
The Pershing Square founder is betting that investors are wrong about Microsoft’s Azure growth and $190 billion capex budget.











The mega-donor Republican is betting the Sun Belt is the future of American enterprise, and breaking with the president on trade and immigration.







“When we’re looking at all of the potential investment opportunities, sometimes generative AI is the best, and sometimes it’s not. Sometimes, our money is better spent elsewhere,” product management expert Kayla Doan told Fortune.





































