Yahoo's M&A Ambition, LinkedIn's Year-End Run, Jim Cramer's Merck Pick

Last year ended with so much talk that Yahoo! might merge with AOL, but the New Year is ringing in with Marissa Mayer considering completely different ideas, according to one report -- M&A in the cable space. Could Mayer have an appetite for the Food Network? Plus, LinkedIn's stock got a big second half boost as the company appeared to benefit from a robust job market -- to start 2015, an influx of hiring could be a boon for investors, too. And Jim Cramer says he's expecting a busy year in the healthcare space -- with Merck stock trading at 16x forward estimates, it's one of the reasons he says he's a buyer.