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51 Consumer Tech Shares Rise Following OpenAI Shopping Shift

The Information
Ann Gehan @ The Information 2 place · today 16:49 EDT

Shares of companies including Booking.com and Expedia rose nearly 8.5% and 13%, respectively, on Thursday, following a report from The Information that OpenAI would abandon plans to sell goods directly in ChatGPT in favor of putting checkouts inside apps that plug in to ChatGPT. The change ...

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The most popular news from the same source for the last week
The Information The Information
The Information
Stephanie Palazzolo @ The Information · 02/26/2026 19:13 EDT

Exclusive: Anthropic Says Daily Signups to Claude Chatbot Tripled Since November

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The Information
Katie Roof @ The Information · 02/26/2026 19:34 EDT

OpenAI Builds an M&A War Chest

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The Information
Martin Peers @ The Information · 02/26/2026 20:00 EDT

Jack Dorsey has been many things in his career, including social media pioneer and crypto advocate. Now he’s the grim reaper of AI. Dorsey on Thursday revealed he will lay off 40% of the employees, or about 4,000 people, at his fintech firm, Block. The reason? AI. “The core thesis is simple,” he explained in a shareholder letter. “Intelligence tools have changed what it means to build and run a... Read more

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The Information
Erin Woo @ The Information · 02/26/2026 22:48 EDT

Anthropic CEO Says Company Won’t Agree to Pentagon Demands

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The Information
Martin Peers @ The Information · 02/27/2026 08:57 EDT

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The Information
Theo Wayt @ The Information · 02/27/2026 09:30 EDT

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The Information
Laura Mandaro @ The Information · 02/27/2026 09:55 EDT

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The Information
Aaron Holmes @ The Information · 02/27/2026 09:57 EDT

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The Information
Erin Woo @ The Information · 02/27/2026 10:34 EDT

Military Worries Simmer at OpenAI, Google As Anthropic Hits Stalemate With Pentagon

The conflict between Anthropic and the Department of Defense over how the Pentagon can use the startup’s AI has turned into a standoff. The agency has given the company a Friday evening deadline to give it unfettered access to its technology—or else be cut off from working with military contractors. Anthropic CEO Dario Amodei continues to refuse to do so. “Threats do not change our position,” he wrote in a... Read more

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The Information
Aaron Holmes @ The Information · 02/27/2026 13:38 EDT

What OpenAI’s New Deals Mean for Amazon, Microsoft and Nvidia

OpenAI’s wide-ranging partnership with Amazon, announced on Friday as part of a bigger series of funding agreements valuing the company at $730 billion before the investment, means the ChatGPT creator will soon have two of the three biggest cloud firms pitching its services. But can both Amazon and Microsoft get a big boost without encroaching on each other’s territory? Then there’s the impact on Nvidia, which is putting in $30... Read more

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