The post Ackman buys Microsoft as Loeb exits the stock for Alphabet appeared on BitcoinEthereumNews.com.
Billionaire investors Bill Ackman and Daniel Loeb made different bets on two of the world’s largest technology companies. Bill Ackman’s hedge fund, Pershing Square Capital Management, built a new position in Microsoft. On the other hand, Daniel Loeb’s Third Point exited the software giant entirely, according to quarterly regulatory filings and public disclosures. The two investors also diverged on Alphabet. Third Point added to the Google parent during the quarter, while Ackman sharply reduced Pershing Square’s position and later exited the remainder. Ackman, Loeb execute opposite trades Ackman wrote on X that Pershing began buying Microsoft shares in February after the stock fell following the company’s fiscal Q2 earnings report. “We began building our position in MSFT in February following a meaningful share price decline after the company reported its fiscal Q2 2026 results,” Ack
The post Soros Fund Management buys stake in Berkshire Hathaway, Microsoft appeared on BitcoinEthereumNews.com.
Soros Fund Management, the fund founded by billionaire investor George Soros, has revealed new equity stakes in Berkshire Hathaway, Mastercard, and Johnson & Johnson in a quarterly filing with the U.S. SEC. This has interestingly occurred after Berkshire Hathaway appointed a new CEO, Greg Abel, following Warren Buffett’s exit from the company. Soros Fund’s SEC filing The fund disclosed these new additions to its portfolio through its 13F filing with the SEC, a quarterly report by investment firms with at least $100 million in managed assets. This filing is expected to be submitted not later than 45 days after the end of every quarter. The latest submission corresponds to the fund’s holdings as of March 31, 2026. In the filing, the fund stated that it now owned 133,277 Berkshire Hathaway shares, valued at $63.9 million as of March 31. The company held not a single Berkshire Ha
The post Week Ahead: Nvidia (NVDA) Earnings, Inflation Fears, and Ackman’s Microsoft (MSFT) Move appeared on BitcoinEthereumNews.com.
TLDR Nvidia’s quarterly results arrive next week amid sky-high expectations for AI chip sales Treasury yields are climbing as inflation persistence worries mount, weighing on tech valuations Crude oil rallies on Middle East tensions, compounding inflation headaches Retail giants Walmart, Home Depot, and Target deliver earnings that will reveal consumer strength Pershing Square’s Bill Ackman reveals a substantial new Microsoft stake, praising its attractive pricing A pivotal week lies ahead for market participants as multiple crucial narratives intersect. AI investment momentum, persistent inflation, commodity volatility, consumer spending trends, and high-profile portfolio moves are all commanding attention simultaneously. Here’s your essential briefing. Nvidia: Moment of Truth for the AI Revolution The spotlight this week centers squarely on Nvidia’s qu
Ackman's portfolio shift underscores a strategic bet on Microsoft's AI-driven growth potential, highlighting evolving tech investment dynamics.
The post Bill Ackman sells Google, buys Microsoft in portfolio shift betting on AI platform dominance appeared first on Crypto Briefing.
Microsoft this week released 139 updates affecting Windows, Office, .NET, and SQL Server (though there were no updates for Microsoft Exchange Server). Despite the absence of zero-days, the May Patch Tuesday update still requires Patch Now recommendations for Windows and Office.
The combination of three unauthenticated network RCEs (Netlogon, DNS Client, and SSO Plugin for Jira and Confluence), four Word Preview Pane RCEs, the large TCP/IP vulnerability cluster, and the carry-over BitLocker recovery condition (still active on Windows 10 and Windows Server) warrants an accelerated deployment release schedule. The Readiness team suggests that testing start with internet-facing services, domain controllers, and Office endpoints. The May 2026 Assurance Security Dashboard breaks the cycle down by Microsoft product family for deployment risk assessment.
(More information about recent Patch Tuesday releases is available here.)
Known issues
Patch Tuesday arrived this month with a clean bill of
Musk accuses OpenAI of hijacking his $38M “safe, open AI” nonprofit into a closed AGI cash machine for Altman and Microsoft; a jury now weighs trust, timing and power. In his closing for Musk, attorney Steven Molo told the nine‑person…
The UK’s competition regulator has launched a broad antitrust investigation into Microsoft’s business software ecosystem, opening a new front in growing regulatory scrutiny of how cloud platforms, productivity software, and embedded AI capabilities may affect competition in enterprise technology markets.
UK’s Competition and Markets Authority (CMA) said in a statement that it had opened a Strategic Market Status (SMS) investigation into Microsoft’s business software operations under the country’s new digital markets regime.
The regulator said it will assess whether Microsoft has “substantial and entrenched market power” and a “position of strategic significance” in business software markets.
“The investigation will assess whether Microsoft is using its position in business software to limit competition in cloud services, cybersecurity, communications, and AI,” the regulator said in a statement.
The case is the fourth strategic market status (SMS) investigation the regulator has opened
Over the past 25 years, Bengaluru, still popularly known as Bangalore, has transformed into India's Silicon Valley. The South Indian city of nearly 15 million people is now home to global tech giants including Apple, Microsoft, Intel, Adobe and Boeing, as well as thousands of startups. But this rapid development comes with environmental consequences. Our correspondents report.
