By Alex Sirois
Publication Date: 2026-09-28 13:29:00
Quick Read
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Brad Smith’s AI killswitch push positions Microsoft as the trusted cloud checkpoint enterprises must pass through, with Azure growing 43% past $100B and a $678B commercial backlog.
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Amazon trades at 35x earnings with an 11% margin; Alphabet’s 15x masks negative free cash flow and long-term debt that doubled to $98B.
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This month I added more Microsoft (NASDAQ:MSFT) shares after a comment most investors skipped past. On September 24, Microsoft President Brad Smith said AI developers and cloud providers should have the ability to shut down AI systems. He also backed independent safety evaluations during UN General Assembly discussions. The Wall Street Journal framed it simply: “A Kill Switch for AI? Microsoft’s Brad Smith Says Yes.”