{"id":3519,"date":"2026-04-28T13:29:27","date_gmt":"2026-04-28T13:29:27","guid":{"rendered":"https:\/\/finzexpert.com\/blog\/openai-reportedly-missed-revenue-targets-shares-of-oracle-and-these-chip-stocks-are-falling\/"},"modified":"2026-04-28T13:29:27","modified_gmt":"2026-04-28T13:29:27","slug":"openai-reportedly-missed-revenue-targets-shares-of-oracle-and-these-chip-stocks-are-falling","status":"publish","type":"post","link":"https:\/\/finzexpert.com\/blog\/openai-reportedly-missed-revenue-targets-shares-of-oracle-and-these-chip-stocks-are-falling\/","title":{"rendered":"OpenAI reportedly missed revenue targets. Shares of Oracle and these chip stocks are falling"},"content":{"rendered":"\n<div id=\"RegularArticle-ArticleBody-5\" data-module=\"ArticleBody\" data-test=\"articleBody-2\" data-analytics=\"RegularArticle-articleBody-5-2\"><span class=\"HighlightShare-hidden\" style=\"top:0;left:0\"\/><\/p>\n<div class=\"InlineImage-imageEmbed\" id=\"ArticleBody-InlineImage-108276820\" data-test=\"InlineImage\">\n<div class=\"InlineImage-wrapper\">\n<div>\n<p>OpenAI CEO Sam Altman speaks during the BlackRock Infrastructure Summit on March 11, 2026 in Washington, DC.<\/p>\n<p>Anna Moneymaker | Getty Images<\/p>\n<\/div>\n<\/div>\n<\/div>\n<div class=\"group\">\n<p>Shares of companies tied to artificial intelligence infrastructure tumbled in early trading Tuesday after a report that OpenAI has fallen short of internal growth expectations, raising fresh questions about whether the pace of spending across the sector is sustainable.<\/p>\n<p><span class=\"QuoteInBody-quoteNameContainer\" data-test=\"QuoteInBody\" id=\"RegularArticle-QuoteInBody-1\">Oracle<span class=\"QuoteInBody-inlineButton\"><span class=\"AddToWatchlistButton-watchlistContainer\" id=\"-WatchlistDropdown\" data-analytics-id=\"-WatchlistDropdown\"><button class=\"AddToWatchlistButton-watchlistButton\" aria-label=\"Add To Watchlist\" data-testid=\"dropdown-btn\"><span class=\"AddToWatchlistButton-addWatchListFromTag\"\/><\/button><\/span><\/span><\/span> dropped about 7% in premarket trading Tuesday. Oracle has a $300 billion, five-year partnership to supply computing power to OpenAI for AI operations.<\/p>\n<p>Chipmakers including <span class=\"QuoteInBody-quoteNameContainer\" data-test=\"QuoteInBody\" id=\"RegularArticle-QuoteInBody-2\">Nvidia<span class=\"QuoteInBody-inlineButton\"><span class=\"AddToWatchlistButton-watchlistContainer\" id=\"-WatchlistDropdown\" data-analytics-id=\"-WatchlistDropdown\"><button class=\"AddToWatchlistButton-watchlistButton\" aria-label=\"Add To Watchlist\" data-testid=\"dropdown-btn\"><span class=\"AddToWatchlistButton-addWatchListFromTag\"\/><\/button><\/span><\/span><\/span>, <span class=\"QuoteInBody-quoteNameContainer\" data-test=\"QuoteInBody\" id=\"RegularArticle-QuoteInBody-3\">Broadcom<span class=\"QuoteInBody-inlineButton\"><span class=\"AddToWatchlistButton-watchlistContainer\" id=\"-WatchlistDropdown\" data-analytics-id=\"-WatchlistDropdown\"><button class=\"AddToWatchlistButton-watchlistButton\" aria-label=\"Add To Watchlist\" data-testid=\"dropdown-btn\"><span class=\"AddToWatchlistButton-addWatchListFromTag\"\/><\/button><\/span><\/span><\/span> and <span class=\"QuoteInBody-quoteNameContainer\" data-test=\"QuoteInBody\" id=\"RegularArticle-QuoteInBody-4\">Advanced Micro Devices<span class=\"QuoteInBody-inlineButton\"><span class=\"AddToWatchlistButton-watchlistContainer\" id=\"-WatchlistDropdown\" data-analytics-id=\"-WatchlistDropdown\"><button class=\"AddToWatchlistButton-watchlistButton\" aria-label=\"Add To Watchlist\" data-testid=\"dropdown-btn\"><span class=\"AddToWatchlistButton-addWatchListFromTag\"\/><\/button><\/span><\/span><\/span> declined between roughly 2% and 5%. <\/p>\n<p><span class=\"QuoteInBody-quoteNameContainer\" data-test=\"QuoteInBody\" id=\"RegularArticle-QuoteInBody-5\">Qualcomm<span class=\"QuoteInBody-inlineButton\"><span class=\"AddToWatchlistButton-watchlistContainer\" id=\"-WatchlistDropdown\" data-analytics-id=\"-WatchlistDropdown\"><button class=\"AddToWatchlistButton-watchlistButton\" aria-label=\"Add To Watchlist\" data-testid=\"dropdown-btn\"><span class=\"AddToWatchlistButton-addWatchListFromTag\"\/><\/button><\/span><\/span><\/span> pulled back 3.5%. The stock had gotten a slight boost Monday on reports it is working with OpenAI on smartphone chips tied to the firm&#8217;s hardware ambitions. Leveraged neocloud stock <span class=\"QuoteInBody-quoteNameContainer\" data-test=\"QuoteInBody\" id=\"RegularArticle-QuoteInBody-7\">CoreWeave<span class=\"QuoteInBody-inlineButton\"><span class=\"AddToWatchlistButton-watchlistContainer\" id=\"-WatchlistDropdown\" data-analytics-id=\"-WatchlistDropdown\"><button class=\"AddToWatchlistButton-watchlistButton\" aria-label=\"Add To Watchlist\" data-testid=\"dropdown-btn\"><span class=\"AddToWatchlistButton-addWatchListFromTag\"\/><\/button><\/span><\/span><\/span> dropped 7%.<\/p>\n<p>In Asia, <span class=\"QuoteInBody-quoteNameContainer\" data-test=\"QuoteInBody\" id=\"RegularArticle-QuoteInBody-8\">SoftBank Group<span class=\"QuoteInBody-inlineButton\"><span class=\"AddToWatchlistButton-watchlistContainer\" id=\"-WatchlistDropdown\" data-analytics-id=\"-WatchlistDropdown\"><button class=\"AddToWatchlistButton-watchlistButton\" aria-label=\"Add To Watchlist\" data-testid=\"dropdown-btn\"><span class=\"AddToWatchlistButton-addWatchListFromTag\"\/><\/button><\/span><\/span><\/span>, one of OpenAI&#8217;s largest investors, sank about 10%.<\/p>\n<\/div>\n<div class=\"group\">\n<p>The Wall Street Journal reported that OpenAI has recently missed its own projections for user growth and revenue. The shortfall has sparked internal concern about whether the company can keep pace with the massive financial commitments required to build out data centers and secure long-term computing capacity.<\/p>\n<p>According to the report, finance chief Sarah Friar has warned colleagues that if revenue growth doesn&#8217;t accelerate, the company could face difficulty funding future compute agreements.<\/p>\n<p>OpenAI pushed back on the report. <\/p>\n<p>&#8220;This is ridiculous. We are totally aligned on buying as much compute as we can and working hard on it together every day,&#8221; the company told CNBC.<\/p>\n<p>The company, which kickstarted the AI\u00a0boom with the launch of its ChatGPT chatbot in 2022, recently closed a record-breaking $122 billion funding round at a post-money valuation of $852 billion.<\/p>\n<p>&#8220;You would assume any slowing was known by the investors, right? If not, shame on OAI,&#8221; Jordan Klein, TMT sector specialist at Mizuho, said in a note. &#8220;How new could update be as the round closed end March when the quarter would have ended. And it&#8217;s not even May 1. I highly doubt OAI fundamentals slowed that fast in under 30 days.&#8221;<\/p>\n<p>Meanwhile, competition in enterprise AI is intensifying. Anthropic has been gaining traction with corporate customers, while Google&#8217;s Gemini models are also picking up momentum as companies increasingly adopt multiple providers.<\/p>\n<p><em>\u2014 CNBC&#8217;s Kate Rooney contributed reporting.<\/em><\/p>\n<\/div>\n<div class=\"ArticleBody-googlePreferredSourceContainer\" data-module=\"GooglePreferredSource\" data-id=\"RegularArticle-GooglePreferredSource-5\">Choose CNBC as your preferred source on Google and never miss a moment from the most trusted name in business news.<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>OpenAI CEO Sam Altman speaks during the BlackRock Infrastructure Summit on March 11, 2026 in Washington, DC. Anna Moneymaker | Getty Images Shares of companies tied to artificial intelligence infrastructure tumbled in early trading Tuesday after a report that OpenAI has fallen short of internal growth expectations, raising fresh questions about whether the pace of [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":3520,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[8],"tags":[2653,1028,318,1694,2445,1660,3129,689,191,1987],"class_list":["post-3519","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-loan","tag-chip","tag-falling","tag-missed","tag-openai","tag-oracle","tag-reportedly","tag-revenue","tag-shares","tag-stocks","tag-targets"],"_links":{"self":[{"href":"https:\/\/finzexpert.com\/blog\/wp-json\/wp\/v2\/posts\/3519","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/finzexpert.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/finzexpert.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/finzexpert.com\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/finzexpert.com\/blog\/wp-json\/wp\/v2\/comments?post=3519"}],"version-history":[{"count":0,"href":"https:\/\/finzexpert.com\/blog\/wp-json\/wp\/v2\/posts\/3519\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/finzexpert.com\/blog\/wp-json\/wp\/v2\/media\/3520"}],"wp:attachment":[{"href":"https:\/\/finzexpert.com\/blog\/wp-json\/wp\/v2\/media?parent=3519"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/finzexpert.com\/blog\/wp-json\/wp\/v2\/categories?post=3519"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/finzexpert.com\/blog\/wp-json\/wp\/v2\/tags?post=3519"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}