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Top related persons:
Jeffrey Smith - 3 Smith - 3 Value's Jeffrey Smith - 2 there's - 2 Dan Sundheim zeroed - 1 Stanley Druckenmiller - 1 David Tepper's - 1 Phillippe Laffont's Coatue - 1
Top related locs:
New York Salesforce TSM Meta Berkshire Chinese China Wix.com
Top related orgs:
Technology - 2 Nvidia - 2 Microsoft - 2 Olive - 2 Darden - 2 Mercury Systems - 2 Appaloosa Management - 1 D1 - 1

Search resuls for: "Value's Jeffrey Smith"


5 mentions found


☆ Hedge funds took profits in these popular technology stocks during the fourth quarter
  + stars: | 2024-02-19 | by ( Samantha Subin | ) www.cnbc.com   time to read: +6 min
Hedge funds appeared to take profits in a host of winning " Magnificent Seven " stocks during the fourth quarter at the end of a blowout year for the septet. Still, Nvidia shares rallied 14% in the fourth quarter, extending a 3% gain in the September quarter. Nor was Nvidia the only semiconductor maker that hedge funds cut back on in the fourth quarter. Reducing exposure to the rest of Magnificent Seven Hedge funds also took profits in a handful of other popular Magnificent Seven stocks that helped power 2023's AI-fueled market rally. Beyond the most prominent companies, hedge funds also made key reductions in other popular technology and semiconductor bets last quarter.
Persons: Dan Sundheim zeroed, Stanley Druckenmiller, David Tepper's, Phillippe Laffont's Coatue, Global's Chase Coleman, Jensen Huang, chipmaker, Tepper, Ole Andreas Halvorsen, Druckenmiller, Baupost Group's Seth Klarman, Coatue's Laffont, Point's Dan Loeb, Berkshire Hathaway, Value's Jeffrey Smith, Marc Benioff, Appaloosa's Tepper, Michael Burry, Druckenmiller amped, Point's Loeb, Coatue, Laffont, Tiger Global's Coleman, —, Alex Harring, Yun Li Organizations: Appaloosa Management, D1, Technology, Wall, Nvidia, Management, Devices, Intel, Qualcomm, Taiwan Semiconductor, Viking, Arm Holdings, VanEck Semiconductor, Google, Microsoft, Duquesne, Viking Global, Corvex Management, Sundheim's D1 Capital, Baidu, Arista Networks, Scion, Oracle, Amazon, Tiger Global, Apple, Taiwan, Broadcom Locations: TSM, Meta, Berkshire, Salesforce, Chinese, China
☆ Starboard Value's Jeff Smith says companies are more receptive to activists like him
  + stars: | 2023-10-12 | by ( Yun Li | ) www.cnbc.com   time to read: +1 min
Starboard Value's Jeffrey Smith, one of the busiest activist investors for two decades, said companies have grown more receptive to voices like him. Smith also sought a turnaround at pizza chain Papa John's in 2019 at a tumultuous time for the company . The Starboard CEO was even active during the Covid-19 pandemic . We're simultaneously respected and feared inside companies," Smith said. "More often than not, now the conversations are highly constructive and respectful and relatively easy," Smith said.
Persons: Jeffrey Smith, Smith, …, we've, I'm, We're Organizations: CNBC's Financial, Olive, Darden, Mercury Systems, Wharton Locations: New York
☆ Hedge funds are embracing these near-term AI beneficiaries, according to Goldman
  + stars: | 2023-08-22 | by ( Yun Li | ) www.cnbc.com   time to read: +1 min
Hedge funds showed great enthusiasm toward tech stocks tied to artificial intelligence during the second quarter, including Nvidia , according to Goldman Sachs. Goldman equity analysts then identified 11 stocks as near-term AI beneficiaries. The smart money hedge funds continued to load up on Nvidia at a rapid pace last quarter following the chipmaker's blowout forecast. Hedge funds also piled into Big Tech names Microsoft , Meta and Amazon, which all have recently made developments surrounding AI. Several hedge funds also added a lesser-known semiconductor name, Credo Technology , last quarter.
Persons: Goldman Sachs, Management's David Tepper, Meta, Goldman, Value's Jeffrey Smith, there's, — CNBC's Michael Bloom Organizations: Nvidia, Big Tech, Microsoft, Meta, OpenAI, Technology, Semiconductor, Marvell Technology
☆ Starboard Value’s Jeffrey Smith, who's bullish on A.I., reveals his top picks in latest 13F
  + stars: | 2023-08-14 | by ( Yun Li | ) www.cnbc.com   time to read: +2 min
Starboard Value's Jeffrey Smith has called artificial intelligence "an enormous opportunity," and there are hints of his enthusiasm in his latest, quarterly 13F filing to SEC. The activist investor drastically increased his stake in Wix.com , making it his ninth-biggest holding at the end of June. The hedge fund manager said there's more room for Salesforce to grow and the stock can rally another 30% on the back of the AI boom. Nine years later he spun out his New York-based hedge fund and became the CEO. The hedge fund manager also added a relatively small stake in British life science company Abcam PLC last quarter.
Persons: Jeffrey Smith, Wix.com, Smith, There's, blockchain, there's, Splunk Organizations: SEC, Acacia Research, CNBC, Abcam Locations: Wix.com, Salesforce, New York
☆ Starboard Value's Jeff Smith remains one of the most feared and creative activist investors
  + stars: | 2023-08-01 | by ( Yun Li | ) www.cnbc.com   time to read: +1 min
Starboard Value's Jeffrey Smith has been one of the busiest activist investors over the last two decades, best known for his proxy fights in the restaurant space. Darden shares saw a nearly 60% jump under Smith's activism, from October 2014 to April 2016. After Darden, Smith sought a turnaround at pizza chain Papa Johns , taking a $200 million stake in the company and becoming chairman in 2019. Smith took an activist stake in software company Salesforce last year. The Starboard CEO was even active during the Covid pandemic, calling for changes at Humana, Kohl's, Mercury Systems and other companies.
Persons: Jeffrey Smith, Smith, Darden, Papa, John Schnatter Organizations: Olive, Darden, Wharton grad, Mercury Systems Locations: New York
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