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The Latest Breaking News from OpenAI

Anthropic’s newest model excels at finding security vulnerabilities, but raises cybersecurity risks

Claude Opus 4.6 identified over 500 previously unknown “zero day” vulnerabilities, according to Anthropic security experts.

Fortune

A $680 Billion Headwind Faces These 4 Tech Stocks. Should You Sell Them Now?

Echoing Michael Burry, Morgan Stanley warns that hyperscalers face huge depreciation costs. This puts ORCL, GOOGL, MSFT, and META back in the spotlight.

Barchart

$20 Billion Is a Lot Smaller Than $100 Billion. What Does the OpenAI Funding Deal Mean for Nvidia Stock?

Nvidia is getting closer to finalizing a $20 billion investment in OpenAI following reports that a larger, $100 billion funding fell through.

Barchart

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Anthropic’s Claude triggered a trillion-dollar selloff. A new upgrade could make things worse

Anthropic has unveiled Claude Opus 4.6, an advanced AI model capable of conducting sophisticated professional tasks and working in coordinated teams.

Fortune

Cathie Wood Just Bought the Dip in AMD Stock. Should You?

Cathie Wood buys AMD on the dip as AI GPU demand and cloud growth fuel investor optimism despite the recent post-earnings selloff.

Barchart

OpenAI introduces Frontier, an easier way to manage all your AI agents in one place

OpenAI Frontier is a central AI agent management platform that works with any agent and across any environment.

TechRadar

When the music stops: the unravelling of AI companies’ flawed valuations

Right now, we’re already slipping into the Trough of Disillusionment and when the AI bubble bursts, the flawed valuations will be exposed.

Fortune

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‘I wonder why Anthropic would go for something so clearly dishonest’ — Sam Altman launches tirade at Claude maker after its Super Bowl ads hit a nerve

OpenAI CEO Sam Altman lashed out at Anthropic for “dishonest” Super Bowl ads that satirize AI ads.

TechRadar

OpenAI’s new model leaps ahead in coding capabilities—but raises unprecedented cybersecurity risks

Why OpenAI’s latest coding breakthrough is forcing the company to rethink how—and how fast—it can deploy its most powerful models.

Fortune

Could Microsoft Stock Hit $600 in 2026 Despite OpenAI Woes?

Microsoft is trading near $400 price levels, but consensus estimates call for the stock to rally above $600 over the next year. Is MSFT stock a buy after the recent crash?

Barchart

Tech giants are shelling out up to $400K for AI evangelists to defend against surging American skepticism

Some firms are willing to pay high salaries for communications directors as Americans grow wary of AI.

Fortune

Should You Buy AMD Stock Before the MI400 Launch?

AMD stock just tanked 17% as Wall Street was not impressed by the chipmaker's guidance for Q1 of 2026.

Barchart

Hey Alexa—Amazon may be teaming up with OpenAI. Here’s why that matters

Amazon had been using a mix of its own models and those from OpenAI rival Anthropic to power Alexa+. Will a pivot to OpenAI's tech finally deliver an updated Alexa that wows users?

Fortune

OpenAI’s Sam Altman says his highly disciplined daily routine has ‘fallen to crap’—and now unwinds on weekends at a ranch with no cell phone service

The new father is working out how to balance business and the “significantly underhyped” experience of raising a child.

Fortune

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Fortune

ChatGPT’s market share is slipping as Google and rivals close the gap, new app-tracker data shows

ChatGPT’s app market share has plummeted from 69% to 45% in a year as Google’s Gemini gains ground—potentially complicating OpenAI’s widely anticipated IPO.

Fortune

Michael Lewis reveals he’s got a deal to write a Sam Altman book—when ChatGPT is ready to write a rival draft

Altman admitted over dinner that ChatGPT wasn’t nearly advanced enough, Lewis claimed. “He said, ‘It’d be a really bad book.’”

The Independent UK

Anthropic, OpenAI rivalry spills into new Super Bowl ads as both fight to win over AI users

OpenAI and Anthropic, the startups behind ChatGPT and Claude, are gearing up for a major showdown

Fortune

OpenAI launches Frontier—and potentially redraws the enterprise software map

OpenAI’s new enterprise platform lets companies build and manage agents that sit on top of existing software, blurring the line between partner and competitor.

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Axios

AI arms race approaches IPO reckoning

OpenAI, Anthropic and xAI — now with SpaceX — are all barreling toward watershed IPOs.

The Guardian - UK

What does the disappearance of a $100bn deal mean for the AI economy?

Apparent collapse of Nvidia–OpenAI tie-up raises questions about circular funding and who will bear the cost of AI’s expansion

The Conversation

News sites are locking out the Internet Archive to stop AI crawling. Is the ‘open web’ closing?

When the World Wide Web went live in the early 1990s, its founders hoped it would be a space for anyone to share information and collaborate. But today, the free and open web is shrinking.

The Guardian - US

Google parent earnings beat projections amid plans to invest deeply in AI

Alphabet reports $34.5bn profit and revenue soars 48% in recent quarter as it plans a sharp increase in AI spending

The Independent UK

Google's quarterly results paint a picture of an internet powerhouse getting stronger in AI age

Google’s latest quarterly report provided further evidence that its internet empire is withstanding an artificial intelligence shakeup that’s turning into another potential boon for the company

Fortune

Scott Galloway predicts OpenAI could pull its IPO amid AI ‘vibe shift’ as investors ‘gag’ on Trump proximity, questionable revenue

“Sustainable advantage is really, really thin,” the NYU professor said of the potential $830 billion IPO.

Barchart

30,000 Layoffs Could Soon Hit at Oracle. What Does That Mean for ORCL Stock?

A TD Cowen analyst warns that mass layoffs could be coming amid a major fundraising push.

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