Brian Sozzi

While Nike’s stock sinks amid several quarters of disappointment, Reebok appears to be undergoing a revival of sorts. “We do a wonderful job of content. We’re very careful of the players we select. One of our first selections was [WNBA star] @Reese10Angel … Her shoe has just been sold out,” NBA legend @SHAQ told me at the Milken Institute conference this week. The former Laker is now Reebok’s president of basketball and the second-largest individual shareholder in its parent company, Authentic Brands Group. “We just do things that are very, very strategic,” he added. “You know, for me it’s trying to reintroduce Reebok to the kids … We’ve doubled in business [just like Authentic Brands Group CEO Jamie Salter has said] and we plan on continuing to grow.”

Goldman Sachs: Mutual funds have their lowest exposure to software stocks since at least 2012.

Currently, 387 ships—including 145 tankers, 89 bulk carriers, and 153 commercial vessels—are stuck in the Strait of Hormuz. There are 89 bulk carriers carrying grain, fertilizer, aluminum/metals, and ores. (V/@Marcomadness2)

The 2026 Indy 500 set a new all-time record with 70 lead changes, breaking the previous record of 68 set in 2013 😳 Felix Rosenqvist overtook David Malukas in the final lap for the closest win in the race’s history.

BREAKING: S&P 500 futures surge to their highest level on record.

Q: How are job postings for software engineers rising rapidly despite AI agents automating coding? A: Because there’s far more code to manage than ever before. We’re already seeing a 14x YoY increase in GitHub commits, and it’s accelerating. AI has dramatically lowered the cost of writing code, so it’s now being used across far more businesses, applications, and use cases. We’re at the beginning of a massive productivity boom driven by the proliferation of bespoke software throughout the entire economy. Coding has been AI’s breakout use case this year. The fact that it’s increased demand for software engineers — rather than decreased it — should call into question the entire “AI will cause mass job loss” narrative.

It's not a trip to Taipei without a night market stop. 🍧📸🤳

It ain't officially summer until the lobster rolls are served and my friends at Joe Fish in North Andover, MA offer a HUGE one called the Big Kahuna. It's usually $90, but it's half off after 8pm all summer long, dine in only! 📍1120 Osgood St in North Andover, MA

Novak Djokovic wins 3-1 and advances to the Second Round 🔥 Will he win his 25th career Grand Slam in this year's French Open? 👀

The winner of NASCAR’s Coca-Cola 600 will take home a fully restored 1953 Coca-Cola vending machine 🏁

What 2026 tech stock bubble?

Ryan Cohen, Walmart and Nvidia…a little bit of everything this Memorial Day weekend: finance.yahoo.com/markets/articl…

🚀 Retail investor buying across a basket of space-themed ETFs is now running at its strongest pace since the 2021 speculative frenzy, with the Procure Space ETF (ticker is UFO, naturally) emerging as a standout favorite. That is until the SpaceX IPO:

@BrianSozzi x.com/i/status/20578…

M&A-related press releases worldwide from companies of at least $1 billion in market cap that mention AI, by quarter: (V/@FT)

🚀At the $1.75 trillion valuation bankers are targeting for SpaceX, it would trade at 91 times its $19 billion in sales over the past year, a multiple that hurdles over the priciest of its Big Tech peers. Nvidia, the most expensive of the Magnificent 7 stocks on a sales basis, trades at 21 times trailing sales and is massively profitable. SpaceX, not profitable yet. (Stat v/@FT)

A lot of Alan Greenspan shout outs by Warsh at swearing in ceremony for Fed chair.

Friday homepage vibe. V/@YahooFinance

Walmart dropping below a long-term trend line: finance.yahoo.com/markets/stocks…

Nasdaq just triggered 8 Hindenburg Omen and Titanic Syndrome warnings in 3 weeks. When the 3-week warning count reached 8+, Nasdaq annualized returns averaged -24%. Price keeps pushing higher. So do the warnings. Read full analysis:sentimentrader.com/pricing

Teenage Mutant Ninja Turtles (1989, Arcade)