Dan Loeb's Third Point Boosts Stakes in Microsoft and Meta Amid AI Growth
ByAinvest
Saturday, Jan 24, 2026 1:40 pm ET1min read
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Dan Loeb's Third Point LLC increased its stake in Microsoft by 175% to 1.1 million shares and boosted its stake in Meta Platforms by 47% to 220,000 shares in Q3 2025. Microsoft's strong earnings growth is driven by cloud and AI growth, while Meta is benefiting from AI investments and data center expansion.
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