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A new Gallup survey published on Wednesday found most Americans oppose building AI data centers in their local area, highlighting growing public resistance as technology companies rapidly expand artificial intelligence infrastructure. Gallup said 71% of Americans oppose AI data centers...

The pieces are coming together for AWS’s AI strategy, thanks to $200 billion in spending, custom chips and savvy deals.

While the Nasdaq 100 (^NDX) is filled with cutting-edge technology and consumer companies, not all are on solid footing. Some are dealing with declining demand, high costs, or regulatory pressures that could limit future upside.

Bill Ackman posted on X on May 15 that Pershing Square had taken a new position and that the 13F filing due later that day would reveal the details. He described the company as sitting at a "highly compelling valuation." He said he started buying in February. When the filing landed, the position ...

TTEC Holdings made a move that should matter to investors. Here is why this company looks increasingly hard to compete with.

AI infrastructure spending is reshaping the semiconductor supply chain in unexpected ways. AXT emerged as one of the market’s top performers by supplying materials essential to modern data centers.

The U.S. electricity grid hasn’t faced a demand shock like this since the post-World War II industrial boom. For decades, power consumption grew at a sleepy 1% to 2% annually. Then came data centers. Then came AI. And now, if Nvidia (NASDAQ:NVDA) CEO Jensen Huang is right, we haven’t seen anything yet. So here’s the ... The Staggering Number Jensen Huang Just Revealed Changes Everything About AI

Bill Ackman's Pershing Square fund has taken a major new position in Microsoft (NasdaqGS:MSFT), going public with the stake as other large investors such as TCI and the Gates Foundation have been reducing their holdings. The move comes as Microsoft ramps up its AI efforts beyond OpenAI, including interest in larger AI startup acquisitions, an expanded partnership with OneStream in enterprise finance, and visible traction for new AI products. Ackman cites Azure, Microsoft 365, evolving AI...

Microsoft Corporation (NASDAQ:MSFT) is one of the 9 Most Profitable Tech Stocks to Buy Right Now. On May 10, Reuters, citing Bloomberg News, reported that Microsoft Corporation (NASDAQ:MSFT)’s East Africa data center project has stalled as talks with Kenya broke down over guaranteed payment demands. Bloomberg News, citing people familiar with the matter, reported that […]

Despite Alibaba Group's report of a sharp drop in profitability, its full-stack AI business could be seen as a pivot in the right direction.

Bill Ackman, David Tepper, and other top investors lifted Amazon stakes sharply in Q1 2026 13F filings released May 15.

For decades, owning shares of Microsoft (NASDAQ:MSFT) felt almost synonymous with owning a piece of the modern economy itself. Artificial intelligence, cloud computing, enterprise software, cybersecurity — the company has embedded itself into nearly every corner of corporate America. That is precisely why the latest SEC filing from the Bill Gates Foundation Trust landed with ... Bill Gates Just Did the Unthinkable — He Sold Every Last Share of Microsoft Stock

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...

Investing.com -- Billionaire investor Bill Ackman clarified on Saturday that his hedge fund’s decision to fully liquidate its long-held stake in Google parent Alphabet Inc Class A (NASDAQ:GOOGL) was driven by portfolio rebalancing rather than negative sentiment.

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.

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.

Hedge fund Appaloosa, run by billionaire David Tepper, took an axe to many of its stock holdings in the first quarter of the year.

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.

Insights from Chase Coleman (Trades, Portfolio)'s First Quarter 2026 13F Filing

Founders, 100 ETF Founder Michael Monaghan joins Market Domination Overtime to discuss ways to play the tech-led market.

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)

WOMN hits a new 52-week high as AI-driven gains in major tech holdings and a focus on gender diversity lift the ETF.

The market is entering the next commodity supercycle, Carlyle Group's Jeff Currie argues.

Warren Buffett's successor Greg Abel is steering both day-to-day operations and a massive investment portfolio.

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

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

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.