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.

The relevant video segment can be found between 10:11 and 13:48.

For the full video of today's MarketFoolery, click here.