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Money-Tourism.gr
22 Oct 2026
Cedric Rimaud: Lufthansa: What it stands to gain from the €1.2 billion mega-deal with TAP Air Portugal
As Cedric Rimaud, Director of European Research at Gimme Credit, pointed out, the group’s management expects passenger traffic on Latin American routes to grow by approximately 2% to 3% between 2025 and 2030, while growth on other routes is forecast to reach 6% to 7read more
Euronews
21 Oct 2026
Cedric Rimaud: What does Lufthansa gain from its €1.2 billion TAP Air Portugal deal and when?
The firm has also pledged to keep TAP as a standalone airline, which, along with the state's control, "will limit the ability to rationalise operations across the whole group,” Rimaud explainedread more
Reuters
16 Oct 2026
Saurav Sen: Why CoreWeave is in the crosshairs of the AI scare
“CoreWeave’s credit selloff risks becoming a self-fulfilling prophecy,” wrote Saurav Sen at research firm Gimme Credit. “The concern is less whether customers want the capacity than whether CoreWeave can afford to deliver itread more
Restaurant Dive
29 Sep 2026
Carol Levenson: Inside McDonald’s ambitious plans to upgrade its menu, technology, and restaurants
“It remains to be seen whether [McDonald’s] will meet its lofty goals. But we believe investing in the restaurants, the dining experience, value, and execution is a good use of capital,” Carol Levenson, Gimme Credit’s Director of Research, said in a report emailed to Restaurant Dive. “From a bond investorʼs perspective, it is a far more agreeable financial policy than returning more cash toread more
Barron's
9 Sep 2026
Carol Levenson: Walmart's Slump Makes the Stock a Buy
“If we blindfolded you,” posits Gimme Credit’s Carol Levenson, “and told you that Walmart had beaten its sales and earnings guidance for the fiscal second quarter ended July 31 and raised its fiscal 2027 sales, operating income, and earnings guidance, while continuing to gain market share and expand its margins, and generating more than enough free cash flow to fund $3 billion in shareread more