Bill Ackman's Pershing Square says Wall Street underestimates returns on Big Tech AI capex
The hedge fund argues hyperscaler AI spending is offensive growth investing that consensus estimates unfairly penalize.
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- AOL.comBill Ackman says AI hyperscalers' revenue will blow past expectations even as capex jitters rise
- MSNAckman's Pershing Square says Wall Street estimates penalize hyperscalers for AI spending