Trhy Zprávy: 1 Září 2025

October 21, 2025, 6:16 PM EDT. OpenAI unveiled ChatGPT Atlas, an AI-powered web browser designed to integrate its ChatGPT into every page. The browser aims to let users access ChatGPT for summaries, questions, and task execution while navigating the web, positioning OpenAI in competition with Google and Perplexity AI. Alphabet's shares fell after the announcement, reflecting investor sensitivity to rivals expanding in the browser space. OpenAI CEO Sam Altman pitched Atlas as a rethink of what a browser can be, arguing AI's potential to transform everyday browsing is a rare opportunity. Atlas marks a notable push in AI-driven browsing and could reshape how users interact with the web as OpenAI seeks to capture market share.

October 21, 2025, 6:12 PM EDT. In our testing of the M5 MacBook Pro, we see a targeted upgrade rather than a simple clock-speed boost. The M5 uses the same basic M4-derived design-4 high-performance CPU cores, 6 high-efficiency cores, 10 GPU cores, and a 16-core Neural Engine-while boosting memory bandwidth by 27.5% to 153 GB/s. Apple adds a dedicated Neural Accelerator to each GPU core, enabling workloads like MetalFX upscaling and frame generation to run inside the GPU, reducing latency and freeing the Neural Engine. Apple claims over 4x peak GPU compute vs M4, with the Neural Engine only ~10% faster per Geekbench AI. These changes matter for graphics-heavy tasks and local AI workloads, but keep the familiar M4-family architecture at the core.

October 21, 2025, 6:10 PM EDT. OpenAI unveiled ChatGPT Atlas, a generative AI-powered web browser that embeds ChatGPT capabilities directly into browsing. The tool aims to make web exploration more interactive and chatbot-like, expanding OpenAI's reach beyond the ChatGPT app. Initially launching for MacOS, with Windows, iOS, and Android support promised soon, Atlas marks a bold shift toward AI-assisted browsing. The teaser followed CEO Sam Altman's post, and the company says more details are forthcoming as the story develops. In a competitive landscape, rivals like Google Gemini integrated into Chrome, and startups such as Perplexity with Comet underscore a trend toward embedding AI assistants in everyday tools. Atlas could redefine how users search, summarize, and interact with web content.

October 21, 2025, 6:08 PM EDT. Tesla (TSLA) enters Q3 2025 with a record number of vehicle deliveries and a fresh energy storage deployment figure. Production and deliveries hit 447,450 and 497,099 respectively, with a 12.5 GWh energy storage deployment in the quarter. Wall Street consensus pegs Q3 revenue at about $26.45 billion, with Estimize slightly lower around $26.27 billion. Analysts expect EPS around $0.55-0.57, but not a repeat of last year's earnings strength, as price cuts press margins. The results, to be released after the market close on Oct. 22, will be followed by a management conference call and investor updates, including the shareholder letter and company update. Investors will dissect margins, guidance, and whether the demand tailwinds persist amid competition.

October 21, 2025, 6:04 PM EDT. Elon Musk blasted acting NASA Administrator Sean Duffy after Duffy said SpaceX is behind on the Artemis III lunar landing program. Musk posted that the person responsible for America's space program can't have a 2 digit IQ and accused Duffy of trying to kill NASA, calling him Sean Dummy in a later post. Duffy, the interim administrator, suggested SpaceX may be behind and hinted at contracting with competitors like Blue Origin; Trump reportedly spoke with Jared Isaacman about the role. The dispute comes as NASA pursues Artemis missions to return humans to the Moon, with SpaceX and other contractors racing to accelerate development ahead of a 2026 timeline.