US President Donald Trump delivered a speech to the United Nations General Assembly, or UNGA, and toward the end of his remarks turned to artificial intelligence, or AI, rebranding the term Artificial Intelligence as Super Intelligence, or SI. He also discussed the role of the US government in setting the regulatory framework for the technology. Trump compared those who voice concerns about AI to the people who once warned about climate change, saying he does not see it as a cause for worry. He stressed his position that winning the race for AI leadership is the key to the United States holding global leadership, stating that the US is currently far ahead of China, as well as ahead of other countries, and will maintain that advantage. He also affirmed that he will not stand in the way of the growth of something that will be greater than the industrial revolution. Trump said his administration will step in to regulate if necessary, and will lead this sector safely and responsibly, supporting only Super Intelligence, promoting it rather than controlling or restricting it.
Intel Rises 0.5% as Meta's Muse Agent Revives Server CPU Thesis
Intel shares gained approximately 0.5% to $122.46 as Meta's Muse agent revived the case for server CPUs in an AI market dominated by accelerators. The Muse agent runs through its own virtual computer and can keep working on longer tasks even after a user exits the application, creating demand for general-purpose compute around the model itself. Intel is trying to capture that layer as its business rebounds, with second-quarter revenue rising 25% to $16.1 billion and the company rolling out its Xeon 6+ server processor built on Intel 18A. Still, Muse is evidence of a potentially expanding workload, not evidence of an Intel design win, and Intel now trades 281.26% above its $32.12 GF Value estimate. The real payoff comes only if autonomous agents drive incremental server deployments and Intel wins enough of that spending at attractive margins, making Xeon availability, power efficiency, hyperscaler adoption and Intel 18A execution the numbers investors should watch.
Meta Shares Rise as Muse AI Agent Outpaces ChatGPT's Early Launch Curve
Wall Street is repricing Meta Platforms as a potential new revenue engine after its Muse AI agent drew 2.8 million downloads in its first 12 days and outpaced ChatGPT's early curve on a comparable-launch basis, according to Apptopia data. Meta shares rose 1.37% intraday, extending a run that has added more than $200 billion in market value since Muse launched September 8. Muse, which can send emails, book travel, and complete transactions on a user's behalf, is free at the basic tier with subscriptions at $20 and $100 a month. Jefferies estimated that if Muse reaches 1 billion users by the end of 2027 and at least 3% convert to paid tiers, it could generate $10.8 billion in annualized revenue, and raised its price target to $875. JPMorgan called Muse potentially the most widely used consumer AI app since ChatGPT, crediting Meta's distribution reach and a free tier that lowers the trial barrier.
Microsoft Raises Quarterly Dividend 8% to $0.98 Per Share
Microsoft's board approved an 8% increase in its quarterly dividend to $0.98 per share, payable December 10, extending a streak of annual dividend increases that now spans more than 20 years. The payout has climbed from $1.56 a share in 2017 to $3.64 for fiscal 2026, supported by cash from operations that rose $46.8 billion to $182.9 billion for fiscal year 2026. Azure and other cloud services grew 43% in the fourth quarter, but the company's aggressive spending on artificial intelligence and data-center infrastructure is pressuring free cash flow and cloud margins, a risk that could slow future dividend increases and buybacks if AI monetization lags. Hedge fund holders of the stock fell to 273 in the second quarter from 282 in the first, though Arrowstreet Capital raised its stake 14% to $10.31 billion and Fisher Asset Management lifted its position 3% to $9.92 billion, while short interest eased to 74.45 million shares as of August 31 from 81.31 million on July 31.
