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
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.
The "Squawk on the Street" news team discuss Apple's expected fiscal Q1 earnings, the Carl Icahn influence and Chinese markets.
Saturday marks one year since Carl Icahn and Bill Ackman brawled on "Fast Money Halftime Report" over Herbalife. The FMHR traders discuss news Sen. Ed Markey (D-MA) is launching an investigation into Herbalife.
In an open letter to Apple shareholders, investor Carl Icahn says Apple is the most overcapitalized company in corporate history. CNBC's Dominic Chu details the letter's specifics.
EBay CEO John Donahoe says no way to Carl Icahn's call for it to spin off its online payment service PayPal.
CNBC's David Faber discusses eBay's opposition to splitting off its PayPal business at the request of investor Carl Icahn.
CNBC's Jim Cramer weighs in on eBay's CEO's suggestion that his company is better off together with PayPal. The stock has been a disappointment over the past year, Cramer observes.
Commerce and payment are converging, and Carl Icahn is not considering eBay's synergies in suggesting that the company spin off PayPal, says eBay President and CEO John Donahoe.
Carl Icahn is proposing a spinoff of eBay's fast-growing PayPal division, but the e-commerce giant says no.
The activist investor has nominated two directors to eBay's board and wants a PayPal spinoff. The company doesn't appear to agree.
EBay reported a higher profit for the holiday quarter as more transactions were paid with its PayPal service.
Carl Icahn owns 0.82 percent of eBay's stock, and has filed a non-binding proposal urging the company to split its PayPal and marketplace businesses. David Garrity, GVA Research LLC principal
CNBC's David Faber reports eBay has indicated in its earnings report that Carl Icahn has nominated 2 directors to eBay's board.
CNBC's Bob Pisani and Paul Hickey, Bespoke Investment Group, co-founder, discuss the role of the activist investor, and the influence they have on shareholder stock value and large corporations that hoard cash.
CNBC's Scott Wapner introduces Carl Icahn as one of the contenders for CNBC's most influential people of the last 25 years.
Icahn Enterprises Chairman Carl Icahn addresses whether or not he owns shares of Hertz.
Icahn Enterprises Chairman Carl Icahn discusses why he reduced the amount of buyback he is asking from Apple to $50 billion from $150 billion.