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Brad Smith adds to calls for tougher rules governing AI, including legal obligation to victims of rogue agents
Azure's cloud demand continues to outpace capacity, fueling rapid growth in Microsoft's cloud revenue and reinforcing its AI infrastructure advantage. Copilot adoption is accelerating, with paid seats topping 30 million and user engagement nearly doubling year over year.
Microsoft, Palantir, and Marvell all got upgrades last week -- but Marvell is the one I'd pick.
Microsoft guided for Azure revenue growth of 44% to 45% in constant currency in the quarter ended Sept. 30. Management guided for capital spending of over $50 billion in the same quarter.
Microsoft's CEO says companies should assume powerful artificial intelligence models could be compromised and create an “emergency brake” to rein them in. In comments posted to X on Saturday (Oct. 10) Satya Nadella argued that it is not enough to depend on assurances from the makers of AI models.
Microsoft stands out as a strong five-year hold because of its growing Azure and AI businesses, massive cash generation, and diversified business.
I track an investable universe of 50 high-quality dividend growth stocks to identify attractive entry points based on valuation and future return potential. Applied Materials, D.R. Horton, and Home Depot saw notable ranking improvements due to upgraded EPS growth estimates and/or favorable valuation shifts. 44 out of 50 stocks currently offer a forward return estimate of at least 10%, with 32 appearing potentially undervalued based on free cash flow mean reversion.
Ray Dalio spoke at the Milken Institute Asia Summit on Oct. 8. He warned that strong corporate earnings have helped stocks hold up as interest rates rise, and that the edge stocks hold over bonds is shrinking.