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Bill Ackman's Microsoft Buy Just Told Everyone The Real Story on Nvidia's Geopolitical Risk

Summary by 247wallst.com
The post Bill Ackman’s Microsoft Buy Just Told Everyone The Real Story on Nvidia’s Geopolitical Risk appeared first on 24/7 Wall St.. Quick Read NVIDIA (NVDA) posted Q4 revenue of $68.13B with 75% Data Center growth and a 75.2% gross margin, but Q1 guidance of $78B excludes China Data Center revenue entirely and production remains concentrated at TSMC in Taiwan. Microsoft (MSFT) trades at a 21x forward P/E with a $627B contracted backlog, Azur…

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247wallst.com broke the news in New York, United States on Monday, May 18, 2026.
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