Micron’s earnings, soft inflation, and OpenAI valuation chatter revive speculative AI trade
The three biggest news events since markets closed yesterday are all helping spur a big bounce-back for the more speculative companies tied to AI: ’s eye-popping Q2 guidance reaffirmed beyond a shadow...
Report: OpenAI in early talks for new fundraising round with $750 billion valuation
Just yesterday , we were reading about how was in talks to invest as much as $10 billion in OpenAI, with an eye-popping valuation of more than $500 billion. But those numbers might already be old. A ...
Report: OpenAI and Mattel hit pause on AI toys
This summer, OpenAI and announced a deal to bring AI-powered toys and games to market. According to a new report from Axios, those plans are currently on hold. Recently, stories have emerged of how p...
Report: OpenAI won’t pay a dime in cash for its 3-year licensing deal for Disney IP
More financial details behind the landmark deal that will grant OpenAI three years of access to intellectual property are coming out, and they’re pretty surprising. The deal will reportedly see OpenA...
Nvidia gains after launching new suite of open models
extended gains in early trading after announcing an updated edition of its open models, the Nemotron 3. This family of models comes in three “sizes”: Nano (available today), Super, and Ultra (both exp...
A whistle-stop tour of the state of artificial intelligence
If 2023 was the year it announced itself on the global stage, and 2024 was the year it started to take a leading role, then 2025 has been the year that AI really began calling the shots — whether we l...
Broadcom’s post-earnings tumble is weighing on Google’s entire AI ecosystem
’s post-earnings plunge is prompting a sharp pullback in Google-linked AI stocks, which had been on fire thanks to the warm reception to Gemini 3. The stocks getting hit hard: , which supports Broadco...
OpenAI releases GPT-5.2, the “best model yet for real-world, professional use”
After feeling the heat from recent launch of its powerful Gemini 3 model, OpenAI’s response to its “ code red ” has been released, reportedly on an accelerated schedule to keep up with the competitio...
Google sinks on a string of bad news
is currently down nearly 2% amid a flurry of bad news for the tech giant: OpenAI CEO Sam Altman said Google’s much-touted Gemini 3 model “had less of an impact on our metrics than maybe we feared.” se...
Altman: Gemini 3 had less of an impact than we had feared
There have been a lot “ code reds ” flying around the AI world recently. But it turns out that the latest, declared by OpenAI CEO Sam Altman, may not be as dire as expected. This morning Altman appear...
TIME names the “Architects of AI” as its Person of the Year for 2025
TIME just announced its Person of the Year… and it’s not a single person. The magazine selected the “Architects of AI” as its 2025 honoree, spotlighting the executives and engineers behind the year’s ...
Disney invests $1 billion in OpenAI in deal that brings its characters to AI video platform Sora
has become the first major content licensing partner with OpenAI’s Sora in a new three-year agreement that will also see the entertainment juggernaut make a $1 billion investment in the AI company. Th...
Reports: Meta training its new AI using rival models; switching to closed models in quest for profits
A pair of new reports about internal struggles at add new information to how Mark Zuckerberg’s hard pivot to AI is going. The New York Times details some of the friction between the company’s old gua...
China’s DeepSeek is using banned Blackwell chips to train its newest AI model, The Information reports
DeepSeek, the Chinese AI startup whose chatbot built on the cheap turned the US tech world upside down in early 2025, is using “several thousand” of top Blackwell chips to build its next model, per T...
OpenAI races to release updated ChatGPT in response to Gemini, the WSJ reports
OpenAI could release an updated GPT-5.2 as soon as this week as it races to respond to Gemini 3 chatbot. Last week, OpenAI CEO Sam Altman declared a “ code red ” in response to the threat, as Google ...
Apple’s stock is behaving differently from the rest of BATMMAAN because its AI strategy is nowhere
Hey Siri: why is Apple’s stock behaving differently from the rest of Big Tech? Siri, of course, will have absolutely no clue — because Apple’s AI strategy is borderline nonexistent. Even at the start ...
Falling behind its rivals and facing internal tension, Meta reportedly preps new “Avocado” AI model
2025 turned out to be quite a chaotic year for big AI dreams. This year was supposed to be all about Llama 4, Meta’s open-source AI model that never fully launched.
Accenture rises after announcing partnership with Anthropic, adding to its recent series of AI collaborations
is rising after the consulting giant announced a multiyear partnership with Anthropic to become “a premier AI partner for coding with Claude Code.” This includes a joint offering for AI-enabled softwa...
Google to bring ads to Gemini chatbot in 2026
It’s an end of an era: ads are finally coming to AI chatbot, Gemini, AdWeek reports , citing agency buyers. Details are sparse but the search giant, which makes the vast majority of its revenue from ...
OpenAI says reports of ChatGPT ads are wrong as Google brings ads to AI products
A number of ChatGPT users have recently reported seeing what appear to be ads within OpenAI’s flagship product, noting a prompt reading, “Shop for home and groceries. Connect Target.” Separately, Blee...