Report: Due to concerns about artificial intelligence, TCI reduces its Microsoft holdings to 1% of its portfolio

华尔街见闻2026/05/08 14:18

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Hohn wrote in the letter: "We reduced our investment in Microsoft because the rapid development of artificial intelligence brings uncertainty to Microsoft's future competitive position." The main concern is Microsoft's Office software business, and there are also certain risks regarding the Azure cloud service. (Financial Times)

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On the 12th, the board of directors announced that Jensen Huang has resigned from his positions as President, CEO, and board member, effective immediately. Current Executive Vice President and CFO Colette Kress has agreed to serve as interim CEO. The board has initiated a formal search for a new CEO and will consider candidates both inside and outside the company. At the same time, the board has appointed Harvey C. Jones as its first-ever Chairman.

华尔街见闻•2026/11/12 15:31