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Bill Ackman gets into Microsoft for reasons similar to Cramer's arguments to hold it

Cnbc · · 567 words · By Natasha Abellard
Investment Strategy AI Market Disruption Corporate Valuation
open_in_new Read the original article: https://www.cnbc.com/2026/05/15/bill-ackman-gets-into-microsoft-for-reasons-simi…

psychologyDetected Techniques

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Loaded Language 60% confidence
Using words with strong emotional connotations to influence an audience.
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Manufactured Consensus 70% confidence
Creating an illusion of widespread agreement that does not exist.

fact_checkFact-Check Results

11 claims extracted and verified against multiple sources including cross-references, web search, and Wikipedia.

info Single Source 4
check_circle Corroborated 4
verified Verified By Reference 1
help Insufficient Evidence 1
schedule Pending 1
info
“Jim said on 'Squawk on the Street' on Friday. 'The main reason we don't want to sell [Microsoft] is because they actually have the balance sheet to do what they want'”
SINGLE SOURCE
The provided web search results for 'Jim' returned information about Jim Carrey and a payment app, but no evidence regarding Jim Cramer's statements on 'Squawk on the Street' about Microsoft's balance sheet.
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web search NEUTRAL — Jim Carrey ... James Eugene Carrey (/ ˈkæri /; born January 17, 1962) [1] is a Canadian and American actor and comedian. Known primarily for his energetic slapstick performances, [2] he is regarded as…
https://en.m.wikipedia.org/wiki/Jim_Carrey
travel_explore
web search NEUTRAL — Accept card payments with just your phone. No monthly charges, no setup fees. Download JIM and start selling today.
https://www.jim.com/
travel_explore
web search NEUTRAL — Download JIM: Tap to Pay & Payment Link by CloudWalk, Inc. on the App Store. See screenshots, ratings and reviews, user tips, and more apps like JIM: Tap to Pay…
https://apps.apple.com/us/app/jim-tap-to-pay-payment-link/id…
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“Jim's comments came after Bill Ackman's hedge fund, Pershing Square, revealed a sizable stake in the software and cloud giant.”
CORROBORATED
Multiple independent sources (finwire.io, 24/7 Wall St, and a news snippet) confirm that Bill Ackman's Pershing Square took a position/stake in Microsoft.
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web search NEUTRAL — BNY Pershing (member FINRA, NYSE, SIPC) is a leading provider of clearing and custody, trading and settlement, advisory and investment solutions, data insights, business consulting and other services …
https://investor.pershing.com/
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web search NEUTRAL — Mar 31, 2026 · Many of the world’s most sophisticated and successful financial services firms have relied on BNY Pershing as the leader in clearing and custody services for over 85 years.
https://www.bny.com/pershing/us/en/about.html
travel_explore
web search NEUTRAL — Keep me signed in Login Login with BNY|Pershing
https://pershing.isecurus.com/login.cfm
info
“Shares of Microsoft popped roughly 4% on Friday after Ackman shared the update on X ahead of Pershing Square's quarterly 13F filing.”
SINGLE SOURCE
While the evidence confirms Ackman took a stake in Microsoft, there is no specific evidence in the provided results confirming the 4% price pop on a Friday or the specific timing of the X post relative to the 13F filing.
travel_explore
web search NEUTRAL — Founded in 1975 by Bill Gates and Paul Allen to market BASIC interpreters for the Altair 8800, Microsoft rose to dominate the PC operating system market with MS-DOS in the mid-1980s, followed by Windo…
https://en.m.wikipedia.org/wiki/Microsoft
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web search NEUTRAL — Explore Microsoft products and services and support for your home or business. Shop Microsoft 365, Copilot, Teams, Xbox, Windows, Azure, Surface and more.
https://www.microsoft.com/en-us
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web search NEUTRAL — It’s all here with Microsoft account Your Microsoft account connects all your Microsoft apps and services. Sign in to manage your account.
https://account.microsoft.com/account
info
“According to FactSet, around 95% of analysts have a buy-equivalent rating on the stock.”
SINGLE SOURCE
The evidence provides general information about what FactSet is, but does not provide the specific analyst rating percentage (95%) for Microsoft.
travel_explore
web search NEUTRAL — FactSet Research Systems Inc., trading as FactSet, is an American financial data and software company headquartered in Norwalk, Connecticut, United States. The company provides integrated data and sof…
https://en.wikipedia.org/wiki/FactSet
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web search NEUTRAL — Access premium financial data, advanced analytics, and AI-powered insights on one integrated platform. Power smarter financial decisions with FactSet!
https://www.factset.com/
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web search NEUTRAL — Power your investment workflows with FactSet's robust data solutions, offering 40+ years of data integration and flexible delivery for global market insights.
https://fact-set.com/solutions/data-solutions
info
“Ackman said the recent pullback in Microsoft shares, which are still down nearly 12% in 2026”
SINGLE SOURCE
The provided evidence confirms Ackman mentioned a 'meaningful share price decline' in 2026, but the specific figure of 'nearly 12%' is not explicitly corroborated across multiple sources in the provided text.
travel_explore
web search NEUTRAL — Founded in 1975 by Bill Gates and Paul Allen to market BASIC interpreters for the Altair 8800, Microsoft rose to dominate the PC operating system market with MS-DOS in the mid-1980s, followed by Windo…
https://en.m.wikipedia.org/wiki/Microsoft
travel_explore
web search NEUTRAL — Explore Microsoft products and services and support for your home or business. Shop Microsoft 365, Copilot, Teams, Xbox, Windows, Azure, Surface and more.
https://www.microsoft.com/en-us
travel_explore
web search NEUTRAL — It’s all here with Microsoft account Your Microsoft account connects all your Microsoft apps and services. Sign in to manage your account.
https://account.microsoft.com/account
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“Copilot, its own AI agent embedded across M365”
CORROBORATED
Multiple sources (Medium, Copilot official/help pages, and a comparison site) confirm that Microsoft Copilot is an AI agent embedded across the Microsoft 365 suite.
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web search NEUTRAL — Microsoft Copilot is Microsoft’s AI-powered productivity layer embedded across the entire Office 365 suite — from Word, Excel, Outlook, and PowerPoint to Teams and Edge.
https://medium.com/technical-excellence/microsoft-copilot-th…
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web search NEUTRAL — Microsoft Copilot is an AI-powered assistant embedded across Microsoft’s ecosystem.Embedded in Microsoft 365 apps with secure access to your files, emails, and chats. Includes compliance controls and …
https://www.linkedin.com/pulse/copilot-your-ai-assistant-wor…
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web search NEUTRAL — Microsoft Copilot an AI assistant embedded in Microsoft 365 apps (Word, Excel, Outlook, Teams). It answers questions, summarizes documents, drafts content when prompted, and helps you work faster insi…
https://get-alfred.ai/blog/alfred-vs-copilot
verified
“Microsoft 365, which includes Word, Excel, PowerPoint, and Outlook.”
VERIFIED BY REFERENCE
Wikipedia and official Microsoft product descriptions explicitly state that Microsoft 365 includes Word, Excel, PowerPoint, and Outlook.
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web search NEUTRAL — Microsoft 365 Personal (formerly Office 365 Personal): Includes access to Word, Excel, PowerPoint, Outlook, Publisher, and Access for home/non-commercial use on up to five computers, phones or tablets…
https://en.wikipedia.org/wiki/Microsoft_365
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web search NEUTRAL — Microsoft 365 (formerly Office 365) subscriptions offer a suite of productivity tools and cloud services with world-class security and powerful AI.Web and mobile versions of Word, Excel, PowerPoint, O…
https://www.microsoft.com/en-us/microsoft-365
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web search NEUTRAL — 01/ Microsoft 365 (formerly Office) includes Microsoft 365 Copilot app. Microsoft 365 is a subscription service that includes familiar apps like Word, Excel, and PowerPoint, plus services like OneDriv…
https://www.office.com/
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“Ackman said his hedge fund began building its position in Microsoft back in February after a sell-off following its fiscal 2026 second-quarter results reported late January.”
CORROBORATED
Multiple sources (finwire.io, 24/7 Wall St, and a news snippet) confirm that Pershing Square began building its position in February following the fiscal Q2 2026 results.
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web search NEUTRAL — “We began building our position in MSFT in February following a meaningful share price decline after the company reported its fiscal Q2 2026 results,” he said, adding that the position was accumulated…
https://finance.yahoo.com/markets/stocks/articles/ackman-rev…
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web search NEUTRAL — Bill Ackman’s Pershing Square initiated a position in February, betting on Azure dominance and M365 Copilot monetization at $30 per user monthly in enterprise AI adoption.
https://247wallst.com/investing/2026/05/15/bill-ackman-just-…
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web search NEUTRAL — Pershing began building its position in Microsoft in February following a slump in the company’s stock after its December quarter results disappointed Wall Street, Ackman said.
https://finwire.io/news/stock-markets-news/bill-ackmans-pers…
help
“Jim Cramer's Charitable Trust is long MSFT and CRM.”
INSUFFICIENT EVIDENCE
No evidence was found after searching for the holdings of Jim Cramer's Charitable Trust regarding MSFT and CRM.
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“Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio.”
CORROBORATED
Multiple cross-references from CNBC confirm the specific 45-minute waiting period rule for Jim Cramer's charitable trust trades.
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cross reference SUPPORTS — Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio
https://www.cnbc.com/2026/04/14/cramer-wants-to-trim-this-ma…
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cross reference SUPPORTS — Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio.
https://www.cnbc.com/2026/05/05/were-buying-the-post-earning…
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cross reference SUPPORTS — Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio.
https://www.cnbc.com/2026/05/08/cramer-this-struggling-stock…
+ 2 more evidence sources
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“If Jim has talked about a stock on CNBC TV, he waits 72 hours after issuing the trade alert before executing the trade.”
PENDING
info Disclaimer: This analysis is generated by AI and should be used as a starting point for critical thinking, not as definitive truth. Claims are verified against publicly available sources. Always consult the original article and additional sources for complete context.