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So-Young Intl

So-Young International Inc is an online destination for discovering, evaluating, and reserving medical aesthetic services in China. Its business model comprises four integrated components: professional content and its distribution through social media networks and its targeted media platforms in China, a social community characterized by signature user-generated content, Online reservation services for a medical aesthetic treatment, and the research, development, production, sales and agency of laser and other optoelectronic medical beauty equipment. It generates revenue from information services fees and reservation services fees from medical aesthetic service providers.

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Veteran hedge fund manager Doug Kass isn't mincing words about the state of the cannabis industry. In a recent column titled &#8220;<a href="https://pro.thestreet.com/market-commentary/kass-picking-the-cannabis-winners-in-an-industry-full-of-the-walking-dead">Picking the Cannabis Winners in an Industry Full of the Walking Dead</a>,&#8221; the Seabreeze Partners president outlined why he believes most public cannabis companies are distressed and structurally unsound — but also identified a small group he still considers investable.
<h3 class="wp-block-heading">&#8216;The Walking Dead&#8217; Of Weed Stocks</h3>
According to Kass, a majority of cannabis equities today are effectively "walking dead," their survival contingent on the ability to refinance mounting debt. And even for those that manage to raise capital, significant equity dilution could leave shareholders with little value.
"The cannabis industry now consists of only a handful or two of private and public companies that are healthy and who reside in the land of the living," Kass wrote. "Most of the other public equities are among the walking dead."
He argues the industry's earlier projections for market size, sales and profitability were dramatically overstated, leading to disappointing results and poor investor returns. That disillusionment has been compounded by structural headwinds — oversupply, inconsistent state-level rollouts and sluggish legalization progress — all contributing to weak dispensary unit economics and price compression.
Kass also noted that access to capital has dried up, leading some operators to delay tax payments or take on unmanageable debt.
<h3 class="wp-block-heading">MSOS ETF In The Crosshairs</h3>
Kass reserved particularly harsh criticism for the AdvisorShares Pure U.S. Cannabis ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MSOS#NYSE">MSOS</a>), which he says has become "the tail that wags the cannabis dog."
After years of holding a position in the ETF, Kass said he sold out a couple of weeks ago, citing concerns over its portfolio construction, illiquid holdings, and role in sector volatility.
"Frankly, given that the components of MSOS are illiquid, I do think (though it is hard to prove) that the industry would have been better off if MSOS never existed," he wrote. "MSOS has clearly become the tail that wags the cannabis dog."
He accused the ETF's managers of disposing of stronger companies like Green Thumb Industries in order to fund weaker names, which he believes may have provided exits for insiders at the expense of retail shareholders.
<h3 class="wp-block-heading">Four Marijuana Stocks Worth Watching</h3>
Despite his bearish view of the broader market, Kass said a select few companies remain attractive, particularly for long-term investors with patience. His shortlist includes:
<ul class="wp-block-list">
<li>Trulieve Cannabis Corp. (OTCQX:<a class="ticker" href="https://www.benzinga.com/stock/TCNNF#OTCQX">TCNNF</a>)</li>
<li>TerrAscend Corp. (OTCQX:<a class="ticker" href="https://www.benzinga.com/stock/TRSSF#OTCQX">TRSSF</a>)</li>
<li>Green Thumb Industries Inc. (OTCQX:<a class="ticker" href="https://www.benzinga.com/stock/GTBIF#OTCQX">GTBIF</a>)</li>
<li>Glass House Brands Inc. (OTCQX:<a class="ticker" href="https://www.benzinga.com/stock/GLASF#OTCQX">GLASF</a>)</li>
</ul>
Kass argues that each of these operators is financially and operationally stronger than its peers and could benefit from potential industry consolidation and legislative progress in the coming years.
"While there are other stocks that are investable, their market capitalizations are too small and their liquidity limited," he wrote. "Even the best of the cannabis lot will require patience — but there remains consequential upside (and relatively limited downside) over the next several years."
It should be noted, though, that Kass published his commentary on May 5. Since then, all four companies have reported first-quarter results:
<ul class="wp-block-list">
<li>Trulieve posted $298 million in revenue, 62% gross margin and $51 million in cash flow from operations.</li>
<li>TerrAscend reported $71 million in revenue and its 11th consecutive quarter of positive operating cash flow.</li>
<li>Green Thumb delivered $280 million in revenue, $74 million in operating cash flow and $8 million in net income.</li>
<li>Glass House&#8217;s revenue increased 49% year over year to $44.8 million and achieved a 45% gross margin despite declining production costs.</li>
</ul>
<h3 class="wp-block-heading">Looking Ahead: Consolidation, Legislation And Distribution Models</h3>
Kass believes the next 12 to 18 months could bring widespread receiverships among debt-laden cannabis companies. This "debt maturity cliff," combined with potential M&amp;A activity, may create openings for stronger players to grow through acquisition.
He also raised questions about the future of cannabis distribution:
<ul class="wp-block-list">
<li>If interstate commerce becomes legal, low-cost national cultivators like Glass House may win out.</li>
<li>If distribution remains intrastate, vertically integrated MSOs with strong local operations could continue dominating — assuming they can survive market dynamics.</li>
</ul>
<h3 class="wp-block-heading">Bottom Line</h3>
Kass's analysis is a reminder for cannabis investors that selectivity is critical. While the broader sector faces significant headwinds, a few well-capitalized, strategically positioned companies may still present compelling long-term opportunities.
Photo: Shutterstock

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Hedge Fund Veteran Doug Kass Says Most Cannabis Stocks Are 'Walking Dead,' But These 4 Names Stand Out

In a move that indicates faith in the resurgence of global equities, Lazard Asset Management has transformed its International Equity Advantage mutual fund into<a href="https://www.benzinga.com/etfs"> actively managed ETF</a>, the Lazard International Dynamic Equity Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IEQ#NYSE">IEQ</a>). With this, IEQ joins Lazard&#8217;s theme- and region-based ETF suite that includes the Equity Megatrends ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/THMZ#NASDAQ">THMZ</a>), Japanese Equity ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/JPY#NASDAQ">JPY</a>), and Next Gen Technologies ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TEKY#NASDAQ">TEKY</a>).
Also Read:<a href="https://www.benzinga.com/etfs/specialty-etfs/25/05/45297474/imtm-etf-tanks-then-soars-why-global-momentum-is-making-a-comeback"> IMTM ETF Tanks, Then Soars: Why Global Momentum Is Making A Comeback</a>
Launched on Monday, IEQ is not starting from zero. It inherits both the history and portfolio DNA of its mutual fund ancestor, now in the slick, low-cost, and tax-efficient wrapper increasingly favored by investors. The ETF launched with $31.1 million in assets and an expense ratio of 0.40%.
IEQ follows the MSCI All Country World ex-US Index (ACWI ex-US) as its benchmark but seeks to outperform it, not merely replicate it. The fund uses a quantitatively oriented process that combines machine intelligence with fundamental research to create a concentrated, high-conviction portfolio of non-U.S. stocks.
The fund&#8217;s strategy resists temptation to lean too heavily in any one direction of investment. Rather, Lazard&#8217;s team regularly assesses companies on the basis of valuation, growth, quality, and the way markets are thinking about them.
Rob Forsyth, Lazard's Global Head of ETFs, sees the &#8220;pendulum swing back toward international equities,&#8221; and investors are taking notice.
Additionally, Lazard Chief Market Strategist Ronald Temple sees a &#8220;world of opportunity&#8221; outside of the U.S., according to Bloomberg.
IEQ's portfolio includes global powerhouses such as TSMC (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>), Iberdrola (OTCPK: IBDRY), Novartis (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NVS#NYSE">NVS</a>), Alibaba (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>), and Tencent (OTCPK: TCEHY), offering exposure across key regions and sectors.
As the ETF market starts to sizzle and international shares return to favour with investors, Lazard is betting that an experienced international strategy with a technology-driven twist is precisely what the market needed. IEQ might be a new ticker tape name, but the strategy playbook that underlies it has been rigorously stress-tested through market cycles — and now it&#8217;s taking it global.
Read Next: 
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<li><a href="https://www.benzinga.com/etfs/new-etfs/25/05/45446558/new-innovator-etf-targets-rolling-downside-protection-with-up-to-50-equity-upside">New Innovator ETF Targets Rolling Downside Protection With Up To 50% Equity Upside</a></li>
</ul>
Image: Shutterstock

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Lazard Transforms Mutual Fund Into IEQ ETF Amid Rising Demand For International Stocks

T-Mobile US, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TMUS#NASDAQ">TMUS</a>)&nbsp;and cybersecurity provider Palo Alto Networks, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PANW#NASDAQ">PANW</a>) <a target="_blank" href="https://www.benzinga.com/pressreleases/25/05/b45435467/t-mobile-and-palo-alto-networks-to-launch-managed-sase-offering-for-wireless-devices" rel="noreferrer noopener">on Thursday introduced</a> &#8216;T-Mobile SASE, with Palo Alto Networks,&#8217; a new managed offering that combines a&nbsp;5G advanced network, T-Mobile&#8217;s T-SIMsecure with T-Mobile Security Slice, and Palo Alto Networks&#8217; Prisma SASE 5G.
The offering will deliver enhanced protection, performance, and simplicity to T-Mobile for Business customers.
Palo Alto Networks Prisma SASE 5G, the cloud-native Zero Trust security solution, expands T-Mobile&#8217;s security portfolio, enabling organizations to better protect their networks and devices without needing extra equipment or software.
Also Read: <a target="_blank" href="https://www.benzinga.com/25/04/45018003/t-mobile-slides-after-q1-but-analyst-still-bullish-on-broadband-growth-and-wireless-strength" rel="noreferrer noopener">T-Mobile Beats Estimates, But Customer Growth Leaves Investors Wanting More, Says Analyst</a>
It empowers businesses and government agencies to connect users and devices to private more securely, Software as a Service (SaaS), and internet applications while maintaining strict security policies and visibility.
Integrating Alto Networks&#8217; SASE capabilities into T-Mobile&#8217;s network protects customer data more effectively across endpoints.
The number of business 5G IoT connections in North America is expected to grow from five million in 2025 to 39 million by 2030.
Palo Alto Networks surged 23% in the last 12 months. The company snapped up an AI security startup called Protect AI at a <a href="https://www.benzinga.com/personal-finance/25/05/45184304/palo-alto-networks-acquires-protect-ai-for-500m-a-startup-backed-by-salesforce-samsung-and-01-advisors-in-ai-security-push" target="_blank" rel="noreferrer noopener">valuation of over</a> $500 million. The deal is expected to close later this year.
Wedbush analyst Dan Ives <a href="https://www.benzinga.com/analyst-ratings/analyst-color/25/04/44670176/nvidia-apple-top-names-to-own-cybersecurity-stocks-to-outperform-tech-analyst-dan-ives-says" target="_blank" rel="noreferrer noopener">named it among</a> his defensive picks, suggesting investors could rotate from semis to software to hunker down amid the current market volatility.
T-Mobile US stock surged 48% in the last 12 months. Scotiabank analyst Maher Yaghi upgraded the rating, citing <a href="https://www.benzinga.com/25/04/45119505/t-mobiles-consistent-subscriber-growth-and-strong-market-trends-prompt-analyst-upgrade" target="_blank" rel="noreferrer noopener">healthy subscriber growth</a> and strong industry trends despite a recent stock drop.
Price Actions: T-Mobile US stock is up 2.63% to $241.49 at last check on Thursday. PANW is up 1.45%.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/25/05/45298528/comcast-gains-analyst-praise-for-parks-expansion-and-strong-wireless-despite-broadband-hurdles" target="_blank" rel="noreferrer noopener">Comcast Growth Steps Will Take &#8216;A Minimum Of Several Quarters&#8217; To Generate Returns: Analyst</a></li>
</ul>
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T-Mobile, Palo Alto Partner To Enhance 5G Cybersecurity For US Businesses

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Illumina shares are trading higher after members of management disclosed stock purchases.

Intuitive Surgical Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ISRG#NASDAQ">ISRG</a>) has announced a major leadership transition, appointing Dave Rosa as the company&#8217;s next <a href="https://www.benzinga.com/pressreleases/25/05/g45436448/intuitive-announces-ceo-transition-effective-july-1-2025">chief executive officer, effective July 1, 2025</a>.
Rosa, who currently serves as president, will succeed long-serving CEO Gary Guthart, who will become the executive chair of the board.
The move is part of a broader succession strategy as the robotic-assisted surgery pioneer celebrates its 30th anniversary.
As part of the transition, Craig Barratt, the current board chair, will take on the role of lead independent director.
Also Read: <a href="https://www.benzinga.com/general/biotech/25/05/45438765/why-pfizer-is-poised-for-a-strong-comeback-my-top-pick-for-2025" target="_blank" rel="noreferrer noopener">Why Pfizer Is Poised For A Strong Comeback: My Top Pick For 2025</a>
Guthart, who has led the company for 15 years, will stay on in a senior advisory capacity to support a seamless transition.
Rosa, who joined Intuitive nearly 30 years ago as its ninth employee, has served in multiple roles across engineering, product development, marketing, and commercial operations.
The company recently revealed that the FDA has recently cleared Intuitive&#8217;s da Vinci SP system for transanal local excision/resection, a minimally invasive surgery <a href="https://www.benzinga.com/pressreleases/25/05/g45135080/intuitive-announces-fda-clearance-of-da-vinci-single-port-for-transanal-local-excisionresection" target="_blank" rel="noreferrer noopener">done without abdominal cuts</a>.
This expands the system&#8217;s use in colorectal procedures through natural orifices. It builds on earlier FDA approvals from November 2024 for several transabdominal colorectal surgeries.
According to&nbsp;<a target="_blank" href="https://pro.benzinga.com/?gspk=YWRhbWVja2VydDUzMzY&amp;gsxid=zBMR4PKmcgBw" rel="noreferrer noopener">Benzinga Pro</a>, ISRG stock has gained over 39% in the past year.
Investors can gain exposure to the stock via&nbsp;Spinnaker ETF Series Langar Global HealthTech ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LGHT#NYSE">LGHT</a>) and&nbsp;iShares U.S. Medical Devices ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IHI#NYSE">IHI</a>).
Price Action: ISRG shares are trading lower by 1.69% to $556.38 at the last check on Thursday.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/economics/macro-economic-events/25/05/45439079/powell-signals-fed-may-shift-its-inflation-strategy-after-5-year-economic-shake-up" target="_blank" rel="noreferrer noopener">Powell Signals Fed May Shift Inflation Strategy After 5 Years Of Economic Upheaval</a></li>
</ul>
Image via Shutterstock

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What's Going On With Intuitive Surgical Stock On Thursday?

EXEL

Exelixis shares are trading higher after the company recently reported better-than-expected Q1 financial results and raised its FY25 sales guidance with its midpoint above estimates. The company, acting as a collaboration partner of Invenra, initiated the dose-escalation stage of the first-in-human Phase 1 clinical study of XB628. On Thursday, Citigroup raised its price target from $45 to $56.

AquaBounty Techs (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AQB#NASDAQ">AQB</a>) reported quarterly earnings of $0.16 per share which beat the analyst consensus estimate of $(0.61) by 126.23 percent. This is a 122.86 percent increase over losses of $(0.70) per share from the same period last year.

Earnings

Earnings Beats

CORRECTION: AquaBounty Techs Q1 EPS $0.16 Beats $(0.61) Estimate

In A Letter To Shareholders, DDC Enterprise CEO Norma Chu Announces DDC's Bitcoin Accumulation Strategy; Commits Immediate Execution Of A 100 BTC Acquisition, With A Target To Accumulate 500 BTC Within Six Months And 5,000 BTC Within 36 Months

<ul>
<li>Zynyz&#xAE; (retifanlimab-dlwr), a PD-1 inhibitor, is now approved for the treatment of advanced squamous cell carcinoma of the anal canal (SCAC) in combination with chemotherapy and as a monotherapy</li>
<li>Patients with SCAC treated with Zynyz achieved a statistically significant improvement in progression-free survival and improvement in overall survival</li>
</ul>
Incyte (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INCY#NASDAQ">INCY</a>) today announced that the U.S. Food and Drug Administration (FDA) has approved Zynyz&#xAE; (retifanlimab-dlwr), a humanized monoclonal antibody targeting programmed death receptor-1 (PD-1), in combination with carboplatin and paclitaxel (platinum-based chemotherapy) for the first-line treatment of adult patients with inoperable locally recurrent or metastatic squamous cell carcinoma of the anal canal (SCAC). In addition, the FDA granted approval for Zynyz as a single agent for the treatment of adult patients with locally recurrent or with metastatic SCAC with disease progression on or intolerance to platinum-based chemotherapy.

INCY

Incyte Announces FDA Approval Of Zynyz Making It First And Only Approved First-Line Treatment For Advanced Anal Cancer Patients In US

STERIS shares are trading higher after the company reported better-than-expected Q4 financial results and issued guidance above estimates.

Shares of Cisco Systems Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSCO#NASDAQ">CSCO</a>) were climbing in early trading on Thursday, after the company Wednesday reported its <a href="https://www.benzinga.com/news/earnings/25/05/45422303/cisco-shares-climb-after-q3-eps-revenue-beat-estimates-details">fiscal third-quarter results</a>.
The announcement came amid an <a href="https://www.benzinga.com/earnings">exciting earnings season</a>. Here are some key analyst takeaways.
Rosenblatt Securities On Cisco Systems
<a href="https://www.benzinga.com/analyst-stock-ratings/analyst/628b6bab3547bd000104dc00/mike-genovese">Analyst Mike Genovese</a> reaffirmed a Buy rating, while raising the price target from $63 to $74.
Cisco Systems reported revenues and earnings of $14.15 billion and 96 cents per share, ahead of estimates, with the outperformance being driven by networking, Genovese said in the note. Gross margins were also better than expected, with a lower-than-expected tariff impact, higher productivity and Splunk margin expansion, he added.
The midpoint of the fourth-quarter revenue guidance came in at $14.60 billion, around $200 million higher than expected, the analyst stated. Cisco Systems is outperforming peer Arista Networks Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ANET#NYSE">ANET</a>) in the AI cycle, as "it has become more responsive to Hyper Scale customer needs," he further wrote.
Check out <a href="https://www.benzinga.com/analyst-stock-ratings">other analyst stock ratings</a>.
Goldman Sachs On Cisco Systems
<a href="https://www.benzinga.com/analyst-stock-ratings/analyst/5a1c4e20efacff00015a984c/michael-ng">Analyst Michael Ng</a> maintained a Neutral rating and price target of $63.
Networking and Collaboration revenue came in higher than expected, more than offsetting the miss in Security, Ng said. Cisco Systems recorded webscale AI orders of more than $600 million, accelerating from $350 million in the previous quarter, he added.
Enterprise orders grew by 22%, driven by Splunk, the analyst stated. "Tariff headwinds were more moderate than expected given the pause in reciprocal tariffs and semiconductor &amp; select product exemptions," he further wrote.
CSCO Price Action: Shares of Cisco Systems had risen by 5.74% to $64.81 at the time of publication on Thursday.
Read More: <a href="https://www.benzinga.com/analyst-ratings/price-target/25/05/45262278/under-armour-faces-tough-road-ahead-says-analyst">&nbsp;Cisco Is Targeting A Multi-Billion-Dollar Security Shake-Up—And It Starts With Killing The Firewall</a>
Photo: Shutterstock

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ANET

CSCO

Cisco Systems Posts Q3 Beat; Is Outperforming Arista Networks In The AI Cycle, Analysts Say

Broadcom Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>)&nbsp;<a href="https://www.benzinga.com/pressreleases/25/05/g45436027/broadcom-announces-third-generation-co-packaged-optics-cpo-technology-with-200glane-capability" target="_blank" rel="noreferrer noopener">announced significant advancements</a> in its co-packaged optics (CPO) technology on Thursday, with the launch of its third-generation 200G per lane (200G/lane) CPO product line.
Broadcom highlighted key improvements in OSAT processes, thermal designs, handling procedures, fiber routing, and overall yield.
Broadcom&#8217;s leadership in CPO began in 2021 with its first-generation Tomahawk 4-Humboldt chipset, enabling an early learning cycle across the entire CPO supply chain.
Also Read: <a href="https://www.benzinga.com/25/05/45417156/nvidia-amd-stocks-climb-as-trump-plans-to-ease-ai-chip-export-rules" target="_blank" rel="noreferrer noopener">Nvidia, AMD And Other Chip Stocks Gain As Trump Plans To Ease AI Chip Export Rules</a>
This chipset introduced key innovations, including high-density integrated optical engines, edge coupling, and detachable fiber connectors.
Building on that success, the second-generation Tomahawk 5-Bailly (TH5-Bailly) chipset became the industry&#8217;s first volume-production CPO solution.
As part of the TH5-Bailly production, Broadcom focused on automated testing and scalable manufacturing processes, setting the stage for high-volume production of future generations.
Broadcom&#8217;s partners included Corning Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GLW#NYSE">GLW</a>), Delta Electronics, and Foxconn Interconnect Technology.
On Tuesday, Corning <a target="_blank" href="https://www.benzinga.com/tech/25/05/45379380/can-corning-broadcom-deal-transform-ais-data-center-future" rel="noreferrer noopener">announced a partnership</a> with Broadcom to power AI data centers with advanced optics for faster, more efficient processing.
Corning will supply advanced optical components for Broadcom&#8217;s Bailly CPO system, making it ideal for large-scale artificial intelligence (AI) clusters.
<h2 class="wp-block-heading">Broadcom Stock Prediction For 2025</h2>
Equity research can be a valuable source of information for learning about a company's fundamentals. Analysts create financial models based on the fundamentals and expected future earnings of a company to arrive at a price target and recommendation for the stock.
Shares of Broadcom have an average 1-year price target of $250.92, representing an expected upside of 7.41%.
Because of differences in assumptions, analysts can arrive at very different price targets and recommendations. No analysts have bearish recommendations on Broadcom, while 13 analysts have bullish ratings. The street high price target from Cantor Fitzgerald is $300.0, while the street low from Citigroup is $210.0.
Price Action: AVGO stock is trading higher 0.19% to $232.55 at the last check on Thursday.
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Image by Ken Wolter via Shutterstock

AVGO

Broadcom Unveils Next-Gen Optical Chip Tech To Power AI Data Centers

The FTX Recovery Trust will distribute more than $5 billion to creditors starting May 30, as part of its second payout under the <a href="https://www.benzinga.com/markets/cryptocurrency/22/11/29681030/ftx-files-for-chapter-11-bankruptcy">Chapter 11 bankruptcy plan</a>.
This marks a significant step in addressing claims from the collapse of FTX, the cryptocurrency exchange that <a href="https://www.benzinga.com/markets/cryptocurrency/22/12/30093147/you-think-ftx-was-bad-investors-suffered-far-greater-losses-from-terra-report">imploded in November 2022.</a>
The FTX collapse, one of the largest failures in crypto history, stemmed from allegations of mismanagement and fraud under former CEO Sam Bankman-Fried. 
The exchange, once valued at $32 billion, filed for bankruptcy after a liquidity crisis exposed a shortfall in customer funds. 
Bankman-Fried was later convicted of fraud, misappropriating $10 billion in customer assets, leading to a 25-year prison sentence. 
The fallout left thousands of customers and creditors awaiting repayment, with the Recovery Trust tasked with recovering and distributing assets.
The second distribution <a href="https://www.prnewswire.com/news-releases/ftx-recovery-trust-to-distribute-more-than-5-billion-to-creditors-in-second-distribution-on-may-30-2025-302456976.html">targets</a> holders of allowed claims in various classes who have met pre-distribution requirements. 
Funds will be disbursed through Bitgo or Kraken, with payments expected within one to three business days from May 30. 
John J. Ray III, the plan administrator, described the distribution as a milestone, noting the complexity of managing claims for a vast creditor base. He emphasized ongoing efforts to recover additional assets and resolve remaining claims.
Eligible creditors must complete Know Your Customer verification, submit tax forms, and onboard with a distribution service provider via the FTX Customer Portal. 
Also Read: <a href="https://www.benzinga.com/markets/cryptocurrency/25/05/45444794/bitcoin-is-starting-to-outperform-gold-jpmorgan">Bitcoin Is Starting To Outperform Gold: JPMorgan</a>
Those with transferred claims must ensure their details are updated with the claims agent. FTX warned of phishing scams, advising customers to verify communications and avoid connecting wallets to suspicious sites.
The distribution prioritizes different claim classes, with convenience claims receiving 120%, while customer and unsecured claims range from 54% to 72%. 
Future distribution dates will be announced, with similar requirements for eligibility. Separately, FTX Digital Markets Ltd. will handle claims for its customers.
FTX's downfall began when a November 2022 report revealed that Alameda Research, a hedge fund linked to Bankman-Fried, held significant illiquid assets tied to FTX's native token, FTT. 
A subsequent run on customer withdrawals exposed FTX's inability to cover deposits, triggering bankruptcy. 
Investigations uncovered that customer funds were misused to cover Alameda's losses, leading to <a href="https://www.benzinga.com/markets/cryptocurrency/22/11/29691585/why-ftxs-collapse-is-the-crypto-equivalent-of-the-2008-lehman-brothers-crisis">widespread financial harm</a>.
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Image: Shutterstock

FTX To Distribute Over $5B To Creditors In Second Round Of Payouts On May 30

Needham analyst Mike Cikos reiterated the Buy rating on CoreWeave, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRWV#NASDAQ">CRWV</a>) on Thursday, <a target="_blank" href="https://www.benzinga.com/quote/CRWV/analyst-ratings" rel="noreferrer noopener">with a price forecast of $55.</a>
The company reported its first quarterly results as a public<a target="_blank" href="https://www.benzinga.com/25/05/45436747/coreweave-stock-is-volatile-thursday-whats-going-on" rel="noreferrer noopener"> company late Wednesday.&nbsp;</a>
CoreWeave said first-quarter revenue increased 420% year-over-year to $981.63 million, beating analyst&nbsp;<a target="_blank" href="http://benzinga.com/quote/crwv/earnings" rel="noreferrer noopener">estimates</a>&nbsp;of $859.77 million. The&nbsp;Nvidia-backed AI infrastructure company reported an adjusted loss of approximately 60 cents per share.
Cikos noted that CoreWeave's earnings highlighted a significant market opportunity and solid execution. Revenue surpassed expectations by 15%, and second-quarter guidance came in 9% above consensus at the midpoint.
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Cikos added that full-year revenue guidance was raised by 7%—fully incorporating the first-quarter beat, the second-quarter raise, and an implied increase for the second half of the year.
The analyst observed growing enterprise AI adoption, reflected in rising inference demand, which has encouraged management to accelerate investment, as data center capacity expanded from 1.3GW to 1.6GW.
While Cikos sees some stock volatility as investors digest the debt implications tied to funding CapEx, the analyst highlighted that CoreWeave has excelled in securing GPUs and assembling data center infrastructure in a highly constrained power environment, enabling it to gain market share amid soaring demand for AI compute.
He emphasized the company's bold and effective strategy for securing data center power—now at 360 active megawatts with over 1.3GW under contract—driven by flexible partnerships and innovative financing, including upfront CapEx to accelerate deployment timelines.
Cikos writes that the market may be underestimating the longevity of CoreWeave's infrastructure returns, noting that while GPUs are depreciated over six years, management sees a cash payback period of roughly 2.5 years and average contract durations of around four years.
The analyst added that the company could potentially realize value from its infrastructure well beyond the initial contract terms.
Price Action: CRWV shares are trading higher by 5.08% to $70.89 at last check Thursday.
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Image: Shutterstock

CRWV

CoreWeave Gears Up For AI Growth, But Debt Concerns May Jolt Stock, Says Analyst

SDOT

SDOT stock has given up its prior gain. Sadot Group shares were trading higher following Q1 reported financial results.

TSHA

Taysha Gene Therapies shares are trading higher following Q1 earnings.

XPOF

Xponential Fitness shares are trading lower after the company announced CEO Mark King will retire.

GRAL

GRAIL shares are trading higher after the company reported Q1 financial results.

Needham analyst Ryan Koontz reiterated a buy rating and a $130 <a href="https://www.benzinga.com/quote/ANET/analyst-ratings" target="_blank" rel="noopener">price target </a>for Arista Networks (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ANET#NYSE">ANET</a>) on Thursday.
Last Friday, Koontz hosted Chantelle Breithaupt, Arista Networks CFO, in a Fireside Chat.
Breithaupt reviewed the company&#8217;s strong first-quarter results and second-quarter guidance last week and its approach to fiscal year guidance, which was notably conservative and disappointed investors.
Also Read: <a target="_blank" href="https://www.benzinga.com/25/05/45267908/aristas-stock-hit-as-analysts-cut-targets-over-tariff-uncertainty-despite-strong-ai-demand" rel="noreferrer noopener">Arista&#8217;s Stock Hit As Analysts Cut Targets Over Tariff Uncertainty Despite Strong AI Demand</a>
He dove into the impact of tariffs and various approaches the company is already taking to mitigate the effects.
With investor attention squarely on progress in the AI back-end pilot, he assured meaningful progress on all four major customers. He affirmed that recent growth in Deferred Revenue was at least partially due to these pilots.
After raising calendar 2025 revenue guidance to 17% last quarter, management reiterated 17% growth due to the recent tariff and macro uncertainty.
Breithaupt provided additional context, noting that uncertainty has a greater impact on the business&#8217;s cost structure than the top line.
Due to long lead times and customer orders, Arista Networks conveys strong visibility for demand through calendar 2025, and discussions for calendar 2026 have not indicated any signs of a slowdown.
Koontz provided more details on the results for the first quarter of 2025.
Management estimates proposed tariff policies to have a 100-150 bps impact on gross margins, assuming no (further) mitigation.
Arista Networks has primary manufacturing operations in Mexico and Malaysia, which can provide flexibility with USMCA if specific requirements are met.
Given its scale, Arista Networks has powerful relationships with its CMs and respectable fungibility, but significant changes would still likely take six months to complete supply chain shifts.
Management continuously discusses expectations and mitigation tactics, noting that raising prices for customers would be their last resort but always a possibility.
Breithaupt also noted that product inventory increased sequentially in the recent quarter to buffer the impacts of possible future tariffs, and the company intends to leverage its massive balance sheet as a mitigation tool.
He reiterated that the $750 million front-end and back-end AI targets for calendar 2025 remained unchanged, and the four pilots are on track to build towards 100K GPU clusters in calendar 2025 or early calendar 2026.
Deferred revenue has attracted considerable attention in recent quarters, increasing ~$300 million sequentially and $1.4 billion year over year in the first quarter of 2025.
Arista Networks explains this is due to a combination of new products, use cases, and customers from AI, which can take 12-18 months to approve and deploy fully.
New customers often take longer to scale consumption, and longer lead times with chips result in larger purchase commitments.
Price Action:&nbsp;ANET stock is down 2.51% at $95.75 at last check Thursday.
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Photo: Shutterstock

Arista Networks Gains Analyst Backing On AI Momentum, Strong Deferred Revenue And Demand Visibility

Two executives with ties to President Donald Trump and Trump Media &amp; Technology Group (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DJT#NASDAQ">DJT</a>) have a new SPAC offering targeting <a href="https://www.benzinga.com/news/ipos/25/03/44367379/global-client-advisory-group-affiliate-files-for-175-million-ipo-targeting-crypto-digital-security-ventures">the cryptocurrency market.</a>
With several stocks soaring on recent crypto-related mergers, could this be a SPAC to watch?
The SPAC Offering: On Thursday, Renatus Tactical Acquisition Corp I (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RTACU#NASDAQ">RTACU</a>) began trading. The units consist of one common share (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RTAC#NASDAQ">RTAC</a>) and one-half of a redeemable warrant (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RTAW#NASDAQ">RTAW</a>).
After announcing a 17.5 million offering at $10 per unit to raise $175 million, the offering was upsized to 21 million shares <a href="https://www.businesswire.com/news/home/20250513920321/en/Renatus-Tactical-Acquisition-Corp-I-Announces-Pricing-of-Upsized-%24210-Million-Initial-Public-Offering">raising </a>$210 million.
While SPACs have received less attention in recent years, this particular blank check company, given its two names attached, could quickly attract investors&#8217; attention.
Among the names involved in the sponsor companies of the SPAC deal are Eric Swider and Devin Nunes. Swider is the former CEO of Digital World Acquisition Corporation. The company, referred to as DWAC, was a SPAC that took Trump's media company Trump Media &amp; Technology Group public. 
Swider and Nunes currently <a href="https://ir.tmtgcorp.com/corporate-governance/board-of-directors/">serve </a>as director and CEO of Trump Media &amp; Technology Group, respectively. For the new SPAC, Swider <a href="https://www.sec.gov/edgar/browse/?CIK=0002035173">serves</a> as CEO while Nunes is chairman.
SPAC expert and Accelerate CEO Julian Klymochko <a href="https://x.com/JulianKlymochko/status/1922987358086893655">highlighted </a>the offering in a tweet Thursday.
"The former CEO of $DWAC, Eric Swider, along with the current CEO of $DJT, Devin Nunes, launched a new SPAC, Renatus Tactical Acquisition I. It IPO'd today. Its focus is on the crypto industry in the U.S. It's one to watch!" Klymochko tweeted.
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The SPAC Target Market: The SPAC could target a merger in any industry, sector or geographic region. However, the prospectus indicates a focus on finding a company in the cryptocurrency or blockchain space in the United States. Data security and dual-use technologies are also listed as potential target areas for a deal.
"We intend to capitalize on the ability of our management team to identify, acquire and operate a business or businesses that can benefit from our management team's established global relationships, sector expertise and active management and operating experience," the prospectus reads.
The SPAC is targeting a company valued between $500 million and $5 billion.
The prospectus also highlights Trump's positive push for cryptocurrency and the growing market opportunity for Bitcoin (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>) and other cryptocurrencies. It recalls the recent executive order to create a strategic Bitcoin reserve by <a href="https://www.benzinga.com/25/03/44183572/trump-establishes-strategic-bitcoin-reserve-funded-by-forfeited-assets-i-made-the-promise">stockpiling cryptocurrency assets</a>. 
Why It's Important: The timing of the public offering could be a strong setup for the management team and investors with several recent crypto-related merger announcements seeing shares trade significantly higher and receive increased attention.
Here are some of the recent deals:
<ul class="wp-block-list">
<li>Bitcoin holding company Twenty One <a href="https://www.benzinga.com/markets/cryptocurrency/25/04/44975441/cantor-fitzgerald-backed-twenty-one-launches-strategy-rival-at-3-billion-valuation">announced a SPAC merger</a> with Cantor Equity Partners (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CEP#NASDAQ">CEP</a>) with a target of holding 42,000 Bitcoin. The merger includes backing from Tether, SoftBank Group and Jack Mallers, who will serve as CEO. After the merger, the company will trade as "XXI" on the Nasdaq and could be one of the largest public holders of Bitcoin.</li>
<li>Asset Entities (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ASST#NASDAQ">ASST</a>) <a href="https://www.benzinga.com/news/contracts/25/05/45260992/asset-entities-stock-rockets-higher-on-merger-deal-to-form-bitcoin-treasury-company">announced a merger</a> with Strive Asset Management to become a public Bitcoin holding company on the Nasdaq.</li>
<li>Nakamoto Holdings <a href="https://www.benzinga.com/markets/cryptocurrency/25/05/45352237/nakamoto-holdings-raises-710m-merges-with-kindlymd-to-build-bitcoin-treasury-holding-company">announced a merger</a> with Kindly MD (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/KDLY#NASDAQ">KDLY</a>) in a deal that will see the newly formed company be a Bitcoin holding company. Nakamoto comes from the mind of Bitcoin Magazine CEO and Trump crypto advisor David Bailey, who will serve as CEO.</li>
<li>Gryphon Digital Mining (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GRYP#NASDAQ">GRYP</a>) recently <a href="https://www.benzinga.com/news/small-cap/25/05/45347101/gryphon-digital-to-take-trump-affiliated-american-bitcoin-public-in-merger-deal-stock-soars">announced a merger </a>with American Bitcoin, a subsidiary of Hut 8 Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HUT#NASDAQ">HUT</a>). American Bitcoin was launched in collaboration between Hut 8 and Eric Trump earlier this year. The new company will trade on the Nasdaq with the ticker "ABTC."</li>
</ul>
While not all of these were SPAC mergers, these stocks all saw shares trade higher on deal announcements, illustrating investors appetite for crypto-related mergers.
Price Action: Renatus Tactical Acquisition Corp units trade at $10.88 Thursday and have traded between $10.60 and $10.99 since going public.
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Image: Shutterstock

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