The evidence is indisputable: Mayer and her management team do a much better job when activist investors speak up.
Today's street chatter is wrong in saying that Netflix is crashing today because HBO is going over the top. The news is actually bullish for Netflix.
The core business is likely to show continued weakness when Yahoo! reveals third-quarter earnings. Expect lots of shareholder 'presents' announced at the same time.
It's a no brainer that Marissa Mayer should split Yahoo! in two following a Reverse Morris Trust. The only reason not to do it would be pride.
Yahoo's President and Chief Executive Marissa Mayer needs a counter-offer if the company wants to avoid being merged into AOL.
If Liberty's John Malone ran Yahoo!, he'd likely spin off non-core business and unlock 50% of hidden value.
The initial public offering price of $92.70 is reasonable. But if it trades above $110 a share, investors should steer clear.
Oracle's flamboyant founder Larry Ellison steps down as CEO, but his shadow still looms large in his new role at the enterprise software company.
Tech companies such as Alibaba come around only a few times each decade.
Although the advice to sell Yahoo! to buy Alibaba has been bad, here are some stocks investors are most likely to dump in order to place their IPO orders.