GPT‑5 launch commentary spiked ‘phase change’ language; eval dispersion tempered the tails.

Mega-cap capex guides held elevated; vendor financing and GPU backlog stories stayed on page one.

Mainstream front pages ran AI explainers tied to GDP, jobs, and ‘sci-fi’ ledes—attention, not evidence.

Bearish equity notes and ROI skepticism were audible but not dominant; friction rose modestly vs the prior week.