Ackman's Pershing Square says Wall Street estimates penalize hyperscalers for AI spending (META:NASDAQ)
· seekingalpha.com
Pershing Square says AI capex could lift hyperscaler revenue 15% to 35% above forecasts.
Bill Ackman's Pershing Square (PS) said analyst estimates are underestimating the growth potential of major hyperscalers, arguing that consensus forecasts facto...