OpenAI’s Agentic ChatGPT Bypasses ‘I’m Not a Robot’ Checks—Security Concerns Mount

OpenAI's latest ChatGPT, now agentic AI, can autonomously navigate websites and perform tasks—from online shopping to booking tables—raising new security concerns. Early adopters on Pro, Plus and Team tiers report the model effortlessly bypasses Cloudflare's "I'm not a robot" checkbox, one of the web's most common anti-bot measures.

OpenAI says the chatbot always requests user permission before taking significant actions and can be interrupted at any time, and it has implemented new safeguards to mitigate risks associated with its expanded autonomy.

Microsoft's AI edge faces pressure as OpenAI diversifies cloud providers. According to Yahoo Finance, OpenAI has begun using rival services from Google, Oracle and CoreWeave alongside Azure, a shift that may dilute Microsoft's exclusive influence over the AI pioneer.

In parallel, Bloomberg News reports Microsoft is in advanced negotiations to secure continued access to OpenAI's latest models—even beyond an AGI milestone—amending a clause that would otherwise cut off its rights. Investors and regulators will be watching closely ahead of Microsoft's July 30, 2025 earnings call.

Meta Platforms Inc. has announced plans to invest $64–72 billion in 2025 capital expenditures for multi-gigawatt AI data centers, alongside a $14.3 billion strategic stake in Scale AI. These moves form the backbone of CEO Mark Zuckerberg's bid for "superintelligence," signaling a major shift from open-source models toward proprietary infrastructure and talent.

Investors will gauge the payoff on Meta's upcoming second-quarter earnings call, where leadership will defend heavy capex amid slowing ad-revenue growth. Key takeaway: Meta is placing a high-stakes bet on unprecedented compute capacity and a top-tier AI lab to outpace rivals like OpenAI and Google.

Nvidia's market value has surged to $4.31 trillion, eclipsing the combined $1.76 trillion worth of Tesla, AMD, Palantir and Intel. This milestone underscores Nvidia's dominance in the AI-driven chip market and cements its position as the most valuable standalone tech company.

The stock has rallied 1,566 percent over five years, up 58 percent in the past 12 months and trading at a record $177 per share. With a forward P/E of 39.5× and a PEG ratio of 1.71, Nvidia's valuation reflects robust AI-led growth and a clean balance sheet with minimal debt drag.

India has become the leading exporter of smartphones to the United States for the first time, capturing 44% of US imports in Q2 2025 compared with just 13% a year earlier, according to a Canalys report. This rapid ascent, driven by a 240% year-over-year jump in devices manufactured in India, reflects Apple's strategic shift of production away from China amid tariff uncertainty.

China's share plunged to 25%—down from 61%—and now trails Vietnam—underscoring a broader supply-chain realignment as US–China trade tensions and pandemic‐era disruptions spur tech companies to diversify manufacturing bases.