The Sohn Investment Conference, where elite hedge funders pitch their highest-conviction stock ideas to a room of Wall Street's biggest names, kicked off today at Lincoln Center.

AI wasn’t just the pitch… it gave the pitch. Former Coatue investor Rahul Kishore let his AI agent Eve open his bullish Axon (AXON) pitch onstage, where "she" immediately requested better air conditioning in her data center.

Another notable call was a short on DaVita (DVA). The bear thesis: GLP-1s will shrink its dialysis pipeline. AI agents handled the intros, but stock-picking still belongs to the humans.

— Brooks & Cas

We've watched this poll bounce around a lot in recent weeks, but today brought its spiciest testimony yet. Sam Altman told the jury that Elon Musk allegedly wanted "total control" of OpenAI passed to his children when he died, a moment Altman called "particularly hair-raising." Kalshi traders are repricing in real time, because nothing moves odds like a courtroom exchange straight out of Succession.

📉 | Hims & Hers Health (HIMS) issued disappointing earnings guidance.

📈 | Zebra Technologies (ZBRA) beat Q1 estimates and guided Q2 above consensus.

📉 | ZoomInfo Technologies (ZI) cut its full-year revenue guidance.

📈 | Vestis (VSTS) raised its fiscal 2026 outlook after beating on Q2 results.

📉 | Under Armour (UAA) posted a wider-than-expected Q1 loss on a revenue miss.

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Citi just put a fresh coat on Lowe's.

Analyst Steven Zaccone upgraded the home improvement giant to Buy ahead of its Q1 earnings report on May 20.

He expects Lowe's to beat Street estimates and keep outperforming peers through 2026, even as macro risks tied to the Iran war keep the broader backdrop choppy.

Zaccone's thesis hinges on the home improvement industry having already bottomed.

Lowe's has posted four straight quarters of positive same-store sales in the US, and outperformed Home Depot (HD) on the same metric for three straight quarters, per the analyst.

With the broader market still forecast to grow at a 4.1% CAGR through 2035, Zaccone sees Lowe's as a direct play on a DIY-led recovery.

The bullish view tracks with the Street. Of the 37 analysts covering Lowe's, 22 rate it a Buy or Strong Buy.

Shares are in the red year to date, weighed down by consumer sentiment hitting record lows. But Citi thinks now is the time for investors to buy LOW.

Almost never.

Greenland Energy Company (NASDAQ: GLND) just rang the Nasdaq opening bell with a singular asset: rights to earn up to a 70% working interest across the entire Jameson Land Basin — over 2 million onshore acres, largely undrilled, with 58 prospects and leads identified by independent engineers (Sproule ERCE).

Independent analysis points to potential upside of approximately 13 billion barrels of recoverable oil, subject to drilling results. The first two exploration drills are targeted for H2 2026, with Halliburton and Stampede Drilling already contracted.

Frontier exploration carries risk. It also carries the kind of asymmetric upside that disappears the moment a basin is proven.

GLND is investable today. The drill bit turns next year.

*This is a paid advertisement by Greenland Energy Company. Not investment advice and subject to exploration results, please read our full disclaimers below.

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📊 | April CPI climbed 0.6% on the month and 3.8% year-over-year, the hottest annual reading in nearly three years.

🛒 | eBay (EBAY) rejected GameStop's (GME) $56B takeover bid, calling the unsolicited proposal "neither credible nor attractive."

💊 | President Trump fired FDA Commissioner Marty Makary, with deputy Kyle Diamantas stepping in as acting head.

🏦 | The Senate confirmed Kevin Warsh as Fed governor in a 51-45 vote, clearing the path for Wednesday's chair vote to succeed Jerome Powell.

💻 | Google (GOOGL) unveiled Googlebook, a new Android-powered premium laptop platform launching this fall with Dell (DELL), HP (HPQ), and more.

Do you own any shares of Madison Air Solutions (MAIR)?

▇▇▇▇▇▇ 🐂 Yup, I’m holding

▇▇▇▇▇▇ 🐻 Nope, not interested

▇▇▇▇▇▇ 👀 No, but I’m interested

And, in response, you said:

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