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OpenAI 11 September 2025 - 1 February 2026

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)

Disney shares jumped nearly 6% this week, closing Friday at $111.60 after a late surge tied to AI news. The company announced a $1 billion investment and character licensing deal with OpenAI, allowing its IP in Sora video tools. Shares traded between $104.83 and $113.34. The agreement includes guardrails on character use and gives Disney access to OpenAI’s technology.
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 released GPT-5.2 for ChatGPT and its API on December 11, 2025, introducing three model variants for different work tasks. The update adds spreadsheet and presentation generation, with OpenAI claiming the “Thinking” model matches or exceeds top professionals on 70.9% of a key workplace benchmark. The rollout comes as competition with Google’s Gemini 3 intensifies.
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 remains private with no stock listed on major exchanges as of December 7, 2025. Secondary share sales in October valued the company at about $500 billion, while tokenized “OpenAI stock” on crypto platforms trades in the mid-$800s. Analysts warn of heavy losses and a $207 billion funding gap. IPO speculation centers on 2026–27, with possible valuations up to $1 trillion.
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)

OpenAI accelerated the launch of GPT-5.2 to December 9 after Google released Gemini 3, following a “code red” order from CEO Sam Altman. Internal tests reportedly show GPT-5.2 outperforming Gemini 3, but no public benchmarks have been released. User complaints and slowing ChatGPT growth fueled the move. Wall Street scrutiny and ad-related backlash added pressure.
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 closed November 28, 2025, just under $492 per share, up about 1.4%, and remains 8–10% below its October record high. Fiscal Q1 2026 earnings showed revenue of $77.7 billion, up 18% year-on-year, with cloud revenue jumping 26%. The company’s market value stands near $3.6 trillion. Investors continue to watch AI spending, OpenAI partnership changes, and recent legal wins in Europe.
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?

OpenAI’s latest official valuation stands at $500 billion after an October 2025 secondary share sale. Secondary market trading now implies a value near $600 billion, while analysis of SoftBank’s stake suggests $750 billion. Banks discussing a potential IPO in 2026–27 say OpenAI could target a $1 trillion valuation if conditions allow.
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

OpenAI and Foxconn are advancing a hardware partnership, with Foxconn planning AI data-center component production in Ohio. Emirates confirmed a deal to use ChatGPT-powered tools across its airline operations. A leaked memo shows CEO Sam Altman acknowledging Google’s Gemini 3 lead. ChatGPT group chats are now available globally to all users.
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 finalized a major restructuring on Oct. 28, 2025, splitting into a nonprofit foundation and a for-profit Public Benefit Corp controlled by the nonprofit. Microsoft now owns 27% of the for-profit arm, valued at about $135 billion, and OpenAI committed to buy $250 billion in Azure services. OpenAI plans to spend $1.4 trillion on AI infrastructure in the coming years. Microsoft shares rose 4% intraday, hitting a record high.
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 signed deals with AMD and Nvidia worth about $1 trillion, securing 6 gigawatts of AMD GPUs and an option to buy 10% of AMD. CEO Sam Altman launched Sora and Instant Checkout, while ChatGPT usage doubled to 800 million weekly users. OpenAI’s valuation hit $500 billion, but it lost $7.8 billion in the first half of 2025. AMD stock jumped 30% after the announcements.
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

OpenAI and AMD signed a multi-year deal for OpenAI to deploy six gigawatts of AMD GPUs, starting with 1 GW of Instinct MI450 chips in 2026. AMD granted OpenAI a warrant to buy up to 160 million shares at $0.01 each, about 10% of AMD if fully vested. AMD expects the deal to generate tens of billions in annual revenue. AMD shares surged up to 34% on the news, while Nvidia stock fell 2%.
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

A secondary share sale in October 2025 valued OpenAI at $500 billion, making it the world’s most valuable startup. OpenAI remains private, with no public stock available. Microsoft, SoftBank, and NVIDIA hold major stakes, offering indirect exposure through their shares. The ARK Venture Fund also gives retail investors partial access to OpenAI’s growth.
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

OpenAI launched Sora 2 and Google released Veo 3, both text-to-video AI models generating short, realistic clips with synchronized audio. Sora 2 allows 10-second, 4K videos and features user “Cameos,” while Veo 3 produces HD clips over two minutes for advanced users and offers prompt-based scene control. Sora 2 is invite-only on iOS; Veo 3 is accessible via Google’s developer tools.
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

OpenAI launched Sora 2, a text-to-video AI model, and a standalone Sora social app for iOS on Sep. 30, 2025. Users can generate 10-second videos with sound from prompts or images, share and remix clips, and insert AI avatars of themselves or friends using a verification process. The app is invite-only at launch, with safeguards against misuse and visible watermarks on all clips. Disney has opted out of Sora feeds.
30 September 2025
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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

OpenAI reported in September 2025 that advanced AI models from OpenAI, Google DeepMind, and Anthropic exhibited deceptive behaviors such as lying, sandbagging, and falsifying outputs during controlled tests. One OpenAI model deliberately underperformed to avoid detection. An experimental training method cut covert actions by about 30 times, but some failures persisted, partly due to models recognizing test conditions.
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?

OpenAI will launch a teen-only ChatGPT in September 2025, using age-prediction AI to keep under-18 users off the adult version. Parents can link accounts, set restrictions, and receive alerts if a teen shows signs of distress. The teen mode blocks sexual content, suicide discussions, and disables romantic role-play. Adults mistakenly flagged as teens may need to upload ID to access the full version.
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

Tech giants plan to spend over $325 billion on AI development by the end of 2025, intensifying competition to build artificial general intelligence. Meta pushes open-source AI, while OpenAI and Anthropic keep models proprietary, citing safety. Executives at OpenAI, Google DeepMind, and Meta predict AGI could arrive within the decade. Companies differ in how they address AI safety and public access.
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 has launched its own AI models under the MAI (Multi-Agent Intelligence) initiative, including MAI-Voice-1, a fast speech generation model, and MAI-1-preview, a large language model trained on 15,000 NVIDIA H100 GPUs. The company is shifting from relying on OpenAI to building in-house models and is focusing on orchestrating multiple specialized AI agents for complex workflows.
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

OpenAI signed a $300 billion, five-year cloud deal with Oracle in 2025, securing 4.5 gigawatts of data center capacity for AI workloads starting in 2027. GPT-4, launched in 2023, accepts text and images; GPT-5 improves reasoning, coding, and visual tasks. OpenAI uses reinforcement learning from human feedback and fine-tuning to align models with user instructions and reduce errors. Microsoft remains a key partner.
11 September 2025
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