Bill Ackman's Pershing Square began accumulating Microsoft (NASDAQ:MSFT | MSFT Price Prediction) shares in February 2026 and had built the position to roughly $2.4 billion by the end of May 2026, a stake Ackman disclosed publicly on X ahead of the fund's Q1 13F filing.
Amazon.com, Inc. remains a Sell as surging capital expenditures threaten to push trailing free cash flow negative for the first time in its mature history. CapEx guidance could exceed $210 billion for 2026, with financing increasingly reliant on debt and cash reserves amid rising yields and competitive pressures. AWS growth lags Google Cloud despite massive investment, while trailing margins compress under accelerating depreciation and leadership transition risk.
On Tuesday, the AI company Recursive Superintelligence announced a $400 million compute deal with Amazon Web Services. The company, which emerged from stealth in May with $650 million in funding, is focused on building open-ended self-improving systems, a potentially compute-intensive approach to AI research.
Bill Ackman's Pershing Square Capital Management began accumulating Microsoft (NASDAQ:MSFT | MSFT Price Prediction) shares in February 2026 after the stock slid on its fiscal second-quarter report.
Shares of Amazon, Meta and Microsoft tumbled after Alphabet hiked its 2026 capital expenditure forecast, even as the search company reported accelerating cloud growth. The other three hyperscalers are all set to report results this week.
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Amazon is winding down most of its Nova in-house AI models. Amazon's AGI team was hit by layoffs.
1ST Source Bank reduced its position in shares of Amazon.com, Inc. (NASDAQ: AMZN) by 8.1% during the undefined quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 81,990 shares of the e-commerce giant's stock after selling 7,271 shares during the quarter. Amazon.com comprises about 0.9% of 1ST Source
We may still be in the early innings of the AI revolution, and these companies could be among the biggest winners.