Veytics Intelligence
2026-09-13 · NASDAQ

Billionaire Bill Ackman Trimmed This Big Tech Position to Back These 2 AI Contenders

Key Points Amazon remains a top cloud computing and e-commerce stock to own. Microsoft is seeing strong cloud and enterprise software growth. Meta's platform is a great AI flywheel, while its new AI agent could be a game changer. 10 stocks we like better than Microsoft › Billionaire hedge fund manager Bill Ackman is one of the world's most renowned investors. He runs a highly concentrated portfolio of fewer than 15 stocks and is willing to make big bets on stocks he believes in. Last quarter, Ackman sold a quarter of his Amazon (NASDAQ: AMZN) stake while betting big on two other AI names: Microsoft (NASDAQ: MSFT) and Meta Platforms (NASDAQ: META) . Let's take a closer look at each stock to see if investors should follow suit. Missed Nvidia in 2009?

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