A market roundup highlighted Getty Images’ partnership with OpenAI, Tencent’s testing of Weixin AI in select services, and AI demand supporting semiconductor and data-center suppliers.

Getty Images and OpenAI dominated trading talk on Monday, with investors reacting to a new partnership that lifted Getty shares sharply in premarket trading and sent Shutterstock, Getty’s merger partner, up about 20%.

The news fed into a broader market theme: AI is creating demand not only for content rights and distribution, but also for the hardware and infrastructure needed to support it.

Getty and OpenAI

The Wall Street Journal’s market roundup said Getty announced a partnership with OpenAI, while The Times reported that the two companies had entered a multi-year licensing agreement. According to that report, ChatGPT will be able to access Getty’s image archive for search display, but the deal excludes use of Getty images for training OpenAI’s image generator.

The exact financial terms were not disclosed in the reporting reviewed. Even so, the agreement was enough to move both Getty and Shutterstock, underscoring how closely the market is watching AI content-rights deals.

Tencent and consumer AI

The roundup also pointed to Tencent, which has begun testing Weixin AI in select services and suggested a possible fourth-quarter release. The reporting did not specify which services are included.

That adds another consumer-facing AI development to the day’s market narrative, alongside the licensing news in media.

Chips, data centers and supply chains

The same roundup grouped several semiconductor and infrastructure names with the AI theme. It said ASML is expected to have a full order book through 2027, supported by AI-related demand, while Infineon Technologies gained on growing demand for power semiconductors from AI data centers.

Fujikura also moved sharply after forecasting stronger earnings on data-center demand.

Bernstein analysts added another layer to the story, warning that high DRAM and HBM memory prices could raise the cost of AI for hyperscalers, even if they do not curb overall spending.

What to watch

The next checkpoints are whether companies disclose more detail on Getty’s OpenAI deal, whether Tencent expands Weixin AI beyond the current test services, and whether order-book or earnings updates continue to confirm the demand story for ASML, Infineon and Fujikura.

For now, the market message is clear: AI demand is moving both media licensing and hardware supply chains at the same time.

Revision note

Initial automated publication.