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.
Android users have lost a convenient tool. The Google Play Store no longer lets you uninstall updates for system apps, a change spotted in versions 49.1.32-31 and 49.2.25-31. Now you have to dig deep into your phone’s Settings to do it.
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.
The legal battle between Apple and Epic Games takes another turn. An appeals court says Apple can charge commissions on outside payments, but only if Epic agrees to the rate first. The fight over App Store control is far from over.
Venture capitalists Ross Fubini and Leslie Feinzaig discuss the surprising parallels between building a startup and building a VC firm. They argue that genuine thought leadership and preemptive relationship-building are the keys to winning in a crowded market.
In a landmark deal, Disney is investing $1 billion in OpenAI and licensing its vast character library for use in AI tools. The three-year agreement will let Sora create videos and ChatGPT generate images featuring iconic Disney, Marvel, Pixar, and Star Wars IP.
Steve Eisman, famous for predicting the 2008 financial crisis, is raising a red flag on the AI investment frenzy. He’s worried the foundational belief that ever-larger language models will keep improving is starting to crack, which could ripple through chip demand and company spending.
An OpenAI executive predicts AI will soon transform work in pharmaceuticals, coding, and customer support. He points to automation of administrative bottlenecks and routine intellectual tasks as the key driver.
Oracle just told investors its AI buildout is getting even more expensive, raising its 2026 capital expenditure forecast by a whopping $15 billion. The news sent shares tumbling over 11%, even as the company reported strong cloud growth and a backlog swollen by commitments from Meta and Nvidia.
