{"id":86645,"topic":"ai","source":"Yahoo Finance","title":"Billionaire Activist Dan Loeb Made a Bet on This AI Supplier — Here's What Sets It Apart From the Crowd - Yahoo Finance","url":"https://finance.yahoo.com/technology/ai/articles/billionaire-activist-dan-loeb-made-233023356.html","url_hash":"a8045a972d0b29b64fd9b61e433aaab83b286559","author":"","summary":"<a href=\"https://news.google.com/rss/articles/CBMinwFBVV95cUxNaDBZS1BoU2gzYl9VcndiWHlicW1lTTNsdDRnTDdzajR5VXBoV201VmVrVVBja2V2SW16UkpIbzJ1V3k5WkM5S2g2alBaTHlZeVlHR3l2ZkVMWGEyQnBkTkVoRWtyMmFRWEhtZEZLbDlTNm5rRDlocUZ1cEFrV1g3VW9uUDlnWGQwdENDaTFxOFdKeHVGaXNvNTVsQ2pOQ2c?oc=5\" target=\"_blank\">Billionaire Activist Dan Loeb Made a Bet on This AI Supplier — Here's What Sets It Apart From the Crowd</a>&nbsp;&nbsp;<font color=\"#6f6f6f\">Yahoo Finance</font>","content":"Billionaire Activist Dan Loeb Made a Bet on This AI Supplier — Here's What Sets It Apart From the Crowd\nBenzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below.\nBillionaire activist investor Dan Loeb's Third Point LLC opened a new $94.4 million stake in California-based manufacturer of critical electronic components TTM Technologies Inc. in the second quarter.\nA Bet Beyond the Chipmakers\nTTM does not design chips. It manufactures printed circuit boards, radio frequency components and mission systems. These are the physical components that connect and house semiconductors inside data centers, aerospace systems and defense electronics.\nDon't Miss:\n-       Still Learning the Market? These 50 Must-Know Terms Can Help You Catch Up Fast \nAccording to Third Point's 13F filing, a quarterly report of its investment holdings that must be submitted to the Securities and Exchange Commission within 45 days of the end of each quarter, the firm bought 505,000 shares of TTM during the second quarter ending June 30.\nThe stake adds a new name to a broader pattern in Third Point's portfolio.\nThe fund has also built a four-stock basket this year in bitcoin miners repurposing their data centers for AI computing, including Hut 8 Corp., Riot Platforms Inc. and Core Scientific Inc.. TTM gives the portfolio exposure to another part of the AI infrastructure supply chain, through printed circuit boards, RF components and other electronics manufacturing.\nRecord Revenue, AI-Driven Growth\nThird Point's timing lines up with a breakout quarter. TTM posted second-quarter results that beat analyst expectations.\nThe company reported revenue of $1.004 billion, beating the analyst estimate of $964.95 million by 4.05%. Revenue was up 37.4% year-over-year.\nTrending: Avoid the #1 Investing Mistake: How Your 'Safe' Holdings Could Be Costing You Big Time\nEarnings per share came in at $0.99, surpassing the $0.92 estimate by 7.61%.\nThe increase was driven in part by strong demand in TTM's Data Center and Networking end market, which accounted for 40% of second-quarter sales and grew 91% year over year as customers continued building AI data centers.\nThe increase was driven primarily by continued strong demand in its data center and networking end market, fueled by AI data-center buildouts.\nNon-GAAP net income reached a record $106.9 million, compared with $60.8 million a year earlier. TTM also raised its full-year 2026 guidance, now expecting about $4.4 billion in revenue and non-GAAP earnings per share of nearly $5.00.","image_url":"https://s.yimg.com/lo/mysterio/api/a74ec1223ad0c00c7b48deb5a92155bef6080067bafaba567c3eed9650a87978/lightyear_networkapi/resizefill_w1200%3Bquality_80%3Bformat_webp/https%3A%2F%2Fmedia.zenfs.com%2Fen%2Fbenzinga_79%2Fb9d74cff2af59f70bf255a805c1cc186.jpg","lang":"en","published_at":"2026-09-20T23:30:23+00:00","fetched_at":"2026-09-21T01:15:04+00:00","status":"read","starred":0,"extract_state":"ok","summary_auto":"Billionaire Activist Dan Loeb Made a Bet on This AI Supplier — Here's What Sets It Apart From the Crowd\nBenzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Billionaire activist investor Dan Loeb's Third Point LLC opened a new $94.4 million stake in California-based manufacturer of critical electronic components TTM Technologies Inc.","cluster_id":null,"extract_retries":0,"extract_error":null,"contract_version":"news_item.v1","format_contract_version":"news_item_formats.v1","dedup_url":"https://finance.yahoo.com/technology/ai/articles/billionaire-activist-dan-loeb-made-233023356.html","quality_profile":{"profile_version":"extraction_quality.v2","bucket":"high","confidence":0.9,"failure_kind":"none","retryable":false,"retry_after_attempts":0,"reason":"High confidence: full text extraction produced 2565 characters.","operator_guidance":{"severity":"ok","recommended_action":"trust_full_text","next_step":"Use the extracted full text as the primary article source.","operator_label":"Ready","can_retry":false,"can_use_summary":false,"diagnostics_required":false},"content_depth":{"contract_version":"content_depth.v1","category":"full_text","label":"Full text","has_full_text":true,"has_summary":true,"content_length":2565,"summary_length":383,"usable_text_length":2565,"source_field":"content"},"legacy_collapsed":false,"signals":{"extract_state":"ok","extract_error":null,"extract_retries":0,"content_length":2565,"summary_length":383}},"news_item":{"id":86645,"canonical_url":"https://finance.yahoo.com/technology/ai/articles/billionaire-activist-dan-loeb-made-233023356.html","source_url":"https://finance.yahoo.com/technology/ai/articles/billionaire-activist-dan-loeb-made-233023356.html","title":"Billionaire Activist Dan Loeb Made a Bet on This AI Supplier — Here's What Sets It Apart From the Crowd - Yahoo Finance","source_name":"Yahoo Finance","author":null,"published_at":"2026-09-20T23:30:23+00:00","locale":"en","topic":"ai","tags":[],"rss_summary":"<a href=\"https://news.google.com/rss/articles/CBMinwFBVV95cUxNaDBZS1BoU2gzYl9VcndiWHlicW1lTTNsdDRnTDdzajR5VXBoV201VmVrVVBja2V2SW16UkpIbzJ1V3k5WkM5S2g2alBaTHlZeVlHR3l2ZkVMWGEyQnBkTkVoRWtyMmFRWEhtZEZLbDlTNm5rRDlocUZ1cEFrV1g3VW9uUDlnWGQwdENDaTFxOFdKeHVGaXNvNTVsQ2pOQ2c?oc=5\" target=\"_blank\">Billionaire Activist Dan Loeb Made a Bet on This AI Supplier — Here's What Sets It Apart From the Crowd</a>&nbsp;&nbsp;<font color=\"#6f6f6f\">Yahoo Finance</font>","full_text":"Billionaire Activist Dan Loeb Made a Bet on This AI Supplier — Here's What Sets It Apart From the Crowd\nBenzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below.\nBillionaire activist investor Dan Loeb's Third Point LLC opened a new $94.4 million stake in California-based manufacturer of critical electronic components TTM Technologies Inc. in the second quarter.\nA Bet Beyond the Chipmakers\nTTM does not design chips. It manufactures printed circuit boards, radio frequency components and mission systems. These are the physical components that connect and house semiconductors inside data centers, aerospace systems and defense electronics.\nDon't Miss:\n-       Still Learning the Market? These 50 Must-Know Terms Can Help You Catch Up Fast \nAccording to Third Point's 13F filing, a quarterly report of its investment holdings that must be submitted to the Securities and Exchange Commission within 45 days of the end of each quarter, the firm bought 505,000 shares of TTM during the second quarter ending June 30.\nThe stake adds a new name to a broader pattern in Third Point's portfolio.\nThe fund has also built a four-stock basket this year in bitcoin miners repurposing their data centers for AI computing, including Hut 8 Corp., Riot Platforms Inc. and Core Scientific Inc.. TTM gives the portfolio exposure to another part of the AI infrastructure supply chain, through printed circuit boards, RF components and other electronics manufacturing.\nRecord Revenue, AI-Driven Growth\nThird Point's timing lines up with a breakout quarter. TTM posted second-quarter results that beat analyst expectations.\nThe company reported revenue of $1.004 billion, beating the analyst estimate of $964.95 million by 4.05%. Revenue was up 37.4% year-over-year.\nTrending: Avoid the #1 Investing Mistake: How Your 'Safe' Holdings Could Be Costing You Big Time\nEarnings per share came in at $0.99, surpassing the $0.92 estimate by 7.61%.\nThe increase was driven in part by strong demand in TTM's Data Center and Networking end market, which accounted for 40% of second-quarter sales and grew 91% year over year as customers continued building AI data centers.\nThe increase was driven primarily by continued strong demand in its data center and networking end market, fueled by AI data-center buildouts.\nNon-GAAP net income reached a record $106.9 million, compared with $60.8 million a year earlier. TTM also raised its full-year 2026 guidance, now expecting about $4.4 billion in revenue and non-GAAP earnings per share of nearly $5.00.","excerpt":"Billionaire Activist Dan Loeb Made a Bet on This AI Supplier — Here's What Sets It Apart From the Crowd\nBenzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Billionaire activist investor Dan Loeb's Third Point LLC opened a new $94.4 million stake in California-based manufacturer of critical electronic components TTM Technologies Inc.","extraction":{"state":"ok","confidence":0.9,"error":null,"explanation":"High confidence: full text extraction produced 2565 characters.","diagnostics_url":"/api/diagnose?url=https%3A//finance.yahoo.com/technology/ai/articles/billionaire-activist-dan-loeb-made-233023356.html","quality_profile":{"profile_version":"extraction_quality.v2","bucket":"high","confidence":0.9,"failure_kind":"none","retryable":false,"retry_after_attempts":0,"reason":"High confidence: full text extraction produced 2565 characters.","operator_guidance":{"severity":"ok","recommended_action":"trust_full_text","next_step":"Use the extracted full text as the primary article source.","operator_label":"Ready","can_retry":false,"can_use_summary":false,"diagnostics_required":false},"content_depth":{"contract_version":"content_depth.v1","category":"full_text","label":"Full text","has_full_text":true,"has_summary":true,"content_length":2565,"summary_length":383,"usable_text_length":2565,"source_field":"content"},"legacy_collapsed":false,"signals":{"extract_state":"ok","extract_error":null,"extract_retries":0,"content_length":2565,"summary_length":383}}},"display_formats":["compact","card","full","digest_section","json"]},"daily_stack_record":{"title":"Billionaire Activist Dan Loeb Made a Bet on This AI Supplier — Here's What Sets It Apart From the Crowd - Yahoo Finance","url":"https://finance.yahoo.com/technology/ai/articles/billionaire-activist-dan-loeb-made-233023356.html","summary":"Billionaire Activist Dan Loeb Made a Bet on This AI Supplier — Here's What Sets It Apart From the Crowd\nBenzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Billionaire activist investor Dan Loeb's Third Point LLC opened a new $94.4 million stake in California-based manufacturer of critical electronic components TTM Technologies Inc.","source":"Yahoo Finance","date":"2026-09-20T23:30:23+00:00","content":"Billionaire Activist Dan Loeb Made a Bet on This AI Supplier — Here's What Sets It Apart From the Crowd\nBenzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below.\nBillionaire activist investor Dan Loeb's Third Point LLC opened a new $94.4 million stake in California-based manufacturer of critical electronic components TTM Technologies Inc. in the second quarter.\nA Bet Beyond the Chipmakers\nTTM does not design chips. It manufactures printed circuit boards, radio frequency components and mission systems. These are the physical components that connect and house semiconductors inside data centers, aerospace systems and defense electronics.\nDon't Miss:\n-       Still Learning the Market? These 50 Must-Know Terms Can Help You Catch Up Fast \nAccording to Third Point's 13F filing, a quarterly report of its investment holdings that must be submitted to the Securities and Exchange Commission within 45 days of the end of each quarter, the firm bought 505,000 shares of TTM during the second quarter ending June 30.\nThe stake adds a new name to a broader pattern in Third Point's portfolio.\nThe fund has also built a four-stock basket this year in bitcoin miners repurposing their data centers for AI computing, including Hut 8 Corp., Riot Platforms Inc. and Core Scientific Inc.. TTM gives the portfolio exposure to another part of the AI infrastructure supply chain, through printed circuit boards, RF components and other electronics manufacturing.\nRecord Revenue, AI-Driven Growth\nThird Point's timing lines up with a breakout quarter. TTM posted second-quarter results that beat analyst expectations.\nThe company reported revenue of $1.004 billion, beating the analyst estimate of $964.95 million by 4.05%. Revenue was up 37.4% year-over-year.\nTrending: Avoid the #1 Investing Mistake: How Your 'Safe' Holdings Could Be Costing You Big Time\nEarnings per share came in at $0.99, surpassing the $0.92 estimate by 7.61%.\nThe increase was driven in part by strong demand in TTM's Data Center and Networking end market, which accounted for 40% of second-quarter sales and grew 91% year over year as customers continued building AI data centers.\nThe increase was driven primarily by continued strong demand in its data center and networking end market, fueled by AI data-center buildouts.\nNon-GAAP net income reached a record $106.9 million, compared with $60.8 million a year earlier. 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Billionaire activist investor Dan Loeb's Third Point LLC opened a new $94.4 million stake in California-based manufacturer of critical electronic components TTM Technologies Inc.","full_text":"Billionaire Activist Dan Loeb Made a Bet on This AI Supplier — Here's What Sets It Apart From the Crowd\nBenzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below.\nBillionaire activist investor Dan Loeb's Third Point LLC opened a new $94.4 million stake in California-based manufacturer of critical electronic components TTM Technologies Inc. in the second quarter.\nA Bet Beyond the Chipmakers\nTTM does not design chips. It manufactures printed circuit boards, radio frequency components and mission systems. These are the physical components that connect and house semiconductors inside data centers, aerospace systems and defense electronics.\nDon't Miss:\n-       Still Learning the Market? These 50 Must-Know Terms Can Help You Catch Up Fast \nAccording to Third Point's 13F filing, a quarterly report of its investment holdings that must be submitted to the Securities and Exchange Commission within 45 days of the end of each quarter, the firm bought 505,000 shares of TTM during the second quarter ending June 30.\nThe stake adds a new name to a broader pattern in Third Point's portfolio.\nThe fund has also built a four-stock basket this year in bitcoin miners repurposing their data centers for AI computing, including Hut 8 Corp., Riot Platforms Inc. and Core Scientific Inc.. TTM gives the portfolio exposure to another part of the AI infrastructure supply chain, through printed circuit boards, RF components and other electronics manufacturing.\nRecord Revenue, AI-Driven Growth\nThird Point's timing lines up with a breakout quarter. TTM posted second-quarter results that beat analyst expectations.\nThe company reported revenue of $1.004 billion, beating the analyst estimate of $964.95 million by 4.05%. Revenue was up 37.4% year-over-year.\nTrending: Avoid the #1 Investing Mistake: How Your 'Safe' Holdings Could Be Costing You Big Time\nEarnings per share came in at $0.99, surpassing the $0.92 estimate by 7.61%.\nThe increase was driven in part by strong demand in TTM's Data Center and Networking end market, which accounted for 40% of second-quarter sales and grew 91% year over year as customers continued building AI data centers.\nThe increase was driven primarily by continued strong demand in its data center and networking end market, fueled by AI data-center buildouts.\nNon-GAAP net income reached a record $106.9 million, compared with $60.8 million a year earlier. TTM also raised its full-year 2026 guidance, now expecting about $4.4 billion in revenue and non-GAAP earnings per share of nearly $5.00.","reading_time_min":2,"extraction":{"state":"ok","confidence":0.9,"error":null,"explanation":"High confidence: full text extraction produced 2565 characters.","diagnostics_url":"/api/diagnose?url=https%3A//finance.yahoo.com/technology/ai/articles/billionaire-activist-dan-loeb-made-233023356.html","quality_profile":{"profile_version":"extraction_quality.v2","bucket":"high","confidence":0.9,"failure_kind":"none","retryable":false,"retry_after_attempts":0,"reason":"High confidence: full text extraction produced 2565 characters.","operator_guidance":{"severity":"ok","recommended_action":"trust_full_text","next_step":"Use the extracted full text as the primary article source.","operator_label":"Ready","can_retry":false,"can_use_summary":false,"diagnostics_required":false},"content_depth":{"contract_version":"content_depth.v1","category":"full_text","label":"Full text","has_full_text":true,"has_summary":true,"content_length":2565,"summary_length":383,"usable_text_length":2565,"source_field":"content"},"legacy_collapsed":false,"signals":{"extract_state":"ok","extract_error":null,"extract_retries":0,"content_length":2565,"summary_length":383}}},"quality_profile":{"profile_version":"extraction_quality.v2","bucket":"high","confidence":0.9,"failure_kind":"none","retryable":false,"retry_after_attempts":0,"reason":"High confidence: full text extraction produced 2565 characters.","operator_guidance":{"severity":"ok","recommended_action":"trust_full_text","next_step":"Use the extracted full text as the primary article source.","operator_label":"Ready","can_retry":false,"can_use_summary":false,"diagnostics_required":false},"content_depth":{"contract_version":"content_depth.v1","category":"full_text","label":"Full text","has_full_text":true,"has_summary":true,"content_length":2565,"summary_length":383,"usable_text_length":2565,"source_field":"content"},"legacy_collapsed":false,"signals":{"extract_state":"ok","extract_error":null,"extract_retries":0,"content_length":2565,"summary_length":383}},"actions":{"read":"/item/86645","export_markdown":"/api/items/86645/export?format=markdown","export_json":"/api/items/86645/export?format=json","diagnose":"/api/diagnose?url=https%3A//finance.yahoo.com/technology/ai/articles/billionaire-activist-dan-loeb-made-233023356.html"}},"digest":{"id":86645,"title":"Billionaire Activist Dan Loeb Made a Bet on This AI Supplier — Here's What Sets It Apart From the Crowd - Yahoo Finance","url":"https://finance.yahoo.com/technology/ai/articles/billionaire-activist-dan-loeb-made-233023356.html","source":"Yahoo Finance","topic":"ai","published_at":"2026-09-20T23:30:23+00:00","excerpt":"Billionaire Activist Dan Loeb Made a Bet on This AI Supplier — Here's What Sets It Apart From the Crowd Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Billionaire activist investor Dan Loeb's Third Point LLC opened a new…","quality_bucket":"high","quality_reason":"High confidence: full text extraction produced 2565 characters.","reading_time_min":2,"cluster_id":null},"card":{"display_title":"Billionaire Activist Dan Loeb Made a Bet on This AI Supplier — Here's What Sets It Apart From the Crowd - Yahoo Finance","subtitle":"Yahoo Finance · 2026-09-20","summary":"Billionaire Activist Dan Loeb Made a Bet on This AI Supplier — Here's What Sets It Apart From the Crowd Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Billionaire…","badges":["quality:high"],"links":{"read":"/item/86645","original":"https://finance.yahoo.com/technology/ai/articles/billionaire-activist-dan-loeb-made-233023356.html","diagnose":"/api/diagnose?url=https%3A//finance.yahoo.com/technology/ai/articles/billionaire-activist-dan-loeb-made-233023356.html"},"quality_warning":null},"export":{"title":"Billionaire Activist Dan Loeb Made a Bet on This AI Supplier — Here's What Sets It Apart From the Crowd - Yahoo Finance","url":"https://finance.yahoo.com/technology/ai/articles/billionaire-activist-dan-loeb-made-233023356.html","summary":"Billionaire Activist Dan Loeb Made a Bet on This AI Supplier — Here's What Sets It Apart From the Crowd\nBenzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Billionaire activist investor Dan Loeb's Third Point LLC opened a new $94.4 million stake in California-based manufacturer of critical electronic components TTM Technologies Inc.","source":"Yahoo Finance","date":"2026-09-20T23:30:23+00:00","content":"Billionaire Activist Dan Loeb Made a Bet on This AI Supplier — Here's What Sets It Apart From the Crowd\nBenzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below.\nBillionaire activist investor Dan Loeb's Third Point LLC opened a new $94.4 million stake in California-based manufacturer of critical electronic components TTM Technologies Inc. in the second quarter.\nA Bet Beyond the Chipmakers\nTTM does not design chips. It manufactures printed circuit boards, radio frequency components and mission systems. These are the physical components that connect and house semiconductors inside data centers, aerospace systems and defense electronics.\nDon't Miss:\n-       Still Learning the Market? These 50 Must-Know Terms Can Help You Catch Up Fast \nAccording to Third Point's 13F filing, a quarterly report of its investment holdings that must be submitted to the Securities and Exchange Commission within 45 days of the end of each quarter, the firm bought 505,000 shares of TTM during the second quarter ending June 30.\nThe stake adds a new name to a broader pattern in Third Point's portfolio.\nThe fund has also built a four-stock basket this year in bitcoin miners repurposing their data centers for AI computing, including Hut 8 Corp., Riot Platforms Inc. and Core Scientific Inc.. TTM gives the portfolio exposure to another part of the AI infrastructure supply chain, through printed circuit boards, RF components and other electronics manufacturing.\nRecord Revenue, AI-Driven Growth\nThird Point's timing lines up with a breakout quarter. TTM posted second-quarter results that beat analyst expectations.\nThe company reported revenue of $1.004 billion, beating the analyst estimate of $964.95 million by 4.05%. Revenue was up 37.4% year-over-year.\nTrending: Avoid the #1 Investing Mistake: How Your 'Safe' Holdings Could Be Costing You Big Time\nEarnings per share came in at $0.99, surpassing the $0.92 estimate by 7.61%.\nThe increase was driven in part by strong demand in TTM's Data Center and Networking end market, which accounted for 40% of second-quarter sales and grew 91% year over year as customers continued building AI data centers.\nThe increase was driven primarily by continued strong demand in its data center and networking end market, fueled by AI data-center buildouts.\nNon-GAAP net income reached a record $106.9 million, compared with $60.8 million a year earlier. 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