Market signals are diverging as an 11% drop in Oracle's shares underscores capex and demand concerns while a $1 billion commitment from Disney to OpenAI highlights continuing strategic bets on generative content. Simultaneously, widening trust gaps, mounting safety failures, and a push for a national AI framework are reshaping the social license and regulatory playbook. Labor norms are shifting as automation displaces workers and AI-driven hiring practices redefine evaluation and dignity at work.
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#financial markets
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#public trust
#automation
