OpenAI CEO Sam Altman says ChatGPT now has 800 million weekly users, up from 700M last month. The $MSFT-backed AI giant is adding 100M users a month — one of the fastest adoption curves in tech history.

$TSLA rises after teasing a new model in a video set to be revealed tomorrow.

Pembina Pipeline $PBA is nearing a deal with Meta $META to build a massive AI data center near Edmonton, per The Logic. The project will be powered by natural gas-fired electricity via partner Kineticor.

Tesla $TSLA expands Cybertruck sales to the Middle East Orders now open in UAE, Qatar & Saudi Arabia — the first markets outside North America to sell the Cybertruck

Microsoft $MSFT reportedly testing a free, ad-supported tier of Xbox Cloud Gaming. Players could stream select titles & retro classics with short ads, session limits, and no Game Pass required. A public beta is said to be coming soon.

$GOOGL is investing $4B in Arkansas to build its first data center in the state, focused on cloud + AI. Powered by Entergy $ETR, the project includes a $25M Energy Impact Fund to boost affordability, efficiency & workforce development in the region.

Nvidia’s $NVDA multibillion-dollar chip deal with the UAE is in limbo, per WSJ. Exports have stalled for months as the White House awaits investment commitments — a delay that’s frustrated CEO Jensen Huang and U.S. officials.

Tesla $TSLA deployed 12.5 GWh of energy storage in Q3 2025, its best quarter ever. The Energy segment continues to scale into a massive business alongside EVs

$TSLA delivered 497,099 vehicles in Q3 (+7.3% YoY) — its best quarter ever. Wall St expected 443K. Q3 production: 447,450.

$AAPL has paused work on a Vision Pro sequel to focus on AI-powered smart glasses. Two versions are in development: one paired with iPhone (no display, possible 2026 reveal) and another with a built-in display. Glasses expected to feature upgraded Siri + lower price point

$MSFT launches Microsoft 365 Premium for individuals ($19.99/mo), embedding Copilot AI across Word, Excel, PowerPoint, Outlook & more. Powered by OpenAI + Anthropic models, the plan replaces Copilot Pro and adds Office Agent, Agent Mode & 4o image generation.

Tesla $TSLA September sales rebound in Europe Rising in France & Denmark for the first time this year, with growth also in Norway & Spain. Incentives + revamped Model Y helping stabilize demand. Shares +2% early.

$AMZN launches Amazon Grocery, a new private-label brand combining Fresh & Happy Belly into 1,000+ staples — most priced under $5. The move underscores Amazon’s push deeper into food & essentials, with same-day delivery already expanded to 1,000+ cities.

$AMZN Web Services strikes multi-year deal with NBA AWS becomes official cloud & AI partner of NBA, WNBA, G League & more — powering NBA Inside the Game with AI-driven stats across NBA App, site & socials. Kicks in as Prime Video begins streaming 66 games next season

$META buys AI chip startup Rivos to cut reliance on $NVDA GPUs Bloomberg: Deal follows Rivos’ recent $2B valuation talks. Meta has been pouring billions into AI — now doubling down on in-house chips to power next-gen models.

$AMZN x $FLUT FanDuel becomes exclusive odds provider for NBA & WNBA on Prime Video - Live bet tracking & Odds View features - Integrated insights from FanDuel’s sportsbook - Debuts this upcoming NBA season Amazon is weaving sports + betting deeper into Prime

$AMZN unveils new Echo lineup powered by Alexa+ AI - Echo Dot Max, Echo Studio, Echo Show 8 & 11 - Smarter natural language & vision AI - Alexa+ Store coming w/ partners like Lyft & Grubhub Amazon is going all-in on AI-powered smart homes

$AMZN is revamping its device lineup under Panos Panay — aiming to take on Apple in the AI era. New Echo, Fire TV & Alexa hardware unveiled this week signal Amazon’s push to make AI-powered gadgets people want to show off, not just use.

Jefferies flags slowing demand for Apple’s iPhone 17 $AAPL iPhone 17 sales “losing momentum” just weeks after launch, per the brokerage

$NVDA pops as Jefferies lifts PT to $220 (from $205) after Nvidia’s $100M OpenAI data-center investment boosts long-term demand and revenue/EPS estimates.