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Narrative · live

Ackman and Berkshire boost Microsoft, Alphabet bets; Buffett exits Amazon entirely

Bill Ackman's Pershing Square and Berkshire Hathaway's new CEO Greg Abel both increased their Microsoft positions while shedding Amazon exposure, signaling conviction in software and cloud infrastructure over consumer e-commerce amid capex cycles.

+0%
Mention growth · 24h

Coverage momentum · 14 days

Articles per day
No timeseries available.

Rocky take

Ackman and Berkshire boost Microsoft, Alphabet bets; Buffett exits Amazon entirely has gained +0% in mention volume over the past 24 hours. Sentiment is constructive. Coverage is led by tier-1 financial press with cross-platform amplification.

Correlated assets

Live prices
MSFT
Microsoft Corp.
$421.92
+3.05%
GOOGL
Alphabet Inc.
$396.78
-1.07%
AMZN
Amazon.com, Inc.
$264.14
-1.15%
BRK-B
Berkshire Hathaway Inc. Class B
$482.70
-0.28%

Sources covering this narrative

BloombergActive
FTActive