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The Latest Breaking News from Third Point

Cloud infrastructure provider Nscale seeks about $3.5 billion pre-IPO funding

Nscale intends to sell as much as $1.5 billion of convertible ‌notes to ⁠a ⁠group of investors and aims to secure about $2 billion from Nvidia, the source said.

The Economic Times

Third Point Starts to Raise Alarm Bells on Broadcom After Dumping AVGO Stock in Q2

Dan Loeb's Third Point exits Broadcom ahead of second-quarter results as the stock has surged in 2026.

Barchart

Nvidia Stock Trades at a Reasonable Valuation With Ample Growth Headroom

Third Point exited its position in Nvidia during Q2, but this was to shift funds around and should not be seen as a red flag for NVDA stock.

Barchart

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3 Stocks Dan Loeb-Founded Third Point Was Buying Big in Q2

Dan Loeb opened new positions in SpaceX, Warner Bros. Discovery, and TTM Technologies in Q2.

Barchart

A Star Investor Just Trimmed Amazon—Here's What It means

Third Point trimmed Amazon by 10% while Baupost, Coatue, and Appaloosa bought more, suggesting the stock's slide stems from rising 2025 spending plans, not fading hedge fund confidence.

MarketBeat

Billionaire Investor Retreats From Retail, Exits Alibaba Entirely, Cuts Amazon Stake 10%

Activist investor Dan Loeb‘s Third Point LLC pared back its exposure to the broadline retail sector in the first quarter of 2026, cutting its stake in Amazon.com, Inc. (NASDAQ:AMZN) by 10% and fully exiting its position in Alibaba Group (NYSE:BABA).

Benzinga

Billionaire Dan Loeb Cashed Out of Microsoft Stock. Shares Are Down 14.2% YTD.

Microsoft lost a major backer after Dan Loeb’s Third Point abandoned its AI fueled wager for fresh opportunities elsewhere.

Barchart

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Chipotle’s Chicken Al Pastor Is Back on the Menu, and So's Growth

Chipotle’s traffic is rebounding thanks to chicken al pastor, and with analyst support building, the stock may be setting up for a strong comeback rally.

MarketBeat

3 New Stocks Billionaire Dan Loeb Is Betting on Now

Dan Loeb’s new stakes in Chipotle, Spotify, and Alibaba are a concentrated bet that markets have overshot on fear in three still‑profitable growth franchises, each with clear multi‑year earnings drivers.

Barchart

52-Week Extremes: 4 Stocks You’ll Want in Your Portfolio

Among Tuesday’s 509 new 52-week highs and 545 new 52-week lows on the NYSE and Nasdaq, four companies stand out as stocks you’ll want in your portfolio in 2026 and beyond.

Barchart

Billionaire Investor Ups Meta Bet As Hedge Fund Reverses Earlier Exit

Activist investor Dan Loeb’s Third Point LLC boosted its stake in Meta Platforms, Inc. (NASDAQ:META) by 47% in the third quarter of 2025.

Benzinga

Dan Loeb Loads Up On Microsoft In Q3 As Analysts Grow More Bullish

Activist investor Dan Loeb's Third Point LLC boosted its stake in Microsoft Corporation (NASDAQ:MSFT) by 175% in the third quarter of 2025.

Benzinga

Dan Loeb's Third Point Bets Big On AI, Tech With $442 Million Nvidia Stake—Exits Energy, Steel In Q2 Portfolio Overhaul

Third Point LLC, the hedge fund led by billionaire investor Dan Loeb, has significantly reshaped its portfolio in the second quarter of 2025, doubling down on artificial intelligence and technology with a massive $442.37 million stake in Nvidia Corp., according to its latest 13F filing.

Benzinga

Billionaire Dan Loeb Is Betting Big on U.S. Steel Stock. Should You?

Billionaire Dan Loeb’s stake revives buzz around U.S. Steel. Should investors follow the money amid the revived Nippon merger talks, or wait it out?

Barchart

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Benzinga

What the World's Top Funds Are Buying Now

Large hedge funds must file 13F forms every 3 months, revealing their holdings. Top funds like Berkshire, Third Point, and Appaloosa are worth watching.

International Business Times UK

George Soros's Fund Sells Uber, Novo Nordisk in Q1 to Focus on AI, Construction, and Apparel Stocks

Soros Fund Management made several changes to its portfolio in Q1, increasing stakes in Alphabet, Nike, and D.R. Horton.

International Business Times UK

Billionaire Daniel Loeb's Third Point Boosts AI Holdings in Q1, Re-buys Alphabet After Selling Entire Stake

Daniel Loeb's fund increased holdings in Amazon and Meta while trimming exposure to Microsoft in Q1. It also bought 3 million Alphabet shares and opened a new position in Marvell Technology.

The Guardian - UK

WeWork co-founder Adam Neumann bids to buy it back for more than $500m

Former CEO of shared office space rental company has reportedly been in talks with investors

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Top News

Third Point Expands into Private Credit Investing as Complement

Learn how Third Point, the hedge fund managed by activist investor Daniel Loeb, plans to expand into private credit investing as a strategic complement to ...

International Business Times

Adam Neumann Makes Bold Bid to Salvage WeWork's Future

The former CEO of WeWork is leading a bid to acquire the company out of bankruptcy, with backing from investors like Third Point.

Fortune

Activists should sail away from their doomed attack on Benioff’s Salesforce

The activist investors targeting Salesforce don't have Marc Benioff's track record. Here's why the Salesforce CEO will outflank them.

The Times of India

Disney brings back Bob Iger as CEO in surprise move to boost growth

LOS ANGELES: Bob Iger is returning to Walt Disney Co as chief executive less than a year after he retired, a surprise comeback that coincides with the entertainment company's attempt to boost investor confidence and profits at its streaming media unit.

Benzinga

5 Things This Disney Activist Investor Wants: ESPN Spinoff, Hulu Buyout And 'Preserve This Policy'

Activist investor Dan Loeb issued a letter to The Walt Disney Company (NYSE: DIS) CEO Bob Chapek and the company’s Board of Directors Monday.

Evening Standard

Wall Street activist Dan Loeb says Shell risks becoming ‘tarnished’ unless it heeds his break-up call

Loeb’s Third Point Investors has been pushing for a break-up of Shell, calling its current business ‘confusing and unmanageable’

Benzinga

Amazon Is Undervalued, 'Worth $5,000 A Share': So What?

Third Point's Dan Loeb made bullish comments on Amazon.com Inc (NASDAQ: AMZN) in February, suggesting the stock has $1 trillion in untapped value and is nearing a turning point.

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