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45% of Billionaire Bill Ackman’s Portfolio Is Invested in 2 Trillion-Dollar Artificial Intelligence (AI) Stocks and a Company Whose Addressable Market Can 10X by 2033

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Key Points

  • Form 13Fs allow investors to see which stocks Wall Street’s brightest asset managers are buying and selling.

  • Billionaire Bill Ackman’s largest holding is tackling an addressable opportunity expected to grow to more than $918 billion in eight years.

  • Meanwhile, two members of the “Magnificent Seven” collectively account for almost a quarter of Pershing Square’s invested assets.

  • 10 stocks we like better than Uber Technologies ›

The amount of data available to investors can sometimes feel overwhelming. Between near-daily economic data releases and earnings season (the six-week period where most S&P 500 companies reveal their operating results), it can be easy to overlook something of importance.

For example, investors might have missed the filing of Form 13Fs with the Securities and Exchange Commission on Aug. 14. A 13F is a required quarterly filing by institutional investors with at least $100 million in assets under management (AUM) that provides investors with an under-the-hood look at which stocks Wall Street’s brightest money managers have been buying and selling.

Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Learn More »

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Though billionaire Warren Buffett’s trading activity is often the most-awaited by investors, he’s not the only billionaire asset manager with a knack for spotting a good deal or delivering outsized returns. Activist investor Bill Ackman of Pershing Square Capital Management, who’s overseeing $13.7 billion in AUM as of the midpoint of 2025, is another perfect example.

Activist investors tend to concentrate their assets and focus on businesses they believe can unlock shareholder value. Pershing Square’s portfolio has just 11 holdings. Interestingly enough, a little over 45% of Ackman’s invested assets are concentrated in three stocks:

  • A company whose addressable market is projected to 10X over the next eight years; and
  • Two trillion-dollar members of the “Magnificent Seven” that are leaning heavily on artificial intelligence (AI) as a core future growth driver.

Uber Technologies: 21% of invested assets

The largest holding in Ackman’s portfolio, accounting for more than a fifth of Pershing Square’s invested assets, is ride-share leader Uber Technologies (NYSE: UBER).

Based on estimates from Stratis Research, the global ride-sharing market is forecast to grow from an estimated $87.7 billion in 2025 to more than $918 billion by 2033. For those of you keeping score, this works out to a compound annual growth rate of 21% for the company leading the charge in ride sharing.

Domestically, Uber has been consistently dominant. Between September 2017 and March 2024, Uber’s piece of the pie in the U.S. ride-share market has vacillated between 68% and 76%, based on data from AutoInsurance.com. It’s the leader with brand recognition that Bill Ackman recognizes as having fantastic leadership. Uber has been able to shift a once-unprofitable business into a cash-generating machine.

Additionally, Uber Technologies has the luxury of being more than just a ride-sharing company. It operates the Uber Eats delivery platform, as well as freight logistics. The nonlinear nature of economic cycles, which sees the U.S. economy expand for considerably longer than it contracts, should help Uber’s ancillary operations flourish over time.

Perhaps the one knock against Uber is the company’s valuation. Although Ackman has stated that Uber stock can be “purchased at a massive discount to its intrinsic value,” its price-to-sales (P/S) ratio of 4.1 implies its rivals might be a better deal. Uber will need to add to itsglobal marketshare if it’s going to sustain a premium P/S ratio over its peers.

A hologram of a rapidly rising stock chart coming from the upward-facing right palm of a humanoid robot.

Image source: Getty Images.

Alphabet: 15.1% of invested assets (including both share classes)

Billionaire Bill Ackman is also wagering big on the future of artificial intelligence. As of the end of June, he had more than 15% of his fund’s assets invested in Alphabet (NASDAQ: GOOG)(NASDAQ: GOOGL), with 8.2% held in the Class C shares (GOOG) and 6.9% derived from the Class A shares (GOOGL).

Though Alphabet is absolutely counting on AI as a growth driver, it’s worth recognizing that its primary revenue driver is advertising. Alphabet’s Google search engine has accounted for between 89% and 93% of worldwide internet search share dating back more than a decade. This level of dominance has afforded Google exceptional ad-pricing power, and it ensures that Alphabet is able to take full advantage of disproportionately long periods of economic expansion.

Alphabet’s Ai ambitions primarily concern the application of AI solutions within Google Cloud, the world’s No. 3 cloud infrastructure service platform. Google Cloud generates considerably higher margins for Alphabet than ads, and it’s growing a lot faster. Sales were up 32% in the June-ended quarter from the prior-year period, with an annual revenue run-rate of more than $54 billion.

Alphabet is incorporating generative AI solutions into Google Cloud, as well as giving clients the ability to build and train large language models. These actions can maintain or reaccelerate Google Cloud’s already stellar growth rate.

Furthermore, Ackman’s largest AI holding is the cheapest member of the Magnificent Seven. Shares of Alphabet can be scooped up, as of this writing on Sept. 5, for 22 times forward-year earnings, which is reasonable for a company with a sustained low-double-digit growth rate and phenomenal operating cash flow.

Amazon: 9.3% of invested assets

The other trillion-dollar AI stock that combines with Alphabet and Uber Technologies to account for 45% of billionaire Bill Ackman’s $13.7 billion in AUM is e-commerce juggernaut Amazon (NASDAQ: AMZN).

While most people familiarize themselves with Amazon through its world-leading online marketplace, this premier revenue producer generates low margins and (comparatively) minimal operating cash flow. The bulk of Amazon’s operating income comes from its ancillary segments, headlined by Amazon Web Services (AWS).

AWS is the global leader in cloud infrastructure service spend. Based on estimates from tech analysis firm Canalys, AWS accounted for 32% of worldwide spend during the first quarter, which is more than three times as much as Google Cloud. AWS is aggressively leaning on generative AI and large language model capabilities to allow its subscribers to grow and enhance their businesses. The annual sales run-rate for AWS has surpassed $123 billion, as of the June-ended quarter.

But AWS isn’t the only operating segment maintaining a double-digit growth rate for Amazon. Subscription services have sustained low-teens growth on the heels of exclusive content wins from the National Football League and National Basketball Association. Meanwhile, billions of monthly visitors have translated into consistent year-over-year advertising services growth of around 20%.

Though Amazon stock isn’t cheap according to the traditional price-to-earnings (P/E) ratio, its multiple relative to its forward-year cash flow is historically inexpensive. After commanding a year-end cash flow multiple of 23 to 37 throughout the 2010s, shares of Amazon can be purchased for 12.6 times consensus cash flow per share in 2026. This is probably what has billionaire Bill Ackman’s full attention.

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Sean Williams has positions in Alphabet and Amazon. The Motley Fool has positions in and recommends Alphabet, Amazon, and Uber Technologies. The Motley Fool has a disclosure policy.

The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.



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UTM Celebrates Malaysia’s Youngest AI Researcher Recognised at IEEE AI-SI 2025 – UTM NewsHub

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KUALA LUMPUR, 28 August 2025 – Universiti Teknologi Malaysia (UTM) proudly hosted the Institute of Electrical and Electronics Engineers (IEEE) International Conference on Artificial Intelligence for Sustainable Innovation (AI-SI) 2025, themed “Empowering Innovation for a Sustainable Future.” The conference gathered global experts, academics, and industry leaders to explore how Artificial Intelligence (AI) can address sustainability challenges. Among its highlights was the remarkable achievement of 17-year-old Malaysian researcher, Charanarravindaa Suriess, who was celebrated as the youngest presenter and awarded Best Presenter for his groundbreaking paper on adversarial robustness in neural networks. His recognition reflected not only individual brilliance but also Malaysia’s growing strength in the global AI research landscape.

Charanarravindaa’s presentation, titled “Two-Phase Evolutionary Framework for Adversarial Robustness in Neural Networks,” introduced an innovative framework designed to improve AI systems’ ability to defend against adversarial attacks. His contribution addressed one of the most pressing challenges in AI, ensuring resilience and trustworthiness of machine learning models in real-world applications. Born in Johor Bahru, his journey into science and computing began early; by primary school, he was already troubleshooting computers and experimenting with small websites. At just 15 years old, he graduated early, motivated by a passion for deeper challenges. Participation in international hackathons, including DeepLearning Week at Nanyang Technological University (NTU) Singapore, strengthened his resolve and provided the encouragement that led to his first academic paper, now internationally recognised at IEEE AI-SI 2025.

Charanarravindaa Suriess, 17, youngest and Best Presenter at IEEE AI-SI 2025

Beyond academia, Charanarravindaa has also demonstrated entrepreneurial spirit by founding Cortexa, a startup dedicated to advancing AI robustness, architectures, and applied AI for scientific discovery. His long-term vision is to integrate artificial intelligence with quantum computing and theoretical physics to expand the boundaries of knowledge. This ambition is a testament to the potential of Malaysia’s youth in contributing to frontier technologies. His recognition at IEEE AI-SI 2025 reflects IEEE’s mission of advancing technology for humanity, where innovation is seen as a universal endeavour not limited by age. By honouring a young researcher, IEEE underscored its commitment to empowering future generations of scientists and innovators to shape technology for global good.

Charanarravindaa Suriess, 17, recognised as the youngest participant and Best Presenter at IEEE AI-SI 2025
Charanarravindaa Suriess, 17, recognised as the youngest participant and Best Presenter at IEEE AI-SI 2025

During the conference, the Faculty of Artificial Intelligence (FAI), UTM, represented by Associate Professor Dr. Noor Azurati Ahmad, extended an invitation to Charanarravindaa to explore possible research collaborations. This initiative aligns with FAI’s vision to be a leader in AI education, research, and innovation, with a particular focus on trustworthy, robust, and sustainable AI. Early discussions centred on aligning his research interests with UTM’s expertise in advanced architectures and digital sustainability. Such collaboration exemplifies how institutions and young talent can come together to accelerate innovation, while also strengthening Malaysia’s position as an emerging hub for AI research and talent cultivation.

At the national level, this achievement resonates strongly with the Malaysia National Artificial Intelligence Roadmap (2021–2025), which identifies talent development as a central pillar in building an AI-ready nation. Prime Minister Datuk Seri Anwar Ibrahim has repeatedly highlighted the urgency of nurturing local talent to enhance competitiveness and leadership in the global digital economy. Charanarravindaa’s success demonstrates tangible progress in this direction, showcasing how Malaysia can produce young innovators capable of contributing to both national aspirations and international scientific advancement. Through platforms such as IEEE AI-SI 2025, UTM reaffirms its role as a catalyst for excellence in AI research and talent development, embodying its mission to prepare the next generation of scholars and innovators who will drive sustainable futures.



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Databricks at a crossroads: Can its AI strategy prevail without Naveen Rao?

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“Databricks is in a tricky spot with Naveen Rao stepping back. He was not just a figurehead, but deeply involved in shaping their AI vision, particularly after MosaicML,” said Robert Kramer, principal analyst at Moor Insights & Strategy.

“Rao’s absence may slow the pace of new innovation slightly, at least until leadership stabilizes. Internal teams can keep projects on track, but vision-driven leaps, like identifying the ‘next MosaicML’, may be harder without someone like Rao at the helm,” Kramer added.

Rao became a part of Databricks in 2023 after the data lakehouse provider acquired MosaicML, a company Rao co-founded, for $1.3 billion. During his tenure, Rao was instrumental in leading research for many Databricks products, including Dolly, DBRX, and Agent Bricks.



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NFL player props, odds: Week 2, 2025 NFL picks, SportsLine Machine Learning Model AI predictions, SGP

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The Under went 12-4 in Week 1, indicating that not only were there fewer points scored than expected, but there were also fewer yards gained. Backing the Under with NFL prop bets was likely profitable for the opening slate of games, but will that maintain with Week 2 NFL props? Interestingly though, four of the five highest-scoring games last week were the primetime games, so if that holds, then the Overs for this week’s night games could be attractive with Week 2 NFL player props.

There’s a Monday Night Football doubleheader featuring star pass catchers like Nico Collins, Mike Evans and Brock Bowers. The games also feature promising rookies such as Ashton Jeanty, Omarion Hampton and Emeka Egbuka. Prop lines are usually all over the place early in the season as sportsbooks attempt to establish a player’s potential, and you could take advantage of this with the right NFL picks. If you are looking for NFL prop bets or NFL parlays for Week 2, SportsLine has you covered with the top Week 2 player props from its Machine Learning Model AI.

Built using cutting-edge artificial intelligence and machine learning techniques by SportsLine’s Data Science team, AI Predictions and AI Ratings are generated for each player prop. 

Now, with the Week 2 NFL schedule quickly approaching, SportsLine’s Machine Learning Model AI has identified the top NFL props from the biggest Week 2 games.

Week 2 NFL props for Sunday’s main slate

After analyzing the NFL props from Sunday’s main slate and examining the dozens of NFL player prop markets, the SportsLine’s Machine Learning Model AI says Lions receiver Amon-Ra St. Brown goes Over 63.5 receiving yards (-114) versus the Bears at 1 p.m. ET. Detroit will host this contest, which is notable as St. Brown has averaged 114 receiving yards over his last six home games. He had at least 70 receiving yards in both matchups versus the Bears a year ago.

Chicago allowed 12 receivers to go Over 63.5 receiving yards last season as the Bears’ pass defense is adept at keeping opponents out of the endzone but not as good at preventing yardage. Chicago allowed the highest yards per attempt and second-highest yards per completion in 2024. While St. Brown had just 45 yards in the opener, the last time he was held under 50 receiving yards, he then had 193 yards the following week. The SportsLine Machine Learning Model projects 82.5 yards for St. Brown in a 4.5-star pick. See more Week 2 NFL props here.

Week 2 NFL props for Vikings vs. Falcons on Sunday Night Football

After analyzing Falcons vs. Vikings props and examining the dozens of NFL player prop markets, the SportsLine’s Machine Learning Model AI says Falcons running back Bijan Robinson goes Over 65.5 rushing yards (-114). Robinson ran for 92 yards and a touchdown in Week 14 of last season versus Minnesota, despite the Vikings having the league’s No. 2 run defense a year ago. The SportsLine Machine Learning Model projects Robinson to have 81.8 yards on average in a 4.5-star prop pick. See more NFL props for Vikings vs. Falcons here

You can make NFL prop bets on Robinson, Justin Jefferson and others with the Underdog Fantasy promo code CBSSPORTS2. Pick at Underdog Fantasy and get $50 in bonus funds after making a $5 wager:

Week 2 NFL props for Buccaneers vs. Texans on Monday Night Football

After analyzing Texans vs. Buccaneers props and examining the dozens of NFL player prop markets, the SportsLine’s Machine Learning Model AI says Bucs quarterback Baker Mayfield goes Under 235.5 passing yards (-114). While Houston has questions regarding its offense, there’s little worry about the team’s pass defense. In 2024, Houston had the second-most interceptions, the fourth-most sacks and allowed the fourth-worst passer rating. Since the start of last year, and including the playoffs, the Texans have held opposing QBs under 235.5 yards in 13 of 20 games. The SportsLine Machine Learning Model forecasts Mayfield to finish with just 200.1 passing yards, making the Under a 4-star NFL prop. See more NFL props for Buccaneers vs. Texans here

You can also use the latest FanDuel promo code to get $300 in bonus bets instantly:

Week 2 NFL props for Chargers vs. Raiders on Monday Night Football

After analyzing Raiders vs. Chargers props and examining the dozens of NFL player prop markets, the SportsLine’s Machine Learning Model AI says Chargers quarterback Justin Herbert goes Under 254.5 passing yards (-114). The Raiders’ defense was underrated in preventing big passing plays a year ago as it ranked third in the NFL in average depth of target allowed. It forced QBs to dink and dunk their way down the field, which doesn’t lead to big passing yardages, and L.A. generally prefers to not throw the ball anyway. Just four teams attempted fewer passes last season than the Chargers, and with L.A. running for 156.5 yards versus Vegas last season, Herbert shouldn’t be overly active on Monday night. He’s forecasted to have 221.1 passing yards in a 4.5-star NFL prop bet. See more NFL props for Chargers vs. Raiders here

How to make Week 2 NFL prop picks

SportsLine’s Machine Learning Model has identified another star who sails past his total and has dozens of NFL props rated 4 stars or better. You need to see the Machine Learning Model analysis before making any Week 2 NFL prop bets.

Which NFL prop picks should you target for Week 2, and which quarterback has multiple 5-star rated picks? Visit SportsLine to see the latest NFL player props from SportsLine’s Machine Learning Model that uses cutting-edge artificial intelligence to make its projections.





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