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OpenAI reportedly missed revenue targets. Shares of Oracle and these chip stocks are falling

Cnbc · · 609 words · By Yun Li
Corporate Financial Performance AI Market Sustainability Competitive Landscape of LLMs
open_in_new Read the original article: https://www.cnbc.com/2026/04/28/openai-reportedly-missed-revenue-targets-shares-…

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Loaded Language 70% confidence
Using words with strong emotional connotations to influence an audience.

fact_checkFact-Check Results

11 claims extracted and verified against multiple sources including cross-references, web search, and Wikipedia.

check_circle Corroborated 4
info Single Source 4
help Insufficient Evidence 2
schedule Pending 1
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“Oracle, which has a $300 billion, five-year partnership to supply computing power to OpenAI for AI operations, dropped 4%.”
CORROBORATED
Multiple sources confirm the $300 billion, five-year partnership between Oracle and OpenAI. While the specific percentage drop varies slightly (one source says 7.7%, the claim says 4%), the core factual claim about the partnership and the stock decline is corroborated by multiple web results.
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web search NEUTRAL — Oracle, which signed a $300 billion five-year partnership to supply computing power to OpenAI, dropped 7.7 per cent. CoreWeave, which has an $11.9 billion infrastructure contract with OpenAI, fell 7.4…
https://thenextweb.com/news/openai-growth-fears-firing-all-c…
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web search NEUTRAL — 25, after the company announced two weeks earlier that it had gained a $300 billion, five-year contract to supply computing power to OpenAI, Reuters reported Wednesday.
https://www.pymnts.com/legal/2026/lawsuit-alleges-oracle-mad…
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web search NEUTRAL — Their $300 billion, five-year agreement with OpenAI sent shockwaves through the market - and their stock up 36% in a single day. What's fascinating? Oracle, traditionally known for databases, has quie…
https://www.linkedin.com/posts/iurii-dzetsyna_ai-cloudcomput…
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“Chipmakers including Broadcom and Advanced Micro Devices declined 4% and 3%, respectively.”
SINGLE SOURCE
The provided evidence mentions Broadcom and AMD in general AI contexts or different dates (e.g., October 17), but does not confirm the specific 4% and 3% declines for the Tuesday mentioned in the claim.
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web search NEUTRAL — Meanwhile, Oracle shares declined by almost 7 percent on Friday (October 17) after the firm’s CEO, Clay Magouryk, provided an upbeat projection to analysts, indicating that the deployment of 50,000 AM…
https://capitolchase.com/tech-weekly-broadcom-and-openai-sig…
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web search NEUTRAL — As Broadcom's AI business grows, volume also grows for TSMC. On the other hand, there's Advance Micro Devices, aka AMD. Morgan Stanley also weighed in on AMD's prospects and found them lacking.
https://www.aol.com/why-artificial-intelligence-ai-stocks-21…
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web search NEUTRAL — Three that I have my eye on are Nvidia (NVDA +4.30%), Advanced Micro Devices (AMD +13.85%), and Broadcom (AVGO +0.62%). Let's find out a bit more about these three AI stocks. Engineer overlooking an A…
https://www.fool.com/investing/2026/01/13/ai-infrastructure-…
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“Shares of Nvidia fell more than 1%.”
SINGLE SOURCE
The evidence provided for Nvidia consists of general Wikipedia and official site descriptions of the company, with no mention of stock price movements on a specific Tuesday.
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web search NEUTRAL — Nvidia ... Nvidia Corporation[a] (/ ɛnˈvɪdiə / en-VID-ee-ə) is an American multinational technology company headquartered in Santa Clara, California.
https://en.wikipedia.org/wiki/Nvidia
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web search NEUTRAL — Artificial Intelligence Computing Leadership from NVIDIA: inventor of the GPU, which creates interactive graphics on laptops, workstations, mobile devices, notebooks, PCs, and more.
http://www.nvidia.com/page/home.html
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web search NEUTRAL — NVIDIA GeForce RTX™ powers the world’s fastest GPUs and the ultimate platform for gamers and creators. Enjoy beautiful ray tracing, AI-powered DLSS, and much more in games and applications, on your de…
https://www.nvidia.com/en-us/
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“Qualcomm dipped 0.2% Tuesday but closed off its lows.”
SINGLE SOURCE
The evidence discusses Qualcomm's earnings and historical price drops (February 2021), but does not confirm a 0.2% dip on the specific Tuesday mentioned.
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web search NEUTRAL — San Diego-based Qualcomm, which offers modem chips that help smartphones connect to wireless networks, posted adjusted earnings of $2.77 per share, ahead of the $2.71 consensus forecast. Revenue rose …
https://www.investing.com/news/earnings/qualcomm-shares-dip-…
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web search NEUTRAL — Shares of Qualcomm (QCOM +1.17%) fell 12.9% in February 2021, according to data from S&P Global Market Intelligence. The semiconductor giant posted strong first-quarter results and bullish second-quar…
https://www.fool.com/investing/2021/03/08/why-qualcomm-share…
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web search NEUTRAL — At Qualcomm’s Snapdragon Summit, where Qualcomm is expected to share its next cutting-edge chipset, CEO Cristiano Amon was joined by Rick Osterloh, Google’s GOOGL head of platforms and devices.
https://pro.thestreet.com/portfolio/wall-street-will-rethink…
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“The stock [Qualcomm] had gotten a slight boost Monday on reports it is working with OpenAI on smartphone chips tied to the firm's hardware ambitions.”
CORROBORATED
Multiple independent sources report that OpenAI is working with Qualcomm (and MediaTek) to develop smartphone processors/chips.
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web search NEUTRAL — OpenAI reportedly working on its own smartphone based around AI agents.OpenAI is reportedly building an AI smartphone with Qualcomm and MediaTek chips.
https://news.google.com/stories/CAAqNggKIjBDQklTSGpvSmMzUnZj…
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web search NEUTRAL — "OpenAI is working with MediaTek and Qualcomm to develop smartphone processors, with Luxshare as the exclusive system co-design and manufacturing partner. Mass production is expected in 2028."
https://www.businessinsider.com/qualcomm-stock-price-openai-…
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web search NEUTRAL — "OpenAI is working with MediaTek and Qualcomm to develop smartphone processors, with Luxshare as the exclusive system co-design and manufacturing partner. Mass production is expected in 2028."
https://www.linkedin.com/news/story/qualcomm-stock-attracted…
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“Leveraged neocloud stock CoreWeave dropped more than 5%.”
CORROBORATED
Multiple sources confirm CoreWeave shares dropped on the Tuesday mentioned following the WSJ report, with one source specifying a 7.4% slide (which is 'more than 5%').
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web search NEUTRAL — Oracle NYSE:ORCL and CoreWeave NASDAQ:CRWV shares fell in premarket trading on Tuesday after the Wall Street Journal reported OpenAI has missed its goals for new users and revenue in recent months, ra…
https://www.tradingview.com/news/reuters.com,2026:newsml_L4N…
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web search NEUTRAL — CoreWeave Inc fell the most in more than six months after reporting a bigger-than-expected loss and boosting capital expenditures, spurring concerns about the company overspending on infrastructure.
https://www.theedgesingapore.com/news/tech/coreweave-shares-…
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web search NEUTRAL — Shares of Oracle dropped 7.7% to $159.80 before the bell. The AI cloud firm is reported to have signed one of the biggest cloud deals with OpenAI, amounting to $300 billion in computing power over a p…
https://money.usnews.com/investing/news/articles/2026-04-28/…
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“In Asia, SoftBank Group, one of OpenAI's largest investors, sank about 10%.”
SINGLE SOURCE
While sources mention SoftBank's strategy is tied to OpenAI and its investment history, there is no specific evidence in the provided text confirming a 10% sink in shares on the Tuesday mentioned.
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web search NEUTRAL — The holding company OpenAI LP was owned by the nonprofit OpenAI, Inc., OpenAI employees, and investors, whereas OpenAI Global, LLC, was owned by OpenAI LP and Microsoft, the latter of which had a mino…
https://en.wikipedia.org/wiki/OpenAI
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web search NEUTRAL — Therefore, OpenAI’s private status adds a major pricing challenge. SoftBank has drawn attention because the company has tied its strategy to OpenAI. The group has also arranged large financing for bro…
https://coincentral.com/softbank-group-corp-sftby-stock-soar…
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web search NEUTRAL — SoftBank Group Corp. founder Masayoshi Son is known for making audacious multibillion-dollar bets. Some acquisition deals, such as chip designer Arm Holdings Plc, have paid off nicely, while others, m…
https://www.bloomberg.com/opinion/articles/2026-05-06/openai…
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“The Wall Street Journal reported that OpenAI has recently missed its own projections for user growth and revenue.”
CORROBORATED
The claim is explicitly confirmed by a cross-reference (CNBC) and multiple independent web search results citing The Wall Street Journal report.
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web search NEUTRAL — OpenAI reportedly missed its internal revenue and user growth targets, raising concerns among investors ahead of a possible IPO.
https://futurism.com/artificial-intelligence/openai-shambles…
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web search NEUTRAL — OpenAI missed internal revenue and user targets, The Wall Street Journal reported. The report sent some tech stocks into the red on Tuesday. OpenAI called the article "clickbait."
https://www.businessinsider.com/openai-missed-targets-what-s…
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web search NEUTRAL — A Wall Street Journal report on missed internal targets sent SoftBank, Oracle and CoreWeave sliding on Tuesday. The interesting question is not whether OpenAI will hit its numbers — it is whether the …
https://www.linkedin.com/pulse/openais-growth-wobble-when-co…
+ 1 more evidence source
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“finance chief Sarah Friar has warned colleagues that if revenue growth doesn't accelerate, the company could face difficulty funding future compute agreements.”
INSUFFICIENT EVIDENCE
No evidence was provided or found in the search results regarding Sarah Friar's warnings to colleagues.
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“Open AI, which kickstarted the AI boom 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.”
INSUFFICIENT EVIDENCE
No evidence was provided or found in the search results regarding a $122 billion funding round or a $852 billion valuation.
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“OpenAI's new 5.5 model is a significant step forward”
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info Disclaimer: This analysis is generated by AI and should be used as a starting point for critical thinking, not as definitive truth. Claims are verified against publicly available sources. Always consult the original article and additional sources for complete context.