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Bill Ackman's Pershing Square backs Microsoft's $2.3B position on AI dominance, while Christopher Hohn's TCI Fund drastically cuts its stake, citing competitive vulnerability. Sharp investor divergen…
Meta postponed its Avocado AI model release to May due to weaker performance compared to rivals, causing shares to dip amid costly AI investments and delayed flagship updates.
Meta delays its AI model 'Avocado' launch from April to May due to performance issues versus competitors, raising concerns despite heavy investments in AI and chip development.
Meta delays AI model 'Avocado' launch to May due to underperformance against rivals, considering licensing Google’s AI to bridge the gap.
Amazon reported fastest AWS growth in 13 quarters but faces mounting pressure from Microsoft and Google, leading to massive $200 billion capex plans to maintain its lead amid investor skepticism and …
Microsoft lowers AI software sales quotas due to customer resistance and is revamping AI agent features in Windows PCs.
OpenAI, closely linked with Microsoft, plans to delay monetization efforts including advertising, potentially slowing near-term revenue growth.