Mergers and Acquisitions (M&A) Activity - The market is beginning to see important deals, but they aren't getting enough attention from the market or the media [1] - An M&A boom is beginning, even if the deals seem doubtful or unclear [5] - Regulators are no longer blocking every M&A deal [22] - M&A deals are incredibly lucrative for the banks that orchestrate them [19] Company Specific Deals and Strategic Reviews - Kraft Heinz is reportedly breaking up, with plans to keep faster-growing brands like Heinz ketchup and Kraft mac and cheese, while separating slower-growth brands like Oscar Meyer and Velveeta [5][6] - Ferrero paid $3.1 billion for the maker of Froot Loops and Cornflakes [8] - KenView's CEO was sacked after activist pressure, and a strategic review of its brand stable is announced [12] - Beckton Dickinson is getting a 39.2% stake in the newly combined Waters [15] - Huntington Bank is buying Veritex, a Dallas-based bank, for $1.9 billion [17] Market Trends and Investor Sentiment - Individual investors have been buying stocks, seemingly unconcerned about tariffs [4] - There are two markets: big institutional ventures generally selling, and individual investors buying [4] - The market rebounded with the Dow closing up 88 points, advancing 0.14% and the NASDAQ gaining 0.27% [2][3] - There is very little organic growth in the industry, so the only way to have any growth is to buy it [13]