Bill Ackman's AI Picks and Quantum Computing Recommendations Spotlight Amazon, Microsoft, and Alphabet

Billionaire hedge‑fund manager Bill Ackman, through Pershing Square Capital Management, has disclosed sizable positions in three AI‑linked companies: Amazon (about 15% of his portfolio), Microsoft (around 3%) and Meta Platforms (just over 3%). He cites strong cloud growth—Amazon Web Services and Microsoft Azure—as key drivers of the AI boom.

Separately, analysts highlight three quantum‑computing stocks for long‑term investors: Alphabet, which is developing its Willow quantum chip and expects to monetize it via Google Cloud; IonQ, a smaller player using trapped‑ion technology; and a third unnamed firm. Both AI and quantum themes are seen as complementary growth areas.

A broader market view lists several large‑cap tech names worth watching, including Amazon, Microsoft, Apple, Nvidia, Micron Technology and others, reflecting continued investor focus on established technology leaders across the sector.