Morning Market Roundup (7/17/2012)

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By Stuart Stelzer Updated Published
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Subject: How New Yahoo! CEO Could Double Stock Price

Yahoo!’s (NASDAQ: YHOO) new CEO, Marissa Mayer, worked at Google. So did AOL (NYSE: AOL) CEO Tim Armstrong, who took up the reins there in 2009. Mayer may want to take some pages from Armstrong’s playbook. After a slow start, Armstrong and his coworkers have pushed AOL’s share price up more than 150% in less than a year. And the actions AOL took were relatively simple. The best road map for Yahoo!’s CEO may be the one AOL created.

As always, here are the top major media headline summaries from WSJ, Bloomberg, and more. Today’s top analyst upgrades and downgrades were in shares of ALU, AMZN, AOL, BP, CZR, CMG, COH, DE, EBAY, HD, HGSI, JBHT, LVS, LOW, MPEL, NOK, S, TGT, VIA, DIS and WYNN. Here are the top rumors of the day and the most important financial news affecting the markets today.

We have been looking at the building dividend bubble for over a week now. The bubble is not just inflating. It is spreading beyond DJIA components to REITs, utilities, and MLPs.

Here are the big tech earnings, with previews for each, this week in shares of INTC, EBAY, IBM, QCOM, GOOG, MSFT, NOK, SNDK and AAPL.

Want to play arm-chair activist? Tell us in the poll what Bill Ackman and others should tell Procter & Gamble (NYSE: PG) to do!

After yesterday’s biotech and pharma buyout, here is an updated view of the biotech buyout landscape.

Bill Gross says the economy may fall into recession soon. Why he may be wrong.

German confidence slips again, and with it hope for an EU rescue.

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JON C. OGG

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