Bed Bath & Beyond, Inc.

• GI GDS Investments Client Update, May 2026: Let's speak plainly. ↗ GDS Investments argues that erratic tariffs, geopolitical strain and politicized economic policy are freezing corporate hiring and capital decisions. It is avoiding frothier momentum areas while favoring high-quality value companies, and sees Rivian’s long-term, software-centric EV strategy as more credible than legacy automakers’ pivots back toward gasoline and hybrids. May 2026 RIVN $20BF $49BGM $75B

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