HAPPY SATURDAY TO THE STREET

And welcome back to Street Tweets from The Street Sheet!

Roku (ROKU) City is getting the wrecking ball.

Fox (FOX) CEO Lachlan Murdoch wants to buy Roku for $22 billion, a deal that would hand him direct access to 100 million households and make the combined company the third-largest player in US television.

He also swears Fox content will simply be "more prominent" on your homescreen.

Translation: forget about the quaint, infinite scrolling skyline with the occasional digital billboard that has long served as Roku’s screen saver. We give Roku City until next summer before the skyline starts airing Fox Sports.

β€” Brooks & Cas

MARKET REVIEW & PREVIEW

Markets rallied again last week after the US and Iran formally signed a peace agreement, helping push the Nasdaq Composite up more than 3%. Investors largely looked past the Fed's decision to hold rates steady, though policymakers quietly raised their inflation forecast for 2026 and lowered their economic outlook.

The spotlight next week shifts back to inflation. Thursday brings the Fed's preferred inflation gauge, Core Personal Consumption Expenditures (Core PCE). With officials now signaling fewer rate cuts ahead, another hot reading could further cement the view that interest rates may stay higher for longer.

Taxation without representation?

OK, boomer. 🧐

Pivot to the pancreas.

Midjourney, one of the original AI image generators, is going physical with an underwater scanner that 3D maps your body in a minute. It also plans to open a San Francisco spa by 2027. Hot tubs, saunas, the works.

The β€œmost magical, pro human technology launch” nobody asked for: a colonoscopy alternative with a steam room.

Wager, eh?

The most American thing Canada's done all year.

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The call this week comes from an analyst ranked #2 out of 5,301 tracked β€” the top tier of the top tier.

He just reiterated his Buy rating on a stock the market has been sitting on all year, with a target that implies a 42% price pop from here.

We give you the full picture: the name, the thesis, and why one of Wall Street’s top minds thinks the market is misreading it.

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The AI boom might not be on borrowed time…

But it’s definitely on borrowed money.

Meta (META) is introducing the workplace perk everyone’s been clamoring for:

A pizza party, obviously.

QUESTION

In what year did the US Social Security program begin sending its first monthly retirement benefit checks?

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