Given Apple's strong performance in the last quarter, David Schechter, Sargon Portfolio, is currently revising model and could argue for a higher valuation.» Read More
Harvey Pitt, Kalorama Partners CEO & former SEC chairman, weighs in on the feud between Carl Icahn and Bill Ackman over Herbalife. "It's starting to look like Ackman is trying to get the stock price lower than it is currently trading at," Pitt says.
CNBC's Eamon Javers reports activist investor Bill Ackman will host a conference call today about Herbalife's China business.
What's behind investor activist Carl Icahn's battle with Marc Andreessen, the entrepreneur turned technology investor.
Carl Icahn digs in on his criticism of eBay's management and weighs in on Bill Ackman again.
While the U.S. economy appears to be on "decent footing," Leon Cooperman says that he sees a couple of drags to a real recovery.
CNBC's Eamon Javers reports Herbalife has responded to investor Bill Ackman's most recent attack.
Investor Carl Icahn discusses Bill Ackman's battle to bring down Herbalife. Icahn says Ackman's attack is unfounded, relentless and fraudulent.
CNBC's Scott Wapner speaks with investor Carl Icahn about eBay's decision to reject his proposal to put two of his employees on its board. Icahn also discusses his most recent letter where he accuses eBay CEO John Donahoe of losing its stockholders over $4 billion.
Amid the dispute between Carl Icahn and eBay, Steve Case, The Case Foundation founder & chairman, discusses how boards should deal with investor activism.
EBay will reject a slate of board nominees proposed by Carl Icahn, raising the stakes in a battle over the company's governance.
CNBC's Andrew Ross Sorkin reports eBay will be putting out a statement rejecting Carl Icahn's efforts to put two of his own board members on eBay's board.
CNBC's Dominic Chu reports activist investor Carl Icahn will now include Facebook as a forum to disclose information and communicate with investors.
Since the market bottom in 2009, America's billionaires have seen their fortunes and numbers soar to new records.
There seems to be counterattacks on many levels in Silicon Valley, reports CNBC's Jon Fortt with the latest details on the struggle to break PayPal away from eBay.
In this week's Talking Squawk, the official "Squawk Box" blog—get a Warren Buffett rewind, Carl Icahn unleashed and maybe meet the next WhatsApp disruptor.
In a blog post, LinkedIn's co-founder Reid Hoffman criticized Carl Icahn for his short-term thinking on spinning out PayPal. CNBC's Jon Fortt, and Kara Swisher, Re/code co-executive editor, provide perspective on the debate.
Rob Cox, Reuters Breakingviews global editor, shares his views on splitting PayPal from eBay, and Apple's future.
Reid Hoffman criticized Icahn’s campaign against eBay, arguing it is rooted in short-term thinking that runs counter to the focus on long-term growth.
Carl Icahn doesn't believe eBay CEO John Donahoe should have anything to do with running PayPal. The FMHR traders share their opinions.
Highlights from the billionaire activist investor's wide-ranging interview on CNBC's Squawk Box Wednesday.