AI Daily: Federal judge rules in favor of Anthropic in AI copyright case

Catch up on the top artificial intelligence news and commentary by Wall Street analysts on publicly traded companies in the space with this daily recap compiled by The Fly:

ALTMAN’S ‘NICE CALL’ WITH NADELLA: OpenAI CEO Sam Altman had a “super nice” call with Microsoft (MSFT) CEO Satya Nadella on Monday and discussed their future working partnership, Altman said in a New York Times podcast. “Obviously in any deep partnership, there are points of tension and we certainly have those,” Altman said. “But on the whole, it’s been like really wonderfully good for both companies.” Additionally, Altman noted he has had productive talks with President Trump about AI and credited him with understanding “the potential for economic transformation, sort of geopolitical importance, the need to build a lot of infrastructure.”

ANTHROPIC: Judge William Alsup of the Northern District of California has ruled in favor of Anthropic in an AI copyright case, determining that training, and only training, its AI models on legally purchased books without authors’ permission is fair use, The Verge’s Emma Roth reported. The ruling marks a first-of-its-kind victory for the AI industry, though it is notably limited specifically to physical books the company purchased and digitized, the author noted.

A10: A10 Networks (ATEN) announced its selection by Microsoft to help secure mission-critical generative artificial intelligence workloads. The company stated this milestone reflects A10’s strength in scaling protection for AI-optimized infrastructure. As part of the engagement, A10 will deliver advanced threat detection and mitigation capabilities tailored for hyperscale AI deployments.

WEDBUSH: Wedbush raised the firm’s price target on Microsoft to $600 from $515 and keeps an Outperform rating on the shares. The firm is “incrementally bullish” on Microsoft following recent artificial intelligence customer checks in the field. Wedbush says a “massive adoption wave of Copilot and Azure monetization now on the doorstep” for the company. The analyst has seen deal conversions for broader enterprise scale AI deployments accelerating in the field. Many Microsoft customers are now focused on deploying enterprise use cases across a number of verticals with financials, government, and retail “clear standouts,” the analyst tells investors in a research note. Wedbush sees this as Microsoft’s “shining moment,” saying AI set to change the company’s cloud growth trajectory.