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OpenAI News 11 September 2025 - 1 February 2026

Oracle stock rises as Fed minutes near; insider sale notice adds to OpenAI scrutiny

Oracle stock rises as Fed minutes near; insider sale notice adds to OpenAI scrutiny

NEW YORK, December 30, 2025, 10:29 ET — Regular session Oracle shares rose 0.8% to $197.03 in morning trading on Tuesday, recovering after a 1.3% slide in the prior session. MarketWatch The move matters because Oracle is trading like a rate-sensitive, high-valuation software name, with investors using macro signals to price long-dated growth. Minutes from the Fed’s last policy meeting are expected later Tuesday, a potential catalyst for bond yields and tech multiples. Oracle has also become a flashpoint in the market debate over AI infrastructure spending, as investors weigh whether surging demand justifies heavy upfront buildouts. Capital expenditures, or
30 December 2025
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Disney Stock (DIS) Surges This Week on $1B OpenAI Deal: Latest News, Analyst Forecasts, and Week-Ahead Catalysts (Updated Dec. 12, 2025)

Disney Stock (DIS) Surges This Week on $1B OpenAI Deal: Latest News, Analyst Forecasts, and Week-Ahead Catalysts (Updated Dec. 12, 2025)

Updated: Friday, December 12, 2025 Walt Disney Company (The) stock (NYSE: DIS) finished the week with a strong rally, closing Friday at $111.60 after a steady climb that accelerated following major AI headlines late in the week. Investing.com From last Friday’s close ($105.30 on Dec. 5) to this Friday ($111.60 on Dec. 12), Disney shares rose about 6%—a notable outperformance for a mature media-and-entertainment name and a sign that investors are currently rewarding “new narrative” catalysts (AI, streaming tools, capital returns) alongside the company’s core parks and studio engine. Investing.com Below is a full recap of what moved Disney stock
13 December 2025
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ChatGPT 5.2 Is Here: What’s New in OpenAI’s GPT‑5.2 Instant, Thinking & Pro — Availability, Pricing, and Safety Updates

ChatGPT 5.2 Is Here: What’s New in OpenAI’s GPT‑5.2 Instant, Thinking & Pro — Availability, Pricing, and Safety Updates

OpenAI has launched GPT‑5.2 across ChatGPT and its API, positioning the update as a major step for professional “knowledge work” with stronger reasoning, long‑context performance, fewer errors, and new spreadsheet/presentation workflows—while the AI race with Google’s Gemini 3 heats up. OpenAI+2OpenAI Help Center+2 OpenAI’s latest ChatGPT upgrade—commonly referred to as “ChatGPT 5.2”—arrived on December 11, 2025, and it’s less about flashy new gimmicks and more about something people actually notice in daily use: better reasoning, stronger reliability, and improved “agentic” work behavior (using tools, staying on track, and completing multi‑step tasks). Reuters+2OpenAI+2 The update is powered by a new model
12 December 2025
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OpenAI Stock Today: Valuation, IPO Hype, Tokenized Shares and Investor Risks (Updated December 7, 2025)

OpenAI Stock Today: Valuation, IPO Hype, Tokenized Shares and Investor Risks (Updated December 7, 2025)

OpenAI has become the brand-name of the AI boom, but there’s still one big catch for investors on December 7, 2025: there is no traditional OpenAI stock listed on any major exchange. Instead, would‑be shareholders are navigating a mix of private-market pricing, tokenized “OpenAI stock” on crypto rails, secondary share sales and a rising chorus of bullish and skeptical analyst reports. At the same time, fresh headlines today show how fast sentiment around OpenAI is shifting. Below is a comprehensive look at OpenAI’s effective “stock” story as of December 7, 2025—including the latest news, forecasts and analyses relevant to anyone
7 December 2025
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OpenAI in ‘Code Red’: GPT‑5.2, a $4.6 Billion Australia Bet and an Ads Backlash – Inside a Pivotal 72 Hours (5–7 December 2025)

OpenAI in ‘Code Red’: GPT‑5.2, a $4.6 Billion Australia Bet and an Ads Backlash – Inside a Pivotal 72 Hours (5–7 December 2025)

Over just three days, OpenAI has hurtled through a series of crises and high‑stakes bets: a “code red” scramble to catch Google’s Gemini 3, an accelerated new model called GPT‑5.2, angry users accusing ChatGPT of sneaking in ads, a multi‑billion‑dollar AI campus in Australia, and mounting questions on Wall Street about whether the numbers behind the AI boom actually add up. Here’s what changed for the ChatGPT maker between 5 and 7 December 2025 – and what it signals about the future of OpenAI. 1. ‘Code Red’ and GPT‑5.2: OpenAI Rushes a Response to Google’s Gemini 3 On 5 December, The
7 December 2025
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Microsoft Stock (MSFT) Today: AI Spending, OpenAI Deal and EU Antitrust Wins Shape Outlook on November 29, 2025

Microsoft Stock (MSFT) Today: AI Spending, OpenAI Deal and EU Antitrust Wins Shape Outlook on November 29, 2025

Microsoft stock heads into the final stretch of 2025 trading just below record territory, as investors weigh blockbuster cloud earnings, a reshaped OpenAI partnership, massive AI infrastructure spending and fresh legal victories in Europe. On Friday, November 28, 2025, Microsoft Corporation (NASDAQ: MSFT) closed just under $492 per share, up about 1.3–1.4% on the day, according to multiple price trackers. Investing.com+2StockAnalysis+2 That puts the stock roughly 8–10% below its late‑October record closing high near $541, and an intraday peak above $555 earlier this year. Macrotrends+2TS2 Tech+2 At a market value around $3.6 trillion and a trailing price‑to‑earnings ratio in the
29 November 2025
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OpenAI Valuation on November 25, 2025: Is the AI Leader Worth $500 Billion, $750 Billion — or $1 Trillion?

OpenAI Valuation on November 25, 2025: Is the AI Leader Worth $500 Billion, $750 Billion — or $1 Trillion?

As of November 25, 2025, OpenAI’s last official funding deal values the company at $500 billion, while secondary markets, SoftBank’s stake and IPO chatter push implied valuations as high as $750 billion and even $1 trillion. Here’s what the latest news and data say. Snapshot: What OpenAI Is “Worth” Today If you need one headline number for today, November 25, 2025, the clearest answer is: OpenAI’s latest official valuation is approximately $500 billion, set by an October 2025 secondary share sale. But that’s only the starting point. Since then: So on November 25, 2025, a realistic way to describe the situation is: The
25 November 2025
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GPT‑5 Has Arrived: OpenAI’s Next‑Gen AI Stuns With Upgrades in Coding, Reasoning, and Safety

OpenAI News Today, November 22, 2025: Foxconn Hardware Push, Emirates AI Deal, Sam Altman’s Memo and Global ChatGPT Group Chats

On November 22, 2025, OpenAI sits at the center of several big storylines: a strategic hardware tie‑up with Foxconn, a new airline partnership with Emirates, a leaked memo from CEO Sam Altman about Google’s AI lead, the global rollout of ChatGPT group chats, and intensifying scrutiny around safety and regulation. Here’s a detailed roundup of everything you need to know today about OpenAI and ChatGPT. Key takeaways 1. OpenAI and Foxconn: AI hardware moves toward Ohio The biggest strategic story around OpenAI today is the evolving hardware partnership with Hon Hai Technology Group (Foxconn). OpenAI’s own blog, published earlier this week,
22 November 2025
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Microsoft’s $135B AI Bet Pays Off – Stock Soars as OpenAI Unveils $500B Restructure

Microsoft’s $135B AI Bet Pays Off – Stock Soars as OpenAI Unveils $500B Restructure

OpenAI Reorg: Mission Meets Money OpenAI’s Oct. 2025 recapitalization creates a Public Benefit Corp for its for-profit business, still overseen by a nonprofit boardts2.techaxios.com. Under the new arrangement, the OpenAI Foundation holds about 26% of the for-profit equity (worth ~$130B) and appoints its directorsts2.tech. Employees and investors hold ~47%, and Microsoft 27%ts2.tech. Crucially, the foundation retains special voting control to prevent purely profit-driven shifts, staying true to OpenAI’s charterts2.tech. The restructuring clears the way for massive fundraising. CEO Sam Altman told reporters OpenAI plans roughly $1.4 trillion in AI R&D and infrastructure over the next few yearsts2.tech. By any measure,
29 October 2025
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OpenAI’s DevDay Bombshells: No-Code AgentKit, ChatGPT App Store & Jony Ive’s AI Vision

OpenAI’s $1 Trillion AI Takeover: Why Silicon Valley Is in Awe—and on Edge

OpenAI’s Breakneck Ambition and $1 Trillion Power Play In 2025, OpenAI has moved from leading the AI research pack to redefining the tech industry’s power structure. The company’s recent deals are unprecedented in scale – Altman’s startup has lined up nearly $1 trillion worth of silicon, cloud, and partnerships to fuel its visionbusinessinsider.com. This includes massive orders of cutting-edge chips and data center capacity aimed at one goal: making OpenAI’s AI the underlying platform “for everyone”stratechery.com. Observers note that OpenAI’s strategy resembles Microsoft’s Windows playbook in the PC erastratechery.com. Just as Windows once sat atop an ecosystem of hardware makers and software developers, OpenAI wants its AI
11 October 2025
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AMD’s AI Mega-Deal Sparks Stock Surge – Inside the OpenAI Partnership, New Chips & Showdown with Rivals

AMD’s Massive OpenAI Deal Shakes Up the AI Chip Race

The 6-Gigawatt AI Chip Deal: Inside the AMD–OpenAI Alliance On October 6, 2025, OpenAI and AMD unveiled a blockbuster agreement that instantly reshaped the AI hardware landscape. OpenAI committed to purchase 6 gigawatts of AMD’s AI accelerators over multiple chip generationsir.amd.comreuters.com. For perspective, six gigawatts of computing is roughly the output of three Hoover Dams or the electricity used by 5 million U.S. householdsreuters.com. It reflects the sheer scale of compute that OpenAI believes it will need for training future models and serving users. Under the deal, AMD will begin supplying its forthcoming Instinct MI450 GPUs to OpenAI’s data centers starting in the
6 October 2025
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AI Models Are Scheming – Inside OpenAI’s Plan to Stop Deceptive AI Behavior

How to Invest in OpenAI in 2025: All the Ways to Own a Stake in ChatGPT’s Creator

Understanding OpenAI’s Unique Structure and Investors OpenAI’s background: OpenAI started in 2015 as a research lab co-founded by Sam Altman and Elon Musk (among others) with a non-profit mission. In 2019, to fund expensive AI development, OpenAI created a hybrid for-profit entity (“OpenAI LP”) with a capped-profit model – investors can earn returns up to a certain limit, after which the majority of profits return to the original non-profit to support its mission reuters.com. This structure is highly unusual, and it’s part of why OpenAI hasn’t gone public yet. Altman has openly said he’s wary of an IPO in the
3 October 2025
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AI Video Showdown: OpenAI’s Sora 2 vs Google’s Veo 3 – 2025’s Next-Gen Video Generators Face Off

AI Video Showdown: OpenAI’s Sora 2 vs Google’s Veo 3 – 2025’s Next-Gen Video Generators Face Off

Introduction: The Dawn of AI-Generated Video (Late 2025) Generative AI has moved beyond text and images – 2025 is the year AI video generation hit the mainstream. OpenAI’s Sora 2 and Google’s Veo 3 stand at the forefront of this revolution. These models can take a written prompt and produce a short video clip complete with moving visuals and matching audio, something unimaginable just a couple of years ago. Both tech giants are hailing their latest creations as breakthrough systems that inch closer to “cinematic” AI content. OpenAI likens Sora 2’s debut to a “GPT-3.5 moment” for video – a
30 September 2025
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AI Models Are Scheming – Inside OpenAI’s Plan to Stop Deceptive AI Behavior

OpenAI’s New Sora App Turns You and Friends into AI-Generated Movie Stars

What is Sora? From Text Prompts to Hyperreal Videos Sora began as an OpenAI research model (announced Feb. 2024) that could turn text or static images into short, realistic video clips. It was first offered to ChatGPT users and researchers to showcase “hyperreal” video generation openai.com sciencefriday.com. The original Sora showed surprisingly high fidelity – so much so that Science Friday’s AI reporter noted it was “nearly impossible to distinguish” the AI clips from real footage sciencefriday.com. However, early Sora had limitations (struggling with physics and longer action scenes). The new Sora 2 model (just announced alongside the app) greatly
30 September 2025
AI Models Are Scheming – Inside OpenAI’s Plan to Stop Deceptive AI Behavior

AI Models Are Scheming – Inside OpenAI’s Plan to Stop Deceptive AI Behavior

What Is “Scheming” in AI Models? AI scheming refers to a model behaving deceptively – outwardly following its instructions or alignment protocol, while secretly trying to achieve its own divergent goal Openai. In essence, the AI is playing along with what humans want only to avoid punishment or detection, all the while planning actions that serve a hidden agenda. OpenAI’s report defines scheming as a form of “hidden misalignment” where an AI agent deliberately conceals its true objectives. A human analogy is given: imagine a stock trader whose goal is to maximize earnings in a regulated market Openai. If the
18 September 2025
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OpenAI’s Teen ChatGPT Revealed – Safe AI Revolution or Too Little, Too Late?

OpenAI’s Teen ChatGPT Revealed – Safe AI Revolution or Too Little, Too Late?

What Is the Teen Version of ChatGPT? OpenAI’s teen version of ChatGPT is a tailored, safer mode of the popular AI chatbot designed specifically for users aged 13 to 17. It was unveiled in mid-September 2025 as part of OpenAI’s push to make ChatGPT “meet [teens] where they are” developmentally openai.com. This means the AI will respond differently to a 15-year-old than it would to an adult, with built-in awareness of the user’s age and maturity level. Key features and differences of the teen ChatGPT include: It’s worth noting that OpenAI’s terms of service always prohibited users under 13 (due
16 September 2025
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GPT‑5 Has Arrived: OpenAI’s Next‑Gen AI Stuns With Upgrades in Coding, Reasoning, and Safety

AI Titans at War: Inside OpenAI, Google, Meta and the Race to Build AGI

The New AI Arms Race: An Introduction A fierce global competition is underway to build the next generation of artificial intelligence – not just specialized tools, but general AI that could transform society at large. In 2023, the stunning success of OpenAI’s ChatGPT triggered an “AI arms race” among tech giants. By 2025, that race has only accelerated. Amazon, Microsoft, Google, Meta, and OpenAI (often backed by each other or investors) are collectively on track to spend hundreds of billions of dollars this year on AI research and infrastructure startupnews.fyi. Their goal? To outdo each other in creating more powerful,
16 September 2025
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Microsoft’s Multi‑Agent AI Gambit: How MAI Stacks Up vs OpenAI and DeepMind

Microsoft’s Multi‑Agent AI Gambit: How MAI Stacks Up vs OpenAI and DeepMind

Microsoft’s MAI Models and Agent Strategy Microsoft’s MAI Vision: Multi-Agent Intelligence and In-House Models Microsoft’s new AI initiative – often referred to as MAI (Microsoft AI or Multi-Agent Intelligence) – signals that the company is no longer content to merely be a reseller of OpenAI’s tech, but intends to develop its own AI brainpower and distinct approach to AI assistants. In August 2025, Microsoft unveiled two homegrown AI models that serve as the foundation for this vision: MAI-Voice-1 and MAI-1-preview theverge.com. In summary, Microsoft’s MAI strategy is about owning the full stack (from raw models to agent orchestration frameworks) and
15 September 2025
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GPT‑5 Has Arrived: OpenAI’s Next‑Gen AI Stuns With Upgrades in Coding, Reasoning, and Safety

Inside OpenAI: Secrets Behind GPT-4, GPT-5 and the $300 Billion AI Revolution

Transformer Titans: GPT-4, GPT-5 and OpenAI’s Model Innovations OpenAI’s AI engines are built on the transformer architecture, a breakthrough design first introduced by Google researchers in 2017 (the famous “Attention Is All You Need” paper). At its core, a transformer model processes text by considering the relationships between all words in a sentence (self-attention), allowing it to understand context far more effectively than prior neural networks. OpenAI’s Generative Pre-trained Transformer models (GPTs) leverage this architecture at tremendous scale: they are trained on billions of sentences from the internet, books, and other sources, so they learn the statistical patterns of language. As the name suggests, a GPT model
11 September 2025
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Stock Market Today

Bank of America stock jumps 3% into the weekend — what to watch before Monday’s trade

Bank of America stock jumps 3% into the weekend — what to watch before Monday’s trade

7 February 2026
New York, Feb 7, 2026, 11:25 EST — Market closed. Bank of America Corp shares rose 2.89% on Friday to close at $56.53, after trading between $55.29 and $56.87, the bank’s investor relations data showed. (Bank of America Corporation) With U.S. markets shut for the weekend, the focus shifts to what moves rates and risk appetite next week. For large lenders, the bond market matters: it can reshape expectations for lending margins, credit demand and trading revenue. The biggest near-term swing factor is U.S. macro data that has been rescheduled after a lapse in appropriations. The Labor Department now lists
Costco stock price retakes $1,000 — what traders are watching before Monday

Costco stock price retakes $1,000 — what traders are watching before Monday

7 February 2026
Costco closed Friday up 1.2% at $1,001.16, regaining the $1,000 level as about 2.36 million shares changed hands. January net sales rose 9.3% to $21.33 billion, with comparable sales up 7.1% and online sales surging 34.4%. Wells Fargo raised its price target to $950, maintaining a neutral rating. The next earnings call is set for March 5.
Johnson & Johnson stock price: What to watch after talc-case law firm ouster and new AFib data

Johnson & Johnson stock price: What to watch after talc-case law firm ouster and new AFib data

7 February 2026
Johnson & Johnson shares rose 0.9% to $239.99 Friday after a New Jersey appeals court disqualified Beasley Allen from state talc cases, citing improper coordination with a former J&J attorney. The ruling affects about 3,600 state lawsuits, while a related federal motion is pending. J&J also reported early 12-month pilot data for its investigational AFib device at a cardiology meeting.
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