Bill Ackman Says Fed Rate Hikes Cannot Stop AI and Energy Demand

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Bill Ackman Says Fed Rate Hikes Cannot Stop AI and Energy Demand Pershing Square CEO Bill Ackman is questioning whether traditional Federal Reserve interest rate hikes can effectively cool inflation, arguing that massive structural demand for artificial intelligence and energy remains largely insulated from monetary policy. This shift highlights key industry giants Nvidia, Microsoft, and ExxonMobil, all benefiting from macro tailwinds. While Nvidia leads with revenue growth exceeding 83 percent and earns a Strong Buy rating from the Seeking Alpha Quant Rating system, Microsoft and ExxonMobil both sit at a Hold despite solid expansion, proving that strong secular demand does not always translate into top-tier investment fundamentals across the board.
  2026/09/28      youtube
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