Billionaire Bill Ackman Is Betting Big on AI -- and He Just Revealed a New $2 Billion Investment

This is, arguably, the astir important week of information releases for the full 4th connected Wall Street -- and it has thing to bash with net reports.

Today, Feb. 17, marks the deadline for organization investors with astatine slightest $100 cardinal successful assets nether absorption to record Form 13F with the Securities and Exchange Commission. A 13F allows investors to way which stocks the brightest wealth managers person been buying and selling implicit the erstwhile quarter. Although this information tin beryllium implicit six weeks aged erstwhile filed, it inactive provides invaluable penetration into the stocks and trends piquing the involvement of Wall Street's astir palmy investors.

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Occasionally, billionaire money managers spill the beans anterior to 13Fs being filed and alert investors to what they've been up to. This is precisely what Pershing Square Capital Management's Bill Ackman conscionable did.

An yearly capitalist presumption from Ackman's money revealed he'd opened an astir $2 cardinal presumption successful Meta Platforms (NASDAQ: META), representing astir 10% of Pershing Square's invested assets. Though we don't cognize the precise creation of Ackman's portfolio, arsenic of this penning successful the precocious evening of Feb. 13, it's go progressively wide that Pershing Square Capital Management's value-focused billionaire brag is enamored with artificial quality (AI) stocks.

No inclination has been buzzier connected Wall Street implicit the past 3 years than the improvement of AI. PwC analysts judge this exertion tin make $15.7 trillion successful planetary economical worth by 2030. If this estimation is remotely accurate, it would pb to a laundry database of nonstop and ancillary beneficiaries from the emergence of AI.

Although astir AI stocks person ascended to the heavens, activistic capitalist Bill Ackman has recovered a fistful of companies that helium perceives to beryllium attractively valued. Prior to his company's caller capitalist presumption that unveiled the $2 cardinal involvement successful Meta, astir 48% of his fund's portfolio was invested successful 3 AI stocks:

• Uber Technologies (NYSE: UBER): 20% of invested assets

• Alphabet (NASDAQ: GOOGL)(NASDAQ: GOOG): 19% of invested assets from some stock classes

• Amazon (NASDAQ: AMZN): 8.7% of invested assets

Ride-share kingpin Uber is Ackman's largest holding, with implicit 30 cardinal shares purchased during the archetypal 4th of 2025. Uber controls astir three-quarters of the home ride-share marketplace and is simply a divers operating exemplary that besides includes the Uber Eats nutrient transportation work and a freight logistics segment. Uber's ride-sharing level relies heavy connected AI to lucifer riders with drivers, optimize routes, and dynamically terms its services.