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The Latest Breaking News from OpenAI

75% of gains, 80% of profits, 90% of capex—AI’s grip on the S&P is total and Morgan Stanley's top analyst is 'very concerned'

The long bull market since 2022 is a "one-note narrative" since the explosion of ChatGPT, according to Lisa Shalett, CIO of Morgan Stanley Wealth Management.

Fortune

Dizzying deal delirium: How the AI bubble bursts

At our Yale Chief Executive Leadership Institute CEO Summit in June, we heard similar admonitions from over 150 top CEOs. They've seen this before.

Fortune

I Told You How to Trade AMD Stock to $200. Now That It’s an ‘AI Hero,’ Here’s 1 Way to Play Its Next Move.

In August, Advanced Micro Devices was an underdog that I was trading with an option collar. Now it’s a beast with an OpenAI deal.

Barchart

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AI's $1.2 Trillion Growth Will Rest On Data Centers And Power, Not Financing Schemes

Investor fears about vendor financing in the U.S. semiconductor industry are overstated, according to Bank of America Securities analyst Vivek Arya.

Benzinga

OpenAI is putting apps in ChatGPT. Why that's a bigger deal than you might think.

OpenAI's chip deal with AMD makes a lot more sense if you think every digital interaction will be mediated by AI

Fortune

Dot-com fears rise with tech stocks seeing $100 billion swings

Investors are excited about OpenAI’s expansion driving big gains in technology stocks, but a rising number of Wall Street pros fear that the wild pops that add tens of billions of dollars in value in mere minutes are signaling an unhealthy market reminiscent of the dot-com era. Advanced Micro Devices…

Fortune

OpenAI's new Sora app and other AI video tools give scams a new edge, experts warn

Fake audio and videos are bound to make scams sound more believable as tools improve.

Axios

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Legendary Apple designer Jony Ive wants to fix our relationship with the phones he helped create—and has up to 20 different OpenAI gadgets to do so

Ive said he hopes the new generation of AI-first devices brings more joy and less anxiety.

Fortune

OpenAI throws caution to the wind, and a year of covering Elon Musk

The AI company’s app Sora makes a bigger splash than Meta’s Vibes. Plus, everything I learned about the Tesla CEO in the past 12 months

The Guardian - US

AMD's $100 Billion OpenAI Deal Could Supercharge AI Chip Growth, Analyst Says, Projecting Massive Earnings Boost By 2030

Advanced Micro Devices’ (NASDAQ:AMD) multi-year partnership with OpenAI could generate over $100 billion in revenue over the next four to six years, as the chipmaker prepares to supply up to six gigawatts of computing capacity using its next-generation Instinct MI450X GPUs starting in late 2026.

Benzinga

ChatGPT now runs apps – and it’s about to go from chatbot to full-on operating system

Now that ChatGPT can run apps and has operating system-sized ambitions we could be looking at the future of your mobile phone.

TechRadar

AMD Wins OpenAI's Chip Deal to Supply AI Processors to ChatGPT-Maker—No More NVIDIA GPUs?

AMD and OpenAI are now partners, with the former supplying AI chips to the latter and OpenAI having the option to buy stocks.

International Business Times

Why Is AMD Stock Surging Today?

Shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) are trading higher Tuesday amid a flurry of positive analyst coverage. Here’s what you need to know.

Benzinga

AMD's OpenAI Deal Could Spark A New AI Arms Race With Nvidia

Advanced Micro Devices Inc.’s (NASDAQ:AMD) multi-year deal with OpenAI could unlock $135 billion in revenue and mount a serious challenge to Nvidia Corp.’s (NASDAQ:NVDA) long-standing dominance, according to Goldman Sachs.

Benzinga

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Geekflare

OpenAI Adds AMD to Its Growing List of Chip Partners in 2025

OpenAI has entered into a multi-year partnership with AMD that will see the chipmaker supply up to 6 gigawatts of AI computing power using its upcoming

Benzinga

OpenAI's AMD, Nvidia Deals Are Huge, But Execution Is Key, Says Brad Gerstner

Investor Brad Gerstner warned on Monday that OpenAI’s recent deals with Nvidia (NASDAQ:NVDA) and Advanced Micro Devices (NASDAQ:AMD) remain announcements rather than actual deployments. Therefore, he urged caution.

The Independent UK

ChatGPT users can now make playlists or book holidays through the app

OpenAI boss Sam Altman says apps inside ChatGPT will allow users ‘to do whatever they’re trying to do in their lives better’

Windows Central

OpenAI’s Jony Ive AI device delayed beyond 2026 over privacy, compute, and personality issues — Sam Altman says, "Do not expect anything very soon."

A new report suggests that the long-awaited AI device from Jony Ive and OpenAI may be delayed beyond 2026 due to three fundamental challenges that have hindered progress due to compute, privacy, and personality issues.

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TechRadar

OpenAI and AMD reveal billion-dollar partnership - Sam Altman says deal will "bring the benefits of advanced AI to everyone faster"

OpenAI will take a major stake in AMD as part of major deal.

Benzinga

Jeff Bezos, David Solomon And Now Sam Altman Warns Of A Brewing AI Bubble, But Expert Says 'They Want The Bubble To Pop:' Here's Why

As titans of tech and finance publicly sound the alarm on a brewing Artificial Intelligence (AI) bubble, macro investment expert Jim Bianco suggests their warnings mask a more predatory strategy: they actively want the bubble to pop.

Benzinga

Broadcom's Big AI Move In Japan Could Slash Data Center Power Use By Half

Broadcom (NASDAQ:AVGO) is expanding its footprint in Japan's artificial intelligence chip ecosystem through a new partnership with NTT to develop optical semiconductor devices designed to cut data center power use by up to 50%.

Barchart

Stock Index Futures Muted as U.S. Government Shutdown Continues

December S&P 500 E-Mini futures (ESZ25) are down -0.04%, and December Nasdaq 100 E-Mini futures (NQZ25) are down -0.01% this morning, taking a breather after hitting fresh records in the prior session, while the deadlock between Republicans and Democrats in Washington continues.

Axios

Foreign adversaries are using multiple AI tools, OpenAI warns

The warning comes as part of the company's latest threat report that uncovered phishing and malware abuses.

Tom’s Guide

You can now use apps inside ChatGPT, including Spotify, Canva and Zillow — here's how

OpenAI is unveiling a new way to use ChatGPT, with a list of apps that you can interact with directly from the platform.

Euronews

Robin Williams’ daughter Zelda Williams on AI deepfakes of her father: ‘Horrible TikTok slop’

"AI is just badly recycling and regurgitating the past to be re-consumed." Robin Williams’ daughter Zelda has criticised AI-generated videos of her father, amid the rise in deepfakes courtesy of OpenAI's new video tool Sora 2.

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