Lululemon's Big Shareholders Stay Silent Before June 25 Proxy Vote
BlackRock, Vanguard, ISS and Glass Lewis kept their cards face down on a holiday; the absence of a public letter is itself the position.
Business
Lionsgate Faces Tuesday Earnings Test After Holiday Rally
Lionsgate Studios closed the pre-Memorial Friday at $14.95; if no analyst note lands Tuesday, the buy-side already wrote the story.
Cerebras Holds $185 a Week After I.P.O.; OpenAI Dependence Caps Rally
Cerebras opened at $350 against a $185 IPO price; eight trading days in, the OpenAI 750-megawatt deal is both the floor and the structural ceiling.
Bitcoin Holds Near $77,000 as Spot ETFs Bleed $2.26 Billion in Two Weeks
Trump's Saturday Iran-peace post moved the headline; the ETF tape kept selling — seven straight days of net outflows that traders are reading as the actual answer to the rally.
AvalonBay and Equity Residential Merge in $69 Billion Apartment Deal
Two of the country's largest apartment REITs are merging into one — and the press release puts AI-powered demand forecasting in the rationale paragraph next to the unit count.
Three Megadeals Push 2026 M&A Volume Past the Last Decade's High
Mastercard BVNK, Long Lake Amex GBT, Vodafone Three — the megadeal return of 2026 stopped being a quarter's story and became a year-to-date pattern over Memorial Day weekend.
KPMG Deploys Claude to 276,000 Employees in Anthropic Pact
Anthropic's biggest enterprise rollout to date landed on May 19 — the same day Vance spoke from the podium and the same week as the encyclical.
Justice Department Files Nothing on Adani Through Memorial Day
The DOJ's motion to dismiss has now sat one full week without a court ruling, and no party has filed against it — the Trump-era closure of the Adani case is hardening into fact.
No Analyst Cuts TJX Estimates Before Tuesday's Q1 Earnings
TJX's $1.19 EPS beat and raised guidance still has not produced a Target-side correction; the off-price thesis enters the Tuesday window unchallenged.
EchoStar's Spectrum Trust Transfer Clears With SpaceX Reimbursement on Record
The 50 MHz transfer into the Nevada trust closed Friday; SpaceX wrote the cash-interest check; the November 2027 acquisition close has its first paid-up segment.
Anthropic Silent on SpaceX Filing Naming It a $45 Billion Customer
Five business days after the S-1 disclosed Anthropic will pay $1.25 billion a month through May 2029, no party to the contract has added a word — and the encyclical drops in hours.
Three of Four Co-Leads in Anthropic's $30 Billion Round Also Back OpenAI
Sequoia, Altimeter, and Dragoneer are on both cap tables — and the structural finding the Sunday feature named has been picked up by zero outlets across the Memorial Day weekend.