ChatGPT-5 Launch: Game-Changer or AI Stock Killer? | Tech Earnings, Tesla Twist & Healthcare Crash

OpenAI’s ChatGPT-5 has landed — delivering best-in-class intelligence while using surprisingly low compute. But could this breakthrough spell bad news for some AI stocks? Luke shares why this launch might usher in a whole new era for AI — one that reshapes the investing landscape.

We also rapid-fire through a jam-packed week of tech earnings: Palantir, Axon, AMD, Arista Networks, Astera Labs, Nebius, Uber, Opendoor, Shopify, AppLovin, Symbotic, Duolingo, Dutch Bros — and more.

We dive into Tesla’s latest twist as the Dojo supercomputer project is disbanded, yet the stock is rising, and explore the healthcare meltdown as United Healthcare, Novo Nordisk, and Eli Lilly see their worst crashes in decades. Is this a 2008-style buying opportunity? We wrap with a look at breakout stocks ALAB, NBIS, ZETA, COMM, and BMNR.

This is Being Exponential — where we break down the biggest tech moves, market shifts, and investing themes shaping the future.