11AM Hour: Microsoft Copilot EVP, Guardant Health CEO & Costco Jumps on Earnings 9/25/26
Summary
Citi’s Heath Terry discusses AI cybersecurity guardrails and regulatory risks, while Microsoft’s Jacob Andrea details the Copilot reboot integrating coding and autonomous agents. The segment also covers oil price drops amid Iran-US talks, Costco’s earnings beat driven by membership growth, and a Fed regime change analysis. Additionally, Guarded Health’s CEO explains its FDA-approved liquid biopsy for breast cancer, and breaking news highlights an appeals court upholding the Pentagon’s designation of Anthropic as a supply chain risk.
Topics discussed
Intro, market overview, and Citi AI research preview
Oil prices, Middle East supply, and diesel export ban debate
AI cybersecurity, liability, and Section 230 for AI models
Data center construction, power constraints, and local opposition
Microsoft Copilot launch: features, strategy, and enterprise impact
Anthropic legal battle with Pentagon and IPO implications
Costco earnings, membership trends, and tariff refunds
News update: Cuba military planning and Hawaii hurricane
Fed Chair Warsh's first 100 days and policy framework
Guardant Health: FDA-approved breast cancer blood test
Tesla Semi factory opening and stock outlook
Closing remarks and disclaimer
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