Despite an earnings miss, Lennar (LEN) shares soared at Friday's open following its 1Q print. Diane King Hall dives into the print in which the CEO says was defined by the "same persistent headwinds" challenging the housing market. On the cybersecurity front, SentinelOne (S) delivered mixed earnings but shares hovered around the unchanged line to start the day. Then, Diane looks at news that Meta Platforms (META) will delay its upcoming "Avocado" AI model to at least May.