Wall Street Sees AI Bubble Coming and Is Betting on What Pops It

Google has released an updated version of its Gemini deep research model on the same day that OpenAI launched its latest AI model, GPT-5.2. This simultaneous release highlights the intensifying competition between the two tech giants in the artificial intelligence sector.

OpenAI's Chief Communications Officer, Hannah Wong, has announced her departure from the company, indicating she is moving on to her 'next chapter.' The company will initiate an executive search to find her replacement, as detailed in a memo to staff.

The recent collapse of a household robotics icon, Roombas, alongside a surge in stock for an electric vehicle futurist, highlights a significant moment in the market reminiscent of ancient superstitions, suggesting that investing is influenced by psychological factors as much as by numerical data.

Chai Discovery, an AI-driven biotech firm backed by OpenAI, has successfully raised $130 million in a Series B funding round, achieving a valuation of $1.3 billion. The company focuses on developing foundation models for drug discovery, particularly in predicting molecular interactions for potential cures.

The Walt Disney Company has entered into a one-year exclusive partnership with OpenAI, allowing the use of its iconic characters, including Mickey Mouse and Cinderella, on OpenAI's Sora video-making platform. This deal also includes a significant $1 billion investment in OpenAI, marking a pivotal moment in the integration of AI technology with established entertainment brands.

Disney has entered into a significant licensing agreement with OpenAI, allowing the use of its iconic characters, such as Mickey Mouse and Cinderella, on OpenAI's Sora video-making platform. This deal is entirely structured in OpenAI stock rather than a cash licensing fee, with Disney also having the option to purchase additional stock beyond the initial $1 billion stake.

OpenAI has secured a licensing agreement with The Walt Disney Company, allowing the use of iconic characters such as Mickey Mouse and Cinderella on its Sora video-making platform, without an upfront payment. This partnership also includes a substantial $1 billion investment from Disney into OpenAI.

Korean AI startup Motif Technologies has introduced its latest model, Motif-2-12.7B-Reasoning, which has achieved remarkable benchmark scores, surpassing even OpenAI's GPT-5.1, according to independent assessments by Artificial Analysis. This development highlights Motif's growing influence in the competitive landscape of generative AI.