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Source document· May 25, 2026

Billionaire Bill Ackman Sold This Stock While Warren Buffett Successor Greg Abel Bought It. Who's Right?

View original at finance.yahoo.com
Billionaire Bill Ackman Sold This Stock While Warren Buffett Successor Greg Abel Bought It. Who's Right? Bill Ackman is one of the most followed investment managers in the market today, and for good reason…
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  • Search revenue growth continues to accelerate, up 19% in the most recent quarter, driven by AI product improvements and underlying model advances

    60% confidence

  • Google Cloud revenue growth accelerated to 63% last quarter and operating margin expanded to 33%, with total operating income tripling

    60% confidence

  • Gemini family of models are among the most performant on the market

    60% confidence

  • Alphabet's AI models are better at understanding search intent, improving ad targeting

    60% confidence

  • AI Overview has led to significant increases in engagement while maintaining the same level of monetization

    60% confidence

  • Pershing Square Holdings produced annualized returns of 14.9% from founding in 2004 through 2025, handily beating the S&P 500

    60% confidence
What we know · the intelligence behind this page
Live from the substrate
What we're seeing
Late-2026 Biotech Catalyst Season: FDA Decisions and Pivotal Readouts Converge Across Oncology, Hepatology and Cardiometabolic
Mid-November 2026 is dense with scheduled biotech catalysts. The ivonescimab BLA PDUFA date is 2026-11-14, the lorundrostat PDUFA date is 2026-12-22, and Phase 3 ECLIPSE hepatitis delta data are due in Q1 2027. Alongside these, siRNA and antibody programs (plozasiran, elebsiran/tobevibart, ianalumab, nipocalimab) reported or presented data at AHA, AASLD, ACR and ASH, while Oryzon advanced iadademstat in AML with Spanish trial authorizations and a planned ALICE-3 Phase III. Late-stage data and regulatory milestones are driving the sentiment. A planned delisting (EGM 2026-11-19, application 2027-01-25) is a separate corporate-structure event with no clear link to the rest.
Our read on the data ›
Signals we're tracking
EPKINLY Regulatory-Clinical Success Cascade
High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.
Patterns we're watching ›
Where sources disagree
Ford Motor Company
Both facts give cash for Ford Motor Company at the same point in time (2025-12-31; FY 2025 year-end and Q4 2025 year-end are the same date). Both are labelled USD, but the values are 23,356,000,000 and 23.356, which cannot both be true in USD. The two numbers agree once the second is read as billions (23.356 bn = 23,356,000,000), so the economic content is consistent and the conflict is a unit/scale error in the Q4 2025 record. The period is not the reason for the conflict: a Q4 and an FY figure at the same year-end date should match.
We flag conflicts openly ›
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Billionaire Bill Ackman Sold This Stock While Warren Buffett Successor Greg Abel Bought It. Who's Right? — Source | Via News | finance.via.news