On Tuesday, Apple (AAPL) raised prices on its existing MacBooks by some $400. On Wednesday, it announced the $599 MacBook Neo, its most affordable ever.

Or, depending on how you look at it, its most expensive proprietary adapter ever. After all, the Neo is surely designed to serve the same purpose: lure buyers into your brand ecosystem, and make sure they never leave.

— Brooks & Cas

Kyler Murray is officially a free agent. Some NFL fans have more than just a rooting interest in where he lands next. Prediction markets give the edge to the Minnesota Vikings. But if you've got a read on where he ends up, now's the time to back it.

(Personally, we’re eyeing some of the underdogs. Don’t give up on “9” so quickly.)

📈 | CoreWeave (CRWV) popped after announcing a multiyear deal with Perplexity.

📈 | Moderna (MRNA) agreed to pay up to $2.25 billion to settle a patent lawsuit over Covid vaccine technology.

📉 | Brown-Forman (BF.B) warned that barrel cost pressures could present a "year-over-year challenge" to gross margins next year.

📈 | Ross Stores (ROST) beat on Q4 earnings and revenue.

📈 | KKR (KKR) co-CEOs Scott Nuttall and Joseph Bae purchased $8.8 million in company stock last week.

The Rating: Truist Financial analyst Jonathan Bettenhausen initiated Toll Brothers at Buy with a $190 price target, citing the stock's undervaluation relative to its future return on equity potential.

The Thesis: Toll Brothers' luxury market focus insulates it from affordability-driven demand pressure, while limited national competition at the top price point supports consistent performance in a challenging environment.

The Follow-On: Bettenhausen expects 2026 to be a contraction year for homebuilder revenues broadly, but sees a consumer-driven demand rebound in 2027 that should benefit Toll Brothers more than its peers.

🗳️ | Texas Democrats nominated state Rep. James Talarico for US Senate, while Republicans John Cornyn and Ken Paxton head to a May runoff.

🤝 | Nvidia (NVDA) CEO Jensen Huang said the company's massive investments in both OpenAI and Anthropic will likely be its last in each.

🔴 | Treasury Secretary Scott Bessent said that President Trump's 15% global tariff will take effect this week.

📊 | Private payrolls grew by 63,000 in February, per ADP, well above January's revised 11,000, with gains concentrated in health services and construction.

⛽ | Iran war-driven oil price increases have pushed Russian crude higher, giving the Kremlin more capacity to fund its war in Ukraine.

Are you bullish or bearish on Block (XYZ) over the next 12 months?

▇▇▇▇▇▇ 🐂 Bullish

▇▇▇▇▇▇ 🐻 Bearish