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  • Erdosgate: OpenAI, GPT-5, and the Erdős Problem Controversy
    October 21, 2025, 1:16 AM EDT. An AI hype moment turned sour after OpenAI's Sebastien Bubeck claimed GPT-5 could 'solve' a broad set of unsolved Erdős problems by crawling the web. In reality, the system surfaced solutions to problems that were already solved; the math and AI communities called the presentation misleading. Demis Hassabis labeled it 'embarrassing', and Bubeck later backed away, leaving many skeptical of rushed narratives. The episode echoes the 2019 Rubik's cube claim and underlines why extraordinary claims demand rigorous vetting, not rosy headlines. It's a teachable moment about verification, transparency, and the dangers of equating data findability with genuine insight. The takeaway: insist on clear evidence and avoid premature conclusions when AI systems appear to claim breakthroughs.
  • Apple Shares Jump 3.9% on Monday as Analysts Send Mixed Signals, Dividend News
    October 21, 2025, 1:14 AM EDT. Apple shares rose 3.9% in mid-day trading after reaching as high as $264.38 and settling near $262.24. About 90.0 million shares exchanged hands, well above the 50-day avg, amid mixed analyst commentary. Ratings include Weiss (hold), Barclays (price target raise to $180 with underweight), Phillip Securities (moderate sell, $200), Morgan Stanley (overweight, $298), and JPMorgan (overweight, $280). Market data show a 50-day moving average of $241.13 and a 200-day of $216.91, with a market cap around $3.89 trillion, P/E 39.79, PEG 2.46, and beta 1.09. Q2 earnings beat with EPS $1.57 on revenue of $94.04B (vs $88.64B expected), up ~9.6%. A quarterly dividend of $0.26 was paid, yielding ~0.4%.
  • AWS outage disrupts services worldwide, spotlighting cloud dependence
    October 21, 2025, 1:10 AM EDT. A multi-hour outage hit global internet services after an AWS disruption, showing how cloud providers power entertainment, messaging and commerce. The failure knocked out streaming like Prime Video and Disney+, AI tools such as Perplexity AI, and apps including Fortnite, Airbnb, Snapchat and Duolingo; in Europe, messaging tools like Signal and WhatsApp faced issues, and some banks (e.g., Lloyd's) flagged impact. Amazon said DNS and a load balancer health issue caused the problem, with a backlog that took hours to unwind and was only returning to pre-event levels after mitigation. Analysts warned of the fragility of online infrastructure, noting AWS, Microsoft Azure, and Google Cloud anchor a vast portion of the economy and governments worldwide.
  • Common error behind major AWS outage that took Reddit and Snapchat offline
    October 21, 2025, 1:08 AM EDT. An AWS-wide outage appears to have been triggered by a common human error during a routine change, impacting major platforms such as Reddit and Snapchat. AWS acknowledged a cascading failure caused by an incorrect parameter update in capacity provisioning, which led to service degradation across multiple regions. The outage disrupted user logins, post creation, and media delivery for hours, underscoring heavy reliance on cloud infrastructure. Industry experts urge stronger change controls, faster rollback procedures, and automated safety nets to prevent single-point mistakes from causing widespread downtime. The incident reinforces the need for multi-region redundancy, load shedding strategies, and robust incident response to protect critical services.
  • Billionaires Bet on Nvidia as AI Boom Pushes Toward $10T Market Value
    October 21, 2025, 1:06 AM EDT. Billionaire investors including David Tepper, Michael Platt, and Philippe Laffont boosted Nvidia in Q2, signaling confidence in AI's growth. Nvidia (NVDA) has surged past $4 trillion and some analysts see a path to a $10 trillion market value as AI spending accelerates. Tepper increased his Nvidia stake to 1,750,000 shares (4.2% of his 13F portfolio). Platt opened a position with 649,956 shares (3.9%). Laffont raised his Nvidia holding to 11,488,529 shares (5%). The moves come as the chip giant dipped in valuation this quarter, and as billionaire 13F data underscores elite investors eyeing AI leaders. For everyday investors, following these bets depends on your risk tolerance and stock strategy, not just FOMO.