Despite publicly praising Nvidia Corp.‘s NVDA historic performance and the broader artificial intelligence (AI) sector, ...

CNBC's Andrew Ross Sorkin discusses the key takeaways from his conversation with activist investor Dan Loeb at The Economic Club of New York. Got a confidential news tip? We want to hear from you.

Billionaire Dan Loeb is one of the most-followed activist investors on Wall Street. His hedge fund, Third Point, manages $21.1 billion, with around one-third of that invested in a public equity ...

Two of Wall Street's most closely watched billionaire stock pickers, both ⁠once voluble activist investors, took opposite tacks this year when Bill Ackman ‌bet on Microsoft and exited Google parent ...

Billionaire Dan Loeb’s flagship hedge fund, Third Point, recalibrated its portfolio in the first quarter of 2026, leaning ...

Loeb said he largely divested his hedge fund of its positions in "Magnificent Seven" stocks by mid-April. Stellar first-quarter earnings results may have convinced him to add this AI leader back to ...