CNBC: Worldwide Exchange
3/12/2024 9:37am
... parts getting a boost ahead of the open. this is after revealing that dan loeb's investor has taken a stake in the company and reached a settlement that will give them three board seats. the size of the stake was not ...
CNBC: Squawk Box
2/6/2024 1:26pm
... of course, has the backing -- his firm, flow, has the backing of andreessen horowitz. and now it appears he's teaming up with dan loeb as well. so far, it appears that the advisers to wework are giving ...
CNBC: Squawk Box
2/6/2024 1:26pm
... neumann the now trying to buy back the company along with dan loeb's third point who might help to finance a transaction. here's what neuman's attorney sent in a letter to wework's advisers last night. in a hybrid work world where ...
CNBC: Squawk on the Street
9/14/2023 2:37pm
... potential, they step up. i'll share a little story that dan is going to be upset. dan loeb and i were here a few months ago and we were in the ap classes and dan and i are art collectors and they put up a painting -- famously. and who painted this and what ...
CNBC: Squawk on the Street
9/14/2023 2:31pm
... robinhood has been a big fan of charter schools in new york city and of success in particular. then dan loeb who runs third point, is certainly part of the eva fan club, and he made a real ...
CNBC: Squawk Box
8/15/2023 10:25am
... quarter, nasdaq pwas up 15% the decision was if you are invested in the tech stocks, do you sell out or dan loeb says we don't have enough exposure you chase up that way. ...
CNBC: Squawk Box
8/15/2023 10:24am
... end of the quarter a lot more by nvidia other managers buying into the rally is dan loeb telling investors its exposure to microsoft and amd and google were undersized and profits ...
CNBC: Squawk on the Street
8/14/2023 1:48pm
... this weekend about tupperware and how the memes are being played like fiddles. or dan loeb's take. and a just what fools they are. now, i beg to differ they managed to go to these ...
CNBC: Squawk Box
8/7/2023 12:28pm
... forum. third points' dan loeb saying ...
CNBC: Power Lunch
5/16/2023 6:14pm
... testifying before the senate as the surging popularity of chatgpt and other platforms triggers a debate over the possibilities and the perils of ai we will wrap up the key takeaways there. and as we head to break with the dow down almost 260 points a quick power check, on the positive side amd ...
CNBC: Worldwide Exchange
5/16/2023 9:23am
... moving on to dan loeb's position in alibaba and alphabet. we are looking at bill ackman's ...
CNBC: Squawk Box
3/13/2023 12:55pm
... we appreciate yourtume this morning. want to get down to the new york stock exchange. jim cramer joins us now. this was dan loeb last night he said i would say all is well that ends well, but i think this story is just beginning. ...
CNBC: Squawk Box
3/3/2023 11:13am
... thirdpoint's dan loeb is taking a stake in amd. sources said loeb made the bet when the shares were under pressure it guided for a 10% sales ...
CNBC: Squawk Box
3/3/2023 11:09am
... i don't know i would be a sponge at that point. when we come back, it has been a busy year for activist investors. the latest move is dan loeb investing in chip maker amd. we will talk more about this after the break. ...
CNBC: Worldwide Exchange
3/3/2023 10:59am
... and stay on top of the market. good morning stock futures pointing to slight gains at the open. we will tell you about two a.i. related stocks getting a boost after earnings dan loeb's point taking a ...
CNBC: Closing Bell
3/2/2023 8:56pm
... it was dan loeb who is buying semis. there are pockets within the semis. semi cap equipment it is really iffy and longer term broadcom, not only do i like their mix in terms of semiconductor revenue at 80% of ...
CNBC: Closing Bell
3/2/2023 8:54pm
... the real story over the next couple of years. that is where we should spend our time and capital. unless you need a good mix of both i look at an opportunistic dan loeb, for example, which we reported about amd it's a growthy name but it had a ...
CNBC: Closing Bell
3/2/2023 8:05pm
... not. today we have a little dan loeb effect and for him to get aggressive on a name that he sees there's a lot of opportunity especially in the second half, especially in nvidia and semis that's a vote of confidence that ...
CNBC: Squawk on the Street
3/1/2023 2:22pm
... salesforce and third point and dan loeb, salesforce and elliott. that's been going on for weeks and weeks at this point. marc has been very receptive. they like the product. marc was saying to you, listen, i'm excited to talk to these people maybe they have good ideas he's not in any way saying they ...
CNBC: Squawk on the Street
2/24/2023 4:26pm
... ken mueller presented this in davos. we're seeing a lot more of this, given the weak share prices and the fact you're getting a lot more agitation for change. we just got one with dan loeb and bath and body works. it will be interesting to see if they can resolved as ...
CNBC: Squawk on the Street
2/23/2023 4:21pm
... bit of a bottom here, but b of a says not so fast we'll talk about that and break down nvidia a little more as some of the hot takes come in. we're watching bath and body works up about 1.5%. actually, better than that now dan loeb planning to issue a ...
CNBC: Squawk on the Street
2/23/2023 3:02pm
... following walmart's comments, home depot, now bath & body works because of the presence of activist dan loeb but on the call sara said the first quarter assumes twaigs of softer demand trends and elevated inflation ...
CNBC: Squawk on the Street
2/23/2023 2:44pm
... third point, it's like a letter you would see from dan loeb a while back, attacking a director's compensation, namely the chairman, a ms. nash they pronounced the version of including a shareholder ...
CNBC: Squawk Box
2/23/2023 11:10am
... dan loeb told bath & body works wants a challenge. ...
CNBC: Closing Bell
2/22/2023 8:06pm
... like dan loeb likes to do. help management and support management in implementing the plan and holding them accountable if they fail to. they are going all-out, too if they say in the letter, that we're having a look out here ...
CNBC: Squawk on the Street
2/17/2023 2:42pm
... already got one coming on the board inmason. starboard has been there for some time. jeff oven at lucid capital has been there he was there earlier than value act, his old firm, and elliott and then dan loeb also i mean, rare that you see these ...
CNBC: TechCheck
2/9/2023 4:25pm
... dan loeb's thirdpoint is the fifth known activist to take a position in crm. other activists are starboard, valueact capital it is expected they are prepared ...
CNBC: Squawk on the Street
2/9/2023 3:43pm
... the wrap against margin is not that the product is great, but it's so great they should be making more money. i'm hoping even though there's five people coming after him, that there could be some resolution i think elliott partners, very, very sticky, and dan loeb is ...
CNBC: Squawk on the Street
2/9/2023 3:41pm
... headlines that a fifth activist investor, dan loeb's third point, has jumped into that stock as well, it does seem like the environment right now, the investing environment is very conducive to activist investors. just want to get your thought on ...
CNBC: Squawk Box
2/9/2023 1:43pm
... another activist reported involved in salesforce this morning. dan loeb's plans are unclear ...
CNBC: Squawk on the Street
1/30/2023 2:38pm
... dan loeb there, speaking of act v activists. not in an activist posture there had been talk about, thrifspli the company. the shares to general mills ...
CNBC: Squawk on the Street
1/19/2023 2:42pm
... it will likely get there's not going to be an espn spin. hope springs eternal on that. dan loeb had suggested it. chapek dismissed it. plenty of people in the media mafia out there have been talking about it, wondering, ...
CNBC: Squawk on the Street
1/17/2023 3:20pm
... bob chapek in responding to another activist, dan loeb, said, we're keeping it, even though loeb suggested they spin it off it's not clear iger has come to that same conclusion. disney shares are up 16% to ...
CNBC: Squawk on the Street
1/12/2023 2:39pm
... us, certainly. dan loeb was involved dan showed up with a list of certain things that he wanted considered i believe he's still a shareholder here as well it hasn't gone particularly well for him, by the way, as you know he kind of came in with the idea of really supporting chapek in ...
CNBC: Squawk Box
1/12/2023 11:44am
... repres representation then things broke down from there. remember, the independent was the solution to the dan loeb interest in disney he accepted that they had that template the fact you repeated it is ...
CNBC: Squawk on the Street
12/22/2022 2:46pm
... pg&e ceo. gigantic utility company. she said that's completely untrue we have dan loeb up that's the wrong thing he basically said, is it time ...
CNBC: The Exchange
12/9/2022 6:30pm
... nasdaq also down 4 it was the nasdaq positive earlier that has given up its negatives. some of the movers this hour we're watching, bath and body works higher after dan loeb's third point disclosed upping its stake from 3.5 to over 6 the shares are only up 1% right ...
CNBC: Fast Money Halftime Report
12/9/2022 5:03pm
... activists have been as well. and phenomenal investor even when he's not an activist investor this is definitely a kindler, gentler dan loeb usually it's more aggressive, and this was extremely positive ...
CNBC: Closing Bell
11/21/2022 8:05pm
... said he had nothing to do with chapek leaving and iger coming in that was not having to do anything with or dan loeb, another activist, when was actually in there trying to be supportive of chapek and loeb, ...
CNBC: Squawk on the Street
11/21/2022 2:04pm
... no real rapport with any of the people that you need to use the tent poles, the great tent poles that they have kind of over his head. remember, he was over his head in a lot of things now, look, i do want to talk about shareholders are angry i believe that dan loeb -- i _ ...
CNBC: Squawk Box
11/21/2022 1:02pm
... we've got to go andrew, do you got something fast i just have one question, which we were talking about dan loeb earlier, by the way, carolyn epperson joins the board ...
CNBC: Squawk Box
11/21/2022 11:46am
... it we're talking about california here and what is going on over there. dan loeb big activist investor. he has been in the stock how much has wall street played ...
CNBC: Squawk Box
11/15/2022 12:08pm
... holdings take a look at this. dan loeb's third point, owns ...
CNBC: Squawk Box
11/15/2022 11:41am
... from 2011? he sold out of that after the stock jumped now a stake valued at $1 billion in canadian pacific. and dan loeb's position in bath ...
CNBC: Squawk Box
11/9/2022 11:19am
... growth in the coming year. disney is a dow component and that loss of 7.8% adds up. not a great day either for third point, dan loeb's firm i was trying to see when dan got in he had been in the summer, come ...
CNBC: Squawk Box
10/5/2022 10:11am
... this stuff very quickly. did you see carl icahn he put $500 million into this, basically an arbitrage play. dan loeb they laid out all the investors saying we're going to arbitrage ...
CNBC: Worldwide Exchange
10/5/2022 9:42am
... months other investors like dan loeb, also placed shares in recent months let's bring in a cnbc contributor and author of 'power ...
CNBC: Fast Money Halftime Report
9/30/2022 4:55pm
... disney it's a horrible buy. the good news is, i haven't bought it anymore. i said at the time, it's a long-term position it certainly is now, where they're trading at $96 i'm not going to get out hopefully dan loeb is able to execute on what he's attempting to do. would you buy more? i wanted to ...
CNBC: Squawk on the Street
9/15/2022 1:05pm
... event not far from here where any number of both tech and media ceos were speaking or at least questioned you know, guys, we haven't had a chance to catch up with mr. chapek since dan loeb's letter of a number of weeks ago where he outlined a number of ...
CNBC: Fast Money Halftime Report
9/14/2022 4:54pm
... the weekend. obviously, dan loeb appreciating what bob chapeck is identifying as an opportunity for the company. that's espn. it might come in the form of ...
CNBC: Fast Money
9/12/2022 9:52pm
... more on the story. well, melissa, this is a win for disney's ceo bob chapek. he seems to be get dan loeb on ...
CNBC: Fast Money Halftime Report
9/12/2022 4:27pm
... that espn, and draft kings, and that's an engine that i think dan loeb sees, and i am willing to wager that bob is going to be ...
CNBC: TechCheck
9/12/2022 3:30pm
... his voice as he pushed back on dan loeb and got loeb on board for at least part of his vision. he says he has a plan to, quote, restore espn to its growth trajectory this is a rejection of activist ...
CNBC: TechCheck
9/12/2022 3:30pm
... events at its fan event. activist dan loeb has had demands. disney's ceo seemed to find ...
CNBC: Squawk Box
9/12/2022 10:06am
... i don't know to me, it is something i woke up thinking about activist dan loeb that's a slow news day disney. big deal espn not sold off. ...
CNBC: Squawk Box
9/12/2022 10:05am
... up and this to me is a tactical question disney's clearly brought dan loeb under the tent to some degree is he now regulation fd, is he is insider for some period of ...
CNBC: Squawk Box
9/12/2022 10:04am
... several chips unless they obtai licenses. here is something interesting. dan loeb is changing his mind on disney suggesting he will not push to spin off espn. ...
CNBC: Worldwide Exchange
9/12/2022 10:00am
... tool exports. and dan loeb backs off to spinoff espn from disney it is monday, september 12th, 2022 'squawk box' begins right now. ...
CNBC: Worldwide Exchange
9/12/2022 9:07am
... and dan loeb is pushing for disney to spinoff espn in a tweet, the ceo says he looks forward to seeing how espn executes on growth and innovation plans ...
CNBC: Squawk Box
8/22/2022 10:05am
... i'm going to be relaxing in about a week talk about gambling. the other thing happening while you were resting dan loeb looking at disney he wants espn to spun out to go ...
CNBC: Closing Bell
8/18/2022 7:20pm
... including spinning off espn. dan loeb is a smart guy he came in and out of the disney stock over the pandemic. i think he made a bundle on that i would suspect, or he wouldn't be back in i think it's a smart move. ...
CNBC: Closing Bell
8/18/2022 7:19pm
... it works for the consumer, they get a lower price. this is a win-win for people what do you maybe of dan loeb reentering the disney stock and calling for some specific actions from bob chapek ...
CNBC: Squawk on the Street
8/16/2022 1:37pm
... so the bottom line on dan loeb, dan, i love you, is that these ideas have all been seen and kicked around. nothing new under the sun, dan loeb. you're not a fan of the espn spinoff idea i think espn needs to -- it's _ ...
CNBC: Squawk Box
8/16/2022 12:57pm
... the premium they would pay for it would be good for disney given how much they're spending on content and how much there's pressure, including from dan loeb, to reduce costs as is. michael, what do you take on that i should point out comcast is the parent company of this ...
CNBC: Squawk Box
8/16/2022 12:55pm
... guys leslie, thank you we'll see you in a little bit. mr news about activist investor dan loeb who leslie mentioned, his third point hedge fund taking a reported billion stake in disney calling for the entertainment giant to spin off ...
CNBC: Squawk Box
8/16/2022 12:53pm
... it makes sense, considering the s&p dropped 18% in the three months through june which was the timeframe covered by these filings. many major investors sold off some of their tech exposure in particular, dan loeb exited in amazon, dell, sendesk an apple ...
CNBC: Squawk Box
8/16/2022 12:02pm
... work, but it may not be exactly the same as pre-pandemic and, is dan loeb right should disney spin off espn and make a bigger grab for hulu? ...
CNBC: Squawk Box
8/16/2022 11:29am
... tan dan loeb's suggestions for disney, that includes inspning off espn stay tuned you're watching 'squawk box,' and this is cnbc ey collect hunda points like hrv and rem sleep, so you know all you need for recovery. ...
CNBC: Squawk Box
8/16/2022 10:29am
... wouldn't it be nice? we have more to do and we will talk more about this. we will talk about dan loeb's stake in disney with michael natanson and sara fischer. ...
CNBC: Fast Money
8/15/2022 9:00pm
... manufacturing and housing data here at home and disappointing economic numbers in china. the overall averages are finishing higher. hedge fund manager dan loeb also once more buybacks and ...
CNBC: Closing Bell
8/15/2022 7:47pm
... really driving the story and then lastly we added to disney disney. let's talk about that right now because it is one of the biggest gainers in the dow today investor dan loeb taking a new stake in the company and in a letter to ceo bob ...
CNBC: Closing Bell
8/15/2022 7:42pm
... for the credibility. thank you, deirdre that's a to be continued deirdre bosa up next, one of the top retail analysts on wall street will be here to unveil his best stock picks ahead of earnings season for retailers. tomorrow we'll hear from walmart and home depot that story plus dan loeb's new ...
CNBC: Closing Bell
8/15/2022 7:22pm
... apple and walt disney, stay positive disney with a new tistacvi investor dan loeb backing the stock. i'll tell you what he wants back in the show. we'll be right back. and thanks to voya, i'm confident about my future. ...
CNBC: Power Lunch
8/15/2022 6:51pm
... welcome back and it's time for today's three stock lunch. we're sipping on some big movers of the day with shares of disney higher after hedge fund manager dan loeb not only took a new stake in the company but is pushing among other things to spin out espn. moderna is higher after ...
CNBC: Power Lunch
8/15/2022 6:30pm
... losing energy down 10% we'll discuss the downturn with citi's ed morris plus the intervention manager dan loeb buying a new stake in disney his first move pushing the company to spin off espn ...
CNBC: Power Lunch
8/15/2022 6:01pm
... 4300 disney is the best performing dow stock after hedge fund manager dan loeb took a stand on the company under bob chapek, and the expertise of its board on his proposed change ches whio ...
CNBC: The Exchange
8/15/2022 5:15pm
... espn dan loeb is not the first to suggest disney spin-off espn it is something analysts and bankers have speculated and talked about the question is how disney is using espn, a as part of the television bundle and, b, how they transition some of the espn ...
CNBC: The Exchange
8/15/2022 5:13pm
... appreciate it coming on and talking inflation and equity debate meantime we've got some developments on the third point stake in disney. i believe we've heard from the company now. julia boorstin, what is happening? disney responding to that letter from dan loeb and his recommendations that the ...
CNBC: Fast Money Halftime Report
8/15/2022 4:51pm
... reasonable year, not great i think they have to show us what they can do over the next couple years disney's stock was under pressure, over sold, and i think buying into it was a very good move that dan loeb made. coming up a big week ahead ...
CNBC: TechCheck
8/15/2022 3:26pm
... during that time guys on the heels of this news, dan loeb getting into disney and the broader conversation about how the tech market is diverse and bifurcated ...
CNBC: TechCheck
8/15/2022 3:09pm
... streaming thigh think the risk of conflict of interest is one factor to keep in mind i'm very curious to see who dan loeb wants to add to the board kanyi, is there any hole you see need to fill in the board? i think you make a good point ...
CNBC: TechCheck
8/15/2022 3:08pm
... and need a little bit more operating freedom to truly grow. it's an interesting case i can see both sides at the end of the letter dan loeb wrote the board would benefit from a refreshment it is a well-rounded, very large ...
CNBC: TechCheck
8/15/2022 3:05pm
... just with one. yes we want to ask you about disney this morning. our david faber reporting in the last hour that third point's dan loeb is in the stock shares on a bit of a pop loeb generating a letter to bob ...
CNBC: Squawk on the Street
8/15/2022 2:58pm
... involving dan loeb and thirty point taking a significant position filing approval with the ftc so they can engage with management and the board in order to work directly and constructively with all parties in the disney ...
CNBC: Squawk on the Street
5/17/2022 2:38pm
... quarter. dan loeb's firm dumping almost its entire earnings in amazon. appaloosa was more idiosyncratic as a seller of alphabet and ...
CNBC: Squawk Box
5/17/2022 10:43am
... in the meantime, dan loeb sold out of its positions in alphabet and disney of off loaded all of amazon and 70% ...
CNBC: Squawk Box
5/11/2022 10:54am
... to hear? we hear some say spend you hear netflix say we're going to get a little more disciplined about spend. the flip side has been going on at disney, folks like dan loeb have been pushing the company to ...
CNBC: Squawk Box
4/18/2022 12:02pm
... the ten-year, 2.73 joe, we're going to talk about elon musk. dan loeb tweeting, freedom isn't free neither is stock-based comp. okay. we'll get to some of the ...
CNBC: Fast Money Halftime Report
2/18/2022 5:13pm
... you have to view the highest of quality stocks as having a good entry point down 20% off the year high. dan loeb is one of the most successful stock picking fund managers of our lifetime and ...
CNBC: Fast Money Halftime Report
2/18/2022 5:11pm
... forgive me if you don't, but i'm sure you have an opinion on this view by dan loeb which is trading at a 30% discount and is nearing a turning point. yeah. yes, i do, scott ...
CNBC: Fast Money Halftime Report
2/18/2022 5:10pm
... amazon part of the conversation we're having and josh mentioned this in some degree, the degree to which some stocks have pulled back and whether some have pulled back too much and are about to have a swing. dan loeb's third point has ...
CNBC: Squawk on the Street
12/31/2021 2:41pm
... wondering if the old energy companies can kind of get some of that strategy in place. that's kind of the situation that's taking place at shell right now, where you have dan loeb, essentially separating ...
CNBC: Fast Money Halftime Report
10/27/2021 4:35pm
... it's just an interesting position that dan loeb has taken. especially when you think of the long/short e quit managers who avoided shorts in the last years dealing with pain in the short position and that's still the case and you do hear this ...
CNBC: Squawk Box
9/15/2021 10:03am
... mr. blackwater himself we're going to talk to dr. scott gottleib in person he's going to be here as well. so many other big names have been here in the past several days including dan loeb, steve ...
CNBC: Fast Money Halftime Report
8/12/2021 4:50pm
... originally expected, fine. then i still have tremendous upside this is a terrific company and i trust the management to do it right i suspect that you know, in all credit to dan but i suspect that the management knows more about how it will run disney well than dan loeb does. but he's smart he ...
CNBC: Squawk Box
5/20/2021 12:28pm
... dan loeb i think jpmorgan is right. sky bridge has 35 or so hedge funds in our series g portfolio and we're also tracking 1200 funds. with the soft conference we have ...
CNBC: Fast Money Halftime Report
5/18/2021 4:18pm
... uber okay, josh, i need you to give me something on uber more than 20% off its high just this month it is down 8.5%. now dan loeb is revealing a new stake in it, a wrinkle from the ...
CNBC: Squawk on the Street
4/14/2021 1:03pm
... actually tied up in institution, it is maybe 80 or 90%, and so we expect that business to be really big over time that is in response to a question, david, from andrew, about big players, like bill miller and dan loeb getting into ...
CNBC: Squawk Box
4/14/2021 11:29am
... companies like tesla and dan loeb's third point i asked him what kind of competition he's expecting from wall street. we're storing over $200 ...
CNBC: Fast Money Halftime Report
3/24/2021 4:27pm
... step into a new company like he has at intel and take charge with such clear vision and articulated strategy looking forward to its execution. i mean that says a lot that says a lot coming from somebody like dan loeb it matches with what you and ...