Closing Bell Closing Bell Overtime: Anduril Founder Palmer Luckey; Can Microsoft Keep Extend Recent Strength? 6/10/25
Jun 10, 2025
Palmer Luckey, founder of Anduril, a revolutionary defense technology company, shares insights on the future of his firm after topping CNBC's Disruptor 50 list. He discusses the growing significance of military technology in geopolitical dynamics. The conversation also touches on how AI and semiconductor performance are reshaping market conditions and influencing major tech stocks like Microsoft. With ongoing U.S.-China trade talks, the implications for tech investments and defense strategies emerge as key themes.
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Microsoft's AI Spending vs Revenue
- Microsoft's biggest risk is the timing mismatch between heavy AI infrastructure spending and revenue from AI applications.
- Evidence of revenue from AI products like Copilot would justify continued investment and boost confidence.
Microsoft Leads AI Growth and Profit
- Microsoft is capacity constrained by AI infrastructure spend but sees accelerating Azure growth fueled by large enterprise AI adoption.
- Microsoft's leadership in AI is defined by both growth and profitability at scale.
Anduril's Ohio Factory Investment
- Anduril is investing $900 million in a new Ohio factory to build advanced defense systems like autonomous jets and missiles.
- This reflects a broader U.S. drive for reindustrialization and national security independence.