Ackman's Pershing Square takes stake in Microsoft, citing 'compelling' valuation

Bill Ackman's hedge fund Pershing Square will disclose a new position ​in Microsoft later in the day, ‌the billionaire investor said on Friday, arguing that the tech giant sits at a "highly compelling ​valuation".

Reuters • 5 hours ago

Bill Ackman says he built Microsoft position in first quarter

Bill Ackman's Pershing Square Capital Management has built a position in Microsoft, the billionaire hedge fund manager said Friday in a post on X.

CNBC • 4 hours ago

Why is Bill Ackman betting on Microsoft as AI fears hammer the stock

Billionaire investor Bill Ackman revealed Friday that Pershing Square has built a new position in Microsoft. He argued that recent weakness in the software giant's stock has created an attractive long-term investment opportunity despite growing concerns over artificial intelligence competition and heavy spending.

Invezz • an hour ago

Bill Ackman just disclosed a new position in this stock

Bill Ackman, a billionaire investor and chief executive of Pershing Square Capital Management, stated on May 15 that his hedge fund would reveal a new stake in Microsoft (NASDAQ: MSFT).

Finbold • 4 hours ago

Billionaire investor Bill Ackman reveals new bets on Microsoft

Bill Ackman announced a new investment in Microsoft. The billionaire investor said both his hedge fund and new closed-end fund had taken positions.

Business Insider • 5 hours ago

Bill Ackman Says He Bought the Dip in Microsoft Stock

Billionaire hedge fund manager Bill Ackman said his firm had started a new position in Microsoft.

Barrons • 5 hours ago

Bill Ackman Bought Google After the ChatGPT Panic (Up 300%). He Bought Amazon After Liberation Day (Up 36%).

Although Wall Street has spent the better part of two years lecturing investors that the AI trade is crowded, the capex bill is unpayable, and the mega-caps have run out of room to grow, Bill Ackman keeps surfacing at exactly those moments to buy.

24/7 Wall Street • 3 hours ago

CDL Delivers Capital Gains Alongside Income as Rates Hover Near 4.4%

The VictoryShares US Large Cap High Div Volatility Wtd ETF (NASDAQ:CDL) pulls its distribution from dividends paid by large U.S.

24/7 Wall Street • 43 minutes ago

UBS warns AI stocks are overheating as growth expectations collide with history

UBS said the April rally in US equities was a 2.8 standard deviation event over the past 25 years, while its own crowding data shows mega-cap tech stocks remain heavily crowded long positions. The bank's quantitative research found that every one of the Magnificent Seven stocks, excluding Tesla but including Broadcom, registers as an extremely crowded long, as do eight of the 12 largest global semiconductor companies by market capitalisation.

Proactive Investors • 2 hours ago

Ackman Says Pershing Square Has Taken New Stake in Microsoft

The investor says the tech company is underpriced, and he will disclose the stake in regulatory filings later Friday.

WSJ • 5 hours ago