The following video is from Monday's MarketFoolery podcast, in which host Chris Hill and analysts Ron Gross and Jason Moser discuss the top business and investing stories of the day.
Activist investor Carl Icahn has signed a confidentiality agreement with Dell (UNKNOWN: DELL.DL ) that will allow Icahn to look at Dell's financials. Icahn had proposed an alternative to Dell's plan to go private. Icahn is Dell's third-largest shareholder, behind Michael Dell and Southeastern Asset Management, which also opposes Dell's go-private deal. In this installment of MarketFoolery, our analysts discuss what the latest developments mean for investors.
Dell isn't the only one struggling in this industry. The massive wave of mobile computing has done much to unseat the major players in the PC market, including venerable technology names such as Hewlett-Packard. However, HP's rapidly shifting its strategy under the new leadership of CEO Meg Whitman. But does this make HP one of the least-appreciated turnaround stories on the market, or is this a minor blip on its road to irrelevance? The Motley Fool's technology analyst details exactly what investors need to know about HP in our new premium research report. Just click here now to get your copy today.
The relevant video segment can be found between 10:11 and 13:48.