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OpenAI News 6 October 2025 - 1 February 2026

Nvidia stock price in focus after Huang vows a “huge” OpenAI investment ahead of Monday trade

Nvidia stock price in focus after Huang vows a “huge” OpenAI investment ahead of Monday trade

Nvidia shares fell 0.7% to $191.13 Friday after CEO Jensen Huang said the company will make its largest-ever investment in OpenAI, but not $100 billion. A Vanguard filing showed it owned 9.32% of Nvidia as of Dec. 31. The OpenAI deal is being reconsidered, according to the Wall Street Journal. Nvidia reports quarterly results Feb. 25.
1 February 2026
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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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Stock Market Today

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

7 February 2026
Seagate shares rose 5.9% to $429.32 Friday after Citigroup raised its price target to $480 and reiterated a buy rating. The gain ended a two-day slide but left the stock 6.6% below its Feb. 3 high. CEO Dave Mosley sold 20,000 shares on Feb. 2 under a pre-arranged plan, SEC filings show. U.S. jobs and inflation data next week are seen as key tests for tech stocks.
Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

7 February 2026
Cummins shares jumped 6.8% to $577.73 Friday, recovering from a nearly 9% post-earnings drop the day before. The company reported Q4 revenue up 1% to $8.54 billion, took a $218 million charge tied to its hydrogen business, and guided for 2026 EBITDA of 17–18% of sales. Demand for data center generators offset weakness in North American truck markets. Analyst reaction was mixed; Truist raised its price target.
Corning stock hits first record close since 2000 as jobs, CPI data loom

Corning stock hits first record close since 2000 as jobs, CPI data loom

7 February 2026
Corning shares surged 8.3% to $122.16 Friday, their highest close since the dot-com era, after Meta agreed to buy up to $6 billion in fiber-optic cables. The stock is up 40% since late 2025, fueled by strong first-quarter guidance and AI data-center demand. Insiders sold shares following the rally, SEC filings show. Investors await next week’s U.S. jobs and inflation data for rate signals.
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