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Ackman Bets Big on Microsoft's AI Boom
Published 2 days, 4 hours ago
Description
Bill Ackmans Pershing Square Capital Management bets big on Microsofts AI boom, acquiring shares since February despite earnings miss. Ackman sees Azure and Office 365 suite as key to enterprise AI, dismissing competition and capex concerns. Microsoft now a core holding and part of Pershing Square USA fund.
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