In Q2 2026 13F filings, Dan Loeb's Third Point exited Nvidia, Broadcom, KLA, Lam Research, the VanEck Semiconductor ETF, and Meta, while building a new 20 million share position in Warner Bros. Discov…
President Donald Trump criticized New York Governor Kathy Hochul's executive order imposing a one-year moratorium on new large data centers, calling it a 'terrible decision' and urging the state to re…
Billionaire investor Dan Loeb's Third Point hedge fund sold oil and steel holdings in Q1 2026 and bought $40.8 million worth of Hut 8 Corp shares, betting on the former Bitcoin miner's pivot to AI dat…
Billionaire investor Dan Loeb's Third Point hedge fund acquired a $40.8 million stake in Hut 8 Corp., a Bitcoin miner pivoting to AI data centers, during Q1 2026. The investment reflects growing insti…
Billionaire investor Dan Loeb's hedge fund Third Point held 275,000 shares of Taiwan Semiconductor Manufacturing Company as of Q1 2026, making TSMC his top AI bet, while reducing its Nvidia stake and …
Dan Loeb's Third Point hedge fund has accumulated over 2.9 million shares of Nvidia across four consecutive quarters, betting on what he calls an AI "super-cycle" that remains in its early stages. Loe…
Billionaire investor Dan Loeb, founder of Third Point, told the "Invest Like The Best" podcast that he does not view artificial intelligence as a bubble, stating "We're barely scratching the surface" …
Billionaire investor Dan Loeb dismissed concerns that the AI boom resembles the dot-com bubble, arguing that Big Tech's massive spending on microchips and data centers is justified by strong earnings …
Dan Loeb, founder of hedge fund Third Point, admitted on a podcast Thursday that he underestimated how quickly artificial intelligence would disrupt certain businesses. Loeb said he is now pushing his…
Hedge fund manager Dan Loeb said oil prices and artificial intelligence developments are currently the dominant forces shaping the global economy, outweighing traditional macroeconomic factors. Loeb h…