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Evaluating Workday (WDAY) Valuation After New AI Integrations And Solopreneur Accelerator Launch
Simply Wall St.89d agoneutral
Evaluating Workday (WDAY) Valuation After New AI Integrations And Solopreneur Accelerator Launch

Workday (WDAY) is back in focus after rolling out its Sana Self-Service Agent inside Microsoft 365 Copilot and launching an AI-focused solopreneur accelerator program, moves that sharpen attention on how its AI tools support everyday business work. See our latest analysis for Workday. Despite the fresh attention on its AI tools and partnerships, Workday’s share price has moved unevenly, with a 1-day share price return of 5.27%, a year-to-date share price return that is down 39.25%, and a...

Microsoft (MSFT) Expands Discord Partnership With Xbox
Insider Monkey89d agobullish
Microsoft (MSFT) Expands Discord Partnership With Xbox

Microsoft Corporation (NASDAQ:MSFT) is one of the Top 10 Stocks That Will Profit from AI. The company has strengthened its position over the recent years as the premier AI software provider through its multi-billion-dollar partnership with OpenAI and the deep integration of Copilot across its entire software stack. On May 11, 2026, Microsoft Corporation (NASDAQ:MSFT) […]

Bill Ackman says Alphabet stake sale not a bet against the company
Reuters89d agoneutral
Bill Ackman says Alphabet stake sale not a bet against the company

Billionaire investor Bill Ackman said on ‌Saturday that the sale ‌of Google parent Alphabet's shares was ​not a bet against the company. Ackman on Friday said his firm Pershing Square had built ‌a new ⁠position in tech giant Microsoft after its stock ⁠price dropped recently, and sold his long-owned investment in ​Alphabet to ​help ​pay for it.

Ackman, Loeb take different routes on tech bets in early 2026
Reuters89d agoneutral
Ackman, Loeb take different routes on tech bets in early 2026

Two of Wall Street's most closely watched billionaire stock pickers, both once voluble activist investors, took ‌opposite tacks this year when Bill Ackman bet on Microsoft and exited ‌Google parent Alphabet and Daniel Loeb did the opposite. Ackman said on X his firm Pershing Square ​began building a new position in software giant Microsoft in February after shares dropped, saying investors weren't giving it enough credit for its Microsoft 365 office suite and artificial intelligence investments.

Bill Gates’ Foundation Sells the Last of Its Microsoft Stock
Barrons.com89d agobearish
Bill Gates’ Foundation Sells the Last of Its Microsoft Stock

The charity foundation of Microsoft founder Bill Gates no longer owns Microsoft stock. On Friday, the charity’s endowment, the Gates Foundation Trust, disclosed the sale of its remaining 7.7 million shares, a stake worth $3.2 billion at current prices. The sales came during the first quarter, according to a filing with the Securities and Exchange Commission.

Pershing Square Snapped Up Microsoft Shares, Exited Hilton, Slashed Alphabet Stake in First Quarter
Barrons.com89d agoneutral
Pershing Square Snapped Up Microsoft Shares, Exited Hilton, Slashed Alphabet Stake in First Quarter

Pershing Square Capital Management, the hedge fund run by billionaire Bill Ackman, added Microsoft as a core holding during the first quarter of 2026, betting that the software giant will be a winner in the artificial-intelligence race. Pershing Square held 11 U.S.-listed equity positions with a disclosed market value of about $13.71 billion by the end of the first quarter, according to the fund’s latest 13F filing, which was submitted to the Securities and Exchange Commission on Friday. The top holding was Brookfield , valued at roughly $2.42 billion; followed by Amazon valued at $2.39 billion; and Uber valued at $2.15 billion.

Reuters89d agoneutral
Tiger Global Management says it initiated new positions in Intel, Robinhood during first quarter of 2026

Hedge fund Tiger Global Management ‌said it initiated ‌new positions in an ​array of stocks including Intel and Robinhood Markets ‌during the ⁠first quarter of 2026, according ⁠to its most recent 13-F ​filing ​with ​the U.S. ‌Securities and Exchange Commission on Friday. The hedge fund also said it liquidated ‌stakes in ​companies such ​as ​Circle Internet ‌Group and Workday, ​while ​reducing its holdings of Microsoft ​and ‌Apollo Global Management. (Suzanne ​McGee in Providence, ​Rhode Island)

Microsoft vs Palantir: Two AI Plays, One Winner
24/7 Wall St.89d agoneutral
Microsoft vs Palantir: Two AI Plays, One Winner

Microsoft (NASDAQ:MSFT) and Palantir (NASDAQ:PLTR) both delivered AI-fueled earnings beats this season, yet the businesses behind those tickers operate at completely different altitudes. Microsoft is the hyperscaler renting out the picks and shovels. Palantir is the operating layer that sits on top of enterprise and government data. Comparing them right now exposes how Wall Street ... Microsoft vs Palantir: Two AI Plays, One Winner

Microsoft Rises 4%, Resists NASDAQ Downtrend
24/7 Wall St.89d agoneutral
Microsoft Rises 4%, Resists NASDAQ Downtrend

Shares of Microsoft (NASDAQ:MSFT) are climbing in midday trading on Friday, up 4% to around $424.65 while the broader NASDAQ slides. The move stands out because nearly every other high-beta technology name is heading lower in the session. The NASDAQ 100 is down 1% intraday, with selling pressure concentrated in the names that have led ... Microsoft Rises 4%, Resists NASDAQ Downtrend

Microsoft Stock Moves Higher After Ackman Announces New Stake
The Wall Street Journal89d agoneutral
Microsoft Stock Moves Higher After Ackman Announces New Stake

Shares of Microsoft rose more than 3% Friday, bucking the trend on a down day for tech stocks. The move followed the announcement from investor Bill Ackman that his Pershing Square has taken a new stake in the software giant in a bet Microsoft's investments in AI aren't reflected in its stock price. Microsoft shares are down 12% this year and have lost about a quarter of their value since they peaked last fall.

Assessing Microsoft (MSFT) Valuation After UK Antitrust Probe And Reshaped OpenAI Alliance
Simply Wall St.89d agobearish
Assessing Microsoft (MSFT) Valuation After UK Antitrust Probe And Reshaped OpenAI Alliance

Microsoft (MSFT) stock is back in the spotlight after UK regulators launched a broad antitrust probe into its business software ecosystem and the company reworked its multibillion dollar AI partnership with OpenAI. See our latest analysis for Microsoft. Despite bouncing 1.04% in the last session to about US$409.43, Microsoft’s 7 day share price return is down 2.70% and its year to date share price return has fallen 13.43%, even as the company reshapes its OpenAI deal and faces fresh UK...

Broadcom vs Microsoft. Both Are Winning the AI Race. Only One Is Priced Like It
24/7 Wall St.89d agoneutral
Broadcom vs Microsoft. Both Are Winning the AI Race. Only One Is Priced Like It

Broadcom (NASDAQ:AVGO) and Microsoft (NASDAQ:MSFT) both delivered AI-fueled quarters revealing two different playbooks. Broadcom sells custom silicon and switches for hyperscaler data centers. Microsoft sells cloud, copilots, and the productivity layer on top. Comparing them shows how the AI buildout splits between picks-and-shovels suppliers and full-stack platform owners. Custom Silicon Surges While Azure Carries Microsoft ... Broadcom vs Microsoft. Both Are Winning the AI Race. Only One Is Pr