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— Brooks & Cas

Kevin Warsh just officially took the Federal Reserve gavel from Jerome Powell. At the swearing in ceremony, President Trump publicly told him "don't look at me” — despite clearly indicating in recent months he’d prefer a cut.

Warsh has vowed he can cut rates and tame inflation at the same time. The market's verdict on his June debut? A 96% chance the central bank holds. Fed independence may be alive and well after all.

📈 | Dell Technologies (DELL) and HP (HPQ) popped after rival Lenovo posted blowout AI-driven revenue growth.

📉 | Take-Two Interactive (TTWO) fell on full-year bookings guidance well below Wall Street estimates.

📈 | Zoom Communications (ZM) climbed on stronger-than-expected results and a $1B buyback expansion.

📉 | BJ's Wholesale Club (BJ) slid after reaffirming full-year earnings guidance below consensus.

📈 | Merck (MRK) gained after its lung cancer treatment cut tumor progression risk by 65% in a phase 3 study.

Jefferies (JEF) analyst Tanner James flipped his rating on Generac (GNRC) to Buy.

The AI data center buildout needs an enormous amount of backup power, and according to James, Generac is the one selling generators to the gold rush.

The analyst points to ongoing negotiations with multiple hyperscalers and what he expects could be two large contract announcements from Generac later this year.

He's also bullish on Generac's Baudouin engines, which he says are landing inside hyperscaler configurations that only GNRC can scale at the volumes demanded. The risk/reward setup, in James' view, is asymmetric and tilted positive.

Translation: heads you win, tails you don't lose much.

Of the 21 analysts covering Generac, 13 rate it a Buy or Strong Buy and the remaining 8 sit at Hold. With the average price target landing around $267, Jefferies' call sits at the bullish end of the dispersion.

Shares are deep in the green year-to-date. Jefferies believes the lights aren't going out anytime soon.

🚀 | SpaceX aborted its largest Starship test flight 30 seconds before liftoff after a pad arm pin failed to retract, one day after Elon Musk announced the rocket company would go public.

📉 | US consumer sentiment slid to a record low of 44.8 in May as Strait of Hormuz disruptions push gas prices and inflation expectations higher.

⛽ | EU officials expect oil and gas prices to stay elevated through at least the end of 2027, lifting the bloc's 2026 inflation forecast to 3.1%.

🚬 | FDA tobacco-center staff say they were blindsided by an outgoing-commissioner memo allowing unauthorized e-cigarettes and nicotine pouches to launch before regulatory review.

💻 | GitHub is facing a leadership exodus, major outages, and security breaches as Microsoft (MSFT) absorbs it into its CoreAI division.

Do you own any shares of The Coca-Cola Company (KO)?

▇▇▇▇▇▇ 🐂 Yup, I’m holding

▇▇▇▇▇▇ 🐻 Nope, not interested

▇▇▇▇▇▇ 👀 No, but I’m interested

And, in response, you said: