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Bill Ackman takes a stake in Microsoft

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Overview
 · 2h · on MSN
Bill Ackman built Microsoft stake in first quarter during selloff, betting on AI and cloud growth
Bill Ackman's Pershing Square has built a position in Microsoft, as the hedge fund manager said the software giant's recent pullback created a rare opportunity to buy one of the world's dominant techn...

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 · 13h · on MSN
Bill Ackman’s Pershing Square bets on Microsoft’s AI ambitions with new stake
 · 1d · on MSN
Billionaire investor Bill Ackman reveals he's betting on 'dominant' Microsoft to be an AI winner
 · 16h
Bill Ackman gets into Microsoft for reasons similar to Cramer's arguments to hold it
Jim Cramer is warning investors not to sleep on Microsoft 's ability to stay competitive.

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 · 14h
Bill Ackman is Pretty Sure He Just Bought Microsoft at a 26% Discount
 · 22h
Pershing Square takes new Microsoft stake, calls it a bargain
20hon MSN

Microsoft adds more former Ai2 researchers, bolstering its Superintelligence team

At least 10 former Allen Institute for AI staffers and researchers have joined Microsoft's Superintelligence team, including the core of the institute's OLMo open-source model effort.
20hon MSN

Microsoft goes beast mode on AI—and almost-round-the-clock trading is almost here

Microsoft has invested $12 billion in OpenAI over the past seven years, and now has a 27% stake in that company worth a staggering $230 billion.
1d

Microsoft Retires ‘Copilot Mode’ as Edge Gets Built-In AI Tools

Microsoft is retiring “Copilot Mode” in Edge as it builds AI browsing tools directly into Edge on desktop and mobile.
1don MSN

Microsoft’s multi-agent AI system tops Anthropic’s Mythos on cybersecurity benchmark

Microsoft's new vulnerability-scanning system, codenamed MDASH, scored 88.45% on the CyberGym benchmark, surpassing single-model systems from Anthropic and OpenAI by using more than 100 specialized AI agents across multiple models.
11h

Broadcom vs Microsoft. Both Are Winning the AI Race. Only One Is Priced Like It

Broadcom (NASDAQ:AVGO) and Microsoft (NASDAQ:MSFT) both delivered AI-fueled quarters revealing two different playbooks. Broadcom sells custom silicon and switches for hyperscaler data centers. Microsoft sells cloud,
eWeek
6mon

Microsoft’s New AI Dream: Superintelligence… That Serves Humanity

AI thrives on data but feeding it the right data is harder than it seems. As enterprises scale their AI initiatives, they face the challenge of managing diverse data pipelines, ensuring proximity to insights, and supporting a growing range of workloads.
8d

Microsoft's AI Transition Changes Everything Again

In terms of Microsoft's financial metrics, margins and FCF will likely continue suffering due to increased AI-infrastructure spending. However, the stabilization of operating leverage despite the rise in costs could indicate that Microsoft managed to make its transition to the AI world economical rather than purely driven by growth.
9h

Microsoft vs Palantir: Two AI Plays, One Winner

Microsoft (NASDAQ:MSFT) and Palantir (NASDAQ:PLTR) both delivered AI-fueled earnings beats this season, yet the businesses behind those tickers operate at completely different altitudes. Microsoft is the hyperscaler renting out the picks and shovels.
1mon

From Microsoft to “microslop”: The AI backlash that forced a reset

Microsoft’s aggressive AI push sparked backlash and the “microslop” trend. Now, the company is quietly scaling things back, shifting toward more subtle, useful AI across Windows and its apps.
21h

Microsoft business software faces UK antitrust probe over bundling, AI lock-in

Investigation into Microsoft 365, Teams, Azure, and Copilot integrations reflects widening scrutiny of AI-era competition concerns.
Futurism on MSN
1d

Microsoft AI researchers just discovered something that’s going to make their bosses extremely mad

Relying on AI in the workplace? You may be about to discover a drastic problem. The post Microsoft AI Researchers Just Discovered Something That’s Going to Make Their Bosses Extremely Mad appeared first on Futurism.
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