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13.06.26 - 15:06
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The Billionaire Move Nobody Saw Coming: Why Starboard Value Abandoned CRM For These 2 Stocks (24/7 Wall St.)
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Starboard Value, the activist hedge fund led by Jeff Smith, fully exited its positions in Salesforce (NYSE:CRM) and Autodesk (NASDAQ:ADSK) during the first quarter of 2026, disclosed in a 13F filed May 15, 2026. In their place, Smith opened brand-new long positions in Lamb Weston (NYSE:LW) and CarMax (NYSE:KMX), and added to existing stakes in ... The Billionaire Move Nobody Saw Coming: Why Starboard Value Abandoned CRM For These 2 Stocks...
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29.05.26 - 20:06
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Dell Extends AI Winning Streak | Open Interest 5/29/2026 (Bloomberg)
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Get a jump start on the US trading day with Matt Miller on "Bloomberg Open Interest." Stocks hit records as Dell rides the AI boom, and space stocks lose altitude. Plus, Autodesk CEO Andrew Anagnost on the $3.6 billion MaintainX deal, Gap CEO Richard Dickson joins Bloomberg Open Interest on the retailer's turnaround. Chef and Dinex Group Founder Daniel Boulud and SL Green Realty Chairman and CEO Marc Holliday join us on luxury dining and office demand, and Admiral James Stavridis weighs in on Iran, China and the future of war. (Source: Bloomberg)...
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