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
E-commerce auction house eBay became a darling among top U.S. hedge funds in the fourth quarter just before billionaire activist investor Carl Icahn urged the company to spin off its PayPal payments business, regulatory filings showed on Friday.
Apple's $14 billion buyback spree signals confidence in a big new product, CNBC's Jim Cramer said Tuesday.
Apple rallies as activist Carl Icahn ends his buyback talk. He's in for the long haul, says trader Guy Adami. He's been too "vociferous" to pull out.
Carl Icahn backed down from his Apple buyback plan. CNBC's Jon Fortt discusses where Apple should be investing its cash.
Carl Icahn got most of what he wanted from Apple. But is that really good for the company?
Activist investor Carl Icahn waved the white flag Monday in his campaign to prod Apple into buying back more of its stock.
"Apple responded to investors' concerns," says New York City Comptroller Scott Stringer (D), in discussing Apple's cash and Icahn's buyback activism with the company.
David Faber reports the latest on the Carl Icahn - Apple saga. Jim Cramer provides insight.
Proxy advisory firm ISS is recommending that shareholders vote against investor Carl Icahn's buyback proposal for Apple. CNBC's Jim Cramer and David Faber provide insight.
Kill some time playing the latest enterprenerd time-suck on Twitter, the #VCCoverBands hashtag.
CNBC's Jim Cramer explains why Apple's buyback of $14 billion of its stock reminds him of Clint Eastwood's Dirty Harry movie character.
As Apple's annual meeting approaches, some big investors are fighting an increasingly public fight over what the company should do with its cash.
CalPERS and Carl Icahn are fighting over Apple's buyback program. CNBC's Josh Lipton provides all the details.
Discussing the role of the activist investor, and a new organization created to push back against them, with 25-year Vanguard veteran Glenn Booraem.
James Woolery, Cadwalader, Wickersham & Taft, and Declan Kelly, Teneo Strategy CEO, discuss how some executives are protecting their companies from activist investors.
Carl Icahn has been pushing Apple to use its $150 billion war chest to buy back company shares. Not every shareholder agrees.
Apple's numbers are remarkable, but there's not much growth there, says Ken Allen of T. Rowe Price, weighing in on the tech giant's outlook. Allen also shares his top tech picks, including the play on Google and Red Hat.
CNBC's Scott Wapner reports activist investor Carl Icahn says the dip in Apple's stock price is "completely misinterpreted" and says the long-term picture remains unchanged.
Activist investor Carl Icahn bought more Apple shares Tuesday, as the stock plunged after an iPhone sales number that disappointed Wall Street.
It's now Tim Cook versus Wall Street, according to CNBC's Jim Cramer.