Bill Ackman Backs Microsoft as Anthropic Launches Claude Enterprise Tools

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Bill Ackman praised Microsoft's market strength following Anthropic's new enterprise software updates.

Anthropic launched Claude Sheets, Claude Whiteboards, and Claude Data to compete directly with office software suites.

Microsoft stock fell 2.4% over five days amid fears of heightened AI competition.

Stifel analyst Brad Reback expects minimal impact on Microsoft 365 due to deep enterprise security and integration.

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