
’s €10 billion indicative approach for Delivery Hero did not arrive as a surprise to the market — it arrived as a declaration, timed precisely when the German platform is at its most structurally vulnerable and its activist shareholders are at their most emboldened. The absence of a premium above Friday’s close, combined with activist … Read more

S&P 500 Earnings: Forward Estimates Power Higher Once Again
Russ Cohen
The from last week got a good response over on www.seekingalpha.com. Being a one-man shop, when an article like that is contemplated, notes are furiously scribbled from the events of those days and as the list grows, it’s eventually pruned and a blog post is quickly tossed up. Last week, this blog failed to mention … Read more

1 Stock to Buy, 1 Stock to Sell This Week: Marvell, Kohl’s
US-Iran peace deal, core PCE price index, and more AI-linked earnings could dominate the coming week. Marvell is the high-flyer, powered by AI infrastructure momentum and set for another market-moving earnings release. Kohl’s, meanwhile, faces a tough retail environment and is likely to disappoint investors with its upcoming results. U.S. stocks closed broadly higher on … Read more


