Good Tuesday, and welcome back. Here’s what we’re watching:

• Will G.E. be broken up? Maybe not in the way people think.

• Nestlé signs a deal to sell its U.S. confectionary business to Ferrero.

• Why Elliott is agitating at Bezeq.

• The one interesting number from Silver Lake’s $3.5 billion bid for Blackhawk Network.

• Qualcomm’s busy M.&A. day.

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What to think about the G.E. of the future

John Flannery, G.E.’s chief executive, is considering changes in the way that the company operates, he said today. Though the news accompanied the announcement that G.E. would take a $6.2 billion charge related to its legacy insurance portfolio, the statements are unrelated.

The problem: Many on Wall Street think that Mr. Flannery was talking about the once-unfathomable idea that G.E. could be broken apart into separate businesses.