Ackman backs Microsoft with a fresh stake, calling its valuation highly compelling

TL;DR Summary
Billionaire investor Bill Ackman said Pershing Square will disclose a new Microsoft stake in its upcoming 13F filing, calling the stock's valuation highly compelling amid M365 AI competition and Azure growth concerns.
- Ackman reveals new Microsoft stake, calls valuation ‘highly compelling’ (MSFT:NASDAQ) Seeking Alpha
- Why Microsoft Stock Is Surging Today Yahoo Finance
- Bill Ackman built Microsoft stake in first quarter during sell-off, betting on AI and cloud growth CNBC
- Bill Ackman has been quietly buying Microsoft since February, when AI fears were dragging the stock Fortune
- Bill Ackman Says Pershing Square Bought the Dip in Microsoft Stock Barron's
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