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
Another proposal could be in the works that may result in a "superior proposal" for Dell, report CNBC's Andrew Ross Sorkin.
A special committee of Dell board is evaluating separate takeover proposals from Blackstone and billionaire investor Carl Icahn to decide whether either or both are likely to trump an existing $24.4 billion take-private deal.
Dell appeared to have received competing offers following a $24.4 billion agreement last month to be taken private by its founder and private equity firm Silver Lake, setting up a tug-of-war.
The $24.4 billion buyout of Dell would be tough for competing investors to beat, Toni Sacconaghi of Sanford Bernstein says.
Icahn Enterprises released a brief statement saying that yesterday it entered an agreement that will give Icahn a look at Dell's books, with CNBC's Jon Fortt.
CNBC's David Faber reports shares of Dell are moving higher after billionaire investor Cary Icahn entered into a confidentiality agreement with the computer maker.
The "Squawk Box" news team discusses whether this indicates Carl Icahn is a serious bidder for the tech giant.
Prominent short-seller David Einhorn raised eyebrows last month when he popped up on Twitter to disavow that he had tweeted about Herbalife.
Carl Icahn boosts his stake in Herbalife to 15.55 percent, according to a regulatory filing.
Carl Icahn has built a significant position in shares of Dell, and is suggesting the company pursue a leverage recap rather than a $13.65 per share leverage buyout currently underway. CNBC's David Faber has the details.
CNBC's David Faber discusses the latest developments in Dell's attempt to go private, while activist investor Carl Icahn has let it be known he wants the company to conduct a leveraged recapitalization.
The "Squawk Box" crew discuss Dell's early morning press release that said the company is in a "go-shop" process for potentially superior proposals.
Carl Icahn is gearing up for another fight, saying Monday that Transocean's dividend payment recommendation of $2.25 a share is "too little, too late."
CNBC's Scott Wapner reports the billionaire investor plans to put up a slate on the board of Transocean.
The picture that you can't ever unsee.
Herbalife is announcing it is increasing the size of its board. Discussing what this means for Ackman and Icahn, with Tim Ramey, D.A. Davidson & Co. senior research analyst.
Herbalife is announcing it is increasing the size of its board, reports CNBC's Josh Lipton.
CNBC's Robert Frank and Courtney Reagan discuss recent situations where business became personal: the Bill Ackman-Carl Icahn feud and the battle over Martha Stewart products between JC Penney and Macy's.
CNBC's Scott Wapner reports hedge fund manager Bill Ackman's first response to Herbalife's better than expected earnings.
CNBC's Scott Wapner reports the details of Herbalife's earnings data.