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The activist investor has been agitating behind the scenes.
Here are Tuesday's top research calls, including an upgrade of AIG, downgrade of Valero and new coverage for Kroger, Whole Foods Markets and Sysco.
Policy remains important, but earnings are where it's at, and they are easily quantifiable.
U.S. stock futures slip Monday and European shares are mixed after an historic win for pro-Europe candidate Emmanuel Macron in France's presidential election runoff on Sunday.