<div id="readability-page-1">Ackman’s bold rotation: Bill Ackman shifted capital from Alphabet to Microsoft, citing attractive valuation and strong AI growth despite the stock's recent underperformance. Earnings beat expectations: Fiscal Q3 revenue rose 18% to $82.89B, Azure grew 40%, and AI revenue hit a $37B run rate, up 123% year over year. Capex fuels debate: Planned $190B 2026 capital spending raises questions over free cash flow and competitive positioning against faster-growing rivals like Google Cloud.</div>

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<p>Bill Ackman has shifted investments from Alphabet to Microsoft, citing attractive valuation and strong AI growth. Microsoft's Q3 revenue rose 18% to $82.89B, with Azure growing 40% and AI revenue reaching a $37B run rate, up 123% year-over-year. However, a planned $190B capital spending for 2026 raises concerns about free cash flow and competition with Google Cloud.</p>

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Ackman bets big on Microsoft amid AI growth debate