Seeking Alphaยท2025-09-12 10:41Group 1: Microsoft and OpenAI Relationship - Microsoft and OpenAI have signed a non-binding memorandum of understanding to redefine their relationship, allowing OpenAI to restructure into a for-profit company [2][4] - OpenAI's nonprofit arm is expected to receive over $100 billion, which is about 20% of the targeted $500 billion valuation in private markets [3] - Microsoft has been a significant backer of OpenAI, investing $1 billion in 2019 and $10 billion in 2023, with exclusive rights to sell OpenAI tools through Azure [4] Group 2: Warner Bros. Discovery and Paramount Skydance - Warner Bros. Discovery's stock jumped 29% following reports that Paramount Skydance is preparing a majority cash bid for the company [5][6] - The potential bid is for the entire company, including its cable networks and movie studio, and is backed by the Ellison family [5] - A deal would combine Paramount's CBS News with Warner Bros. CNN and merge their respective studios [7] Group 3: Apple Watch Hypertension Detection Tool - Apple is set to roll out a new hypertension detection tool for the Apple Watch after receiving FDA approval, utilizing data from the watch's optical heart sensor [9][10] - The tool analyzes how blood vessels respond to heartbeats over a 30-day period and has been developed using machine learning trained on data from over 100,000 participants [10] - The feature will be available in 150 regions, including the US, EU, and Hong Kong, and is compatible with Apple Watch Series 9, 10, 11, Ultra 2, and Ultra 3 [12]