Private-credit firms are circling JPMorgan's co-branded credit card business, exploring partnerships to underwrite rejected applications. Meanwhile, activist investor Jana Partners is urging Six Flags to pursue a sale after disappointing earnings. Elsewhere, a $5 billion flurry of nearly identical trades at $5,500 each on the Kalshi prediction market has drawn scrutiny, with Kalshi saying the activity appears normal.

KB Home downgraded its annual gross profit margin outlook to 16.0% to 16.2% as housing conditions deteriorate. Apple inched closer to a $5 trillion market cap, finishing with a $4.96 trillion valuation at $339.75 per share. SoFi became the first U.S. bank to settle card payments on stablecoin, processing over $25 billion in annual transactions.

AutoZone expects accelerated growth this fiscal year, while Lennar's depressed stock prompted Berkshire Hathaway to accumulate shares across Thursday, Friday, and Monday. DoorDash agreed to pay $131.5 million to resolve a New York City pay investigation, and Gap is entering the boy-band business with a 'fashiontainment' strategy. Thor Industries faces continued headwinds, and KKR launched a $350 million equipment-finance firm, Akrapoint Commercial Capital, offering loans of $500,000 to $600,000.

Roche reported a drug helped patients reduce blood-sugar levels and weight in a trial, supporting its obesity and diabetes pipeline.