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- Microsoft's CEO is still haunted by staying silent in a meeting with Bill Gates—years later, his boss Steve Ballmer taught him how to speak up
Microsoft CEO Satya Nadella, who took over in 2014 after more than two decades at the company, admits he stayed silent in a review around 2008–2009 called by then-chairman Bill Gates on a potential acquisition of a parallel data warehousing team. Then leading the search engine team, he thought the deal was architecturally misguided but did not challenge it, a decision that still haunts him. A later conversation with then-CEO Steve Ballmer shaped his view that employees should take an 'owner mindset' and consider what is best for the whole company. Nadella says the key is pushing for the right outcome without putting colleagues on the defensive, and building a culture where employees consistently speak up remains a challenge as he leads the $4 trillion company.
- Microsoft (MSFT) Built a $100B Azure. Can It Outrun Its Own Spending?
Microsoft’s Azure cloud platform passed $100 billion in revenue for the first time in fiscal 2026, according to CEO Satya Nadella, and Azure revenue grew 43% in fiscal Q4 2026. Commercial remaining performance obligation rose 84% to $678 billion, and Microsoft 365 Copilot topped 30 million paid seats. Profits kept pace, with revenue and operating income both up 18% in the quarter, and non-GAAP EPS of $4.74 rose 23% after excluding gains tied to the OpenAI stake. The main concern is spending: capital expenditures reached $35.8 billion in fiscal Q4 versus $17.1 billion a year earlier, and $115.9 billion for the full year, up from $64.6 billion. Personal Computing revenue fell 4%, with Xbox content and services down 10%.
- Clash of the Billionaires: Bill Gates Says Musk Is “Mean” to Him, but He’s “Brilliant”
Bill Gates has said Elon Musk has been both "nice" and "mean" to him, but still calls him "brilliant," even as Musk repeatedly attacks Gates over a short position against Tesla stock. In November 2025, Musk said Gates should exit his "crazy short" or add to his $1.5 billion in losses, and in December 2025 he claimed the position "might have cost over $10 billion"; both figures come from Musk. The article contrasts Gates, who is giving his fortune away through a foundation scheduled to close in 2045, with Musk, who keeps reinvesting in Tesla, SpaceX and AI. Tesla unveiled its next-generation Roadster on October 15, 2026, with production planned for 2028. Tesla shares closed at $362.44, down 19.41% this year.
- Bill Gates returns, raising alarm over the risks of a technology spreading across the world
According to Axios, Bill Gates plans to expand his campaign for tighter AI regulation by directly lobbying technology company leaders, including Anthropic CEO Dario Amodei, and is considering raising significant funding, though the scale and format are not yet defined. Three years ago he said AI risks were real but controllable; by August 2026 he warned the world is not adequately prepared for the economic and social disruption AI could cause. In a related essay he proposed new regulatory bodies to coordinate AI policy, preserving some jobs for humans, and considering taxes on AI and robot use. The effort could clash with the Trump administration, which favors lighter-touch AI regulation and voluntary safety commitments.
- Bill Gates Says Despite Elon Musk Being Mean to Him, He’s Still ‘In Awe’ of His Work — ‘He’s Brilliant, He’s Rich, He’s Influential’
- Bill Gates-Linked Fund Keeps Selling Vietnamese Stocks
Gates Foundation Trust, the investment vehicle linked to Bill Gates, has continued reducing its holdings in Vietnamese stocks. On October 2, 2026, the fund sold 100,000 shares of TNG (HNX: TNG), leaving it with 250,000 shares, or 0.1942% of charter capital. In the same session, Norges Bank sold 100,000 shares, pushing the related foreign investor group below 5% and out of major shareholder status at TNG. The fund had held 750,000 TNG shares in early June, so it cut 500,000 shares in roughly four months. Earlier, on July 16, it sold all 112,893 PNJ shares. The article stresses that Gates Foundation Trust is a separate legal entity, and its trades should be distinguished from those of other members of the Dragon Capital-linked group.
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Nvidia is the market's most valuable company, with a market cap above $5 trillion. It trades at 27 times adjusted trailing earnings, but only about 8 times analysts' estimate for fiscal 2030 earnings, a figure the author stresses is a moving target. Revenue growth accelerated from 56% in Q2 FY 2026 to 106% in Q2 FY 2027, though guidance points to a slight slowdown in the current quarter. The stock trades at 13 times next year's earnings, and the board recently authorized a record $150 billion in share repurchases. The author also acknowledges risks such as slower growth or contracting net margins.
- US Orders Civilian Agencies to Rip DeepSeek Out of Government Systems
The U.S. Department of Homeland Security on Monday ordered civilian federal agencies to remove DeepSeek products and third-party services built on the model from their IT systems, and to stop buying them. The notice warns that using DeepSeek may transfer sensitive data to China and could produce intelligence on U.S. persons and agencies. The Commerce Department, the Navy, and the states of New York, Tennessee and Virginia had already restricted DeepSeek. The FCC votes on October 29 on barring Chinese labs from testing electronics for U.S. use.
- Tesla-SpaceX merger is 'not so easy': Analyst
Speculation about a possible merger between SpaceX (SPCX) and Tesla (TSLA) has grown on Wall Street in recent weeks. RBC Capital Markets analyst Tom Narayan says it would not be simple: SpaceX would have to acquire Tesla, likely in an all-stock deal, and would need to pay a strong premium. He sets a $480 price target for Tesla, while the shares trade near $367. The longer-term focus may be Terafab, Elon Musk's chip initiative aimed at cutting production costs by up to 90% and bypassing Nvidia and TSMC. Musk currently controls 85% of SpaceX's voting rights and 20% of Tesla's.
- Is Nvidia (NVDA) Stock Priced Right?
Chip stocks fell sharply last week, and Nvidia (NVDA) dropped nearly 2% as investors worried that heavily indebted AI companies would face higher borrowing costs after bond yields jumped for CoreWeave, a cloud company Nvidia backs. CoreWeave shares had fallen more than 15% the day before. Nvidia's own numbers show no sign of that stress: it sold $96.2 billion of chips and systems in the quarter ended July, up 106% from a year earlier, mostly from data center sales. Its net profit margin was 63.66% over the past 12 months, and management expects $108.0 billion in revenue next quarter, assuming no data center sales to China. The key risk is whether customers can keep paying for chips if interest rates stay high, and the planned partnerships to bring over $500 billion of outside capital into AI infrastructure have not yet become definitive agreements.
- Networking Stocks Rally as Tech Rebound Lifts AI Gear Makers: Ciena and Arista Climb 4%, but Cisco Barely Moves
Networking stocks rallied with the tech rebound as suppliers of AI data center gear drew buying: Ciena (CIEN) rose 4% to $347.48 and Arista Networks (ANET) climbed 4% to $183.32, well ahead of the iShares U.S. Technology ETF (IYW) at 1.29% and the Invesco QQQ Trust (QQQ) at 1.31%, while Cisco (CSCO) was practically unchanged at $107.06. Ciena's fiscal Q3 2026 adjusted EPS was $2.11 against a $1.73 consensus, with revenue up 37% year over year to $1.67 billion, and it raised fiscal 2026 revenue guidance to $6.42 billion. Its backlog reached $8.5 billion, but supply remains the limit, and management does not expect the market to return to balance before 2028. Two customers made up 41.7% of Q3 revenue, so Ciena's growth is concentrated. The next test is whether Ciena can hit its fiscal Q4 2026 revenue guidance of $1.75 billion under tight component supply.
- Gartner Predicts “80% of Neoclouds” Out of Business by 2030: Here’s Who Wins
Gartner forecast on October 14 that more than 80% of neoclouds will stop operating independently by 2030, and CoreWeave (CRWV) fell 25% last week. The article argues that hyperscalers funding AI capacity from their own cash flow, led by Amazon and Alphabet, are likely winners as credit tightens for indebted neoclouds. Amazon generated $140 billion of operating cash flow in fiscal 2025, more than covering $132 billion of capex, while CoreWeave's total debt reached $29.8 billion. Since their July 29 closing low, Microsoft, Alphabet and Amazon are up 15.6%, compared with 1.6% for IREN, CoreWeave and Nebius. Hyperscaler earnings in the coming weeks will need to show whether sold-out capacity is turning into results.
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