Investor Bill Ackman’s Pershing Square has started buying Microsoft shares after a recent market dip caused by concerns over high spending and changes in the OpenAI partnership. Despite a 15% year-to-date drop, Microsoft reported strong quarterly results with 40% growth in Azure and a $37 billion AI business running at a 123% annual growth rate. Ackman sees Microsoft’s valuation as highly attractive compared to its growth potential and strong financial metrics. This move follows a pattern where Ackman bought into major tech stocks like Alphabet, Amazon, and Meta during market panics, which later rewarded patient investors. The key takeaway is that buying quality mega-cap tech companies during market fears can be a profitable strategy over time.
Microsoft and Palantir both reported impressive AI-driven earnings, but their business models and scale differ significantly. Microsoft’s Q3 FY26 showed a $37 billion AI business with 30% Intelligent Cloud revenue growth, driven by Azure’s 40% growth...
Microsoft Corporation is rated a Strong Buy due to its recent Q3 earnings beat, driven by a 29% year-over-year increase in cloud revenue to $54 billion. The company’s ongoing investments in AI infrastructure provide a competitive advantage, while its...
Microsoft shares jumped 4% on Friday while other major tech stocks, especially chipmakers and crypto-related names, declined amid profit-taking. Despite being the biggest mega-cap laggard this year, Microsoft’s strong Q3 earnings, driven by 40% Azure...
Broadcom reported Q1 FY2026 revenue of $19.3 billion, up 29.5%, driven by a 106% surge in AI semiconductor sales to $8.4 billion, fueled by demand for custom AI chips and networking gear. Microsoft posted Q3 FY2026 revenue of $82.9 billion, up 18.3%,...
Billionaire investor Bill Ackman revealed that his firm Pershing Square Capital has acquired a stake in Microsoft, highlighting the company's strong long-term value despite a nearly 12% stock decline this year. Ackman praised Microsoft's key business...
