Wall Street analysts made a flurry of calls to position for 2026, with major upgrades for Micron, Disney, and Rivian. The big themes? AI spending durability, a pivot away from pure EVs, and finding value in overlooked sectors.
The FTC has sent Instacart a civil investigative demand over its AI pricing tool, Eversight. This follows a study revealing price differences of up to 23% for the same items. Instacart claims the tests were random, not targeted.
Micron Technology just posted a blowout quarter, with earnings and revenue soaring past Wall Street estimates. The real story is their staggering forecast for the current quarter, which is over $4 billion above expectations, all thanks to the AI infrastructure build-out.
A new Senate probe is demanding answers from tech giants about whether the massive energy demands of AI are being passed on to consumers. With electricity prices up 30% nationally since 2021, the investigation could lead to new legislation.
Fortune reports on the intense pressure at OpenAI as Google’s Gemini looms. Meanwhile, Databricks’ valuation soars to $134B, and Mozilla’s new CEO wants to rebuild trust with AI-focused Firefox.
Amazon is eyeing a massive $10 billion investment in OpenAI, according to a new report. The deal could value OpenAI at $500 billion and involve Amazon’s own AI chips. It signals a major new alliance in the AI arms race.
Eric Wengrowski spent nearly a decade on a steganography PhD at Rutgers. Now, that tech is the core of Steg.AI, a startup thrust into the spotlight to combat AI image fraud. It’s a classic story of obscure research meeting a moment of crisis.
Microsoft is testing a new toggle in the Edge Canary browser that lets users instantly disable the AI-focused Copilot mode. The switch, found in the main menu, is a direct response to user feedback about the feature being too intrusive. This move signals a shift towards making AI features more user-
OpenAI is bringing former UK Chancellor George Osborne on board to head its international “OpenAI for Countries” initiative. This is part of the massive $500bn “Stargate” project to build AI data centers. The move follows rival Anthropic’s hiring of another ex-UK PM, Rishi Sunak.
Unitree has launched what it calls the world’s first app store for a humanoid robot. The store, currently in beta, offers a few entertainment apps for its $13,500 G1 robot. It’s a clear play to attract developers for a future where robots could do real work.
