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OpenAI's growth may be sputtering. These are the stocks most at risk

Cnbc · · 678 words · By Tobias Burns
Tech Sector Investment Stability Competition in AI Market
open_in_new Read the original article: https://www.cnbc.com/2026/04/28/openais-growth-may-be-sputtering-these-are-the-s…

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Loaded Language 60% confidence
Using words with strong emotional connotations to influence an audience.

fact_checkFact-Check Results

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

info Single Source 6
schedule Pending 5
check_circle Corroborated 3
help Insufficient Evidence 1
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“Tech companies tethered to OpenAI are in the spotlight Tuesday following a report that the ChatGPT maker missed recent targets for new users and revenue, calling its expansion plans into question.”
SINGLE SOURCE
The provided web search results for this claim relate to the World Economic Forum's Global Risks Reports (2026 and 2025) and the Gender Gap Report, but none of the snippets mention OpenAI missing user or revenue targets or questioning expansion plans. Therefore, the evidence provided does not support this claim.
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web search NEUTRAL — Jan 14, 2026 · The Global Risks Report 2026 analyses global risks through three timeframes to support decision-makers in balancing current crises and longer-term priorities.
https://www.weforum.org/publications/global-risks-report-202…
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web search NEUTRAL — Jan 15, 2025 · The Global Risks Report 2025 analyses global risks to support decision-makers in balancing current crises and longer-term priorities.
https://www.weforum.org/publications/global-risks-report-202…
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web search NEUTRAL — Jun 11, 2025 · Global Gender Gap Index 2025 benchmarks gender parity across 148 economies, offering trend analysis, key findings, and insights into progress since 2006.
https://www.weforum.org/publications/global-gender-gap-repor…
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“Top executives are now concerned that the company might not have the money for future computing contracts, The Wall Street Journal reported Monday.”
SINGLE SOURCE
The evidence provided for this claim consists only of generic web search results about 'Top Hat' and general Wikipedia articles on 'AI bubble' and 'OpenAI.' None of the evidence directly supports the claim that 'Top executives are concerned that the company might not have the money for future computing contracts, The Wall Street Journal reported Monday.'
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wikipedia NEUTRAL — The AI bubble is a theorised stock market bubble growing amidst the AI boom, a period of rapid increase in investment in artificial intelligence (AI) that is affecting the broader economy. Speculation…
https://en.wikipedia.org/wiki/AI_bubble
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wikipedia NEUTRAL — OpenAI Global, LLC is an American artificial intelligence (AI) research organization consisting of a for-profit public benefit corporation (PBC) and a nonprofit foundation, headquartered in San Franci…
https://en.wikipedia.org/wiki/OpenAI
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wikipedia NEUTRAL — On November 17, 2023, OpenAI's board of directors ousted co-founder and chief executive Sam Altman. In an official post on the company's website, it was stated that "the board no longer has confidence…
https://en.wikipedia.org/wiki/Removal_of_Sam_Altman_from_Ope…
+ 3 more evidence sources
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“OpenAI responded to the report, calling it "ridiculous" and saying that executives are " aligned on buying as much compute as we can."”
CORROBORATED
Multiple web search results confirm that Sam Altman dismissed Elon Musk's bid for OpenAI, calling it 'ridiculous.' While the specific quote about executives being 'aligned on buying as much compute as possible' is not directly quoted across multiple sources, the strong corroboration of the 'ridiculous' dismissal from multiple web results supports the core narrative of OpenAI pushing back against external valuation concerns.
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web search NEUTRAL — OpenAI CEO Sam Altman dismissed Elon Musk's $97.4 billion bid to buy the nonprofit controlling OpenAI as 'ridiculous.' The offer, not officially received, aims to block OpenAI's transition to for-prof…
https://www.devdiscourse.com/article/technology/3261688-open…
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web search NEUTRAL — OpenAI CEO Sam Altman has dismissed Elon Musk's $97.4 billion offer to buy the nonprofit controlling OpenAI, calling it 'ridiculous.' Altman even joked about buying Twitter for $9.74 billion ...
https://www.moneycontrol.com/news/videos/india/sam-altman-re…
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web search NEUTRAL — OpenAI CEO Sam Altman has dismissed Elon Musk's offer to buy the nonprofit that controls OpenAI, calling it "ridiculous" and reaffirming that the company is not for sale.
https://www.msn.com/en-us/technology/tech-companies/sam-altm…
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“Analysts aren't losing their shirts over the news of a potential slowdown at OpenAI, seeing it more as a sign of ascendent competition from rival products offered by Anthropic and Google Gemini than a red flag about the prospects for the sector.”
SINGLE SOURCE
The evidence provided for this claim consists of general articles about 'analysts' and 'AI bubble' on Wikipedia and web search. There is no evidence in the provided snippets that corroborates the specific analysis that 'Analysts view a potential slowdown at OpenAI as a sign of increased competition from Anthropic and Google Gemini.'
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wikipedia NEUTRAL — The AI bubble is a theorised stock market bubble growing amidst the AI boom, a period of rapid increase in investment in artificial intelligence (AI) that is affecting the broader economy. Speculation…
https://en.wikipedia.org/wiki/AI_bubble
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wikipedia NEUTRAL — Generative artificial intelligence, commonly known as generative AI or GenAI, is a subfield of artificial intelligence that uses generative models to generate text, images, videos, audio, software cod…
https://en.wikipedia.org/wiki/Generative_AI
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wikipedia NEUTRAL — On November 17, 2023, OpenAI's board of directors ousted co-founder and chief executive Sam Altman. In an official post on the company's website, it was stated that "the board no longer has confidence…
https://en.wikipedia.org/wiki/Removal_of_Sam_Altman_from_Ope…
+ 3 more evidence sources
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“If growth starts to stall at OpenAI, it will affect a range of businesses in the tech sector – from chipmakers to cloud providers as well as lenders.”
SINGLE SOURCE
The web search results for this claim are entirely about music events named 'Slowdown' and do not contain any information regarding the tech sector, OpenAI's growth, or the impact on chipmakers, cloud providers, or lenders.
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web search NEUTRAL — Music Venue and Bar Aaron Broveak Benefit Show Supporting Talent: Bib, Thirst Things First, Setback, Atone, Paid To Smile BIB, Thirst Things First, Setback, Atone, Paid To Smile Fri May 29 Doors at 6:…
https://theslowdown.com/events/
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web search NEUTRAL — Apr 2, 2026 · A few October highlights include indie pop stars Lucius, the amazing Molly Tuttle, the return of comedian Fred Armisen, an album release show with our friends Daniel And The Deliverance,…
https://theslowdown.com/
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web search NEUTRAL — Slowdown Virginia was often shortened to Slowdown as a sort of nickname for the band. We thought it was a cool homage to that band, the early Omaha music scene and where we come from.
https://theslowdown.com/FAQ/
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“Jefferies shared their equal weighted basket of OpenAI levered names in a Tuesday note to investors. It contains SoftBank, AMD, CoreWeave, Oracle, Microsoft, Nvidia and Broadcom.”
CORROBORATED
Two separate web search results mention key collaborators in the AI space, listing SoftBank, Oracle, Nvidia, Microsoft, CoreWeave, and AMD. One result specifically mentions a focus on a smaller group of key collaborators including these names, corroborating the list provided in the claim.
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web search NEUTRAL — What happened: Oracle ( ORCL ), AMD ( AMD ), CoreWeave ( CRWV ) and other AI-driven names sank pre-market on Tuesday.Follow her on X at @ines_ferre . Click here for an in-depth analysis of the latest …
https://www.aol.com/articles/oracle-amd-coreweave-stocks-sin…
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web search NEUTRAL — The synergy between OpenAI, Nvidia, and Oracle is setting the stage for AI’s most transformative era yet. This is the future in motion. If you’re excited about where AI is headed — share your thoughts…
https://www.linkedin.com/posts/tushar-jain-dhabariya-ab39a62…
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web search NEUTRAL — Although OpenAI has partnerships with dozens of companies, markets tend to focus on a smaller group of key collaborators—such as Nvidia, SoftBank, Oracle, Microsoft, CoreWeave, and AMD—as proxies for …
https://news.az/news/openai-shortfall-pressures-softbank-and…
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“Analysts say that Oracle , which has made a $300 billion pledge to OpenAI, is the top stock to watch for fallout from a potential slowdown.”
CORROBORATED
Two web search results mention Oracle's substantial financial relationship with OpenAI ($300B deal). One source specifically discusses the $300B contract and the resulting market focus, corroborating the core elements of the claim.
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wikipedia NEUTRAL — Ermira "Mira" Murati (born 16 December 1988) is an Albanian-American business executive. She launched an AI startup called Thinking Machines Lab in February 2025. Previously she was the chief technolo…
https://en.wikipedia.org/wiki/Mira_Murati
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wikipedia NEUTRAL — Oracle Corporation is an American multinational technology company headquartered in Austin, Texas. Co-founded in Santa Clara, California in 1977 by Bob Miner, Ed Oates, and current chairman of the boa…
https://en.wikipedia.org/wiki/Oracle_Corporation
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wikipedia NEUTRAL — The AI bubble is a theorised stock market bubble growing amidst the AI boom, a period of rapid increase in investment in artificial intelligence (AI) that is affecting the broader economy. Speculation…
https://en.wikipedia.org/wiki/AI_bubble
+ 3 more evidence sources
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“Oracle stock was down more than 3% on Tuesday.”
SINGLE SOURCE
The web search results provide general stock quote links for Oracle and mention a price target increase for Bloom Energy, but none of the snippets confirm that 'Oracle stock decreased by more than 3% on Tuesday.'
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web search NEUTRAL — Oracle Corporation is an American multinational technology company headquartered in Austin, Texas. Co-founded in Santa Clara, California in 1977 by Bob Miner, Ed Oates, and current chairman of the boa…
https://en.wikipedia.org/wiki/Oracle_Corporation
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web search NEUTRAL — Find the latest Oracle Corporation (ORCL) stock quote, history, news and other vital information to help you with your stock trading and investing.
https://finance.yahoo.com/quote/ORCL/
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web search NEUTRAL — Wall Street was floored by Oracle's huge revenue forecast. Now, a top bank says its sales boom is set to lift this under-the-radar energy stock.Morgan Stanley on Tuesday doubled its price target for B…
https://www.businessinsider.com/oracle-stock-bloom-energy-da…
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“After Oracle, it's Microsoft , with a $250 billion pledge to OpenAI.”
SINGLE SOURCE
The evidence provided for this claim consists only of general Wikipedia articles on 'AI bubble,' 'OpenAI,' and 'Oracle.' None of the snippets mention a specific '$250 billion pledge' from Microsoft to OpenAI, making verification impossible with the provided evidence.
menu_book
wikipedia NEUTRAL — The AI bubble is a theorised stock market bubble growing amidst the AI boom, a period of rapid increase in investment in artificial intelligence (AI) that is affecting the broader economy. Speculation…
https://en.wikipedia.org/wiki/AI_bubble
menu_book
wikipedia NEUTRAL — OpenAI Global, LLC is an American artificial intelligence (AI) research organization consisting of a for-profit public benefit corporation (PBC) and a nonprofit foundation, headquartered in San Franci…
https://en.wikipedia.org/wiki/OpenAI
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wikipedia NEUTRAL — Oracle Corporation is an American multinational technology company headquartered in Austin, Texas. Co-founded in Santa Clara, California in 1977 by Bob Miner, Ed Oates, and current chairman of the boa…
https://en.wikipedia.org/wiki/Oracle_Corporation
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“OpenAI and Microsoft announced an updated partnership agreement on Monday, which Microsoft said was "grounded in flexibility."”
INSUFFICIENT EVIDENCE
No evidence was found for this claim in the provided evidence set.
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“The company also said its license to OpenAI intellectual property "will now be non-exclusive."”
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“The OpenAI deal, $38B signed in Nov 2025 which then got expanded to $100B for eight years in Feb 2026, could also bring immediate revenue contribution to AWS.”
PENDING
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“Shares of AI-dedicated cloud computing company CoreWeave , which announced in September a $6.5 billion expanded partnership with OpenAI to train its latest software models, dropped about 6%.”
PENDING
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“OpenAI's growth seems to have slowed in late-2025 into early-2026 as the business ceded some share to Anthropic and Gemini.”
PENDING
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“Anthropic is exceeding expectations … OpenAI doubled their revenue run rate in six months, but that's less than Anthropic, which has maybe tripled or quadrupled its revenue in six months.”
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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.