👁️ One Eye Open

Plus, the Newark airport crisis could soon matter for more than New Jerseyans...

AuthorAuthor

Brooks Dyroff & Casimir Stone
May 26, 2025

HAPPY MONDAY TO THE STREET.

The markets are closed today for Memorial Day. But money never sleeps, and we rarely do either. So while you fire up the grill, scroll your favorite shopping app, and pour one out for those who made the ultimate sacrifice to get us here, feel free to peek at our Wall Street cheat sheet to get ahead of the upcoming trading week.

Have a prosperous first day of summer. Don’t forget to remember. 🪖🙏

— Brooks & Cas

Sponsored by RYSE

The pattern is clear: when innovative companies successfully integrate AI into everyday products, tech giants pay billions to acquire them.

Google paid $3.2B for Nest. 

Amazon spent $1.2B on Ring. 

Generac spent $770M on EcoBee.

Now, a new AI-powered smart home company is following their exact path to acquisition—but is still available to everyday investors at just $1.90 per share.

With proprietary technology that connects window coverings to all major AI ecosystems, this startup has achieved what big tech wants most: seamless AI integration into daily home life.

Over 10 patents, 200% year-over-year growth, and a forecast to 5x revenue this year — this company is moving fast to seize the smart home opportunity.

The acquisition pattern is predictable. The opportunity to get in before it happens is not.

OVERHEARD ON THE STREET

AP: Days after announcing a 50% tax on EU imports, President Trump said he would delay the tariff until July 9.

Benzinga: The tariff delay sent European stocks surging today. The euro also extended its recent gains, further pressuring the US dollar.

CNBC: Companies are leveraging a legal loophole to minimize the hit from US tariffs by using the lowest cost of a good to calculate duties.

Reuters: Chinese auto stocks slumped after BYD $BYDDF ( ▲ 0.53% ) announced trade-in incentives, suggesting weakness in the world’s largest auto market.

WSJ: ETFs saw a record inflow of $437M to start 2025, despite sweeping uncertainty.

Tomorrow's Trade Idea, Today

SLEEPING ON THESE STOCKS? KEEP ONE EYE OPEN

One Eye Open

Markets are asleep today. But bulls are keeping one eye open — and trained on these stocks.

Several firms and observers have published lists of “oversold” stocks to watch heading into the week, which they predict could see sharp near-term gains.

Here are a few of the most notable names.

CNBC’s Picks

CNBC’s Pia Singh pointed to “Wall Street’s Most Oversold Stocks”, based on their relative strength index and upside to average price target.

UnitedHealth $UNH ( ▼ 1.51% ) made the list, with an implied upside of more than 33%. The mega-insurer capsized in recent weeks, following investigations into its practices, proposed changes to Medicare, and the resignation of its CEO. But several large-cap value funds are betting on a turnaround — a trajectory CNBC’s Stock Screener tool seems to corroborate.

Singh also named Fair Isaac $FICO ( ▲ 0.96% ), Carmax $KMX ( ▼ 0.88% ), and Campbell’s $CPB ( ▼ 0.47% ) as companies that have weathered recent concerns, which may be overblown.

Goldman’s Picks

Goldman Sachs $GS ( ▲ 1.33% ) released its own list of stocks it believes are poised to pop — and soon.

One such stock: KinderCare $KLC ( ▼ 6.14% ). The childcare firm sold off after its last earnings report, which fell short of expectations, bringing its shares down nearly 35% YTD. But analyst George Tong called its business model “resilient in an uncertain macro environment” and downplayed concerns about the GOP budget bill’s impact. He urged clients to snap up the stock in the short term.

The investment bank also highlighted Diamondback Energy’s $FANG ( ▼ 1.45% ) “consistency of execution” amid oil price turbulence, and manufacturer Woodward’s $WWD ( ▼ 0.51% ) “unique” positioning as defense demand grows. Microsoft $MSFT ( ▲ 0.76% ) (which slipped around 2% last week) and Lyft $LYFT ( ▲ 1.74% ) rounded out Goldman’s list.

It’s a sleepy start to a shortened trading week. But these lists are, if nothing else, a helpful reminder that successful investors should always stay woke.

Which list of stocks will outperform in the near term?

Login or Subscribe to participate in polls.

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ON OUR RADAR

WSJ: SpaceX will test-fly its experimental Starship rocket tomorrow in hopes of launching a Mars mission next year.

CNN: The news was less promising for another one of Elon Musk’s companies, X, which went down for thousands of users on Sunday.

Bloomberg: As long-term bonds fall out of favor amid federal budget uncertainty, the 60-40 investing strategy is losing its luster.

CBS: McDonald’s $MCD ( ▼ 0.78% ) is shuttering CosMc’s, its beverage-focused chain, after less than 2 years.

The Verge: A reporter argues the Newark airport crisis is not as isolated as it may seem.

FRIDAY’S POLL RESULTS

Are you bullish or bearish on Goodyear Tire & Rubber $GT ( ▼ 2.81% ) over the next 12 months?

▇▇▇▇▇▇ đŸ‚ Bullish

▇▇▇▇▇▇ đŸť Bearish

And, in response, you said:

  • 🐂 Bullish — 

    • “People are keeping cars longer.”

    • “Firestone $BRDCY ( ▼ 1.51% ) be sayin', ‘Don't tread on me.’”

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