AI Revenue Miss, Auto and Energy Beats, and Rising Regulatory Risk Produce a Mixed Market Tape

$GM $BP $UPS $META $DIS — A reported OpenAI revenue miss hit AI-linked software and chip names while corporate beats from GM, BP, UPS and Visa underpinned cyclicals and payments. Regulatory shocks — from an FCC probe into Disney to China blocking a Meta acquisition — add geopolitical and policy risk to the near-term backdrop.