An industrial tech leader beat earnings estimates, a global pizza chain served up higher profits but faces softening U.S. sales, and a bladder cancer breakthrough is sending a clinical-stage oncology stock soaring 43%+. Here’s what you need to know.
On Behalf of Azincourt Energy Corp
Uranium has doubled since 2020.
Saskatchewan’s uranium sales just hit $2.6 billion, up 62% year-over-year.
Cameco says the long-term outlook has never been stronger.
Now layer on the global demand curve:
30+ countries pledging to triple nuclear capacity
AI data centers expected to use 12% of US electricity by 2028
Germany reversing course and returning to nuclear
The setup is here.
And one company has plans to drill in the heart of it all: Canada’s Athabasca Basin.
With early uranium hits, expanding alteration zones, and proximity to NexGen and Cameco, this could be the next name to watch in the sector.
*Examples that we provide of share price increases pertaining to a particular Issuer from one referenced date to another represent an arbitrarily chosen time period and are no indication whatsoever of future stock prices for that Issuer and are of no predictive value. Our stock profiles are intended to highlight certain companies for YOUR further investigation; they are NOT stock recommendations or constitute an offer or sale of the referenced securities.
Earnings:
Welltower Inc. [WELL]: Aftermarket
Waste Management, Inc. [WM]: Aftermarket
Cadence Design Systems, Inc. [CDNS]: Aftermarket
NXP Semiconductors N.V. [NXPI]: Aftermarket
Brown & Brown, Inc. [BRO]: Aftermarket
Economic Reports:
None scheduled
On Behalf of Azincourt Energy Corp
In 2018, UEC was a forgotten uranium stock trading for just $0.60.
Five years later? It had exploded into a $3.11 billion juggernaut.
That’s the power of timing the uranium cycle.
But this time, the fuel behind it is different:
30+ countries committing to triple nuclear capacity
Domestic enrichment startups like General Matter raising tens of millions
And right now, a tiny uranium explorer in Canada’s Athabasca Basin is sitting on drill-ready projects… just like UEC once was.
The opportunity is hiding in plain sight.
History doesn’t repeat, but in uranium… it often rhymes.
*Examples that we provide of share price increases pertaining to a particular Issuer from one referenced date to another represent an arbitrarily chosen time period and are no indication whatsoever of future stock prices for that Issuer and are of no predictive value. Our stock profiles are intended to highlight certain companies for YOUR further investigation; they are NOT stock recommendations or constitute an offer or sale of the referenced securities.
Roper Technologies (NYSE: ROP) announced its first-quarter 2025 financial results today, posting better-than-expected earnings and meeting revenue projections.
The Sarasota, Florida-based firm reported a net income of $331.1 million for the quarter.
Earnings per share are at $3.06 on a GAAP basis.
Adjusted for amortization and one-time items, earnings stood at $4.78 per share, surpassing the $4.73 per share consensus estimate gathered by Zacks Investment Research.
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Revenue for the quarter totaled $1.88 billion, aligning closely with Wall Street expectations.
The company's strong performance was driven by steady demand across its diverse portfolio of industrial technologies and software-based solutions.
Looking ahead, Roper forecasts second-quarter adjusted earnings between $4.80 and $4.84 per share.
For the full year 2025, the company reaffirmed its earnings guidance in the range of $19.80 to $20.05 per share, indicating confidence in its operational momentum despite broader macroeconomic uncertainties.
Roper’s results reflect ongoing strength in its strategic focus areas, which include industrial software and asset-light businesses.
The company continues to emphasize consistent earnings growth and margin expansion through portfolio management and disciplined capital allocation.
Domino’s Pizza (NASDAQ: DPZ) posted solid first-quarter financial results today morning, showcasing strength in global operations even as domestic sales faced headwinds.
Total revenue is up 2.5% year-over-year to $1.11 billion, driven primarily by higher U.S. franchise advertising revenue, supply chain pricing adjustments, and increased international royalties.
However, revenue is slightly below Wall Street estimates of $1.13 billion, causing its shares to drop 2.53% in premarket trade.
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U.S. same-store sales slipped 0.5%, marking a slight contraction following strong growth in the prior year.
Internationally, same-store sales climbed 3.7%, excluding currency impacts. Overall global retail sales rose 4.7% when adjusted for foreign exchange movements.
Net income surged 18.9% to $149.7 million, while diluted earnings per share grew 20.9% to $4.33, compared to $3.58 in the same period last year.
Strong cash flow performance also stood out, with free cash flow improving by 59.1% to $164.4 million, fueled by higher receipts and lower capital spending.
The company reported a global net store decline of eight locations, with 17 net new stores added in the U.S. but a net loss of 25 internationally.
CEO Russell Weiner emphasized that Domino’s "Hungry for MORE" strategy is driving sustained market share growth in both domestic and overseas markets despite broader economic challenges.
Looking ahead, Domino’s reaffirmed its focus on expanding store count, boosting profitability, and enhancing operational efficiencies to navigate ongoing global macroeconomic volatility.
The company’s board also declared a quarterly dividend of $1.74 per share, payable on June 30, 2025.
On Behalf of Azincourt Energy Corp
Right now, the US has 94 nuclear reactors.
And 90% of the fuel they run on? It’s imported.
Tariffs are coming. Tensions are rising. And the government knows it needs more domestic-friendly supply.
Why Peter Thiel just joined the board of a uranium enrichment startup. Why Canada’s uranium is now more strategic than ever.
And why one tiny explorer in Saskatchewan’s Athabasca Basin could be positioned perfectly. The company has two active projects.
It’s drilling in the richest uranium district on Earth.
And as the US tries to secure its nuclear future, Canadian explorers like this one may be the first call utilities make.
*Examples that we provide of share price increases pertaining to a particular Issuer from one referenced date to another represent an arbitrarily chosen time period and are no indication whatsoever of future stock prices for that Issuer and are of no predictive value. Our stock profiles are intended to highlight certain companies for YOUR further investigation; they are NOT stock recommendations or constitute an offer or sale of the referenced securities.
Revvity (NYSE: RVTY) announced better-than-expected financial results for the first quarter of 2025 this morning, showcasing solid execution across its Life Sciences and Diagnostics divisions.
The company reported a revenue of $665 million, marking a 2% year-over-year increase on a reported basis and a 4% rise organically.
GAAP earnings per share climbed to $0.35, up from $0.21 in the same quarter last year. Adjusted EPS reached $1.01, slightly above the $0.98 reported a year earlier.
Revvity’s GAAP operating income grew to $72 million, representing a margin of 10.9%, while adjusted operating income totaled $170 million with a margin of 25.6%.
Shares of the firm are up 4% in premarket trade on the back of these strong results.
The Life Sciences segment posted first-quarter revenue of $340 million, with a 2% organic increase, while Diagnostics delivered $324 million in revenue, growing organically by 5%.
Adjusted operating margins improved in Life Sciences but softened slightly in Diagnostics compared to the prior year.
CEO Prahlad Singh emphasized that strong business fundamentals and solid execution helped the company outperform its initial expectations, setting a positive tone for the rest of the year despite ongoing macroeconomic challenges.
Looking ahead, Revvity raised its full-year 2025 revenue guidance to a range of $2.83 billion to $2.87 billion, factoring in recent foreign exchange trends.
The company also reaffirmed its targets for 3%–5% organic growth and adjusted EPS between $4.90 and $5.00.
Portage Biotech is an emerging clinical-stage immuno-oncology company. Its stock is is trading 50% higher in premarket today after announcing strong preclinical efficacy results for its selective A2B receptor inhibitor, PORT-7, in mesothelioma models.
My Take: Portage Biotech is an early-stage biotech, but if the clinical data in humans mirror preclinical success, PRTG could become a significant player in the next wave of immuno-oncology breakthroughs. Keep a close watch.
CG Oncology is a clinical-stage biotechnology company specializing in developing next-generation oncolytic immunotherapies for bladder cancer.
Its shares are climbing 43% in premarket trading after releasing impressive 24-month data for its cretostimogene grenadenorepvec therapy, highlighting its potential to reshape bladder cancer treatment.
My Take: CG Oncology’s data suggest cretostimogene could become a major non-surgical option for bladder cancer patients. While larger trials are awaited, you should definitely keep the stock on your radar.
Globavend Holdings is a fast-growing e-commerce logistics provider. Its shares are up 10% in premarket trading today after it received approval-in-principle for up to $900,000 in non-dilutive government grant funding from Hong Kong’s BUD Fund.
My Take: Globavend’s expansion into China with government support is a savvy move, especially given the non-dilutive nature of the grant. Make sure to keep a close watch on this one.
On Behalf of Azincourt Energy Corp
When Peter Thiel joins the board of a uranium enrichment startup and backs a $50 million raise, you pay attention.
Because this isn’t just Thiel.
It’s Gates with TerraPower. Bezos with General Fusion. Altman with Oklo. And now Thiel with General Matter.
The smartest minds of this generation are placing billion-dollar bets on one thing: Nuclear.
And it’s not hard to see why.
Global electricity demand is set to soar 50% by 2050.
AI. Data centers. EVs. Every megatrend needs power — and clean, baseload nuclear is the only source that scales.
Meanwhile, uranium production can’t keep up.
That’s why a tiny uranium explorer in the Athabasca Basin — home to the world’s highest-grade deposits — may soon be on every investor's radar.
Drill programs are planned. Momentum is building. And the market hasn’t caught up.
*Examples that we provide of share price increases pertaining to a particular Issuer from one referenced date to another represent an arbitrarily chosen time period and are no indication whatsoever of future stock prices for that Issuer and are of no predictive value. Our stock profiles are intended to highlight certain companies for YOUR further investigation; they are NOT stock recommendations or constitute an offer or sale of the referenced securities.
Taiwan scrambles to protect exports and jobs as tariff threats loom from Washington.
Shares surge while governance questions grow after Akio Toyoda’s bold $42 billion proposal.
Shein’s sudden price jumps expose the growing fallout from escalating US-China trade tensions.
Mediobanca’s $7.2 billion move to acquire Banca Generali shakes up Italy’s banking sector.
Airbus secures key Spirit Aero assets to strengthen its global supply chain.
Trade tensions rise as Singapore seeks relief from US tariffs and tech restrictions.
After beating expectations, Komatsu warns of a sharp profit slump in 2025.
That’s all for today. Thank you for reading. If you have any feedback, please reply to this email.
Best Regards,
— Adam Garcia
Elite Trade Club
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