Holy. Look at this. Senator Tina Smith sold up to $250,00 of Pepsi, $PEP, stock and General Mills, $GIS, stock on 02/11/2025. The very next day, she voted against confirm Robert Kennedy Jr for US Health Secretary. Unusual.

BREAKING: Robert F. Kennedy Jr. has called on top executives from Kraft Heinz, $KHC, General Mills, $GIS, and other food companies to remove artificial dyes before the end of his term.

#Upgrades - Dec 13, 2024 • $CAH: Wells Fargo Upgrades to Equal Weight from Underweight - PT $127 (from $101) • $CCS: JPMorgan Upgrades to Neutral from Underweight - PT $97 (from $110) • $CIEN: BofA Securities Upgrades to Buy from Neutral - PT $95 (from $70) • $CNC: UBS Upgrades to Buy from Neutral - PT $80 (from $79) • $CRM: KeyBanc Upgrades to Overweight from Sector Weight - PT $440 • $GIS: BofA Securities Upgrades to Buy from Neutral - PT $80 (from $78) • $GLPI: JPMorgan Upgrades to Overweight from Neutral - PT $54 (from $49) • $NCLH: Barclays Upgrades to Overweight from Equalweight - PT $32 (from $28) • $PENN: JPMorgan Upgrades to Overweight from Neutral - PT $27 (from $19) • $PTCT: Morgan Stanley Upgrades to Overweight from Equalweight - PT $67 • $PTEN: Goldman Sachs Upgrades to Buy from Neutral - PT $10 • $PYPL: Wolfe Research Upgrades to Outperform from Peerperform - PT $107 • $RHI: Truist Securities Upgrades to Buy from Hold - PT $90 • $SGMO: Truist Securities Upgrades to Buy from Hold - PT $7 • $SRE: Morgan Stanley Upgrades to Overweight from Equalweight - PT $98 (from $85) • $TASK: Morgan Stanley Upgrades to Overweight from Equalweight - PT $21 (from $18) • $UPBD: Stephens Upgrades to Overweight from Equal Weight - PT $38 • $UPST: Needham Upgrades to Buy from Hold - PT $100 • $VAC: Barclays Upgrades to Overweight from Equalweight - PT $116 (from $97) • $VNOM: KeyBanc Upgrades to Overweight from Sector Weight - PT $62

MORNING RECAP • $TSLA +8% pre-market on report of Trump's team prioritizing self-driving vehicle regulations. • $BG approved $500M more for stock buybacks. • $F faces recall investigation for 112,567 vehicles due to seat belt issues. • $GIS prepares for mixed securities offering. • $SAVE files for bankruptcy due to financial losses. • $LBRT shares up as Chris Wright, its CEO and fracking advocate, is named Energy Secretary by Trump. • Trump's efficiency drive to slash federal contractor rates, led by Vivek Ramaswamy and Elon Musk. • Oil prices decline due to ample global supply and weak demand outlook from China. • Manulife's CEO Roy Gori to retire in May 2025. • $MARA plans to offer $700M in convertible notes. • $HOODupgraded to Buy by Needham, target $40. • Shift4 Payments to join S&P MidCap 400, replacing RCM, effective Nov 20. R1 RCM acquisition by TowerBrook and CD&R set for Nov 19. • $BIIB downgraded to Hold by Needham with no expected upside in the next year. • $CVS upgraded to Overweight by Wells Fargo, target price now $66. • $CVS to add four new board members including Larry Robbins from Glenview Capital. • $NVDA faces overheating issues with its Blackwell GPUs in server setups. • $ALAB gets Buy rating from Citigroup with $120 target. • $MPWR upgraded to Buy after stock drop. • $SMCI aims to submit Nasdaq compliance plan. • $WBD settles NBA lawsuit, extends partnership for 10+ years.

$KO $GIS - WARREN QUESTIONS COCA-COLA, GENERAL MILLS ON 'SHRINKFLATION'