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Icahn Says Market Rumbling Could Lead to Earthquake

Icahn Says Market Rumbling Could Lead to Earthquake

The corporate raider-turned-activist is worried about over-leveraged ETFs and a massive transfer of capital to index funds.

Broadcom Ratchets Up Pressure on Qualcomm With Sweetened Offer

Broadcom Ratchets Up Pressure on Qualcomm With Sweetened Offer

The hostile suitor said that unless it has a deal in hand or shareholders approve Broadcom's slate of directors, it would withdraw its bid after Qualcomm's March 6 shareholder vote.

Qualcomm's Q2 Guidance Increases Urgency of NXP Deal

Qualcomm's Q2 Guidance Increases Urgency of NXP Deal

A dispute with Apple and trends in China's smart phone market are weighing down Qualcomm's expectations for the second quarter. The timing could be better, as Broadcom is waging a hostile takeover offer and Elliott Management contests Qualcomm's bid for NXP.

Corvex's Keith Meister Launches Energen Proxy War

Corvex's Keith Meister Launches Energen Proxy War

The insurgent fund run by a former deputy to Carl Icahn, Keith Meister, had been urging the energy company to hire an investment bank to explore strategic alternatives. However, his efforts have faced complications in an Alabama court.

Activists Third Point, Jana Could Push for a Pinnacle Sale

Activists Third Point, Jana Could Push for a Pinnacle Sale

With a director nomination deadline approaching fast, an auction process and sale to Conagra or director-election proxy war could be next.

Activist Spotlight: Oracle Selling Mellanox Stake Helps Starboard

Activist Spotlight: Oracle Selling Mellanox Stake Helps Starboard

The technology giant may be moving to liquidate its position. Shares are likely shifting into hedge fund hands, which is a positive for Jeff Smith's total boardroom takeover effort.

Three Activist Hedge Funds to Watch

Three Activist Hedge Funds to Watch

The titan's of activism, BIll Ackman, Nelson Peltz and David Einhorn Had a forgettable 2017, return-wise. But take a look at the double-digit gains produced by a real-estate focused activist, an Ackman protégé and one insurgent based in San Francisco.

Starboard's Total Board Takeover Effort at Mellanox Could Pave the Way for M&A

Starboard's Total Board Takeover Effort at Mellanox Could Pave the Way for M&A

Jeff Smith's fund is one of only a small group of activist investors who have succeeded at taking over the entire boards of targeted companies.

Newbie Activist D.E. Shaw Eyes Campaign At Lowe's

Newbie Activist D.E. Shaw Eyes Campaign At Lowe's

The insurgent investor recently hired a former portfolio manager from established insurgent fund Elliott Management.

Betting on Brooklyn: One Major Retail Landlord's Survival Plan

Betting on Brooklyn: One Major Retail Landlord's Survival Plan

The Deal sits down with Madison International Realty's Ronald Dickerman to discuss the changing face of retail and the company's recent $1 billion-plus acquisition of real estate surrounding Brooklyn's Atlantic Center.