Disney+ subscriber growth falls short of Wall Street’s expectations. Marriott International and Airbnb find room for improvement. Roblox pops on strong revenue. DoorDash shares rev 20% on upbeat guidance.

The Trade Desk and Unity Software both fall despite encouraging 1st-quarter reports. Bill Ackman orders up a 6% stake in Domino’s Pizza. Krispy Kreme plots a return to the public markets. Jason Moser and Ron Gross analyze those stories and share two stocks on their radar: Home Depot and Ultragenyx Pharmaceutical. Plus, Bloomberg senior editor Brad Stone shares how Amazon secretly developed the Echo, which cities were the real finalists to be the home of HQ2, and other insights from his new book Amazon Unbound: Jeff Bezos and the Invention of a Global Empire.

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