Wall Street Breakfast Podcast: Masimo Jumps As Danaher Nears $10B Deal

Group 1: Danaher and Masimo Acquisition - Danaher (DHR) is nearing a $10 billion acquisition of medical technology company Masimo (MASI), which represents a premium to Masimo's nearly $7 billion market capitalization as of last Friday's close [3][4] - The acquisition would be Danaher's largest since its $21.4 billion takeover of Cytiva in 2020 [5] - Masimo's stock has increased by 32% in premarket trading, despite a 27% decline over the past year [3][5] Group 2: Norwegian Cruise Line and Elliott Investment Management - Elliott Investment Management has acquired over a 10% stake in Norwegian Cruise Line Holdings (NCLH) to advocate for operational and strategic changes [5][6] - Norwegian Cruise Line's shares have decreased nearly 4% year-to-date, underperforming competitors like Carnival (CCL) and Royal Caribbean (RCL) [6] Group 3: Costco Lawsuit - Costco (COST) is facing a class action lawsuit alleging salmonella contamination at its Nebraska chicken processing plant [8] - The lawsuit claims that Costco's failure to control salmonella poses a danger to consumers and violates their trust [8] - Costco reported that its $4.99 rotisserie chicken sales exceeded 157 million worldwide in 2025 [9]