By Keithen Drury
Publication Date: 2025-12-29 21:38:00
Microsoft is a popular holding among billionaires.
Microsoft (MSFT 0.13%) has been an OK stock pick in 2025. While it’s up around 15% so far in 2025, which would normally be considered successful, the S&P 500 is up more than 16%. This places Microsoft as a market loser, which nobody wants to own. However, the tides could shift in 2026, and Microsoft could be one of the best artificial intelligence (AI) stocks to own.
Two billionaires are incredibly confident in Microsoft’s potential and loaded up on its stock during the third quarter. Is there something they know that we don’t for 2026?
Image source: Getty Images.
Billionaires love Microsoft’s stock
The two billionaires I follow who loaded up on Microsoft stock during the third quarter were the legendary Peter Thiel and Daniel Loeb at Third Point. Thiel is a legend on Wall Street, as he was one of the founders of PayPal and Palantir Technologies. He was also one of the first outside investors of Facebook (now Meta Platforms)….
