SoftBank Group swings to profit in first quarter on market enthusiasm for tech stocks

OpenAI has released GPT-5, described as the "best model in the world" and their first unified AI system. It offers expert-level intelligence across multiple fields with improved reasoning capabilities, faster response times, and reduced hallucinations. New features include customizable personalities, enhanced voice capabilities, Study Mode for learning, and integration with Gmail and Google Calendar. GPT-5 comes in standard, mini, and nano versions, with free access for all users and higher usage limits for paid subscribers. The model represents a significant advancement toward OpenAI's goal of developing artificial general intelligence (AGI) and is being rolled out to ChatGPT Team users immediately, with Enterprise and Edu users gaining access on August 14.

Martin Marietta Materials reported strong Q2 2025 results with net earnings of $328 million (up 12%) and EPS of $5.43. Revenues rose 3% to $1.81 billion while adjusted EBITDA increased 8% to $630 million. The company completed the Premier Magnesia acquisition and announced an asset exchange with Quikrete. Martin Marietta raised its 2025 EBITDA guidance to $2.30 billion despite slight market concerns about revenue. Shares dropped 2.26% in pre-market trading following the announcement.

Duolingo raised its 2025 revenue forecast to over $1 billion after Q2 revenue jumped 41% to $252.3 million. AI-powered subscriptions grew 44%, driving daily active users to 46.6 million (up 40%). Despite a temporary setback from changing its social media strategy, investor confidence remains strong with shares up 113% over the past year. The company continues expanding beyond language learning through AI innovations and strategic acquisitions.

Deutsche Telekom is partnering with Nvidia to create Europe's first industrial AI cloud for manufacturers in Germany. The "AI factory" will feature 10,000 Nvidia DGX B200 systems and RTX Pro Servers running advanced software platforms to accelerate simulation, digital twins, and robotics workloads. Deutsche Telekom will manage all operations while ensuring European data protection standards are met. Set for implementation by 2026, the project aims to enhance Europe's technological sovereignty in AI-driven manufacturing. Deutsche Telekom's CEO emphasized the urgency of embracing AI, while Nvidia's CEO highlighted that modern manufacturers need both physical production facilities and intelligence-creating capabilities.