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Search resuls for: "— CNBC's Scott Wapner"


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Third Point's Dan Loeb said he built a "substantial" stake in Google parent Alphabet in the first quarter, adding that he's so bullish on artificial intelligence that almost half of his portfolio is somehow tied to the theme. Loeb had just exited Alphabet in the fourth quarter following a big run in 2023. At one point in 2023, he owned more than $500 million worth of Alphabet stock, one of his biggest holdings. Alphabet, which also owns YouTube, has gained another 17% in 2024 after surging 58% last year. In the first quarter, Third Point also added to its Taiwan Semi investment, initiated in May of last year.
Persons: Dan Loeb, Loeb, " Loeb, TSMC, — CNBC's Scott Wapner Organizations: CNBC, Microsoft, Amazon, London Stock Exchange, Taiwan Semiconductor Manufacturing, YouTube, Taiwan Semi Locations: Taiwan
Legendary short seller Jim Chanos, who has decided to convert his hedge funds to a family office after nearly four decades, said he remains a firm believer in short-selling in this era of rampant corporate wrongdoings. In his final message to investors, the short seller best known for his bet against Enron before its bankruptcy in 2001, said there are still more than enough short opportunities for investors. Chanos has also bet against Tesla and Coinbase in recent years, but these positions turned out to be volatile and tough at times. The founder of Chanos & Co. said Coinbase runs an unsustainable model as it makes money from increased commission rates for retail investors. "It is no secret that the long/short equity business model has come under pressure and interest in fundamental stock pickers has waned," Chanos wrote in the letter.
Persons: Jim Chanos, Chanos, , Tesla, Coinbase, — CNBC's Scott Wapner Organizations: Enron, Digital Realty Trust, Big Tech, Chanos, Wall Street Locations: China
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