Honeywell exploring aerospace-unit sale during a boom time and its shareholder activist is pleased

• 

  Germany headed for snap election after Olaf Scholz loses confidence vote

  Parliamentary defeat marks end of fractious coalition and start of election campaign
  
  Financial Times - 7m

• TSMC posts 34% surge in November sales in sign of ongoing AI boom

  TSMC’s sales have surged over the past two years on the back of booming demand for advanced microchips following the launch of ChatGPT in Nov. 2022
  
  MarketWatch - 6d

• Macy’s shareholders clamor for retailer to squeeze value from its real estate, among other changes

  Two investors launched a campaign Monday seeking changes at Macy’s that would boost profitability and returns.
  
  MarketWatch - Dec. 9

• HPE sees more than 30% growth in server sales as AI boom rolls on

  HPE’s stock has been the most understated of the three big AI server names this year.
  
  MarketWatch - Dec. 6
• 

  While institutions own 33% of Playtech plc (LON:PTEC), retail investors are its largest shareholders with 48% ownership

  Key Insights Playtech's significant retail investors ownership suggests that the key decisions are influenced by...
  
  Yahoo Sports - Dec. 5
• 

  Claridge’s owner to triple its number of hotels as luxury travel booms

  Maybourne wants to create a portfolio of properties, from Paris to New York and Dubai, in a decade
  
  Financial Times - Dec. 4

• Activist shareholder intensifies campaign for Rio to quit London

  Palliser Capital says dual structure has been an ‘unmitigated failure’ that cost shareholders $50bn of value
  
  Financial Times - Dec. 4
• 

  Space Startups Get Government Contracts as SpaceX Explores Share Sale Valued at $350 Billion

  The commercial space industry has had a rocket lit under it recently, as the government changes how it awards contracts, looking closely at new innovators.
  
  Inc. - Dec. 3

• The case for Honeywell breaking itself up gets even stronger after its Bombardier deal

  Jim Cramer said Tuesday that Honeywell's partnership with Bombardier is "Exhibit A" for why Elliott's breakup push is correct.
  
  CNBC - Dec. 3

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