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$HAIN ( ▼ 1.53% ) Hain Celestial to “aggressively” cut portfolio as shares slide on $531m loss (GlobalData)

$CTVA ( ▼ 2.37% ) Corteva shares fall as potential split report stirs worries over operational disruptions (Reuters)

$WDC ( ▼ 2.3% ) Western Digital’s Strong Market Position and Upward Earnings Revision Drive Buy Rating (TipRanks)

$TXN ( ▲ 0.16% ) Bank of America Lowers Price Target on Texas Instruments (InvestorMonkey)

$ALK ( ▼ 2.56% ) Alaska Air Faces Earnings Pressure Amid High Fuel Costs (TipRanks)

WSJ: The US and China reached a framework TikTok deal, with Beijing conceding to preserve hopes for a Trump visit.

CNBC: Trump suggested companies switch from quarterly to semiannual earnings reports, arguing it would cut costs and improve management focus.

Reuters: Colgate $CL ( ▲ 1.03% ) will change toothpaste packaging to show pea-sized amounts for kids after Texas AG fluoride concerns.

Axios: Ford $F ( ▼ 1.36% ) will demolish its historic Glass House HQ and relocate workers to a new Dearborn campus by 2027.

CNBC: Alphabet’s $GOOG ( ▲ 2.45% ) market cap hit $3 trillion after a favorable antitrust ruling, joining Apple, Microsoft, and Nvidia.

Citi $C ( ▲ 1.11% ) believes Union Pacific $UNP ( ▲ 1.14% ) is back on track.

The railroad giant just picked up an upgrade from the bank, with analyst Ariel Rosa moving the stock to Buy from Neutral. Rosa also lifted his price target slightly to $251, about 16% above Monday’s close.

The analyst cited more clarity on Union Pacific’s proposed merger with Norfolk Southern $NSC ( ▲ 0.75% ), along with what he sees as strong operating execution. Citi now estimates the odds of merger approval at 65% to 70%, though Rosa cautioned the review will likely be “contentious.”

Rosa explained that the upgrade reflects three developments: regulators have outlined the key issues the merger will face, recent share weakness has improved the risk/reward, and Union Pacific’s underlying operations remain solid heading into third-quarter earnings.

Even if regulators block the deal, Rosa said Union Pacific shares still look attractive on a standalone basis. The stock trades at about 18x forward earnings, a discount to both the S&P 500’s 24.7x multiple and its own long-term average.

Union Pacific has spent much of 2025 in what Rosa called “deal purgatory,” as investors weighed uncertainties tied to the Norfolk Southern bid. Citi’s new stance suggests the path forward may not be entirely dependent on the merger outcome.

For investors, the takeaway is that Union Pacific may offer value whether or not the deal gets done — with potential sharp upside if the merger is ultimately approved.

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AP: The Fed meets this week under political turmoil and economic uncertainty, weighing stubborn inflation against weakening job growth.

CNBC: 1 in 3 Americans lack an emergency fund, and the median saved has dropped to just $500, surveys show.

Axios: The US and UK announced major nuclear power deals to expand cooperation and reduce reliance on Russian material.

CNN: China accused Nvidia $NVDA ( ▼ 2.0% ) of anti-monopoly violations, escalating trade tensions as US and Chinese officials meet in Madrid.

AP: China launched anti-dumping probes into US semiconductor imports just days before trade talks with Treasury Secretary Bessent.

This isn’t your dad’s research note.

Street Sheet Research gives retail investors access to the kind of analysis Wall Street guards.

First up: a fresh take on Oracle, plus big moves in retail, pharma, streaming, and much more.

Are you bullish or bearish on Twilio $TWLO ( ▲ 1.12% ) over the next 12 months?

▇▇▇▇▇▇ 🐻 Bearish

▇▇▇▇▇▇ 🐂 Bullish

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