Microsoft, Oracle, Meta, Alphabet and Amazon just had a brutal June on AI-capex fears. Here's why Bill Ackman says he's now bullish.

Tech analyst Dan Ives says Big Tech is in an “air pocket stage” where billions of capex is funding AI datacenter and compute buildouts.

Microsoft, Oracle, Meta, Alphabet and Amazon just had a brutal June on AI-capex fears. Here's why Bill Ackman says he's now bullish.