AI-bubble fear is myth? Disney becomes major ChatGPT customer after signing $1 billion equity investment deal with OpenAI

OpenAI-Disney tie-up will also cover image generation on ChatGPT, drawing from the same Disney intellectual property.

Oracle spending, Nvidia share price drop revive AI-bubble fears but U.S. insurers boost for Artificial Intelligence stocks

Oracle share price slumped nearly 12 per cent on Thursday. Nvidia, Microsoft, Micron, and CoreWeave stocks were down between 0.4 per cent and 4.4 per cent in premarket trading.

Is the AI bubble helping or hurting software’s outlook for 2026?

RBC Capital Markets wrapped up a weeklong European marketing tour that spanned seven cities and nearly fifty client meetings, giving the bank a clear view of how investors are thinking about software ...
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I tried Google’s agentic coding app and it’s way beyond autocomplete

It gives AI agents unprecedented autonomy in the coding process, allowing them to make action plans, execute them, and ...