Feeling flush? Consumer sentiment just dropped to near-record lows. The University of Michigan index fell to 50.3 from 53.6, with optimism circling the drain across all income brackets.

Still, there’s a little relief in the pipes: home prices “dipped slightly” year over year, and wholesale used car prices slipped last month, too.

And speaking of the bathroom economy, smart toilets are now analyzing what we flush to track our health. Finally, some data you can really trust.

Plus, a canary in the coal mine for AI? Scroll down for more.

— Brooks & Cas

You’re getting the best trade ideas. But what’s your plan after you cash in? Without a smart wealth strategy, gains can disappear faster than they grow.

That’s why Guardia has made it simple to connect with a trusted, vetted financial advisor who can help you:

✅ Protect your profits from taxes and market swings
✅ Build long-term wealth without the guesswork
✅ Hit your financial goals faster with a tailored plan

It only takes 30 seconds to get matched — and your first call is completely free, with zero obligation.

Make sure your wins today fuel your future success.

Expedia $EXPE ( ▲ 17.55% ) jumped after beating Q3 estimates and guiding for stronger Q4 revenue growth.

Opendoor $OPEN ( 0.0% ) slipped after a steep sales drop and a new CEO pitch to reposition the firm as a software and AI company.

Peloton $PTON ( ▲ 14.16% ) gained after swinging to a surprise profit in its fiscal first quarter.

Sunrun $RUN ( ▼ 16.11% ) tumbled after reporting lower subscriber additions for the quarter.

Affirm $AFRM ( ▲ 11.61% ) rose on better-than-expected earnings, revenue, and gross merchandise volume.

To monitor hot stocks in real time, check out The Street Feed.

📈 Upgrades

📉 Downgrades

This is just a fraction of the calls we feature all day on The Street Feed. Street Sheet Research Subscribers can see why the analysts upgraded or downgraded the stocks above and updated price targets. Get immediate access today.

Penn Entertainment $PENN ( ▼ 0.75% ) just walked away from its high-profile partnership with Disney’s $DIS ( ▲ 0.23% ) ESPN, and Stifel thinks that’s a good thing.

The bank upgraded the stock to Buy from Hold and raised its price target to $21, implying roughly 44% upside from current levels. Shares have fallen 24% this year, including a sharp 18% drop on Thursday after the ESPN news.

Stifel’s Jeffrey Stantial argues that the termination actually clears the way for a more focused and capital-efficient strategy. Rather than chasing costly market share in sports betting, Penn can now lean on its established casino business and a growing online iCasino segment, where margins and customer loyalty are stronger.

The company’s latest quarter was mixed, $1.72 billion in revenue met expectations, though losses were wider than projected, but Stantial sees signs of stabilization. Retail cash flow is improving, and Penn’s profitability target for fiscal 2026 remains intact. Projects like its upcoming Joliet casino could further lift free cash flow over the next two years.

Penn’s diversified footprint across regional gaming markets also offers protection from rising promotional spending that’s squeezing digital-only competitors. Stifel said Penn’s “higher-quality assets” and integrated model give it the flexibility to compete on product rather than price.

Penn’s exit from ESPN removes a costly distraction and lets management refocus on what it does best: running profitable casinos and leveraging its omnichannel ecosystem.

If execution holds, investors could find that the company’s best bet wasn’t with ESPN, it was on itself.

Don’t let it go to waste tomorrow. A vetted financial advisor can help you:

✅ Shield profits from taxes & turbulence
✅ Ditch the guesswork, build real wealth
✅ Reach your money goals — faster and more consistently

It takes just 30 seconds to match — and the first call’s free, no strings attached.

CNBC: BlackRock $BLK ( ▲ 1.19% ) expects November to be the strongest month of 2025 for municipal bonds, citing lower issuance, strong demand, and attractive yields.

CBS News: The FAA ordered airlines to cut 10% of flights at 40 major airports amid the ongoing shutdown, forcing carriers to cancel thousands.

TechCrunch: Amazon $AMZN ( ▲ 0.56% ) launched Amazon Bazaar, a separate low-cost shopping app for Asia, Africa, and Latin America, with products mostly under $10.

QZ: The record-long shutdown has halted Bureau of Labor Statistics operations, likely erasing the October jobs report entirely.

CNN: Wendy’s will close 200–350 restaurants that are underperforming through 2026 as part of its turnaround plan to boost profitability.

Our next Street Sheet Research report hits inboxes tomorrow.

Here are just a few of the pressing questions we answer:

Don’t miss your opportunity to act. Get these answers — and much more — when you sign up for Street Sheet Research today.

The portfolio spoke for itself.

“I think that when I have an issue that I want to speak about, people will hear.”

Are you bullish or bearish on Scotts Miracle-Gro $SMG ( ▼ 0.02% ) over the next 12 months?

▇▇▇▇▇▇ 🐂 Bullish

▇▇▇▇▇▇ 🐻 Bearish

And, in response, you said: