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David Tepper Cuts Microsoft 82%, Billionaire Bill Ackman Buys $2 Billion of It. Who’s Winning?
Key takeaways
- David Tepper Cuts Microsoft 82%, Billionaire Bill Ackman Buys $2 Billion of It.
- MSFT s Q3 capex jumped 84% to $31 billion, free cash flow fell 3%, and all seven recent insider transactions were disposals with zero purchases.
- Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Microsoft didn t make the cut.
David Tepper Cuts Microsoft 82%, Billionaire Bill Ackman Buys $2 Billion of It. Who’s Winning? Joel South Fri, June 12, 2026 at 10:38 PM GMT+7 3 min read MSFT NVDA PS Quick Read Ackman initiated a $2 billion MSFT stake in February calling it a compelling value, but shares are already down 17% year to date, leaving him underwater.
MSFT s Q3 capex jumped 84% to $31 billion, free cash flow fell 3%, and all seven recent insider transactions were disposals with zero purchases.
Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Microsoft didn t make the cut. Grab the names FREE today.
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