Wall Street Breakfast Masimo jumps as Danaher nears $10B deal
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Feb 17, 2026 A major medical tech takeover nears a roughly $10 billion price tag. An activist investor builds a double-digit stake to press for strategic change at a cruise line. A lawsuit alleges salmonella contamination tied to a national retailer's rotisserie chicken. Rapid-fire market headlines cover podcast platform moves, Bitcoin strategy, DEI policy shifts, and busy corporate calendars.
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Danaher Nears High-Premium Masimo Buyout
- Danaher appears set to pay a significant premium to acquire Masimo, valuing the deal near $10 billion versus Masimo's ~$7 billion market cap.
- The deal highlights consolidation in medical tech and the value buyers place on device makers like pulse oximeter producers.
Masimo's Products And IP Drive Strategic Value
- Masimo's core product is pulse oximeters, and it has an ongoing patent dispute with Apple over Apple Watch features.
- That IP fight and product focus likely increase Masimo's strategic value to acquirers like Danaher.
Elliott Takes Large Stake In Norwegian
- Elliott Investment Management built a stake above 10% in Norwegian Cruise Line to push for major operational and strategic changes.
- Activist involvement signals investor dissatisfaction after NCLH lagged peers and posted weak results.