Levi Strauss (LEVI) has an unusual strategy to sell new jeans: teach high schoolers to repair their old ones. The legacy denim-maker created a handstitching course for secondary school students, as Gen Z shows a growing preference for sustainable and durable clothes that can be thrifted, patched, and kept.

Even “fast-fashion” names have gotten in on the trend, with Primark, Uniqlo, and Zara launching in-house resale, alteration, and repair services. It may not help move new product, but analysts say it’s a “halo” in the eyes of audiences. And as much as reliable brands matter to consumers, reliable consumers matter to brands.

— Brooks & The Street Sheet Team

📈 | MarineMax (HZO) soared almost 50% on a $1.5B cash sale to Blackstone’s (BX) Safe Harbor Marinas.

📉 | N-able (NABL) more than 30% after guiding Q3 revenue to roughly $135M, well under consensus.

📈 | Varex Imaging (VREX) also jumped nearly 50% on its own takeover by Teledyne (TDY).

📉 | Verisk Analytics (VRSK) slid after a Delaware judge ordered it to complete its $2.35B AccuLynx acquisition.

📈 | AbCellera Biologics (ABCL) surged more than 40% on Phase 2 results for its menopause hot flash drug.

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Erik Woodring spent the past year on the wrong side of the enterprise hardware trade, betting record component inflation would choke off any recovery.

He has since changed his mind, moving Hewlett Packard Enterprise to Overweight on the view that hardware demand won’t slow anytime soon.

Memory prices keep climbing, and Woodring now reads that as a multi-year condition, rather than a reason to wait.

Enterprises are now pulling PC, server, and storage orders forward to lock in pricing before shortages bite. That feeds the upcycle, the stretch of years when businesses refresh and expand their hardware all at once.

And the AI data center buildout stands to extend it further, although Morgan Stanley is careful to call the trend “longer”, not permanent.

Woodring is a little late to the party. Of the 23 analysts covering the stock, 14 rate it a Buy or Strong Buy, and shares have run hot over the past year.

However, the analyst argues, judging by the order books, it’s not too late to get in. The line at the hardware counter is still out the door.

🛢️ The US Strategic Petroleum Reserve fell to 298.7M barrels, its lowest level since January 1983.

🏌️ Trump’s foreign real estate licensing income rose 71% to $59.5M in 2025, with more than 60% tied to Gulf projects.

💻 Intel (INTC) announced a $15B common stock offering to fund capital spending as AI demand accelerates.

🌮 Taylor Farms recalled guacamole, pico de gallo, and taco dip over possible salmonella contamination in jalapenos.

💍 The Education Department’s new student loan Repayment Assistance Plan bases bills on adjusted gross income, steepening the marriage penalty for borrowers who file jointly.

Do you own any shares of Etsy (ETSY)?

▇▇▇▇▇▇ 🐂 Yup, I’m holding

▇▇▇▇▇▇ 🐻 Nope, not interested

▇▇▇▇▇▇ 👀 No, but I’m interested

And, in response, you said: