Wealth Newsletter</a>.

Long Ideas

Market Summary

Broad U.S. Equity ETFs

Opinion

Caught Off Guard, Institutions Chase Stock Market Rally

Needham analyst Joseph Stringer maintains Inozyme Pharma (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INZY#NASDAQ">INZY</a>) with a Buy and lowers the price target from $15 to $12.

Price Target

INZY

Needham Maintains Buy on Inozyme Pharma, Lowers Price Target to $12

Wall Street analysts rerated JD.com, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/JD#NASDAQ">JD</a>) on Wednesday, including slashing their price targets after the company reported <a target="_blank" href="https://www.benzinga.com/news/earnings/25/05/45385027/jd-com-clocks-strong-q1-retail-and-logistics-growth-fueled-by-cash-burn" rel="noreferrer noopener">first-quarter results</a> on Tuesday.
The stock is trading lower on Wednesday.
Benchmark analyst Fawne Jiang maintained JD.com with a Buy and lowered the <a href="https://www.benzinga.com/quote/JD/analyst-ratings" target="_blank" rel="noreferrer noopener">price target from $58 to $53</a>.
Also Read: <a href="https://www.benzinga.com/government/regulations/25/05/45348699/us-listed-chinese-stocks-rally-as-countries-agree-to-ease-import-tariffs" target="_blank" rel="noreferrer noopener">US Listed Chinese Stocks Rally As Countries Agree To Ease Import Tariffs</a>
Jiang noted that net revenue was 301 billion Chinese yuan (+15.8%) or $41.5 billion, beating consensus expectations by 11 billion Chinese yuan.
Notably, thanks to the trade-in program, growth of 3C and home appliances accelerated to 17% while gross margin also accelerated to 15% growth (versus 11% prior), thanks to improvements in user growth and engagement, with supermarkets continuing to outperform at double-digit growth, the analyst said.&nbsp;&nbsp;
Adjusted EPADS came in at 8.41 Chinese yuan (or $1.16), beating consensus by $0.19.
He added that the company had repurchased $1.5 billion in shares year-to-date, reducing its share count by 2.8%.
Management highlighted continued policy tailwinds and improving organic growth year-to-date. With improving consumer sentiment and ongoing enhancements to its ecosystem, the company raised its fiscal 2025 retail growth outlook to double-digit growth (versus high-single-digit prior).&nbsp;&nbsp;
Management noted sustained momentum in the second quarter. General merchandise categories exhibited solid growth, bolstered by supermarket and fashion categories.&nbsp;&nbsp;
While the comparison will be tough heading into fiscal 2026, Jiang is encouraged by the momentum in gross margin, the focus on the 3P marketplace, and the planned revamp of key categories (such as fashion). According to the analyst, these factors will drive sustainable long-term growth.
In the first quarter, JD also entered the food delivery market and achieved impressive traction, with daily orders approaching 20 million within three months. While Jiang noted the move as strategic and saw significant potential in food delivery and the broader on-demand retail ecosystem, the investment introduces margin uncertainty for the remainder of the year, if not longer. 
Given the need to dynamically adjust promotional strategies, expansion plans, and monetization pace in response to a fluid macroeconomic and competitive environment, JD withdrew its fiscal 2025 group-level profitability guidance, citing limited visibility and ongoing market volatility. Based on the current subsidy levels and cost structure, the analyst estimated increased pressure on margins and revised his earnings forecasts accordingly.
Jiang raised his fiscal 2025 and 2026 revenue estimates to 1.290 trillion Chinese yuan (+11.6%) and 1.342 trillion Chinese yuan (+3.8%), respectively. However, the analyst lowered his adjusted adjusted EPADS estimates to $4.61 for fiscal 2025 and $4.95 for fiscal 2026.
Price Action: JD stock is up 4% at $35.74 at last check on Wednesday.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/news/earnings/25/05/45377667/tencent-music-q1-paying-user-growth-more-than-offsets-monthly-active-user-loss" target="_blank" rel="noreferrer noopener">Tencent Music Q1 Paying User Growth More Than Offsets Monthly Active User Loss</a></li>
</ul>
Photo: Shutterstock

Reiteration

JD.com Gains Traction In Retail, Delivery As Analyst Flags Margin Risks

ESS Tech (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GWH#NYSE">GWH</a>) is set to give its latest quarterly earnings report on Thursday, 2025-05-15. Here's what investors need to know before the announcement.
Analysts estimate that ESS Tech will report an earnings per share (EPS) of $-1.23. 
The market awaits ESS Tech's announcement, with hopes high for news of surpassing estimates and providing upbeat guidance for the next quarter.
It's important for new investors to understand that guidance can be a significant driver of stock prices.
<h3>Overview of Past Earnings</h3>
The company's EPS missed by $0.66 in the last quarter, leading to a 12.58% drop in the share price on the following day.
Here's a look at ESS Tech's past performance and the resulting price change:

<table>
<thead>
<tr>
<th>Quarter</th>
<th>Q4 2024</th>
<th>Q3 2024</th>
<th>Q2 2024</th>
<th>Q1 2024</th>
</tr>
</thead>
<tbody>
<tr>
<td>EPS Estimate</td>
<td>-1.31</td>
<td>-1.26</td>
<td>-0.10</td>
<td>-0.11</td>
</tr>
<tr>
<td>EPS Actual</td>
<td>-1.97</td>
<td>-1.90</td>
<td>-0.12</td>
<td>-0.10</td>
</tr>
<tr>
<td>Price Change %</td>
<td>-13.0%</td>
<td>-18.0%</td>
<td>-13.0%</td>
<td>-15.0%</td>
</tr>
</tbody>
</table>

<img src="https://www.benzinga.com/files/images/story/2025/1747246352_0.png" alt="eps graph" />
<h3>Market Performance of ESS Tech's Stock</h3>
Shares of ESS Tech were trading at $2.8 as of May 13. Over the last 52-week period, shares are down 75.28%. Given that these returns are generally negative, long-term shareholders are likely bearish going into this earnings release. 
<a href="https://www.benzinga.com/quote/GWH/earnings">To track all earnings releases for ESS Tech visit their earnings calendar on our site.</a>
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Insights into ESS Tech's Upcoming Earnings

<a href="https://www.bloomberg.com/news/articles/2025-05-14/coinbase-s-armstrong-looks-to-make-more-acquisitions-after-deribit-purchase">https://www.bloomberg.com/news/articles/2025-05-14/coinbase-s-armstrong-looks-to-make-more-acquisitions-after-deribit-purchase</a>

COIN

'Coinbase's Armstrong Looks to Make More Acquisitions After Deribit Purchase'- Bloomberg

Needham analyst Mike Matson reiterates Lucid Diagnostics (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LUCD#NASDAQ">LUCD</a>) with a Buy and maintains $3 price target.

LUCD

Needham Reiterates Buy on Lucid Diagnostics, Maintains $3 Price Target

<a href="https://bofa.veracast.com/webcasts/bofa/transportationairlines2025/idoV6dju.cfm">https://bofa.veracast.com/webcasts/bofa/transportationairlines2025/idoV6dju.cfm</a>

Lockheed Martin CFO During Conference Call Reportedly Says We Still See Tariffs Not As A Cost Of Profit Risk For Us, But Potentially A Cash Timing Risk

Michael Saylor's Strategy (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSTR#NASDAQ">MSTR</a>) has engineered a financial mechanism that transforms market enthusiasm for Bitcoin (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>) into a self-reinforcing growth engine, according to the <a href="https://www.benzinga.com/markets/cryptocurrency/25/05/45257429/michael-saylor-calls-bitcoin-the-corporate-survival-strategy-for-96-of-companies">company&#8217;s executive chairman</a>.
What Happened: In a Financial Times interview on May 13, Saylor <a href="https://www.youtube.com/watch?v=O_WjH0mqKww">detailed</a> the mechanics behind his Bitcoin-focused strategy, which he claims helped the firm outperform tech titans like NVIDIA and Meta en route to a $100 billion valuation.
Describing the system as a "quadratically reflexive, engineered instrument," Saylor openly embraces his role as a financial architect, one who, according to crypto enthusiasts, has created something akin to an "infinite money glitch."
How It Works: The strategy hinges on an arbitrage mechanism: when MicroStrategy&#8217;s stock trades at a premium to the value of its Bitcoin holdings, the company issues new shares to raise capital and buys more BTC, effectively acquiring the asset at a steep discount.
&#8220;If our stock trades at a 200% premium to the underlying asset, we can sell a billion dollars of the stock, buy back the underlying asset, and make $666 million in that arbitrage of sorts,&#8221; Saylor explained.
This dynamic allowed Strategy to raise capital at unprecedented speed. "During the November stock surge, they raised $12 billion in just 50 days," noted digital investor Jeff Walton. "Raising $100 million once is tough, they did it 120 times in 50 days."
Unlike most firms, where dilution frustrates investors, Strategy's shareholders embrace the model, as it increases the amount of Bitcoin held per share. 
The firm also used its premium to secure favorable debt deals, recently issuing $5 billion in convertible bonds at 0% interest.
Also Read: <a href="https://in.benzinga.com/markets/cryptocurrency/25/05/45375869/bitcoin-up-22-in-30-days-whats-driving-the-surge">Bitcoin Up 22% In 30 Days: What&#8217;s Driving The Surge?</a>
Why It Matters: The model functions like a self-reinforcing loop: capital is raised, Bitcoin is bought, Bitcoin price rises, the company's share price climbs, and the cycle repeats. 
Saylor's promotional push, including non-stop Bitcoin evangelism on social media and even hosting Bitcoin-themed parties at his Miami home, further fuels demand.
But the strategy is not without risk. 
It depends entirely on Bitcoin's continued ascent. In early 2025, when regulatory concerns triggered a BTC selloff, Strategy recorded nearly $6 billion in unrealized losses for Q1.
Though Bitcoin has since rebounded, critics argue the model is precarious, requiring constant new capital and strong market sentiment to remain sustainable.
What's Next: Despite volatility, Saylor remains unwaveringly bullish. 
He forecasts Bitcoin at $1 million within 10 years, and potentially $13 million by 2045. If that happens, he envisions Strategy scaling "from a $100 billion firm to a $1 trillion, even $10 trillion enterprise."
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/markets/cryptocurrency/25/05/45415288/coinbase-ceo-brian-armstrong-invites-doge-staff-to-create-a-more-efficient-financial-syste">Coinbase CEO Brian Armstrong Invites DOGE Staff To &#8216;Create A More Efficient Financial System&#8217;</a></li>
</ul>
Image: Shutterstock

Coverage of Bitcoin, Etherum, Ripple and all the latest digital currencies.

Cryptocurrency

$BTC

MSTR

Michael Saylor's Bitcoin Strategy—'Infinite Money Glitch' Or A Reflexive Leverage Bet?

Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) and Advanced Micro Devices, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>) stocks gained on Wednesday after reports indicated the Trump Administration plans to&nbsp;repeal the Biden administration&#8217;s <a target="_blank" href="https://www.benzinga.com/topic/ai" rel="noreferrer noopener">artificial intelligence diffusion</a> that created three broad tiers of access for countries seeking AI chips and would have taken effect May 15.
President Trump&#8217;s administration has warned global companies against using Huawei Technologies Ascend AI chips, threatening them with criminal penalties for violating U.S. semiconductor sanctions, Bloomberg <a target="_blank" href="https://www.bloomberg.com/news/articles/2025-05-13/trump-to-rewrite-ai-chip-curbs-reviled-by-nvidia-and-us-allies?sref=TBDibEcD" rel="noreferrer noopener">reported</a> on Wednesday, citing unnamed sources familiar with the matter.
Instead, the U.S. government is drafting its approach and could forge individual deals with countries.
Also Read: <a target="_blank" href="https://www.benzinga.com//node/45414265" rel="noreferrer noopener">Nvidia Climbs On Saudi AI Investments: Analyst Estimates $15 Billion To $20 Billion In Revenue</a>
Huawei has begun delivering AI chip &#8220;clusters&#8221; to clients in China, which it claims to outperform the leading U.S. AI chipmaker, Nvidia, on key metrics such as total computing and memory.
Huawei is boosting production capacity by building its advanced semiconductor production lines, as Chinese companies cut off from Nvidia&#8217;s products are increasing orders.
Reportedly, Trump&#8217;s government is still working on replacement regulations. Trump officials intend to impose curbs on countries that have diverted chips to China, including Malaysia and Thailand.
At the same time, the Commerce Department will continue to enforce existing chip export rules strictly.
The U.S. officially blacklisted Huawei in May 2019 (during President Trump&#8217;s first term), citing national security threats. The Biden administration launched multiple semiconductor sanctions on China, restricting its access to Nvidia and rival semiconductor technologies.
Meanwhile, President&nbsp;Trump&nbsp;<a target="_blank" href="https://www.benzinga.com/economics/macro-economic-events/25/05/45390422/trump-unveils-historic-and-transformative-600-billion-saudi-deal-predicts-markets-will-go-a-lot-higher" rel="noreferrer noopener">showcased Saudi Arabia&#8217;s</a> $600 billion investment commitment in the U.S. on Tuesday, listing a series of multibillion-dollar deals with leading American corporations&nbsp;in tech, defense, and infrastructure.
The company announced multi-billion dollar commercial deals with&nbsp;companies including Amazon.com Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>),&nbsp;Oracle Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>),&nbsp;and AMD.
Price Actions: NVDA stock is up 3.81% at $134.86 at last check on Wednesday. AMD is up 4.06%.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/tech/25/05/45379380/can-corning-broadcom-deal-transform-ais-data-center-future" target="_blank" rel="noreferrer noopener">Can Corning-Broadcom Deal Transform AI&#8217;s Data Center Future?</a></li>
</ul>
Photo via Shutterstock

Government

Regulations

Tech

Media

AMZN

NVDA

ORCL

Nvidia, AMD And Other Chip Stocks Gain As Trump Plans To Ease AI Chip Export Rules

HC Wainwright &amp; Co. analyst Swayampakula Ramakanth assumes Humacyte (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HUMA#NASDAQ">HUMA</a>) with a Buy rating and announces Price Target of $4.

Initiation

HUMA

HC Wainwright & Co. Assumes Humacyte at Buy, Announces Price Target of $4

RIVN

RIVN stock has given up its prior loss. Rivian Automotive shares were trading lower after Jefferies downgraded the stock from Buy to Hold.

Tesla Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) shares are trading higher by more than 4% on Wednesday, extending its recent rally to approximately 24% over the past week and about 37% <a href="https://www.benzinga.com/25/05/45376757/tesla-back-in-the-trillionaire-club-tsla-stock-roars-back-with-40-rebound-robotaxi-mania">over the past month</a>.
The surge follows easing U.S.-China trade tensions and renewed investor optimism around Tesla's robotaxi rollout and next-generation vehicle production.
What To Know: Tesla is reportedly <a href="https://www.benzinga.com/tech/25/05/45401165/tesla-gears-up-to-restart-key-component-shipping-from-china-for-cybercab-semi-truck-production-in-us-report">preparing</a> to resume shipping components from China to the U.S. for its upcoming Cybercab and Semi models after the Trump administration rolled back tariffs.
The <a href="https://www.benzinga.com/government/regulations/25/05/45358876/dow-jones-adds-1000-points-breaks-200-day-moving-average">truce</a>, announced Monday, enables Tesla to restart production plans that had stalled due to 145% import duties. Trial production of the Cybercab is expected to begin in Texas by October, with the Semi set to be built in Nevada.
Read Also: <a href="https://www.benzinga.com/news/25/05/45412770/oklo-stock-jumps-on-new-cto-improved-q1-and-nuclear-plant-progress">Oklo Stock Jumps On New CTO, Improved Q1 And Nuclear Plant Progress</a>
Wedbush analyst Dan Ives has named Tesla a &#8220;huge beneficiary&#8221; of the U.S.-China de-escalation, adding that Musk&#8217;s <a href="https://www.benzinga.com/tech/25/05/45357613/china-tariff-de-escalation-biggest-winners-include-tesla-apple-new-tech-highs-back-on-the-table-now-for-2025" target="_blank" rel="noreferrer noopener">renewed focus</a>, after months in a controversial White House role, marks a &#8220;pivotal moment&#8221; for the company.
Ives on Wednesday also pointed to the U.S.-Saudi Investment Forum in Riyadh, calling it a &#8220;bullish eye-opener&#8221; for investors in U.S. tech stocks, including Tesla. 
&#8220;The AI Revolution is coming to the Saudi Kingdom and Riyadh will be a major buyer of AI chips, software, autonomous/robotics, datacenters over the next decade,&#8221; Ives said in an X <a href="https://x.com/DivesTech/status/1922626073335914520">post</a>. 
What Else: Meanwhile, Tesla faces <a href="https://www.benzinga.com/markets/equities/25/05/45402695/teslas-robotaxi-plans-under-federal-scrutiny-ahead-ff-austin-launch-as-elon-musk-vows-nationwide-rollout-by-year-end">federal scrutiny</a> ahead of its planned June robotaxi launch in Austin. The National Highway Traffic Safety Administration is seeking details on how Tesla's autonomous vehicles will operate in low-visibility conditions like fog and rain — issues linked to past accidents. Despite this, CEO Elon Musk remains confident, <a href="https://www.benzinga.com/markets/equities/25/05/45402695/teslas-robotaxi-plans-under-federal-scrutiny-ahead-ff-austin-launch-as-elon-musk-vows-nationwide-rollout-by-year-end">projecting</a> "millions of robotaxis" nationwide by year-end.
The Cybercab and robotaxi initiatives have been central to Tesla's growth narrative, especially as the company rebounds from a <a href="https://www.benzinga.com/news/earnings/25/04/44937440/tesla-q1-misses-estimates-as-tariff-pressures-weigh-on-outlook-lower-cost-evs-still-on-track">weak first quarter</a>.
Read Also: <a href="https://www.benzinga.com/government/regulations/25/05/45414023/magnificent-seven-add-36-trillion-since-april-lows-is-this-rally-just-beginning">Magnificent Seven Add $3.6 Trillion Since April Lows: Is This Rally Just Beginning?</a>
<h2 class="wp-block-heading">How To Buy TSLA Stock</h2>
Besides going to a brokerage platform to purchase a share &#8211; or fractional share &#8211; of stock, you can also gain access to shares either by buying an exchange traded fund (ETF) that holds the stock itself, or by allocating yourself to a strategy in your 401(k) that would seek to acquire shares in a mutual fund or other instrument. 
For example, in Tesla&#8217;s case, it is in the Consumer Discretionary sector. An ETF will likely hold shares in many liquid and large companies that help track that sector, allowing an investor to gain exposure to the trends within that segment.
According to data from <a href="https://benzinga.grsm.io/register174">Benzinga Pro</a>, TSLA has a 52-week high of $488.54 and a 52-week low of $157.40. Tesla shares were up 4.07% at $347.66 at the time of publication Wednesday.

TSLA

Tesla Stock Continues To Climb: What's Going On?

Legal

Press Releases

IBOTTA, INC. (NYSE: IBTA) DEADLINE ALERT: Bernstein Liebhard LLP Reminds Ibotta, Inc. Investors of Upcoming Deadline

The Gross Law Firm Reminds Shareholders of a Lead Plaintiff Deadline of June 16, 2025 in Ibotta, Inc. Lawsuit – IBTA

INVESTOR ALERT: Pomerantz Law Firm Reminds Investors with Losses on their Investment in Ibotta, Inc of Class Action Lawsuit and Upcoming Deadlines - IBTA

IBTA Investors Have Opportunity to Lead Ibotta, Inc. Securities Lawsuit First Filed by the Firm

Levi & Korsinsky Reminds Ibotta Investors of the Pending Class Action Lawsuit with a Lead Plaintiff Deadline of June 16, 2025 - IBTA

Small Cap

Ibotta, Inc. (IBTA) Investors Who Lost Money Have Opportunity to Lead Securities Fraud Lawsuit

Levi & Korsinsky Reminds Ibotta, Inc. Investors of the Pending Class Action Lawsuit with a Lead Plaintiff Deadline of June 16, 2025 – IBTA

IBTA Investigated for Securities Fraud Violations - Contact the DJS Law Group to Discuss Your Rights - IBTA

INVESTOR DEADLINE APPROACHING: Faruqi & Faruqi, LLP Investigates Claims on Behalf of Investors of Ibotta

Comments

Ibotta

Actualités

Dernières nouvelles pour Ibotta (NYSE:IBTA) Stock

Les gens regardent aussi

Notizie

PARTENAIRE / CONTRIBUTEUR

BENZINGA MONDIAL