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Billionaire Investor Doubles Down On AI Trade, Adds Chip-Equipment Names
2026 Jun 12, 1:08pm | 1256Read More...Daniel Loeb‘s Third Point is leaning further into the artificial intelligence trade, building positions in chip-equipment makers KLA Corporation (NASDAQ:KLAC), ASML Holding N.V. (NASDAQ:ASML), and Lam Research Corporation (NASDAQ:LRCX) — acquiring 11,000, 12,000, and 75,000 shares,...
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Dan Loeb Calls Selling Palantir In The $20s A 'Huge Mistake:' 'I Missed A 10X'
2026 Jun 12, 2:29am | 830Read More...Billionaire investor Dan Loeb recently admitted to one of his most painful portfolio missteps: exiting Palantir Technologies Inc. (NASDAQ:PLTR) far too early. By selling his firm’s private stake in the $20 range, Loeb missed out on a monstrous post-IPO rally, serving as a stark reminder of...
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SpaceX Is Selling A Planet‑Shifting Vision — The Profits Come From Wi‑Fi
2026 Jun 11, 5:08pm | 928Read More...The biggest IPO in history arrives this Friday, and with it comes a paradox that investors would be wise to understand before the opening bell rings. SpaceX will debut under the ticker SPCX at $135 per share, with options trading set to begin on Monday. The first few minutes are expected to be...
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Billionaire Investor Backs Meta And Alphabet As AI Spending Surges
2026 Jun 05, 12:06pm | 1343Read More...Hedge fund billionaire Daniel Loeb added several mega-cap and technology companies to his Third Point LLC portfolio in the first quarter of FY26. The investor placed his bets on Meta Platforms, Inc. (NASDAQ:META) and Alphabet Inc. (NASDAQ: GOOGL), acquiring...
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Dan Loeb Touted Semiconductors As The 'Most Attractive Sector' In AI Boom— But His Nvidia Sell-Off Tells A Different Story
2026 Jun 02, 7:31am | 1039Read More...Despite publicly praising Nvidia Corp.‘s (NASDAQ:NVDA) historic performance and the broader artificial intelligence (AI) sector, billionaire investor Dan Loeb's latest 13F filing reveals that his hedge fund, Third Point LLC, dumped nearly 90% of its stake in the semiconductor giant during the...





