Bill Ackman’s Pershing Square Takes Stake in Microsoft as AI Selloff Creates Opening in Big Tech - Tekedia

Pershing Square disclosed a new Microsoft stake, with Bill Ackman calling the stock undervalued after a more than 15% decline this year.

The move deepens Pershing’s shift into large-cap tech and AI-related names, alongside Meta, Amazon, and Alphabet.

The purchase comes as investors debate Microsoft’s AI edge against Google, Amazon, and a more independent OpenAI.

The bet signals that at least some major investors still see Microsoft as a long-term winner in AI and cloud infrastructure.