A record 306 S&P 500 companies mentioned AI last quarter, six times the pre-ChatGPT rate. Yet, nearly 40% still aren’t talking about it, and their stocks are lagging. Is this a sign of substance or just market mania?
Disney is licensing characters to OpenAI, sparking union fears. Apple may be planning a huge run of folding iPhones. Plus, the EU scraps its 2035 combustion engine ban and police warn of a robot uprising.
Google Labs has launched a new experimental browser called Disco. Its key feature, GenTabs, uses Gemini 3 to stitch together your open tabs and chat history to build custom, interactive web apps for tasks like trip planning or meal prep.
Microsoft is rolling out a new AI feature for Excel that builds formulas from plain English. You just describe what you want to calculate, and Copilot writes the complex formula for you. It’s available now in Excel for the web for users with a Microsoft 365 Copilot license.
Jensen Huang, the CEO of Nvidia, is the FT’s Person of the Year for 2025. His company’s AI chips are at the center of a global economic transformation, and a surprise call from Donald Trump highlights his new political influence.
Masayoshi Son’s SoftBank is on the hunt for AI infrastructure deals. The latest target appears to be data center giant Switch and its private equity backer, DigitalBridge Group.
Opera Neon, the company’s experimental AI-powered browser, is now generally available after a period of limited waitlist access. It’s a subscription service costing $19.90 per month and features access to models like GPT 5.1 and Gemini 3 Pro.
OpenAI has launched GPT-5.2, its latest model, following CEO Sam Altman’s internal “code red.” The company claims it’s the smartest generally-available AI and is better at real-world knowledge work. It’s rolling out to paid users now.
Broadcom’s quarterly results are a major signal for the AI market. Analysts expect huge growth from custom chips for Google, Meta, and a mystery $10 billion customer, likely OpenAI. But after a 74% stock surge this year, the upside might be limited.
The CEO of chip design giant Arm, Rene Haas, has made a stark prediction about the future of manufacturing. He says physical AI robots will replace most human factory workers within the next five to ten years, creating a new wave of automation.
