Bill Ackman’s AI Stock Picks
Bill Ackman, CEO of Pershing Square Capital Management, has significant investments in three major AI stocks: Amazon (NASDAQ: AMZN), Microsoft (NASDAQ: MSFT), and Meta Platforms (NASDAQ: META). As of Q1 2026, Ackman allocated 15% of his portfolio to Microsoft, which saw an 18% revenue increase and a 23% rise in earnings per share in its recent fiscal Q4 report. Following these results, Microsoft’s stock surged by 15.5%.
In Q2, Amazon’s revenue growth from its AWS segment outperformed expectations with a 37% increase. Ackman’s position in Amazon has also gained traction since strong Q2 results. Conversely, Meta Platforms experienced an 8% drop in stock value after reporting a 28% revenue increase, falling short of investor expectations due to rising costs and a slowing growth rate.
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