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The Analyst Who Loved Bank Stocks for 15 Years Just Flipped. Here’s What He’s Buying Instead
24/7 Wall St.47d agobullish
The Analyst Who Loved Bank Stocks for 15 Years Just Flipped. Here’s What He’s Buying Instead

For most of the post-2008 era, Oppenheimer’s Chris Kotowski was the guy telling you to keep buying the big banks. He waved off the 2011 eurozone panic, the 2016 energy blowup, COVID, and the 2022 rate hikes. On June 30, 2026, he flipped. Kotowski cut Goldman Sachs (NYSE:GS), Morgan Stanley (NYSE:MS), Bank of America, and ... The Analyst Who Loved Bank Stocks for 15 Years Just Flipped. Here’s What He’s Buying Instead

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Bloomberg47d agobullish
Apple Seeks to Buy Chinese-Made Memory Chips by Lobbying US

(Bloomberg) -- Apple Inc. is in negotiations to purchase chips from two Chinese semiconductor makers on a Pentagon blacklist to help reduce the impact of a global memory shortage that’s forced the company to raise prices across its product line.Most Read from BloombergMeta Is Planning a Cloud Business to Sell AI Computing PowerKrafton Agrees to Pay ‘Subnautica 2’ Bonuses as Developer’s CEO ResignsUS Decides Against Renewing USMCA, Shifting to Rolling TalksSpaceX IPO Left Mirae With No Shares on

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Bloomberg48d agobullish
Michael Burry’s Short Call Dents Caterpillar’s AI-Fueled Rally

(Bloomberg) -- Caterpillar Inc. stock slid from a record high Wednesday after Michael Burry, made famous in The Big Short for his bets against the US housing market ahead of the 2008 crisis, said he shorted the industrial heavyweight for the first time. Most Read from BloombergMeta Is Planning a Cloud Business to Sell AI Computing PowerSpaceX IPO Left Mirae With No Shares on MisunderstandingTrump Reports at Least $1.4 Billion in 2025 Crypto EarningsDemocratic Socialist Ousts 15-Term House Incumb

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After beating Samsung, tech titan files for IPO
TheStreet48d agobullish
After beating Samsung, tech titan files for IPO

SK Hynix builds the memory chips wired into Nvidia’s most advanced AI processors, supplying a component so scarce that customers now reserve production years in advance. This week the South Korean company asked U.S. regulators for permission to list its shares on the Nasdaq for the first time in ...

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Kroger to buy grocer Giant Eagle as competition heats up
Reuters Videos48d agobullishVIDEO
Kroger to buy grocer Giant Eagle as competition heats up

<body><p>STORY: :: Kroger</p><p>Shares of U.S. grocer Kroger fell about 2% Wednesday morning after the company said it would buy regional supermarket chain Giant Eagle in a nearly $1.7 billion deal.</p><p>:: Archive</p><p>The move strengthens Kroger's presence in the Midwest and the Mid-Atlantic region amid intensifying competition.</p><p>The transaction is the first under CEO Greg Foran, and is also Kroger's first major acquisition since its $25 billion merger with Albertsons fell apart in 2024.</p><p>:: Archive</p><p>Family-owned Giant Eagle generates about $9 billion in annual sales. It operates nearly 200 supermarkets and about a dozen standalone pharmacies across parts of Ohio, Pennsylvania, West Virginia, Maryland and Indiana.</p><p>:: Kroger</p><p>Foran said the chain was a good strategic fit for Kroger, which has been battling intense competition from Walmart, Amazon and other grocers as still-elevated inflation has many consumers seeking cheaper essentials.</p><p>Kroger has previously said it plans to cut prices on thousands of items, funded partly by direct imports and better use of technology.</p><p>The Giant Eagle acquisition is expected to close in 2027.</p></body>

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Investing.com48d agobullish
Goldman Sachs initiates FedEx Freight with Buy, sees 23% margin expansion upside

Investing.com -- Goldman Sachs initiated coverage of FedEx Freight Holding with a Buy rating and a $186 price target, implying roughly 23% upside from current levels, citing the newly independent less-than-truckload carrier’s potential to improve profitability, pricing power and cash generation following its spin-off from FedEx.

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French shipping company CMA CGM Group to buy FedEx' logistics arm for $1.4B
Associated Press48d agobullish
French shipping company CMA CGM Group to buy FedEx' logistics arm for $1.4B

French container shipping company CMA CGM Group said Wednesday it will buy FedEx Supply Chain, the third-party logistics subsidiary of FedEx for $1.4 billion, as it works to expand in the U.S. CMA CGM Group said the acquisition will triple the size of its own logistics arm, CEVA Logistics and help build its presence as a contract logistics provider in North America. In 2025, CMA CGM pledged to invest $20 billion in its U.S. warehousing, air cargo and logistics over four years.

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Investing.com48d agobullish
CMA CGM buys FedEx Supply Chain unit for $1.4B in cash deal

Investing.com -- French shipping giant CMA CGM has agreed to acquire FedEx's third-party logistics business for an enterprise value of $1.4 billion in cash, the company confirmed Wednesday, July 1, stripping FedEx of its largest warehousing and contract logistics operation in a deal that extends a sweeping restructuring of the U.S. package delivery giant.

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Investing.com48d agobullish
Who wins if the US restricts Chinese solar inverters?

Investing.com -- A reported draft ban on Chinese solar inverter imports could provide a marginal boost to Enphase Energy and SolarEdge Technologies, though Goldman Sachs said the practical implications are more significant for the utility-scale market than residential applications.

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Kroger buying regional grocer and pharmacy retailer Giant Eagle in deal valued at $1.65 billion
Associated Press48d agobullish
Kroger buying regional grocer and pharmacy retailer Giant Eagle in deal valued at $1.65 billion

Kroger is buying regional grocer and pharmacy retailer Giant Eagle in a deal valued at $1.65 billion. Giant Eagle, which is privately held, has 197 supermarkets and 11 standalone pharmacies across northern Ohio, western Pennsylvania, West Virginia, Maryland and Indiana. Kroger has thousands of stores operating under various brands, including Ralphs, King Soopers, Smith’s and Fred Meyer.

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