{"id":214448,"date":"2026-05-15T06:52:00","date_gmt":"2026-05-15T10:52:00","guid":{"rendered":"https:\/\/testing.news-you-need.com\/index.php\/2026\/05\/15\/bill-ackman-built-microsoft-stake-in-first-quarter-during-sell-off-betting-on-ai-and-cloud-growth\/"},"modified":"2026-05-15T11:40:21","modified_gmt":"2026-05-15T15:40:21","slug":"bill-ackman-built-microsoft-stake-in-first-quarter-during-sell-off-betting-on-ai-and-cloud-growth","status":"publish","type":"post","link":"https:\/\/testing.news-you-need.com\/index.php\/2026\/05\/15\/bill-ackman-built-microsoft-stake-in-first-quarter-during-sell-off-betting-on-ai-and-cloud-growth\/","title":{"rendered":"Bill Ackman built Microsoft stake in first quarter during sell-off, betting on AI and cloud growth"},"content":{"rendered":"<p><a href=\"https:\/\/www.cnbc.com\/2026\/05\/15\/bill-ackman-says-he-built-microsoft-position-in-first-quarter.html\">Bill Ackman built Microsoft stake in first quarter during sell-off, betting on AI and cloud growth<\/a><\/p>\n<p><a href=\"https:\/\/www.cnbc.com\/2026\/05\/15\/bill-ackman-says-he-built-microsoft-position-in-first-quarter.html\">https:\/\/www.cnbc.com\/2026\/05\/15\/bill-ackman-says-he-built-microsoft-position-in-first-quarter.html<\/a><\/p>\n<p>Publish Date: <a href=\"publish_date]\">2026-05-15 06:52:00<\/a><\/p>\n<p>Source Domain: <a href=\"www.cnbc.com\">www.cnbc.com<\/a><\/p>\n<ul>\n<li>Bill Ackman&#8217;s Pershing Square Inc. has built a significant position in Microsoft, viewing the company&#8217;s recent pullback as a strategic opportunity to invest at a compelling valuation.<\/li>\n<li>Ackman disclosed this investment in a detailed post before filing his firm\u2019s quarterly 13F report; the investment started in February, following a decline in Microsoft\u2019s stock post-earnings report.<\/li>\n<li>Microsoft\u2019s shares fell over 26% from their peak in July 2025 due to investor concerns about its AI investments and growth in Azure cloud business.<\/li>\n<li>Ackman reassured that worries about Microsoft\u2019s AI competitiveness and Azure future are overblown and highlighted the robustness of Microsoft\u2019s Office productivity suite (M365) and ongoing R&amp;D efforts.<\/li>\n<li>He compared investing in Microsoft now with previous investments in Alphabet, Amazon, and Meta under similar market skepticism.<\/li>\n<li>Ackman&#8217;s Pershing Square completed two initial public offerings last month: Pershing Square USA Ltd. and Pershing Square Inc., providing investors two avenues to invest in its portfolio and management services.<\/li>\n<\/ul>\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Bill Ackman built Microsoft stake in first quarter during sell-off, betting on AI and cloud&#8230;<\/p>\n","protected":false},"author":1,"featured_media":214449,"comment_status":"closed","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"fifu_image_url":"https:\/\/image.cnbcfm.com\/api\/v1\/image\/108299276-17774818472026-04-29t161444z_2052894093_rc21zkarvx8z_rtrmadp_0_pershing-square-ipo.jpeg?v=1777481893&w=1920&h=1080","fifu_image_alt":"","footnotes":""},"categories":[14],"tags":[],"class_list":["post-214448","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-artificial-intelligence"],"_links":{"self":[{"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/214448"}],"collection":[{"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/comments?post=214448"}],"version-history":[{"count":1,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/214448\/revisions"}],"predecessor-version":[{"id":214450,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/214448\/revisions\/214450"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/media\/214449"}],"wp:attachment":[{"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/media?parent=214448"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/categories?post=214448"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/tags?post=214448"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}