Pershing Square Takes Microsoft Stake as Oracle Borrows to Build Data Centers — Retail Investors Still Catching Up
Pershing Square is building a new position in Microsoft while Oracle is taking on debt to fund data center expansion — both moves signal institutional conviction in AI infrastructure. Oracle's stock is only beginning to price in the AI thesis, suggesting the market is still behind institutional positioning. Analysts expect continued accumulation across MSFT, ORCL, AMZN, and GOOGL over the next 60–90 days.
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