Oracle Slides by Most Since January on Mounting AI Spending | Bloomberg Tech 12/11/2025

OpenAI has announced the release of a new technology aimed at surpassing Google's recent advancements in artificial intelligence, marking a significant escalation in the competitive landscape between the two tech giants. This comes after Google claimed its new AI model, Gemini 3, has outperformed ChatGPT, OpenAI's flagship product.

Runway has introduced the GWM-1 family of 'world models,' positioning itself as a serious competitor in the AI technology landscape alongside established players like Google and Nvidia. This move highlights Runway's ambitions to expand its influence beyond traditional Hollywood applications into broader technological realms.

OpenAI has released GPT-5.2, showcasing significant advancements in deep reasoning and coding capabilities, while receiving mixed reactions from early testers regarding its conversational abilities. The update aims to enhance productivity for business tasks and workflows, particularly in coding and data management.

The Walt Disney Company has announced a significant $1 billion investment in OpenAI, which includes a licensing agreement for its iconic characters to be used on OpenAI's Sora video-making platform. This three-year deal allows users to generate videos featuring beloved characters from Disney, Marvel, Star Wars, and Pixar franchises.

OpenAI has announced the release of ChatGPT-5.2, a model designed to enhance productivity for everyday and work users, particularly in tasks involving spreadsheets and coding. This update reflects the company's ongoing efforts to improve its AI offerings amid rising competition in the artificial intelligence sector.

The latest Market Talks provide insights into significant developments involving Oracle, Broadcom, and Disney, highlighting their respective positions in the technology, media, and telecom sectors. Oracle's recent announcement of a $15 billion increase in AI-related capital expenditures has raised concerns among investors, leading to a notable decline in its share price. Broadcom's earnings and Disney's evolving strategies are also under scrutiny as market dynamics shift.

Oracle shares fell sharply on Thursday, reflecting investors' concerns over the company's significant spending on artificial intelligence infrastructure. This decline is part of a broader trend of skepticism regarding tech companies' financial strategies in the AI sector.

Synopsys, a chip-design software maker, has provided a positive first quarter forecast following a significant equity investment from Nvidia. CEO Sassine Ghazi discussed these developments during an appearance on Bloomberg Tech, highlighting the optimistic outlook for the company.