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Wall Street's M&A Chatter From May 9: Abercrombie & Fitch, GrubHub, Hertz, Lululemon, Broadcom-Brocade, Apollo-West Corp

AMZN, GOOG, LULU, ANF, MCD

The following are the M&A deals, rumors and chatter circulating on Wall Street for Tuesday, May 9, 2017.

Icahn Could by Rest of Hertz Following Drop in Share Price

The Rumor:

Shares of Hertz Global (NYSE: HTZ) rose following a report from Deal Reporter that investor Carl Icahn could acquire the rest of Hertz he doesn't already own for less than twice what he paid for a 15 percent stake in November, according to sources. Shares fell 14 percent after Monday's disastrous earnings report.

Hertz closed at $12.80, down $2.11.

Chatter of Amazon Interest in GrubHub

The Rumor:

Shares of GrubHub (NASDAQ: GRUB) rose on unconfirmed market chatter of a potential offer from Amazon (NASDAQ: AMZN). Yelp Inc. (NASDAQ: YELP), Priceline (NASDAQ: PCLN), Yahoo! (NASDAQ: YHOO),and Google (NASDAQ: GOOG) have been mentioned in the past as possible suitors.

McDonald's (NYSE: MCD) had mentioned GrubHub as a delivery partner at their investor presentation at the beginning of March. Steve Cohen's Point 72 took a 5.3 percent passive stake in GrubHub a few days after that McDonald's mention.

GrubHub closed at $45.35, up $0.05.

EU Antitrust Regulators to Approve Broadcom's Acquisition Of Brocade With Conditions

The Rumor:

EU antitrust regulators are about to approve Broadcom's (NASDAQ: AVGO) acquisition of Brocade (NASDAQ: BRCD) after Broadcom agreed to make it easier for customers to use either Broadcom switches or competing ones on their network, according to sources as reported by Reuters. The EC is expected to approve the deal by the May 12 deadline, the sources siad.

The EU regulator declined to comment on the rumor.

Brocade closed at $12.64, up $0.05. Broadcom rose $3.38 to close at $228.46.

Hearing PE in Talks to Acquire Lululemon

The Rumor:

Shares of lululemon athletica (NASDAQ: LULU) rose to a high of $52.32 following unconfirmed market chatter of a potential bid from private equity. "Sources" said offers were coming in around $80 per share. Lululemon is a frequent takeover name.

Lululemon closed at $52.05, up $0.36.

Apollo to Acquire West Corporation in Take Under for $23.50/Share in Cash

The Deal:

West Corporation (NASDAQ: WSTC) announced it has entered into a definitive agreement with affiliates of certain funds managed by affiliates of Apollo Global Management, LLC (NYSE: APO) to acquire all of the outstanding shares of West common stock for $23.50 per share in cash. The transaction is expected to close in H2 of this year, subject to regulatory approvals and West shareholder approval.

West Corporation closed at $24.11, unchanged. Shares were halted ahead of the news and will resume trading on Wednesday.

Abercrombie & Fitch Receives Takeover Interest

The Rumor:

Abercrombie & Fitch Co (NYSE: ANF) is said to be working with Perella Weinberg Partners to handle takeover interest, according to sources as reported by Reuters. Abercrombie and Perella Weinberg declined comment on the rumor.

Last October, there were rumors of possible private equity interest in ANF. This time, the suitors are said to be rival retailers.

Abercrombie & Fitch closed at $12.67, up $0.03.