![\"Image](\"https:\/\/www.newsbeep.com\/ie\/wp-content\/uploads\/2026\/08\/1785668650_30_.jpeg\"\/)
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Pershing Square Capital Management CEO Bill Ackman.\u00a0 Image source: Getty Images.<\/p>\n
1. Microsoft<\/p>\n
One of Ackman’s investing traits is that he is more of a value-oriented investor. He likes to buy companies that are currently out of favor and hold them until they are fully valued. That’s exactly why he took a stake in Microsoft’s stock during Q1 2026, and he went in big: 15% of Pershing’s portfolio is in Microsoft’s stock. Microsoft appeared to be continually falling out of favor with the market until it posted impressive quarterly results a few days ago.<\/p>\n
![\"Microsoft](\"https:\/\/www.newsbeep.com\/ie\/wp-content\/uploads\/2026\/08\/1785668650_476_.png\"\/)
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Today’s Change<\/p>\n
(3.02%) $13.62<\/p>\n
Current Price<\/p>\n
$464.72<\/p>\n
Key Data Points<\/p>\n
Market Cap<\/p>\n
$3.5TMarket cap calculated using publicly traded shares outstanding only. Does not include unlisted, private, or dual-class non-traded shares. Implied market cap may vary.<\/p>\n
Day’s Range<\/p>\n
$449.33 – $466.84<\/p>\n
52wk Range<\/p>\n
$349.20 – $553.72<\/p>\n
Volume<\/p>\n
60.8M<\/p>\n
Avg Vol<\/p>\n
40.2M<\/p>\n
Gross Margin<\/p>\n
67.94%<\/p>\n
Dividend Yield<\/p>\n
0.77%<\/p>\n
Microsoft’s Q4 of fiscal year (FY) 2026 was strong, and was highlighted by 43% Azure revenue growth — Microsoft’s cloud computing division. As a whole, Microsoft did great as well, with revenue rising 18% year over year and earnings per share rising 23%. These were exactly the solid results investors were looking for, and they caused Microsoft’s stock to pop an impressive 15.5% the day following earnings.<\/p>\n
However, the stock is still fairly cheap at 23 times forward earnings, and makes for a solid investment now<\/a>. <\/p>\n 2. Amazon<\/p>\n Amazon also delivered big results, with its stock taking a big jump following earnings. Once again, the cloud computing division<\/a> is the culprit, as Amazon Web Services (AWS) blew past the 31% growth Wall Street analysts were expecting. Instead, it grew at a 37% pace — nearly matching Azure’s growth rate. Because AWS is so much larger than Azure, this growth rate is downright impressive.<\/p>\n Today’s Change<\/p>\n (15.32%) $36.08<\/p>\n Current Price<\/p>\n $271.58<\/p>\n Key Data Points<\/p>\n Market Cap<\/p>\n $2.9TMarket cap calculated using publicly traded shares outstanding only. Does not include unlisted, private, or dual-class non-traded shares. Implied market cap may vary.<\/p>\n Day’s Range<\/p>\n $262.01 – $273.23<\/p>\n 52wk Range<\/p>\n $196.00 – $278.56<\/p>\n Volume<\/p>\n 129.1M<\/p>\n Avg Vol<\/p>\n 49.5M<\/p>\n Gross Margin<\/p>\n 50.77%<\/p>\n Ackman first initiated his Amazon position during Q2 last year, and the stock has been about flat until Amazon’s strong Q2 results caused the stock to spike. With a blowout quarter like\u00a0the one investors just saw, I think this could be the catalyst Amazon needs to kick-start a huge run, and it could be among the best stocks to own over the next few weeks as the\u00a0market reprices it<\/a>\u00a0to account for huge AWS growth<\/a>.<\/p>\n 3. Meta Platforms<\/p>\n Meta Platforms didn’t have the great quarter that these other two did, and the stock sold off 8% the day following earnings. The market wasn’t impressed with Meta’s 28% revenue growth, and noted that its operating margin was shrinking due to rising operating costs from the AI talent it has hired. Furthermore, its projected revenue growth rate is slowing down, making the stock seem a bit like dead money.<\/p>\n Today’s Change<\/p>\n (3.28%) $17.68<\/p>\n Current Price<\/p>\n $556.71<\/p>\n Key Data Points<\/p>\n Market Cap<\/p>\n $1.4TMarket cap calculated using publicly traded shares outstanding only. Does not include unlisted, private, or dual-class non-traded shares. Implied market cap may vary.<\/p>\n Day’s Range<\/p>\n $540.22 – $558.33<\/p>\n 52wk Range<\/p>\n $520.26 – $796.25<\/p>\n Volume<\/p>\n 24.3M<\/p>\n Avg Vol<\/p>\n 18.2M<\/p>\n Gross Margin<\/p>\n 81.75%<\/p>\n Dividend Yield<\/p>\n 0.38%<\/p>\n That’s a problem for Ackman, as Pershing Square has about 11% of its portfolio in Meta stock — a position initiated during Q4 2025. However, investors must be patient. Meta’s growth rate is still among the fastest of the big tech companies, and easily outpaces Amazon and Microsoft’s. This indicates that its AI spending to boost its ad business is working, and Meta could be launching a new cloud computing service to help monetize some of its AI computing resources as well. <\/p>\n![\"Amazon](\"https:\/\/www.newsbeep.com\/ie\/wp-content\/uploads\/2026\/08\/1785668651_536_.png\"\/)
<\/p>\n![\"Meta](\"https:\/\/www.newsbeep.com\/ie\/wp-content\/uploads\/2026\/08\/1785668651_341_.png\"\/)
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