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The Baldwin Group $BWIN shares are rising after the insurance broker said it is expanding its partnership with Anthropic and rolling out Claude across the company. Baldwin said early testing improved client insights, productivity, and workflow efficiency.

NYT: Google met with White House officials last week as the Trump administration looked for more AI compute and more options beyond Anthropic’s Claude. One hurdle: some $GOOGL TPUs still cannot be used in certain classified settings, and officials want that clearance sped up.

Amazon $AMZN launched Amazon Supply Chain Services, opening its freight, warehousing, fulfillment, and parcel shipping network to outside businesses. P&G, 3M, Lands’ End, and American Eagle are among the first users as Amazon expands deeper into third-party logistics.

@milocredit $COIN, $CRCL trading higher in pre-market

Breaking: Bitcoin trades for $80,000 for the first time in more than 3 months

@ThemesETFs 👀

🌐 Oil revenues aren’t where you think It’s not one market, but a set of regional blocs. - Asia $1.2T - Europe $1.7T - LATAM = smaller - ME = concentrated - North America $ 776B Aramco, PetroChina, Sinopec lead. Energy revenues follow structure, not just resources.

@VistaSharesX Warren Buffett about Greg Abel's Leadership at Berkshire: He's Doing Everything I Did, And Doing It Better

VistaShares Target 15™ Berkshire Income ETF $OMAH 🔥Top 20 Berkshire Hathaway Holdings 🔥Seeks 15% Distributions Annually, Paid Monthly 🔥Core Equity Exposure In Well Diversified Portfolio Fund Holdings, Risks, Disclosures, Prospectus: vistashares.com/etf/omah/

$GME CEO: WE HAVEN'T HEARD ANYTHING YET FROM EBAY - CNBC

Bloomberg: General Catalyst-backed Long Lake is nearing a deal for Amex GBT, with terms that could value the business travel company at about $9.50 a share, or a 60% premium to Friday’s close. A deal could be announced as soon as Monday.

HSBC Downgrades $AMD to Hold from Buy, P $340 Analyst comments: "We downgrade our rating to Hold as the stock has already significantly re-rated from trading at a 19x 2027E P/E multiple to a 33x P/E multiple, with limited room for earnings upside due to capacity constraints. AMD's share price has gained 77% since the beginning of April, compared with the Nasdaq up 17% over the same period, on bullish server CPU demand expectations from agentic AI. However, we do not expect an upside earnings surprise from AMD's upcoming 1Q26 results despite strong demand, as ongoing foundry constraints will likely persist throughout 2026E. We are lowering our 2026E AI GPU revenue estimate to $14.6B from $18.5B due to increasing supply chain uncertainty around the MI455 rack server ramp-up. While server CPU demand remains strong, AMD remains dependent on TSMC foundry capacity, limiting unit growth upside in 2026E. We see possible upside in 2027E, but this depends on better foundry capacity visibility emerging in 2H26E." Analyst: Frank Lee

Helix Energy $HLX sold its shallow water abandonment business to Chouest’s C-Dive for $107.5M in cash, a move the company says will sharpen its focus on deepwater well intervention, decommissioning, and robotics ahead of its planned combination with Hornbeck.

SOLV Energy $MWH is buying Roberson Waite Electric, a California-based utility substation contractor, to expand deeper into regulated utility infrastructure.

ADMA said the FDA approved a label expansion for ASCENIV to include pediatric patients with primary humoral immunodeficiency ages 2 and older, lowering the minimum age from 12.

Ouster $OUST launched its Rev8 lidar lineup, including the new OS1 Max, which the company says is the first lidar with native color sensing. Ouster says the sensor can process 10.4M points per second, detect up to 200 meters at 10% reflectivity, and reach 500 meters max.

Wedbush Upgrades $TTD to Neutral from Underperform, Maintains PT at $23 Analyst comments: "We are upgrading The Trade Desk shares to Neutral from Underperform, as we think the heightened competitive landscape and narrative pressure should be largely offset by spending tailwinds around the World Cup this summer and likely upside on political spending in the back half. The March Publicis audit failure and subsequent removal from the holding company’s recommended partner list may have slightly impacted late-Q1 and Q2 revenue, but we have not seen a mass exodus of advertisers. Instead, it seems to reflect a broader market demand for simpler economics and greater transparency. In 2026, we see potential upside from the World Cup in Q2–Q3 and political spending, which limits near-term downside and smooths expectations. That said, we remain skeptical of TTD’s competitive positioning, as ongoing audits may result in longer-term growth limitations. Furthermore, TTD was built for open-internet scale and cross-publisher orchestration, while the market is increasingly gravitating toward closed-loop, vertically integrated performance ecosystems like Amazon’s. A key vulnerability is that TTD’s data advantages, including Walmart retail data, DirecTV ACR, and Roku device signals, are all partnership-based, creating fragmentation and less deterministic measurement than platforms that have their own commerce, device, and media data. TTD still offers meaningful advantages in frequency control, de-duplicated reach, multi-publisher planning, and optionality across CTV, display, audio, and out-of-home. That said, as CTV growth potentially stalls, the company may increasingly bet on TAM expansion opportunities, such as chatbot inventory and sponsored shopping listings, where TTD may lack a structural advantage to drive future growth. Given these factors, we maintain our $23 price target, based on a 7x multiple, unchanged, on our updated 2028 EBITDA estimate." Analyst: Alicia Reese

$NCLH | Norwegian Cruise Line Q1 Earnings Highlights 🔹 Revenue: $2.3B (Est. $2.36B) 🔴 🔹 EPS: $0.23 (Est. $0.15) 🟢 FY26 Guide: 🔹 EPS: $1.45-$1.79 (Est. $2.12) 🔴

CNN: SENIOR U.S. OFFICIAL DENIES A U.S. SHIP WAS HIT BY IRANIAN MISSILES

Cerebras is seeking to raise as much as $3.5B in its U.S. IPO. The AI chipmaker already has a $20B multi-year deal with OpenAI and says Amazon plans to use its chips alongside Trainium.

OIL 📈

Iranian state-linked media are claiming a sharp escalation in the Strait of Hormuz: Fars says 2 missiles HIT a U.S. warship near Jask after ignored warnings, Mizan says the IRGC Navy unveiled a new control map, and Iran’s navy says it blocked U.S. warships from entering the area

BofA Reiterates Buy Rating on $APP, PT $705; 'GenAI creatives to ease bottleneck for small advertisers' Analyst comments: "Feedback from agency partners suggests AI-generated creatives can require multiple iterations before reaching a usable state, implying that the ability to generate large volumes of Axon-optimized ad creatives remains a bottleneck to effectively scaling ad spend, particularly for small advertisers. For long-tail merchants, where channel checks have less visibility, we see risk that adoption and average spend levels do not grow meaningfully until the GenAI creative tool is fully rolled out, which management has indicated for early 2Q." Analyst: Omar Dessouky