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Billionaire hedge fund manager Bill Ackman said his firm has taken a new position in Microsoft backing the company to be an artificial-intelligence winner. Ackman, who runs investment management firm Pershing Square Inc., said he had started building the position in Microsoft in February after the software giant fell in the wake of its earnings. “In our 13F which we will file later today, we will disclose a new position in Microsoft, a company we have followed for many years now offered at a highly compelling valuation,” Ackman wrote on social-media platform X on Friday.

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". Ackman's new closed-end fund Pershing Square USA, which debuted on the NYSE ‌last month, has ⁠also recently made Microsoft a core holding, he said in a ⁠post on social media platform X. Pershing's bet on Microsoft comes amid Ackman's growing ​appetite for ​tech holdings.

Shares of AMD and Broadcom have produced blistering gains thanks to artificial intelligence.

Microsoft Corporation (NASDAQ:MSFT) is included among the 10 Best US Stocks to Invest in According to Billionaires. Microsoft Corporation (NASDAQ:MSFT) is engaged in developing and marketing software, services, and hardware that deliver new opportunities, greater convenience, and enhanced value to people’s lives. Financial Times reported on May 8 that Sir Christopher Hohn’s hedge fund, TCI, […]

In recent days, Microsoft appointed former EY global chairman and CEO Carmine Di Sibio to its board and saw its overhauled OpenAI partnership formalized with a reported US$38 billion cap on revenue-sharing payments, while continuing to broaden AI collaborations and infrastructure investments. These moves highlight Microsoft’s effort to balance a large, but now capped, economic exposure to OpenAI with a wider, more independent AI ecosystem spanning new startup partnerships and internal...

The UK watchdog will examine whether Microsoft has SMS in business software and whether it limits customer choice and competition.

Market concentration can amplify gains but also compound declines during a stock market sell-off.

Despite a significant new contract and expanding partnerships, Intrusion Inc (INTZ) faces revenue challenges due to government contract delays.

(Bloomberg) -- President Donald Trump’s latest financial disclosures show that he made a slew of stock and bond purchases with major American companies in the first quarter of the year totaling in the tens of millions of dollars and possibly more. Most Read from BloombergHormuz Oil Flows Creep Higher as More Supertankers ExitIran’s Kharg Island Oil Jetties Empty Again Yesterday, Satellite ShowsWhat Is The Thucydides Trap and Why Did Xi Raise It With Trump?Xi Tells US CEOs on Trump Visit That Chi

LinkedIn built its business around helping people find jobs, grow their careers, and connect with employers. Now, the Microsoft-owned professional networking platform is delivering difficult news to some of its own workers. This comes within weeks of Microsoft’s voluntary buyouts for its ...

Meta Platforms (NASDAQ:META) is dominating headlines because Q1 looked like a blowout, with EPS of $10.44 versus $6.66 expected and revenue of $56.31 billion growing 33.1% year over year. The composition of that beat is what actually matters. That stunning beat was substantially manufactured by a one-time gift. An $8.03 billion income tax benefit tied ... Meta Is Burning Cash With Nothing to Show for It. Buy This Stock Instead

Artificial intelligence could be Amazon's ticket into the ultra-exclusive $4 trillion club.

While the biggest names in tech are burning billions to build AI infrastructure, BuzzHPC is already running close to 80% EBITDA margins and generating real revenue. Craig Tavares, President and COO of BuzzHPC — a subsidiary of Hive Digital Technologies — joined TheStreet Roundtable to lay out a ...

Lawyers for Musk and OpenAI sparred in closing arguments in the blockbuster trial.

As AI chip stock rally and push the market (^DJI, ^IXIC, ^GSPC) to new record highs, Hamilton Capital Partners CIO Alonso Munoz comes on Market Domination to speak more on the lofty capex spending these hyperscalers continue to invest into artificial intelligence.

Earlier in May 2026, Workday announced that its Sana Self-Service Agent is now available within Microsoft 365 Copilot, allowing employees and managers to handle HR and finance tasks directly in Microsoft 365 while keeping data, approvals, and policies governed in Workday. This integration, alongside Workday’s recent recognition as a Leader in Gartner’s 2026 Magic Quadrant for Talent Acquisition Suites, underlines how deeply its AI capabilities are being embedded into everyday workflows and...

Tech stocks were higher late Thursday afternoon, with the State Street Technology Select Sector SPDR

Cerebras Systems (CBRS) soared in its public market debut on Thursday after the artificial intellige

Nvidia stock is rallying on reports that the U.S. has approved H200 sales to 10 major Chinese customers. Recent filings also confirm that President Trump invested in NVDA shares in Q1.

Insightful Analysis of Jeff Auxier (Trades, Portfolio)'s First Quarter 2026 13F Filing

On Tuesday, Sen. Elizabeth Warren (D-Mass.) launched a renewed push to examine whether the rapid expansion of AI data centers run by major technology companies is driving up electricity costs for American households. Warren Raises Alarm Over AI Power Consumption...

Tech stocks were mixed Thursday afternoon, with the State Street Technology Select Sector SPDR ETF (

Microsoft (NASDAQ: MSFT) and Alphabet (NASDAQ: GOOG) both reported on April 29, 2026, and the earnings reports reveal two AI giants pulling on different levers. Satya Nadella leaned into agentic enterprise infrastructure and a ballooning commercial backlog. Sundar Pichai pitched a full stack consumer plus cloud story powered by Gemini. Same week, same AI obsession, ... Forget the AI Hype. Microsoft and Alphabet Just Showed Their Cards. Here Is Which Hand We Think Is Stronger

A structural shift is happening in fixed income. Tech giants like Alphabet (NASDAQ:GOOGL) and Amazon (NASDAQ:AMZN) are issuing investment-grade debt at such scale that bond investors now treat them as sovereign-comparable borrowers. On a recent episode of Slate Money, the hosts talked about how hyperscalers are issuing so much debt that “they’re competing with treasuries ... Hyperscalers Now Competing With US Treasury for Capital, Driving Up Government Borrowing Costs

With an upside potential of 37.3%, Microsoft Corporation (NASDAQ:MSFT) remains a bullish pick among analysts. The stock, therefore, earns its place on our list of the best agentic AI stocks to buy right now. Microsoft Corporation (NASDAQ:MSFT) is accelerating its transition toward agentic artificial intelligence systems that extend beyond conversational tools into autonomous enterprise execution […]

(Bloomberg) -- Apple Inc.’s two-year-old partnership with OpenAI has become strained, according to people familiar with the matter, with the AI startup failing to see the expected benefits from the deal and now preparing possible legal action. Most Read from BloombergIran’s Kharg Island Oil Jetties Empty Again Yesterday, Satellite ShowsWhat Is The Thucydides Trap and Why Did Xi Raise It With Trump?Trump Says China Offered Help With Iran as Ship Seized Near UAEXi Tells US CEOs on Trump Visit That

Investing.com -- President Donald Trump’s latest OGE Form 278-T disclosure reveals a significant paring of his larger technology holdings during the first quarter of 2026. Large-scale sales of Amazon.com Inc (NASDAQ:AMZN), Meta Platforms Inc (NASDAQ:META), and Microsoft Corporation (NASDAQ:MSFT) were recorded in the peak-valuation tier of $5 million to $25 million.

Artificial intelligence has already produced plenty of eye-popping numbers. Nvidia (NASDAQ:NVDA) crossed a $5 trillion market cap. Microsoft (NASDAQ:MSFT) and Amazon (NASDAQ:AMZN) alone are spending nearly $400 billion on AI infrastructure this year. Data center electricity demand is climbing so fast that utilities are suddenly growth stocks again. But one figure may be the most ... It Took Salesforce 20 Years to Reach $30 Billion in Revenue — Anthropic Did It in 3

Several hot stocks get hit with the sell button.

The Nasdaq 100 and S&P 500 are blasting off with AI taking charge and more Magnificent Seven making fresh all-time highs. Despite the vicious upside rally, though, shares of Microsoft (NASDAQ:MSFT) have continued to struggle. The stock dipped just over 0.6% on Wednesday in what was a great day for tech, with the Nasdaq 100 ... Microsoft Is Down 25% From Its High While the Nasdaq Blasts Off. Burry and Ives Say That Is the Opportunity