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OpenAI hopes the Disney deal boosts Sora, which has high costs and limited traction; Sensor Tower: users average 13 minutes per day on Sora vs. 90 on TikTok (Financial Times)
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Broadcom's shares fell 11% on December 12, their biggest single-day drop since January, after the company's AI sales outlook fell short of investor expectations (Dina Bass/Bloomberg)
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Indian IT giant TCS agrees to acquire Coastal Cloud, a Florida-based Salesforce consulting partner, for $700M, in a bid to boost its AI and US customer business (Mark Haranas/CRN)
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Cisco's stock touched a new record high of $80.25 on December 10, surpassing its previous split-adjusted high of $80.06 on March 27, 2000; CSCO is up 31.64% YTD (Robin Wigglesworth/Financial Times)
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Seagate and Western Digital, with stocks each up 200%+ in 2025, will join Nasdaq 100 before the December 22 market open; GlobalFoundries will leave the index (Isabelle Lee/Bloomberg)
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In a letter to the Trump administration, the GOP Senatorial Committee Chair Sen. Tim Scott said the Netflix-WBD deal raises "significant antitrust problems" (Semafor)
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Pokémon Legends: Z-A special evolutions guide
Polygon - All
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Google has removed dozens of AI videos from YouTube that depicted Disney characters, after Disney sent a cease-and-desist letter flagging the links (Gene Maddaus/Variety)
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Microsoft expands its bug bounty program so that any critical vulnerability, including in third-party code, impacting its online services is eligible for awards (Duncan Riley/SiliconANGLE)
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OpenAI quietly adopted Anthropic's "skills" mechanism in ChatGPT and Codex; ChatGPT's skills include creating and modifying spreadsheets, docx files, and PDFs (Simon Willison/Simon Willison's Weblog)
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