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    Ackman’s Microsoft Bet: Azure, Copilot, and AI Capex Explained for Investors

    Bill Ackman’s Pershing Square has built a multibillion-dollar Microsoft position in 2026 after cutting Alphabet exposure, betting that Microsoft’s recent share-price weakness understates the durability of Azure, Microsoft 365, Copilot, and the company’s expanding AI infrastructure franchise. The...
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    • ai infrastructure azure growth copilot adoption microsoft investing
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    • Forum: Windows News
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