Welcome to Markets Desk, let's get you caught up on the stories moving the conversation today.
Sam Altman is pushing back hard on what he calls the religiofication of artificial intelligence. The OpenAI CEO posted on X that surrendering human judgment to AI systems is not spiritual evolution, it's a safety failure. This comes as rival Anthropic has been actively courting religious leaders around its models, a contrast Altman clearly finds uncomfortable.
On the corporate side, Dell is making a compelling case for income investors, having raised its quarterly dividend by twenty percent this year alone, just two years after launching its dividend program in twenty twenty three. The company found its footing in the AI trade by supplying the server infrastructure that knits together the broader AI supply chain, giving it real structural exposure to the buildout.
Meanwhile, the safety conversation inside OpenAI is getting louder from the outside. David Robinson, a recently departed senior staffer, published an essay arguing he can do more for AI safety working externally than he could within the company. He said OpenAI is being careless with the technology and intends to strengthen the incentives pushing the industry toward a more responsible pace of development.
That's the tape. Markets Desk, signing off the floor.
