Climb Global Solutions has reported accelerated growth, aided by the previous DSS acquisition but also by strong, broad-based organic momentum. The growth outlook stands good. IT software spending continues to grow, and CLMB's focus on select sectors and emerging vendors creates a further tailwind. CLMB's balance sheet is strong, enabling new accretive tuck-in acquisitions.
S&P Global offers structural growth, technological innovation, and a dominant market position, making it a resilient pick amid global volatility. AI integration, data infrastructure, and diversified revenue streams underpin S&P's competitive edge and support predictable cash flows and margin expansion. Strong Q1 2025 results, robust free cash flow, and shareholder-friendly policies (dividend growth, buybacks) highlight financial strength and sustainability.
S&P Global remains a buy at $500 due to its dominant, capital-light business model and diversified revenue streams, despite recent guidance reductions. The macroeconomic outlook has improved, reducing recession risks and rising asset prices, supporting a recovery in the Ratings and Indices segments, which faced earlier headwinds. The upcoming Mobility segment spin-off should enhance overall profitability and growth, potentially justifying higher valuation multiples for S&P Global.
M2i Global CEO Alberto Rosende talked with Proactive about the company's transformational merger with Volato Group. Rosende explained that this move allows both companies to consolidate operations based on their aligned business lines and shared future objectives.
KO ramps up digital-first, localized marketing with campaigns like "Share a Coke" to boost global brand power and market share.
Flutter's global scale, technology stack, and brand portfolio drive superior customer acquisition, retention, and margin expansion in regulated online gambling. FanDuel's U.S. leadership delivers high-margin growth, with efficient marketing spend and a seamless wallet architecture accelerating payback and insulating group earnings. The NYSE listing boosts liquidity, lowers capital costs, and unlocks optionality for a potential FanDuel spin-off, enhancing shareholder value.
Tariffs, inflation and central bank buying are lifting gold ETFs like GLD and IAU as safe-haven demand surges in 2025.
The fund invests primarily in variable-rate preferred stocks, including fixed-to-floating, resettable, and floor-rate instruments, with a strong emphasis on the financial sector. With a low expense ratio of 0.25% and a three-year NAV return of 4.26%, PFFV provides cost-efficient exposure to variable-rate preferreds. The fund is composed of 45% fixed-to-floating, 20% floor-rate, and 35% resettable preferred stocks, split between issues trading above and below par.
M2i Global (OTC:MTWO), a critical minerals supply-chain developer, has agreed to be acquired by aviation technology company Volato Group Inc. (NYSE American: SOAR) via a non-binding term sheet. The deal creates a dual-platform public company, combining M2i Global's critical minerals infrastructure business with Volato's aviation software and travel services.
We rate Vivid Seats a Strong Buy with a $5 PT, citing resilient take-rate and underappreciated international/resale segment growth as key upside drivers. The market is too focused on near-term GMV declines, missing SEAT's ability to defend a 16.3–16.8% take-rate and achieve above-consensus revenue growth. International expansion and SkyBox reseller adoption will add $15–$31mn incremental revenue by FY26E, diversifying growth and supporting margin resilience.
GPN rolls out Genius for Retail, bundling payments, inventory and customer tools to power small business growth.
Lynas Rare Earths is the largest non-Chinese REE producer, uniquely positioned amid escalating U.S.-China trade tensions and supply chain risks. China's near-monopoly on rare earths is a strategic vulnerability for the West, making Lynas a critical alternative supplier for high-tech industries. Lynas is doubling production capacity with its Mt. Weld expansion, and rising REE prices could drive significant upside beyond current analyst forecasts.