Hulu might be going the way of your average Disney (DIS) villain.

Internal documents reveal "Project Gemini," a plan to fold all of Hulu's content into Disney+ by year's end, with the standalone app eventually decommissioned.

The Mouse House officially says no plans to sunset Hulu. Unofficially, it's already dangling it over a pack of hungry hyenas.

— Brooks & Cas

President Trump's Pentagon wants equity stakes in domestic drone makers, and Kalshi is pricing the odds of who’s on first. Yesterday's WSJ report sent Unusual Machines (UMAC), AeroVironment (AVAV), Red Cat (RCAT), and Kratos (KTOS) sharply higher. When Uncle Sam goes shopping for shares, traders want in first.

📈 | Best Buy (BBY) popped after a Q1 beat with comp sales up 2% YoY.

📉 | Burlington Stores (BURL) slumped despite beating Q1 estimates and raising guidance.

📈 | Kohl's (KSS) climbed on a narrower than expected Q1 loss.

📉 | Synopsys (SNPS) sank despite a Q1 beat after giving activist investor Elliott a board seat.

📈 | Arm Holdings (ARM) rallied sharply on a Mizuho price target hike to $360.

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Move over Ozempic. BTIG thinks Absci's AI-designed antibody, ABS-201, could be the “GLP-1 moment” for hair loss.

Peak sales? According to the firm, a potential $2.2 billion.

Analyst Kambiz Yazdi sees ABS-201 as a genuinely differentiated asset in two underserved markets. The FDA last approved a new hair loss treatment 30 years ago, and roughly 80 million Americans live with thinning hair.

BTIG considers Absci's AI platform a real technological moat. Every design-test cycle feeds a proprietary data lake that compounds with each program. Rivals cannot easily replicate it.

ABS-201 works by blocking the prolactin receptor, shifting follicles from regression to active growth. Preclinical data show preserved growth and restored pigmentation, and Phase 1/2A trials are already underway.

Absci IPO'd in July 2021 at $16 a share. Shares trade well below that today.

But BTIG sees a multi-year lead in the race to AI-designed medicines. If ABS-201 delivers, the company's hairline isn't the only thing growing back.

📊 | Headline PCE inflation jumped to 3.8% in April, the highest in three years, while Americans' inflation-adjusted incomes fell for the third straight month.

🛫 | Airlines and hotels warned that the Trump administration's threat to halt customs processing at "sanctuary city" airports could devastate travel weeks before the FIFA World Cup.

🚗 | 1M prospective new-car buyers have defected from the US market since 2020 as average prices hit $50,000.

🔍 | Federal prosecutors charged a longtime Google (GOOGL) software engineer with fraud for using internal data to win more than $1M on Polymarket.

💰 | Anthropic announced a $65B Series H at a $965B valuation, leapfrogging OpenAI as the world's most valuable AI startup.

Do you own any shares of Sandisk (SNDK)?

▇▇▇▇▇▇ 🐂 Yup, I’m holding

▇▇▇▇▇▇ 🐻 Nope, not interested

▇▇▇▇▇▇ 👀 No, but I’m interested

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