What exactly did Brad Gerstner change in MSFT?

Altimeter Capital’s Q4 2025 13F shows roughly a 10% increase in Microsoft shares, reinforcing Brad Gerstner’s AI “super cycle” thesis. He continues to prioritize platform leaders with strong cash flow and distribution, which can monetize AI through existing products like Azure and Copilot. Treat this as a data point to inform, not dictate, allocation.

Do Nancy Pelosi stocks like MSFT offer a reliable signal?

Pelosi’s holding in MSFT can highlight sentiment, but it is not a timing tool. Consider it alongside earnings, guidance, and adoption metrics such as Copilot usage and Azure AI growth. Signals from public portfolios help frame conviction, but risk control, diversification, and your time horizon matter more.

Is Microsoft AI cloud still a growth driver into 2026?

Yes, Microsoft AI cloud remains central. Azure’s AI services, Copilot across Microsoft 365, and GitHub integrations can lift pricing and seat expansion. Watch management’s updates on customer adoption, monetization, and AI infrastructure costs. Strong attach rates with disciplined capex can sustain revenue and free cash flow momentum despite near-term share price volatility.

How should Canadian investors handle currency and tax with MSFT?

MSFT trades in USD, so CAD–USD moves affect returns. Consider position size and whether you want FX hedging. US dividends face 15% withholding for Canadian residents, typically waived inside an RRSP when holding US stocks directly, but not in a TFSA. Confirm details with your broker before placing trades.

Global Market Insights

MSFT Stock Today: February 25 — Gerstner Boosts Stake; Pelosi Aligns

ByDanny Kontos February 25, 2026

Brad Gerstner is doubling down on Microsoft (MSFT) as Altimeter Capital raised its stake about 10% in Q4 2025, aligning with his AI “super cycle” view. Nancy Pelosi’s portfolio also includes MSFT, adding a high-profile vote of confidence. For Canadian investors, this combo highlights persistent belief in Microsoft’s AI cloud and productivity tools. Today we break down what Gerstner’s move and Pelosi’s position may signal, plus fresh price, valuation, and technical reads that matter when sizing exposure in CAD and managing FX and tax.