Lamb Weston has appointed Ashley H. as its new Vice President of Global Agriculture, bringing over two decades of experience in production, agriculture, and commercial operations to the role. She will lead the company's global agriculture strategy, focusing on ensuring a reliable supply of high-quality, sustainable, and competitively priced potatoes. This appointment signifies Lamb Weston's commitment to innovation and agricultural excellence, following the retirement of Steve Bannworth.

Gartner's Executive VP and CFO Craig W. Safian recently discussed the company's strategy to embed AI into core finance operations at the William Blair Growth Stock Conference. This move aims to leverage AI beyond pilot programs for measurable business impact and scalable applications. While Gartner's share repurchase program provides near-term support for earnings, investors are advised to consider the potential for free AI tools to erode Gartner's pricing power, contrasting with more optimistic forecasts.

Analysts are forecasting lower EPS and revenue for Thor Industries due to softer recreational vehicle demand. This outlook reinforces the company's cyclical earnings profile and highlights execution risks related to margins, inventory, and capital allocation. Despite the cautious sentiment, Thor Industries' shares might still be undervalued, and investors are encouraged to delve into fundamental analysis.

Alphabet Inc. has announced plans to raise up to $80 billion through public stock offerings, an at-the-market share sale, and a private placement with Berkshire Hathaway. This significant fundraising effort is to fuel expansion of its AI infrastructure and meet surging demand for its AI solutions. Berkshire Hathaway will invest an additional $10 billion, deepening its ties with the Google parent company.

Philip Morris International (PMI) announced updates to its 2026 full-year diluted EPS forecast, primarily due to currency fluctuations and a non-cash impairment of its Canadian affiliate, RBH. The company's Group CEO will address investors on PMI's strong performance, driven by its smoke-free business, and plans for the expansion of its U.S. ZYN portfolio. Despite these adjustments, PMI reiterates its expectation of robust full-year performance, emphasizing the growth of its smoke-free products.

Thermo Fisher Scientific has expanded its Orbitrap mass spectrometry platforms, AI-enabled software, and integrated workflows to address the increasing complexity in scientific research, biopharma, and applied testing. These innovations aim to provide deeper insights, accelerate drug development, and ensure more confident testing for food, air, and water safety. The new offerings include advanced Orbitrap Tribrid Apex MS for research, Orbitrap Excedion MS for biopharma, and Orbitrap Exploris GC S MS for environmental and food safety, alongside numerous complementary software and hardware solutions.

General Mills (GIS) plans to divest its Haagen-Dazs shops located in mainland China. The announcement was made through Reuters and Refinitiv. The article is very brief and does not provide further details on the sale.

Gregory Fischer, a Director at Semtech Corp (SMTC), sold 1,000 shares of the company on May 28, 2026, reducing his holding to 1,857 shares. Over the past year, Fischer has sold 3,534 shares with no purchases, contributing to a total of 35 insider sells and no buys for Semtech Corp. The stock was trading at $164.69 at the time of the sale, which GuruFocus assesses as significantly overvalued with a price-to-GF-Value ratio of 4.49 compared to its GF Value of $36.72.

Travelers reported that vendor failures were the leading cause of wedding insurance claims in 2025 for the fifth consecutive year, accounting for 55% of all payouts. This trend occurs as the average US wedding cost reaches $34,200, making couples vulnerable to significant financial losses from business bankruptcies. Despite rising risks, only about 30% of couples purchase wedding insurance, indicating a substantial unmet need in the growing special event insurance market.

Seritage Growth Properties has entered into an option purchase and sale agreement with Arena Development Intermediate for a Dallas, Texas property valued at $50.76 million. The agreement is subject to adjustments and is cross-conditioned with an adjacent land deal. The buyer has paid an initial option fee and will make further monthly payments, which are incremental to the purchase price and mostly non-refundable.