The MAHA crowd has a new target, and this time it’s not on your plate, but in your closet.

Agriculture Secretary Brooke Rollins is pushing the "Great American Cotton Plan," urging shoppers to buy "plant, not plastic" and toss their synthetic activewear.

The catch: even the "low-tox" brands cashing in on the panic are typically stitched together with a little polyester. Bearish signal for… literally every mall brand?

— Brooks & Cas

Wall Street's biggest IPO ever just hit its first real barrier.

S&P Global (SPGI) refused to bend its rules for SpaceX, which posted a $4.94 billion loss last year and cannot clear the profitability bar for S&P 500 entry. So rather than argue over index weighting, traders have taken to betting on something which sector the rocket maker even lands in.

The market closes on Jan 7, 2027. Given the leading category, Communication Services, is clocking in at just 17% odds, seems the majority of traders are now betting it won’t make the cut by then.

📉 | Lululemon Athletica (LULU) cut its full-year earnings and revenue guidance.

📈 | ServiceTitan (TTAN) raised its full-year operating income outlook.

📉 | Docusign (DOCU) gave a second-quarter revenue outlook that failed to impress.

📈 | Cooper Companies (COO) beat second-quarter earnings and revenue estimates.

📉 | Guidewire Software (GWRE) posted gross margin below estimates despite beating on the top and bottom lines.

Looking for more upside? Street Sheet Research members get 3 stock picks from the Top 30% of analysts with 30%+ implied upside each week. Subscribe today.

Deutsche Bank is doubling down on Robinhood just as the stock languishes well below its 52-week high.

Analyst Brian Bedell reiterated his Buy rating and lifted his target, betting that the company's fresh push into prediction markets is the catalyst that flips the narrative.

Robinhood is now routing select event contracts, starting with World Cup and pro baseball wagers, to Rothera, the exchange it launched in a joint venture with Susquehanna.

Bedell notes the timing is deliberate, landing alongside the 2026 World Cup to capture an asset class that has already seen more than 16 billion contracts traded this year.

Rothera caps fees at $0.01 per contract, undercutting competitors’ ceilings, while keeping monetization steady. Robinhood will still carry Kalshi and ForecastEx, but cheaper trades could pull volume its way, and Bedell lifted his volume forecasts on the bet.

The stock still sits deep in the red from its highs. Deutsche Bank thinks Robinhood’s arrow is pointing up.

🏛️ | The Trump administration and OpenAI are in talks over a possible US government equity stake that could seed a public wealth fund letting Americans share in AI's upside.

📊 | A hotter-than-expected May jobs report of 172,000 added has all but killed near-term rate-cut hopes, with traders now pricing roughly 70% odds of a hike by year-end.

₿ | Bitcoin sank below $60,000 for the first time since October 2024, capping an 18% weekly loss after Strategy (MSTR) trimmed its holdings.

🚩 | Treasury's FinCEN issued an advisory urging banks to flag payroll, identity-theft, and money-laundering schemes tied to hiring workers in the country illegally.

👖 | Apparel retailers are drowning in returns, one reporting a 50% jump, as customers on GLP-1 drugs shed weight and size down.

Do you own any shares of Venture Global (VG)?

▇▇▇▇▇▇ 🐂 Yup, I’m holding

▇▇▇▇▇▇ 🐻 Nope, not interested

▇▇▇▇▇▇ 👀 No, but I’m interested

And, in response, you said: