WSJ report that OpenAI missed targets pushes Oracle down 4% to $166

Oracle ORCL Stargate and OpenAI capacity

A Wall Street Journal report said OpenAI missed its goal of one billion weekly ChatGPT users by the end of 2025 and fell short of several 2026 monthly revenue targets. The report also said the CFO privately warned that OpenAI might struggle to meet future compute contract obligations. Oracle, which has large contracted cloud capacity for OpenAI, dropped 4% to $166, and AI infrastructure names sold off with it.

OpenAI missed its goal of one billion weekly ChatGPT users by end-2025
Several 2026 monthly revenue targets missed, per the report
Oracle fell 4% to $166 on the report

ORCL around the story · hourly24 h reaction ▼ 2.19%

Moves this explains

AVGO−4.37%Apr 27 · Fell 4.4% to $400.12 in an AI-infrastructure selloff: ORCL -4.1%, AMD -2.9%, NVDA -2.8%, TSM -2.7%, MU -1.5%, while the S&P 500 fell 0.5%. A WSJ report that OpenAI missed its targets pushed Oracle down 4%, and the same day the AI-chip names moved lower with it.

Source

Qatar Tribune (citing WSJ)

Apr 28, 2026

Read the original ↗