Are Lululemon (LULU) investors delulu lemmings?

Founder Chip Wilson, for one, seems to think the athletic wear firm is living up to the back-half of its name. He's pushing three board nominees at the June 25 proxy vote, with shares down 75% from their late-2023 high.

When the guy who built the brand is the one calling for change, it might be time to step back from the cliff.

— Brooks & Cas

A major MGH study links insomnia to 12% of dementia cases — and the financial stakes are enormous.

Early movers: As the global cost of cognitive decline climbs into the hundreds of billions, sleep tech is drawing serious capital. Eisai’s wakefulness-suppressing drug just won Chinese market approval. Oura closed a $900M Series E. Eight Sleep raised $260M+ on peer-reviewed sleep data.

Investors Lab is where scientific breakthroughs become investable ideas. Try it free for one month.

Prefer an ad-free read? Subscribe to Street Sheet Research.

Nvidia (NVDA) reports earnings tomorrow. HSBC (HSBC) just raised its price target to $325 and expects another beat-and-raise, but if recent history shows us anything, it’s that no one can predict how the market will respond to Nvidia’s results, miss or beat.

Makes sense, then, that some investors prefer to just bet on the buzzwords Jensen Huang will drop on the call. "Gaming" is all but guaranteed, trading at 97¢. "Tariff" is at 57¢, with "Trump" in the mix at 41¢. If you’re looking for a long shot, a pivot to “VR / Virtual Reality” is priced at just 21¢.

📈 | Marvell Technology (MRVL) popped after Evercore (EVR) ISI raised its price target to $155.

📉 | Toll Brothers (TOL) slid as the 10-year Treasury yield hit its highest level since January 2025.

📈 | Home Depot (HD) gained after Q1 sales and profit topped Street estimates.

📉 | Akamai (AKAM) tumbled on a proposed $2.6B convertible senior notes offering.

📈 | Micron Technology (MU) bounced as memory chip names rebounded from a three-day selloff.

Looking for more upside? Street Sheet Research members get 3 stock picks from the Top 30% of analysts with 30%+ implied upside each week. Subscribe today.

Curry Baker is calling for an encore. The Guggenheim analyst upgraded StubHub to Buy and lifted his price target to $12.50, saying the worst has passed for the ticket reseller. Shares have stumbled out of the gate in 2026 as concert and event sales sagged. But Baker thinks the second-half setup is ripe for a rally.

Baker's thesis rests on three pillars:

The rest of the Street isn't buying it yet. Nine of the 15 analysts covering STUB rate it a Hold, with Baker's $12.50 target topping the consensus. Shares are deep in the red year-to-date, though they recently posted their best day on record after a Q1 beat. Baker thinks the comeback tour is just getting started.

Research links poor sleep to cognitive decline — and well-funded companies are responding.

Investors Lab — powered by 100+ years of Science News journalism — is where scientific breakthroughs become investable ideas.

Prefer an ad-free read? Subscribe to Street Sheet Research.

📊 | The 30-year Treasury yield topped 5.19%, its highest level since July 2007, as bond investors continued dumping duration on reaccelerating inflation fears.

⚖️ | Trump's personal and corporate tax returns filed before this week are shielded from IRS enforcement under the new $1.8B Anti-Weaponization Fund settlement.

🤖 | Google unveiled Gemini 3.5 Flash, world model Omni, and personal agent Gemini Spark at its annual I/O developer conference.

🏠 | The average 30-year fixed mortgage rate climbed 7 basis points to 6.75%, its highest level since July, even as April pending home sales rose year-over-year.

🧠 | An OpenAI founding member and former Tesla (TSLA) AI director joined Anthropic's pretraining team, as the Claude-parent gets in on the AI talent wars.

Do you own any shares of Ford Motor (F)?

▇▇▇▇▇▇ 🐂 Yup, I’m holding

▇▇▇▇▇▇ 🐻 Nope, not interested

▇▇▇▇▇▇ 👀 No, but I’m interested

And, in response, you said: