Activist investor’s $2 billion Microsoft stake could put Ballmer on the hot seat

While Steve Ballmer’s job is still safe for now, a major new investment from an activist hedge fund could put pressure on Microsoft’s chief executive to significantly boost shareholder value or risk coming under greater scrutiny. CNBC’s David Faber on Monday reported that hedge fund ValueAct has taken a $2 billion stake in Microsoft, which is likely large enough to make the firm one of Microsoft’s 15 largest investors.

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