Group 1: Microsoft Corporation - Third Point LLC increased its stake in Microsoft by 175% to 1.1 million shares as of September 30, 2025 [2] - Microsoft experienced strong earnings growth driven by Cloud and AI, beating consensus estimates in both Q4 FY25 and Q1 FY26 [2] - Microsoft signed a definitive agreement with OpenAI, resulting in a 27% stake in OpenAI Group PBC valued at approximately $135 billion [3] - Analyst Dan Ives suggests Microsoft could join Nvidia in the $5 trillion market capitalization club, indicating FY26 as a pivotal year for AI growth [4] - Over the past year, Microsoft declined 0.47%, underperforming the iShares U.S. Technology ETF, which gained about 18.88% [4] Group 2: Meta Platforms, Inc. - Third Point LLC increased its stake in Meta by 47% to 220,000 shares as of September 30, 2025 [5] - CEO Mark Zuckerberg stated that investments in smart glasses and augmented reality could lead to a highly profitable business [5] - Meta plans to invest over $600 billion in the U.S. by 2028 to enhance AI technology, data centers, and workforce capabilities [5] - Meta announced plans to invest more than $1 billion in a new data center in Wisconsin to support AI initiatives [6] - AI is improving user engagement and monetization by delivering more relevant content [6]