# Ackman's AI Bet on Amazon and Microsoft

Page: https://stenobird.com/podcast/business-finance-news-today-2-min-news-the-daily-news-now-7726192/ackman-s-ai-bet-on-amazon-and-microsoft
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Podcast: [Business News Today | 2 Min News | The Daily News Now!](https://stenobird.com/podcast/business-finance-news-today-2-min-news-the-daily-news-now-7726192)
Published: 2026-05-30T18:14:13+00:00
Episode link: https://api.fastcast.ai/audio/5b452768-cf32-4ffe-bcf0-c96d63fb3dad.mp3
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Duration seconds: 109

## Resource

Bill Ackman’s latest moves signal big bets on Amazon and Microsoft—two tech giants poised to ride the AI wave. After trimming other holdings, he loaded up on both, with Amazon’s AWS fueling massive AI demand and Microsoft’s Azure growing 40% YoY versus AWS’s 28%. Amazon’s stock, though rallying, remains undervalued on cash-flow metrics, while Microsoft looks even more attractive—trading below its historical valuation with stronger revenue growth. Both are cloud powerhouses, but Microsoft may offer the better bargain right now. Support the show: Get a discount at https://solipillow.com/discount/dnn. Advertise on DNN: advertise@thednn.ai This is an automated, high-level news summary based on public reporting. Report issues to feedback@thednn.ai. View sources & latest updates: https://sources.thednn.ai/0e4f8977257ea3b9

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